Jeffrey Schroeder is a financial advisor with J.W. Cole Advisors, Inc., holding a PFS™ designation and Series 65 license, with 22 years of industry experience. He has worked at J.W. Cole Advisors since 2024 and also has a longstanding history with his own CPA firm, Jeffrey M. Schroeder, P.A., where he serves as president. Schroeder is involved in community financial management as the treasurer of a homeowners association. 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, utilizing both discretionary and non-discretionary strategies, including digital advice platforms and access to third-party investment managers.

Paul Quinn is a financial advisor with J.W. Cole Advisors, Inc. in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.W. Cole Advisors since 2014 and previously worked at St. Joseph Academy. Outside of his advisory role, he serves as treasurer for the Krenson Oaks Homeowners Association. 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 advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches that include fundamental and technical analysis as well as algorithmic allocations.

Donald Burgess is a CFA® charterholder with 13 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2021 and previously spent eight years with Fusion Analytics Investment Partners. Outside of his advisory work, he was involved with Kitchen Art of South Florida Inc for seven years. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to various third-party managers and digital advice platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies.

Daniel Gaukel is a CERTIFIED FINANCIAL PLANNER™ at Corient with three years of industry experience. He has worked at Corient and its affiliated entities since 2022 and previously held roles at Reilly Fisher Solomon PA and the University of South Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Christopher Mulch is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has two years of industry experience. His background includes over two decades of service in the U.S. Army. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailoring recommendations to client objectives. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Garrett Alabado is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience and holds a Series 66 designation. He has worked at Churchill Management Group since 2014 and joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with private and registered funds.

Michael Vanhorenbeck is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2007 and has been involved in life insurance sales through the Vanhorenbeck Insurance Group. 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 representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Robert Williams is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at T. Rowe Price from 2012 to 2019 before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation in 2020. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education services. The firm employs Morningstar Investment Management’s proprietary models for portfolio construction and serves a large client base with a focus on asset allocation and retirement planning guidance.

Frank Lavalla Jr. is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 designations and has 33 years of industry experience. He has been associated with Nylife Distributors LLC since 2005 and has served in the U.S. Army Reserve since 1986. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives while managing a substantial portion of assets on a non-discretionary basis.

Julian Ossa is a CFP® with 13 years of industry experience, currently advising at Truist Advisory Services. He previously worked at T. Rowe Price for eight years before joining Truist Investment Services and Truist Advisory Services in 2019. 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, fiduciary support, participant advice, and a manager-selection program that incorporates both discretionary and non-discretionary approaches.

Matthew Wilder is a financial advisor with Fifth Third Securities, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Fifth Third Securities since 2009 and with the broader Fifth Third organization since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and multiple platform providers.

Charles Shanberg is a CFP® professional with 25 years of industry experience, currently affiliated with J. W. Cole Advisors, Inc. since 2007. He holds Series 63 and Series 66 licenses and serves as a board member of the Rotary Club of Tampa. 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, offering portfolio management, financial planning, and various managed account solutions.

Justin Whelan III is a financial advisor at Corient with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Vivaldi Capital Management LP and Biechele Royce, Inc. Since 2015, he has been the managing member of Sunrise Capital Management LLC, overseeing several private funds. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary strategies with third-party managers and incorporates risk management tools and alternative investments where suitable.

Herbert Prytherch III is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, following a 17-year tenure at Valic. Outside of his advisory role, he is involved in tax preparation as a sole proprietor and operates several financial and insurance-related businesses. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Adam Sheldon is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and was previously with Crown Wealth Advisers, LLC. Outside of advisory work, he holds a patent for a personal grooming device. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jordan Pavlides is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with TIAA-CREF and TIAA since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized and model-based investment options within a vertically integrated structure that includes affiliated funds.

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.