Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.

Jonathan Abbuehl is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. He has been with TIAA-CREF since 2017, and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model or customized portfolios through a vertically integrated advisory structure.

David Maus is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. His career includes roles at Raymond James Financial Services and INVEST Financial Corp. 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 various third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using discretionary and non-discretionary strategies, including digital advice and multiple custodial platforms.

Paul Gardner is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at J.W. Cole Advisors since 2019, with prior roles at GF Investment Services LLC and Global Financial Private Capital, LLC. Gardner is also a sole proprietor of a personal real estate business in Sarasota, Florida. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical strategies and digital advice solutions.

John Sebastian is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2011. Outside of his advisory role, he is president and owner of American Financial Group Limited, Inc., an independent insurance sales business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Charles Waddell Jr. is a financial advisor at Lincoln Investment with 31 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2017, following roles at Legend Equities Corporation, F & S Asset Management Group, Inc., Cincinnati Analysts, Inc., Transamerica Financial Advisors, and Wells Fargo Clearing. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Matthew Maloney is a ChFC® credentialed financial advisor with 15 years of industry experience, currently affiliated with Independent Financial Partners. He previously worked with Northwestern Mutual in various capacities from 2010 to 2025 before joining his current firm. Outside of his advisory role, he is the owner of Round Table Retirement Partners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management, and it is notable for its formal retirement-plan advisory and pension consulting services.

Brooks Cluxton is a CFP® professional with three years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has held roles at Mosaic Wealth Management Group and J.W. Cole Financial, and has previous experience in educational and insurance settings. Outside of his advisory work, Cluxton serves as a head JV basketball coach. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, employing both discretionary and non-discretionary investment approaches.

Joseph Stonelake is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2001 to 2024. Stonelake also owns Stonelake Wealth Management, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Heike Soell Parrish is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at J.W. Cole Advisors and T. Rowe Price Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning, serving a large participant base relative to its advisor headcount.

Alfredo Haramboure is a financial advisor at Independent Financial Partners with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at ADP Broker Dealer Inc. and ADP LLC. He also serves as Director of Retirement Plan Services at FORTIV, focusing on soliciting 401(k) plans. Independent Financial Partners offers a decentralized advisory model through a nationwide network of independent advisers, providing investment, financial planning, trust, and retirement-plan services to a diverse client base, including individuals, charities, corporations, and high-net-worth clients.

Malcolm Mckay is a financial advisor at J. W. Cole Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2010. Outside of advising, he is also a musician and serves as vice president of Kingdom Business Alliance, a non-investment-related organization. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions with both discretionary and non-discretionary investment approaches.

Karen Roberts 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. She has 34 years of industry experience, including tenure at Osaic FA, Inc. from 2004 to 2012 before joining J.W. Cole Advisors in 2012. Beyond her advisory role, she owns KRoberts University, which offers book and online course sales, and consults on estate planning services through KarenKRoberts. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of discretionary and non-discretionary management strategies, including fundamental and technical analysis, model and manager-based approaches, and integrates digital advice platforms in delivering client solutions.

Jose Jimenez is a Series 66-licensed advisor with Citigroup Global Markets in Tampa, FL, where he has worked for 12 years. He has 16 years of industry experience. Outside of his advisory role, he works as a waiter at Brio Tuscan Grill in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and specialized market roles such as acting as a swap dealer and futures commission merchant.

Michael Fels is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Citigroup Global Markets. He is also president of Fels Wealth Management, a separate wealth management and family office business. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms. The firm serves individual, high-net-worth, and institutional clients using a combination of discretionary and non-discretionary management strategies.

Michael Wu is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at Morgan Stanley, Raymond James, and USAA Financial Advisors. Wu 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 and supporting a national advisor network. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions.

Kimya Kamran is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2020. Prior to her advisory role, she was employed at the University of Colorado Denver and the Community College of Denver. Kamran is also involved with PnkRoyalty LLC, a business she has been associated with for over a decade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Nicolas Wolfson is a CFP® professional with nine years of experience in financial advisory. He currently works at Independent Financial Partners and has previously held roles at Ameriprise, E*Trade, and T. Rowe Price. Wolfson volunteers with the American Financial Education Alliance, where he teaches free financial education classes. Independent Financial Partners provides advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers a decentralized investment model alongside formal retirement-plan advisory and pension consulting capabilities.

Ryan Dixon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He has worked at Ballast Wealth Partners and Harwood Advisory Group prior to his current roles. In addition to advisory work, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, along with operational, compliance, and practice-management support, while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Victor Vega III is a Series 65-licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, Florida, bringing one year of industry experience. He also works as a staff accountant at Boatman & Bryant CPAs, PLLC. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts using a variety of investment strategies and digital platforms.