Steven Hart is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fisher Investments, Personal Capital, Charles Schwab, and Edward Jones. Hart is currently based in Seminole, Florida. Fifth Third Securities, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers multiple program types through its Passageway Managed Account platform, combining advisor-directed models and third-party portfolio management with tax-efficient strategies.

Joshua Green is a CFP® professional with 15 years of experience in the financial services industry, currently associated with Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James and T. Rowe Price. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs. The firm provides discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions, supported by coordinated due diligence and custodial partnerships.

Sonya Ranker is a CFP® professional with 12 years of industry experience, currently serving at Integrated Wealth Concepts LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Questmont Virtual Family Office, Kestra Advisory, Kestra Investment Services, and Royal Alliance Associates. She holds a leadership role as president of Questmont Virtual Family Office and is also licensed to provide fixed insurance and annuity advice. Integrated Wealth Concepts LLC serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily comprised of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Jason Frizzell is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with TIAA-CREF and TIAA since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm offers a range of services including model portfolio management and customized portfolio solutions under a fiduciary standard and acts as adviser to a donor-advised fund.

Steven Garibay is a financial advisor with Brookstone Capital Management LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at multiple firms including Specialized Advisors, Secure Investment Management, and MassMutual Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent at J.D. Mellberg Financial, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through various investment approaches including ETFs, mutual funds, options-enhanced strategies, and proprietary funds.

Kevin Manning is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 63 credential and 34 years of industry experience. His prior work includes roles at LPL Financial Corporation and IFP Securities, LLC. Outside of advising, he is involved in real estate sales through his sole proprietorship with Coldwell Banker Realty. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a wide range of clients and offers a decentralized advisory model alongside notable retirement-plan and pension consulting capabilities.

Elizabeth Roman is a financial advisor at Fifth Third Securities, Inc. based in Tampa, FL. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her background includes roles at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

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.

Sarah Fowler is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Integrity Alliance and ASB Financial since 2021, following a 15-year tenure at Bankers Life and related entities. Outside of her advisory role, she serves as president of Fuquay Insurance, Inc., and works as a sales representative for TruPath Retirement, focusing on fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting services. The firm utilizes various investment approaches and platforms to build portfolios tailored to client needs while providing support services to other registered investment advisers.

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 over 42 years of industry experience. He has been associated with Independent Financial Partners since 2000 and currently serves at IFP Securities, LLC, with prior experience at LPL Financial. Outside of advisory work, he is president of IFP Advisors, Inc., where he is involved in the sale and service of life insurance products and financial planning. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform with a decentralized advisory model, formal retirement-plan advisory and pension consulting capabilities, and partnerships to provide directed trustee services.

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.

Anthony Adamo Jr. is a financial advisor at Independent Financial Partners with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2013 to 2018. Outside of his advisory role, he co-owns and helps manage a short-term rental cabin in Ellijay, Georgia. Independent Financial Partners serves a nationwide network of independent advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and provides both discretionary and non-discretionary account management, with notable capabilities in retirement-plan advisory and pension consulting.

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.

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.

Marissa Pennings is a Series 66-licensed financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL. She has been with the firm since 2026 and has prior experience including roles at Epic Systems and TD Bank. Pennings also has involvement with Hitters Tennis Club. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm offers various managed program options and access to third-party investment platforms.

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 Guardian Life and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is involved with DHAPPS, LLC, a non-investment-related business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution, with tailored client services that also include access to insurance products and alternative investments.

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.