Joseph Tarantino is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He has held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017. Tarantino holds Series 63 and Series 65 licenses and is based in Clearwater, Florida. Transamerica Retirement Advisors provides retirement plan participants and IRA owners with managed advice and investment education services, utilizing Morningstar Investment Management tools for portfolio construction and ongoing oversight. The firm serves a large client base primarily with non-discretionary asset management and operates within the broader Transamerica/AEGON group.

James Belyeu is a CFP® professional with 25 years of experience in financial advising. He is affiliated with J. W. Cole Advisors, Inc. and has worked with Cornerstone Financial Advisors and J.W. Cole Financial, Inc. He is also involved in educational roles with Dalton Education, Florida Community College, and Kaplan Financial. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Robert Tiller is a CFP® professional with 40 years of industry experience, currently serving at J. W. Cole Advisors, Inc. since 2019. He has held multiple roles at the University of South Florida starting in 2015, including his current position as Courtesy Assistant Professor. Outside of his advisory work, he is an author of the book "Forgotten Faces: Family Caregiver Voices." J. W. Cole Advisors operates through a large network of independent advisors and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary account management.

Abby Humberd is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and T. Rowe Price. J. W. Cole Advisors operates a large network of independent advisors 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 employs a variety of investment strategies and platforms, including discretionary and non-discretionary management options.

Todd Pack is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL. He holds the ChFC® designation and has 24 years of industry experience. He is the founder and CEO of Break Through Advisers, a firm that provides public speaking services, coaching, training, and outsourced due diligence to broker-dealers and investment advisors. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 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, model portfolios, and digital advice platforms.

Thomas Dirscherl is a financial advisor at J. W. Cole Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he spent seven years with the Golf Channel. Outside of advising, he is a registered owner of a transportation business. J. W. Cole Advisors operates a large network of investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs both discretionary and non-discretionary strategies using fundamental and technical analysis.

Christopher Ritacca is a financial advisor with Independent Financial Partners in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked at Independent Financial Partners since 2018 and was previously with TIAA-CREF from 2010 to 2018. Outside of his advisory role, he operates a side business under Wealth Advisors Who Care and is involved in selling fixed insurance products. 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 a broad client base with a decentralized advisory model and notable expertise in retirement-plan advisory and pension consulting.

Pegge Barrier is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at Royal Alliance Associates, Inc. and Penn Mutual Life Insurance Company. Barrier also serves as CEO of New Day Financial Advisors, LLC, an insurance brokerage focused on disability and health products. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm offers both advisory and broker-dealer services, managing substantial assets under management with various account structures and third-party asset manager relationships.

Trevor Hull is a CFP® professional with four years of industry experience, currently with Brookstone Capital Management LLC. His prior experience includes roles at Valais Wealth Management, Beacon Global Advisor Network, Blacktower Financial Management (US) LLC, Trinity Wealth Securities, and Florida Financial Advisors. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Danielle Jones is a CFP® and Series 65-registered advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with two years of industry experience. Prior to joining J.W. Cole Advisors in 2024, she held positions at Financial Planning Solutions, DST Wealth Management, and Wilson Wealth Management. Outside of her advisory work, she is involved as a managing member of D.E.J. Blue Horizons, LLC, and operates a notary service. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms for individuals, high-net-worth clients, and institutions. The firm uses a combination of discretionary and non-discretionary strategies, including fundamental and technical analysis.

Charles Olson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Florida Financial Advisors and four years at Cornell University. 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. The firm uses a combination of fundamental and technical analysis along with model and manager-based strategies, providing both discretionary and non-discretionary account management.

Eric Powell is a Series 66-licensed financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He has worked at several firms, including Jazz Wealth Managers, Inc., RightPlan Financial Planning and Investments, LLC, Core Wealth Advisors, Inc., and Thrivent Investment Management Inc. prior to joining Steward Partners in 2026. 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, and charitable organizations, providing various advisory and portfolio management services through multiple Steward Partners-branded solutions and third-party money managers.

Christopher Robinson is a financial advisor at Transamerica Retirement Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2019, following a two-year tenure at T. Rowe Price. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on Morningstar Investment Management for portfolio construction and ongoing oversight, offering both managed portfolios and non-discretionary recommendations to a broad client base.

Michael Moffa is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and 21 years of industry experience. He has been with Independent Advisor Alliance since 2019 and has concurrently worked with Independent Financial Partners and LPL Financial since 2010. Moffa is involved with Prosperity Tax Advisors, LLC and Prosperity Exit Advisors, LLC, which focuses on business succession and exit planning. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by multiple analytical approaches and technology platforms.

Manuel Collazo Jr. is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 14 years of industry experience. He has held various roles across multiple firms, including interim CFO/Treasurer at Ionfi, a fintech and regtech company, and Managing Director at Bevman IGroup, where he works with clients on health insurance and property and casualty needs. He also serves as a loan representative with Legacy Mortgage Lending Corp. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers multiple program platforms such as Transamerica ONE and TFA365.

Adam Joseph is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2015. Based in Tampa, FL, he has a decade of tenure with SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program utilizing third-party managers and AI-enabled research tools.

Todd Hoffman is a CFP® professional with 34 years of experience in the financial services industry. He is currently a financial advisor at Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory LLC and Steward Partners Investment Solutions, LLC since 2017. Prior to that, he worked at Raymond James Financial Services, Inc. and Morgan Stanley Private Bank. Hoffman serves as trustee for the Jeffrey Hoffman Grantor Trust. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA that manages approximately $36.7 billion in assets and supports a national advisor network. The firm provides investment advisory, financial planning, and managed account programs to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations.

Allen Keller is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, G.A. Repple & Company, and Cambridge Investment Research Advisors, Inc. 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 access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm manages accounts using a combination of discretionary and non-discretionary strategies involving fundamental and technical analysis.

David Glazer is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has worked at SunTrust Investment Services and Raymond James Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment strategies.

Mathew Steward is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has operated Stewardship Financial Group, Inc. since 2014 and has been affiliated with New York Life Insurance Company and its related entities since 2009. Steward volunteers with the Children's Cancer Center, a nonprofit supporting families of pediatric cancer patients, and is a member of the BNI Tampa networking group where he facilitates weekly meetings. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.