Brian Groh is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity since 2011. Outside of his advisory role, he is involved in fixed insurance sales and serves as a trustee for an irrevocable trust for his parents. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions employing both discretionary and non-discretionary investment approaches.

William Daines is a CFP® professional with 11 years of industry experience, currently serving at Principal Financial Services in Tampa, FL. He has held roles at Principal Life Insurance Company and Principal Securities, Inc. since 2015 and 2016 respectively, alongside operating Daines Financial since 2019. His credentials also include the Series 66 license. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Riley Newman is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Independent Financial Partners, Riley worked at Charles Schwab & Co., Inc. and Northrop Grumman. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports over 260 advisors nationwide. The firm is notable for its retirement-plan advisory and pension consulting capabilities and manages over $12.5 billion in assets.

Eugene West is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, Florida, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2018, following prior roles including a position at Signator Investors. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary management options.

Casey Clementz is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Clementz is also involved in related activities as an insurance agent and notary public, and he operates CW Clementz Financial LLC, a business through which he manages his advisory and insurance compensation. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies supported by fundamental and technical analysis.

Leslie Wyatt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wyatt has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2007. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized asset allocation and retirement guidance.

Ceferino Rodriguez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and Independent Financial Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and research tools.

William Ellis is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Integrity Insurance Advisors of Newberry, LLC, Integrity Financial Services Group, and healthcare positions at The Cardiac and Vascular Institute and HCA Florida North Florida Hospital CVICU. Outside of advising, Ellis assists with administrative and research duties at Integrity Financial Services Group. J.W. Cole Advisors operates a large network of independent investment adviser representatives providing fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical analyses, model or manager-based strategies, and digital advice platforms.

Todd Wangler is a CFP® with 23 years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has previously worked at Securities America Advisors, Wangler Wealth Management Inc., Prentice Wealth Management, LLC, and Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as president of Strada Properties LLC, a commercial rental property business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

David Yu is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked at Kovack Advisors and Kovack Securities from 2014 to 2019. Outside of his advisory role, David is also a commercial pilot for American Airlines. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services, supporting a diverse client base including individuals, charitable organizations, corporations, and high-net-worth clients.

Craig Towle is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at J.W. Cole Advisors since 2016 and previously spent 18 years with Synergy Capital Inc. Outside of his advisory role, he is a 25% owner of Freedom65, a tax and wealth practice, and serves as a board member of his homeowners association. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies, integrating fundamental and technical analysis along with model and manager-based approaches.

Eileen Mccarthy Ritter is a financial advisor with Lincoln Investment who holds Series 63 and Series 66 licenses and has 38 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, she is the owner of Teachers Sharing Answers, a life and fixed annuity sales business she has operated since 1989. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and a range of third-party managers.

Randall Boston is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 12 years of industry experience, including five years with The Prudential Insurance Company of America and Pruco Securities LLC prior to joining J. W. Cole Advisors in 2019. Outside of his advisory work, he is involved in local networking as a committee member of BNI Roaring Revenue and serves as a business consultant through Boston Integrity LLC. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental and technical analysis and provides access to third-party investment managers and a range of custody platforms.

Phillip Kline is a CFP® with 12 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James and Charles Schwab during his career. He is based in Land O' Lakes, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Gregory Jack is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and six years of industry experience. He has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and AXA Advisors. In addition to his advisory role, he is the owner of LWR Pillars of Wealth LLC, a firm involved in financial services and insurance sales. J.W. Cole Advisors operates through a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis along with model and manager-based strategies, offering both discretionary and non-discretionary account management.

Frank Wilson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Empower Advisory Group and has held positions at Morgan Stanley and E*TRADE Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm operates through an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Thomas Holliger is a CFP® professional with 34 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes 25 years at Fidelity Brokerage Services and a year at Fidelity Personal and Workplace Advisors. He is also a general partner of Holliger Financial Consultants, an advisory and insurance business. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform, serving a diverse client base with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.

Kristin Alexander is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 65 and Series 66 licenses and has held positions at Principal Securities Inc., Principal Life Insurance, and MassMutual Life Insurance Company, among others. Her most recent role prior to Citigroup was at Independent Financial Partners. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and oversight committees.

Eric Donner is a financial advisor with Independent Financial Partners, holding a ChFC® designation and Series 63 license, and has 38 years of industry experience. His career includes roles at ValMark Advisers, Kestra Investment Services, and Hewins Financial Advisors, among others. Outside of advising, he is involved in business exit consulting and volunteers with Israel Heart 2 Heart, a nonprofit supporting wounded Israeli soldiers with PTSD. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients, offering both customized advisor-driven strategies and access to centralized asset management and pension consulting services.

Daniel Rodriguez Ortiz is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following prior roles at Raymond James Financial Services and Invest Financial Corporation. Outside of his advisory work, he is involved in retail operations at Best Buy, where he assists with inventory management during evening hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions, leveraging its institutional scale and unique market roles.