Nicholas Halchak is a financial advisor with United Planners Financial Services of America and holds the Series 66 credential. He has five years of industry experience, with prior roles at Securities America, Inc. and Investacorp, Inc. Outside of his advisory work, he has been involved with Warren Willis United Methodist Camp for several years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and manages both discretionary and non-discretionary accounts using various custodians and third-party money managers.

Riley Newman is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Independent Financial Partners, he worked at Charles Schwab & Co., Inc. and Northrop Grumman. 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 managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

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 with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 66 and Series 63 licenses and having 13 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016 and is also associated with Brower Financial Group, where he has worked since 2010. Clementz conducts financial services activities through CW Clementz Financial LLC and is also licensed as an insurance agent and a notary public. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers a range of investment strategies and digital advice options and is affiliated with a broker-dealer under an expense-sharing arrangement.

Lukendric Washington is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He previously worked with Penn Mutual Life Insurance Company and Northwestern Mutual, and he also provides tax assistance through Intuit Turbo Tax Live. Washington is the author of books and serves on the board of the nonprofit Freedom Project Network. Hornor, Townsend & Kent serves individuals, businesses, trusts, and charitable organizations through a wide network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing billions in assets with a focus on tailored investment strategies and third-party asset management.

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.

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.

Matthew Geiger is a financial advisor with Brookstone Capital Management LLC holding a Series 66 designation and beginning his industry career in 2025. He has worked previously at Raymond James Financial and Equitable Advisors, LLC. Outside of finance, he has experience working in the restaurant industry. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, and options-enhanced strategies.

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.

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.

Craig Towle is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.W. Cole Advisors since 2016 and has been associated with Synergy Capital Inc. since 1999. Outside of his advisory role, he is involved in non-investment activities including serving as a board member of his homeowners association. 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 representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Randall Boston is a ChFC® with 12 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2019. Prior to that, he worked at The Prudential Insurance Company of America and Pruco Securities LLC for five years. Outside of his advisory role, he is involved in a networking organization as a Membership Committee Member and works as a business consultant. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts through a mix of discretionary and non-discretionary management strategies.

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.

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.

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.

Eric Donner is a financial advisor with Independent Financial Partners in Tampa, FL, holding the ChFC® and Series 63 designations with 37 years of industry experience. His prior roles include positions at ValMark Advisers, Hewins Financial Advisors, and IFP Securities. Outside of his advisory work, he is involved in a startup providing change of residency services and volunteers with Israel Heart 2 Heart, an organization supporting Israeli soldiers with PTSD. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base with customizable investment strategies and notable retirement-plan advisory and pension consulting capabilities.

Matthew Sines is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory work, he serves as a Senior Business Development Officer for Thrivent Advisor Network, focusing on recruiting financial advisors to the platform. 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 operational support, allowing advisors discretion in portfolio construction alongside Commonwealth’s managed model portfolios and distinct program structures.

Joena Bartolini Mitchell is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Edelman Financial Engines, JBM Group, and Raymond James. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, and alternative investments.

Barry Green is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He 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 notable focus on retirement-plan advisory and pension consulting services.