Jerry Bulaclac Jr. is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 21 years of industry experience. He has worked at Independent Financial Partners since 2012 and was previously affiliated with LPL Financial. Outside of his advisory role, he operates RadiantVest, providing clients with portfolio management, retirement income planning, and wealth transfer strategies. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Riley Newman is a financial advisor at Independent Financial Partners with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked at IFP Securities, LLC and Charles Schwab & Co., Inc. Prior to his financial services career, he held roles at Northrop Grumman and Health First Medical Group. Riley has a background that includes both education and corporate positions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Daniel Mageras Jr. is a Certified Financial Planner® with 27 years of industry experience, currently serving at Independent Financial Partners. He has held roles at IFP Securities, LLC and LPL Financial. Mageras is a board member of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. 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 centralized asset management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Lukendric Washington is a CFP® professional with seven years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC in Tampa, FL. His prior roles include positions at Penn Mutual Life Insurance Company and Northwestern Mutual, as well as work as a tax expert for Intuit Turbo Tax Live. Outside of advisory work, Washington is an author and serves on the board of the nonprofit Freedom Project Network. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

Tina Boeving is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 12 years of industry experience. She has worked at firms including Arbor Point Advisors and Securities America Advisors. She is also involved in administrative roles with Bay View Capital, Inc. and Bay View Capital Advisory Group, Inc., providing advisory services and editorial support. OSAIC Advisory Services, LLC is an SEC-registered adviser serving individuals, institutions, and municipal entities with a range of investment management and financial planning services. The firm employs multiple program models and uses a combination of proprietary and third-party platforms to manage client portfolios.

Travis Hadwin is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He has held positions at Steward Partners Investment Solutions, Raymond James Financial Services, and Morgan Stanley Smith Barney. Outside of advising, he is involved in woodworking projects through Clearwater Woodworking and owns a sauna and cold plunge facility in Clearwater, 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, and charitable organizations, offering portfolio management, financial planning, and consulting services.

David Yu is a financial advisor with Independent Financial Partners in Fort Lauderdale, FL, holding a Series 66 credential and 17 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, Yu is an active pilot for American Airlines, a position he has held since 1999, and he owns and oversees a tax preparation business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers both decentralized investment strategies and formal retirement-plan advisory and pension consulting services.

Robert Parks III is a financial advisor at Principal Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at The Feinstein Group and Mainsail Hospitality. Outside of his advisory role, he works part-time as a cook at Countryside Country Club. Principal Securities offers 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs using both adviser and promoter arrangements.

Andrew Rojas is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Bayview Wealth Management and Foundations Investment Advisors LLC. Outside of advising, he is also active as an insurance agent. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan consulting through a platform that integrates advisor-managed and third-party models.

Peter Pastman is a financial advisor with Commonwealth Financial Network based in Saint Petersburg, FL. He holds the CFP® designation and has 16 years of industry experience. Prior to joining Commonwealth, he worked at Raymond James Financial Services and Goodrich Wealth Planning. He is also the owner of Keystone Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Thomas Holliger is a CFP® professional with 33 years of industry experience. He has worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors before joining Independent Financial Partners in 2019. He also operates Holliger Financial Consultants, an advisory and insurance business based in Palm Beach Gardens, FL. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12 billion in assets and offers a decentralized advisory model with specialized retirement-plan and pension consulting capabilities.

Todd Youngs is a CFA® charterholder with 12 years of industry experience, currently serving at Corient in St. Petersburg, FL. His prior roles include positions at CI Doyle Private Wealth, LLC, and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party managers and customized asset allocation, utilizing advanced risk management and monitoring tools.

Eric Donner is a financial advisor with Independent Financial Partners, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior roles include positions at ValMark Advisers, Hewins Financial Advisors, and Exclusive Insurance PGA. Outside of his advisory work, he volunteers with Israel Heart 2 Heart, an organization supporting wounded Israeli soldiers with PTSD, and is involved in a business consulting start-up focused on exit planning. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable specialization in retirement-plan advisory and pension consulting.

Barry Green is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Partners since 2016. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Joseph Fernandez is a CFP® professional affiliated with Principal Financial Services in Tampa, FL, with 27 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities Inc. since 2009. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Daniel Wolf is a financial advisor with Truist Advisory Services and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been with Truist Advisory Services since 2016. Outside of his advisory role, he manages an investment LLC that owns rental properties in Missouri. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jeffery Acheson is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, where he has worked since 2017. His prior experience includes roles at LPL Financial, Corporate & Endowment Solutions, and AXA Advisors. Outside of his advisory work, Acheson serves on the board of Ruling Our eXperiences (ROX), a nonprofit focused on supporting girls’ empowerment, and is involved with several industry organizations including the National Association of Plan Advisors and the American Retirement Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.

Joseph Lauro is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Truist Advisory Services, Inc., Truist Investment Services, Inc., and Valic Financial Advisors. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution through a mix of proprietary and third-party strategies.

Scott Blincoe is a financial advisor with Voya Financial Advisors, Inc. in Lake Mary, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Voya in 2018, he worked at Cetera Financial Specialists LLC and Cetera Investment Advisors LLC from 2013 to 2017. His outside activities include operating Poppell Financial, a DBA involved in the sale of fixed and securities products, and working as an independent insurance agent specializing in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering a range of investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes a combination of model portfolios and manager-driven sleeves, with a significant portion of assets managed on a non-discretionary basis, and integrates an advisory platform with an active broker-dealer distribution model.

Robert Kennerson is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 25 years of industry experience, including roles at Advisory Services Network, LLC and ProEquities, Inc. Kennerson also operates R.L.K Advisory Group, a non-investment-related business. Independent Financial Partners serves a nationwide client base through a decentralized advisory model that allows individual Investment Adviser Representatives to set their own investment strategies. The firm is notable for its retirement-plan advisory and pension consulting services, supporting both individual and institutional clients.