Sarah Taylor is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 designation. She has been with J.W. Cole Financial, Inc. since 2021 and joined J.W. Cole Advisors in 2026. Prior to her advisory roles, she worked at Citrix Systems, Inc. and Tyco International. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm uses a mix of fundamental and technical analysis along with digital advice and model or manager-based strategies.

David Anderson is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2015. His prior experience includes roles at Ameriprise and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Jeffrey Marks is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Drew Nickle is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at BB&T Bank and its affiliated entities before joining Truist Advisory Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platform partnerships and uses AI-enhanced research to support its investment decisions.

Barrington Brower is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Outside of his advisory role, Brower serves as trustee for multiple family trusts and is owner and president of Brower Financial Group, a financial planning and trust management firm. J.W. Cole Advisors, Inc. operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of discretionary and non-discretionary strategies and various investment approaches.

Preston Washington is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Eastern Funding LLC, Citigroup, and City National Bank, along with roles outside finance such as at Ruth's Chris Steakhouse. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types and uses third-party portfolio managers on its Passageway platform, providing a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

Andrew Schorr is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Independent Financial Partners and has held roles at Advisory Services Network, LLC, and R.L.K. Advisory Group among others. Schorr serves as a board member and coach for the Daytona Beach Quarterback Club and is involved with the Volusia County Miracle League baseball organization. Independent Financial Partners is a nationwide firm that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform, serving a wide range of clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Michael Leary is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Ellen Brandt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Transamerica Financial Advisors since 2009 and is also the owner of two Etsy shops, EllenRobin Designs, LLC and Robin Brandt Etsy Shop, where she creates print-on-demand and handmade merchandise as a weekend hobby. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, operating as both a registered broker-dealer and a registered investment advisor.

Justin Hill is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, New York Life, Fisher Investments, and Colonial Life. Transamerica Financial Advisors serves a diverse client base ranging from individual and high-net-worth investors to pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Brian Wade is a CFP® professional with 28 years of experience in financial services. He is associated with Independent Financial Partners and has held roles at IFP Securities, LPL Financial, and Tampa Financial Group. In addition to his advisory work, Wade engages in public speaking activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Stephen Davis is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an assistant wrestling coach at JW Mitchell High School. Outside of his advisory role, he works as a delivery driver during holidays. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with optional tax and ESG overlay services.

Lance Lehman is a CFP® professional with 18 years of industry experience. He is currently an advisor at Farther and previously worked at Atomi Financial Group dba Compound Planning, ARS Wealth Advisors Group, LLC, and Fisher Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Sean Calleja is a financial advisor with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Valic Financial Advisors and Agia. Calleja is also a managing member of an LLC formed with family members to manage a residential rental property. Lincoln Investment is a large enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Leslie Valant is a financial advisor at J. W. Cole Advisors, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Labrüm Wealth Management, and Intelligence Driven Advisers, LLC. Outside of advising, she serves as President of the Lower Keys Chamber of Commerce and is involved in divorce financial planning as a Certified Divorce Financial Analyst. J. W. Cole Advisors is an SEC-registered adviser serving 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 digital advice, with investment decisions made on discretionary or non-discretionary bases.

Kevin Murphy is a financial advisor at Oppenheimer with 41 years of experience in the industry. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement consulting.

Ted Albrecht is a CFP® with 26 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at firms including Journey Strategic Wealth, LPL Financial, and J.P. Morgan Securities. Albrecht operates MDL Wealth Management, an investment-related business based in Tampa, FL. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled and private investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and portfolio construction strategies.

Peter Nunley is a financial advisor at Independent Financial Partners with 13 years of industry experience. He holds the CFA® designation and Series 65 license. His prior experience includes roles at IFP Securities, LLC and LPL Financial, LLC. Outside of his advisory work, Nunley serves as Vice President of the Ford's Landing Condominium Association and works part-time as a rideshare driver. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with capabilities in retirement-plan consulting and trustee services, managing over $12 billion in assets as of December 2024.

Michael Coleman is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has held leadership roles in multiple business ventures, including serving as COO at Cloudtec LLC, a budgeting and savings software company, and owning The Coleman Nation LLC, a social media company. Coleman is also involved with several nonprofit and advisory boards, such as All for One, Inc., and Delphi Academy of Los Angeles. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

Jordan Carlson is a CFP® professional with five years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. since 2020. He also maintains a role with Mosaic Wealth Management Group, operating as a financial planner. 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, fee-based financial planning, access to third-party managers, and a variety of managed account solutions.