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) 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.

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.

Christopher Ritacca is a financial advisor at Independent Financial Partners with 16 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2007 to 2018 before joining Independent Financial Partners in 2018. He holds Series 63 and Series 65 licenses. 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 serving a broad range of clients and offers both decentralized investment strategies and centralized asset management options, with notable capabilities in retirement-plan advisory and pension consulting.

Pegge Barrier is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at Royal Alliance Associates, Inc. and Penn Mutual Life Insurance Company. Barrier also serves as CEO of New Day Financial Advisors, LLC, an insurance brokerage focused on disability and health products. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm offers both advisory and broker-dealer services, managing substantial assets under management with various account structures and third-party asset manager relationships.

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.

Danielle Jones is a CFP® and Series 65-registered advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with two years of industry experience. Prior to joining J.W. Cole Advisors in 2024, she held positions at Financial Planning Solutions, DST Wealth Management, and Wilson Wealth Management. Outside of her advisory work, she is involved as a managing member of D.E.J. Blue Horizons, LLC, and operates a notary service. J.W. Cole Advisors operates a large network of independent advisers and offers 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. The firm uses a combination of discretionary and non-discretionary strategies, including fundamental and technical analysis.

Charles Olson is a financial advisor at J. W. Cole Advisors, Inc. based in Tampa, FL. He holds Series 65 and Series 63 designations and has two years of industry experience. Prior to his current role, he worked at Florida Financial Advisors and has an educational background from Cornell University. J.W. Cole Advisors operates through a large network of independent representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and supports both discretionary and non-discretionary account management.

Eric Powell is a Series 66-licensed financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He has worked at several firms, including Jazz Wealth Managers, Inc., RightPlan Financial Planning and Investments, LLC, Core Wealth Advisors, Inc., and Thrivent Investment Management Inc. prior to joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing various advisory and portfolio management services through multiple Steward Partners-branded solutions and third-party money managers.

Christopher Robinson is a financial advisor at Transamerica Retirement Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2019, following a two-year tenure at T. Rowe Price. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on Morningstar Investment Management for portfolio construction and ongoing oversight, offering both managed portfolios and non-discretionary recommendations to a broad client base.

Michael Moffa is a financial advisor with Independent Advisor Alliance, LLC in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. His career includes positions at LPL Financial, Independent Financial Partners, and Ameriprise. Outside of advisory work, he is involved with Prosperity Tax Advisors, LLC, focusing on tax-related services, and Prosperity Exit Advisors, LLC, which specializes in business succession and exit planning. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering a range of services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes various portfolio management strategies and technology platforms to integrate assets and support estate planning, operating through a network model with ties to LPL Financial.

Manuel Collazo Jr. is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 15 years of industry experience. He has held various roles including managing director at Bevman IGroup, interim CFO/treasurer at Ionfi, and loan representative at Legacy Mortgage Lending Corp. His outside activities include managing client solutions for health insurance and property and casualty lines, as well as assisting with fintech company policy and accounting issues. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and an RIA, providing a range of investment programs and related financial services.