Tyler Bird is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Raymond James Financial Services and T. Rowe Price. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies, combining large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Kimberly Cox is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked extensively with Lincoln Investment across multiple periods from 2014, with additional experience at United Planners Financial Services, West Coast Financial, Invest Financial Corporation, and Waddell & Reed. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and access to third-party managers.

John Dabrowski is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010 and has served the City of Highland Park since 1990. Dabrowski also operates a fixed insurance business, selling fixed annuities as part of his professional activities. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisors. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, implementing strategies through discretionary or non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Cheltse Quinn is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with 12 years of industry experience. She has been affiliated with J. W. Cole Advisors since 2020 and has worked with related firms including J.W. Cole Financial, Inc. and Cornerstone Financial Group since 2012. Quinn also serves as an office manager for Cornerstone Financial Partners 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, third-party manager platforms, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis alongside various model- and manager-based strategies.

Dwiyana Edwards is a Series 65-licensed advisor with J. W. Cole Advisors, Inc., based in Oxford, FL, and has four years of industry experience. Prior to joining J. W. Cole Advisors, she worked at Atlantic Sun Financial Group and has served on the Marion County School Board. Edwards also holds a notary commission in addition to her advisory role. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Marc Bernacchi is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Santander Bank. Outside of his advisory work, Bernacchi is involved with Market America, selling health and wellness products. 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 and provides both discretionary and non-discretionary account management, with notable capabilities in retirement-plan advisory and pension consulting.

Michael Giorgetti is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes roles at Morgan Stanley, Morgan Stanley Private Bank, Raymond James, and John Hancock/Signator Investors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by in-house research and oversight committees and operates with large institutional scale alongside specialized market roles.

Insley Edgar is a financial advisor with J.W. Cole Advisors, Inc. in Palatka, Florida, holding a Series 65 designation and three years of industry experience. He has been associated with J.W. Cole Advisors and its related entity since 2016. Outside of his advisory role, Edgar serves as a practice manager for St Johns Asset Management, LLC, a financial planning firm. 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 advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions using discretionary and non-discretionary investment approaches.

Colin Denney is a CFP® with three years of industry experience, currently serving as a financial advisor at Lincoln Investment. He has previously worked at Stewardship Advisory Group and Capital Analysts. Denney is also involved in managing insurance business activities through Florida Educators Insurance LLC and West Coast Capital Advisors LLC. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base, including individuals, 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 develops strategic model portfolios and adaptive strategies.

Larry Bryant is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including over four decades at Principal Securities INC and running L Bryant Financial Services since 2015. Outside of advisory work, he sells and services group health policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes 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 asset allocation and separately managed account solutions.

Keith Glaser is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. He has been with J. W. Cole Advisors and affiliated entities since 2014, and previously worked at Platinum Wealth Partners, Morgan Stanley, and Merrill. Outside of advising, Glaser serves as president of Limitless Alpha, a non-investment related 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 investment platforms. The firm serves individuals, high-net-worth clients, and institutions using both discretionary and non-discretionary investment approaches.

Haley Power is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has a background that includes roles at Automatic Data Processing, Inc., and legal positions at two law offices. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios spanning equity, balanced, and fixed-income investments managed on both discretionary and non-discretionary bases.

Preston Duppins III is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, Ernst & Young Investment Advisors, Fidelity Investments, and Franklin Templeton. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals, using asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance.

Alejandro Vazquez III is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and his own legal and financial services practices. Outside of advising, he is involved in entrepreneurial activities such as operating a motorsports holding company and providing legal services for estate planning. J. W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm uses a combination of fundamental and technical analysis and various investment platforms to implement client solutions.

Riad Shanawany is a CFP® with 26 years of industry experience and has been with J.W. Cole Advisors, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Outside of his advisory role, Shanawany is involved in business coaching and mentoring through BizGrowAdvisors and participates in peer-to-peer CEO groups such as Leading Peers. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to various managed account solutions, with investment decisions implemented using fundamental and technical analysis or algorithmic models.

Sofia Benitez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Raymond James Associates and multiple USAA affiliates over six years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs with multi-asset, multi-manager strategies implemented through discretionary and non-discretionary frameworks. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Dino Tabakovic is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Raymond James Financial Services, Inc. from 2014 to 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Ronald Ochal is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent 17 years with Ameriprise Financial and Ameriprise Advisor Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and financial planning, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Mary Giblin is a Series 65-licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, where she has worked for nine years. Her prior experience includes two years at State Street Bank and Trust. In addition to her advisory role, she is involved in tax preparation through River City Taxes. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice tools, and third-party manager options.

Ethan Nuebling is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.W. Cole Advisors in 2021, he spent four years at the University of South Florida and operated a lawn care business for one year. 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 institutional accounts. The firm utilizes a range of investment strategies and platforms, providing both discretionary and non-discretionary account management.