Steven Fox is a financial advisor with Janney Montgomery Scott in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Before joining Janney in 2021, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2012 to 2021. Outside of his advisory role, he serves as President and board member of the Park Ridge Rotary and is Co-President of the Montvale Chamber of Commerce, both nonprofit and community organizations in New Jersey. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Dorothea Cole is a financial advisor at J. W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential with 25 years of industry experience. She has worked at J.W. Cole Advisors since 2019, following prior roles at Royal Alliance Associates and Signator Investors. She is also the managing partner and owner of Compass Consulting & Financial, an independent financial planning and insurance business. J.W. Cole Advisors operates a large network of independent advisers and provides 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.

Michael Shaver is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Principal Securities Inc and Principal Life Insurance Company since 2016, and previously worked at Oppenheimer. Outside of his advisory work, he volunteers as a cameraman assistant for the Valspar Golf Tournament, a PGA event. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning, retirement plan consulting, and access to third-party money manager programs.

Matthew Lochrane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Truist Advisory Services since 2019, as well as prior experience at Wells Fargo from 2015 to 2019. Located in Tampa, FL, he contributes to a large enterprise firm with over 2,000 advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services including asset allocation, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches and incorporating AI-enabled research tools alongside supervisory oversight.

Brooke Thiel is a Series 66-licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, bringing one year of industry experience. Prior to joining J.W. Cole Financial, Inc., Brooke held various roles including client services coordination and has worked in both educational and retail settings. J.W. Cole Advisors is a national 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 multiple managed account solutions with investment decisions implemented on a discretionary or non-discretionary basis.

William Hamm Jr. is a CFP® and ChFC® with 42 years of experience in financial advising. He is affiliated with Independent Financial Partners and has worked with IFP Advisors, LPL Financial, and IFP Securities over his career. Hamm also serves as president of IFP Advisors, Inc., where he is involved in life insurance sales and executive benefits planning. Independent Financial Partners is a nationwide enterprise that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a decentralized advisory model while providing formal retirement-plan and pension consulting services, serving individual, charitable, corporate, and high-net-worth clients.

Jeremy Martin is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Northwestern Mutual and service in the U.S. Army. He also has an ongoing academic affiliation with the University of Colorado Denver. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance to a large client base.

David Cottrell is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory role, he is involved in offering insurance products beyond those provided through Guardian and its subsidiaries. J. W. Cole Advisors serves a wide range of clients including individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, and retirement services. The firm combines fundamental and technical analysis with model- and manager-based strategies, and supports both discretionary and non-discretionary account management.

Alberto Magliozzi is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial Services, E*TRADE Capital Management, and Charles Schwab. Outside of his advisory work, he is involved in real estate sales through his ownership of Magliozzi CRE LLC and his role at MRG Realty Partners. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Michael Powrie is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include multiple positions at Morgan Stanley and E*TRADE from 2006 to 2024. 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 access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a mix of fundamental and technical analysis alongside digital advice providers.

John Langford is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities since 2006 and Guardian Life Insurance Company since 2005. Langford serves on the board of the National Pediatric Cancer Foundation. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various lending and account-level services.

Karla Madrid is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services and Invest Financial Corp. Outside of her advisory role, she is involved in property management as a landlord. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security-pricing activities.

Maxwell Oglander is a CFA® charterholder and Series 65 licensed advisor with nine years of industry experience. He has worked at Truist Advisory Services since 2018 and previously at AXA Equitable, LLC and AIS Insurance and Financial. He is based in Tampa, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight for manager selection and ongoing reviews.

Alexandra Groh is a CFP® professional with 11 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2014. She holds the Series 66 designation and is active in the Republican Women's Club of Brevard as the 3rd Vice President (Membership) and BY Laws Chairperson. Additionally, she is a published author of a fiction novel available on Kindle. J.W. Cole Advisors is an SEC-registered firm that serves individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Melinda Cronin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Principal Securities Inc. since 2000 and Principal Life Insurance Company since 1999. 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.

Andrew Martin is a CFP® with 13 years of industry experience, currently affiliated with Citigroup Global Markets since 2022. His prior experience includes roles at Fisher Investments, Independent Financial Partners, Raymond James, Citizens Securities, and Merrill. Outside of his financial advisory work, he owns and operates Martin Security Training, providing martial arts instruction, self-defense, firearm safety, and cybersecurity basics for seniors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Matthew Walden is a ChFC® and Series 65-licensed financial advisor with 21 years of industry experience. He has been with J.W. Cole Advisors, Inc. and J.W. Cole Financial since 2011. Outside of his advisory role, he serves as president of a homeowners association, handling administrative duties related to condominium expenses. 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 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.

David Duquette is a financial advisor with Primerica Advisors based in Odessa, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he is involved with DHAPPS, LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account structures.

Howard Brown is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he was involved with Crystal Clear Financial Group, LLC and NYLife Securities LLC. Outside of finance, he owned and operated a full-service lawn care business for seven years. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Ryan Robinson is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SEI Investments Company, Merrill, and Bank of America. Outside of his advisory role, he is the owner of Night Lights Designs LLC, a business for which he provides strategic guidance. 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 and combines large institutional scale with unique market roles and commercial arrangements.