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.

Mary Micka is a financial advisor with Oppenheimer who holds Series 63 and Series 66 licenses and has 37 years of industry experience. She has worked at Oppenheimer since 2010 and previously held positions at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. 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 broad range of programs including asset management, consulting, and retirement services, with advisory approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.

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.

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.

Christian Garrido is a financial advisor with Guardian Life in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. In addition to his advisory role, Garrido is also an author. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Michael Palios is a financial advisor with Guardian Life in Tampa, FL, holding a Series 66 designation and over 15 years of industry experience. He has been with Guardian Life and its affiliate since 2010. Outside of his advisory role, he serves as a co-advisor for a church youth group. Guardian Life’s Park Avenue Wealth Management subsidiary offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance and alternative investment products.

Adam Sheldon is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and spent time at Crown Wealth Advisers, LLC. Outside of advising, he is an inventor with a patented personal grooming device. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, supporting a wide range of client types including defined contribution and benefit plans.

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.

James Higginbotham III is a CFP® professional with 16 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he serves as an elder at Westtown Church in Tampa, FL. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, providing tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

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® with 26 years of industry experience. He is affiliated with J. W. Cole Advisors, Inc. and has worked there since 2011. He is also the owner of Cornerstone Financial Advisors, LLC, where he focuses on financial planning and investment monitoring. Additionally, he serves as a trustee for the Rebecca W. Hudson Irrevocable Declaration of Trust. 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 access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and includes digital advice providers and custodial platforms in its client 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.

Ryan Baney is a CFP® and ChFC® with 13 years of experience in financial advising, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has been with Sequoia and its affiliated entities since 2012 and holds the position of Vice President, Private Client Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Patrick Goodrich is a financial advisor at VALIC Financial Advisors, Inc. in Tampa, FL, holding a Series 66 credential with one year of industry experience. Before joining VALIC, he worked in the education sector with Pinellas County Schools, Broward County Public Schools, and the Alternative Education Foundation. Outside of his advisory role, Goodrich volunteers as a financial coach with United Way Suncoast and is appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts on the Envestnet platform and employs centralized technology and model solutions to manage approximately $29.2 billion for around 300,000 clients.

Joseph Nagy is a financial advisor at Principal Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1999. Outside of his advisory role, he is active as an insurance agent specializing in fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. 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 financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Rada Hayes is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Wells Fargo Bank and U.S. Bancorp Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

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.