Michael Fels is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at J.W. Cole Advisors since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is president of Fels Wealth Management and Fels Wealth Management & Family Office, where he is involved in wealth management and fixed insurance sales. 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 portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

David Spivey is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His career includes multiple tenures at Voya Financial Advisors and experience running his own firm, Franklin Spivey Financial LLC. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various services such as financial planning, portfolio management, and plan-sponsor consulting, providing advice primarily through non-discretionary arrangements and multiple program structures.

Kimya Kamran is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2020. Prior to her advisory role, she was employed at the University of Colorado Denver and the Community College of Denver. Kamran is also involved with PnkRoyalty LLC, a business she has been associated with for over a decade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Nicolas Wolfson is a CFP® professional with nine years of experience in financial advisory. He currently works at Independent Financial Partners and has previously held roles at Ameriprise, E*Trade, and T. Rowe Price. Wolfson volunteers with the American Financial Education Alliance, where he teaches free financial education classes. Independent Financial Partners provides advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers a decentralized investment model alongside formal retirement-plan advisory and pension consulting capabilities.

Albert Bunner is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and 18 years of industry experience. He has worked with VOYA since 2014 and also operates Poppell Financial Group LLC, which focuses on enrollment and servicing for the State of Florida 457 plan. Additionally, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing financial planning, portfolio management, and plan-sponsor consulting through a range of program structures. The firm emphasizes non-discretionary, recommendation-based advice and operates as both an SEC-registered investment adviser and broker-dealer.

Haley Mc Kay Daily Tibbitts is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 65 designation and three years of industry experience. Prior to joining Steward Partners in 2026, she worked at Jazz Wealth Managers, Inc. from 2022 to 2026. Her background also includes roles outside finance, such as managing The Tiki Tavern from 2020 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Victor Vega III is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and new to the industry with less than one year of experience. Prior to joining J. W. Cole Advisors, he worked in various roles including at Boatman & Bryant CPAs, PLLC as a staff accountant assisting clients with tax filings. Outside of his advisory role, he is also involved with a CPA firm providing tax-related services. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, managed account solutions, and digital advice, with investment decisions implemented on either a discretionary or non-discretionary basis.

Juan Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Eagle Strategies for 10 years and has worked with New York Life Insurance Company and Nylife Securities LLC for over a decade. Outside his advisory role, he is involved in insurance brokering and holds a shareholder position in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis and working extensively with both individual and institutional clients.

Alejandro Lofaso is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has been with J. W. Cole Advisors since 2017 and is also involved in Medicare consulting as a Senior Needs Advisor. Additionally, Lofaso serves as CEO of Lofaso Group, Inc., which operates as a financial advisory practice and insurance business. J. W. Cole Advisors operates through a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a combination of fundamental and technical analysis along with digital advice solutions.

Patricia Delgado is a financial advisor at Fifth Third Securities, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior roles include positions at Fifth Third Bank, Chase Bank, and MC Solar, as well as employment at the University of South Florida. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services, offering access to the Passageway Managed Account Program with multiple portfolio management options and risk-based program selection.

Brittany O'Connor is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. Her prior experience includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio solutions overseen by an Investment Policy Committee and offers a range of investment vehicles and planning services.

Traci Riggs is a financial advisor with J.W. Cole Advisors, Inc. and holds a Series 66 designation. She has two years of industry experience, including time with J.W. Cole Financial, Inc., and a background working in education within school districts. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm employs both discretionary and non-discretionary management strategies and provides access to various digital advice platforms and third-party managers.

Mathew Tomlin is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Steward Partners Investment Solutions and Raymond James, as well as service in the United States Marine Corps Reserve. 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 provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

John Pharr Jr. is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with J.W. Cole Advisors since 2016 and also manages his own CPA practice, John Pharr CPA LLC, which provides tax consulting and small business advisory services. Additionally, he holds an officer position at Electronic Display Networks Inc. 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 third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and digital advice solutions, and it is affiliated with a broker-dealer under an expense-sharing arrangement.

Rori Miller is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Outside of her advisory role, she is involved in freelance graphic design through her business, RoriDesigns. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through both discretionary and non-discretionary programs.

Mark Pinardi is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior experience includes 13 years at Lincoln Financial Advisors. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national 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.

Tyler Pendyck is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds the Series 66 designation and entered the industry in 2026. Prior to his current role, Tyler was associated with Northwestern Mutual and has experience running Pendyck Innovations LLC. J. W. Cole Advisors, Inc. operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a combination of fundamental and technical analysis, model or manager-based strategies, as well as digital advice platforms.

Brett Sperin is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Personal Capital, Fisher Investments, and E*Trade Securities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers various implementation options alongside financial planning, retirement plan consulting, tax planning, and estate-planning coordination.

Richard Dunsford is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2018, following 12 years at Invest Financial. Outside of his advisory role, he is a licensed insurance agent involved in the sale of fixed life and annuity products. 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 portfolio management, fee-based financial planning, and access to various managed account solutions, employing both discretionary and non-discretionary investment approaches.

Derek Nelson is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. His prior experience includes roles as an Independent Insurance Agent and with Penn Mutual Life Insurance Company, where he has worked since 2017. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and manages a significant amount of discretionary and non-discretionary assets.