Steven Hart is a financial advisor with Fifth Third Securities, Inc., holding Series 66 and Series 63 licenses and 14 years of industry experience. His prior roles include positions at Fisher Investments, Personal Capital, and Charles Schwab. He is currently based in Seminole, FL. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining third-party portfolio management with advisor-directed 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.

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, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at several firms, including Specialized Advisors, Secure Investment Management, and MML Investor Services, and he also operates a licensed insurance agency under J.D. Mellberg Financial, LLC. Garibay has been with Brookstone Capital Management since 2019. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers a variety of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and proprietary funds, serving clients both directly and through relationships with other registered investment advisors.

Kevin Manning is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 63 designation and 33 years of industry experience. He has worked at Independent Financial Partners since 2010 and previously spent a decade with LPL Financial Corporation. Outside of financial advising, he is involved in real estate sales through a sole proprietorship with Coldwell Banker Realty. Independent Financial Partners is an enterprise firm with 261 advisors serving a nationwide client base that includes individuals, charities, corporations, and high-net-worth clients. The firm offers a decentralized advisory model with flexible investment strategies and notable retirement-plan advisory and pension consulting services.

Elizabeth Roman is an advisor at Fifth Third Securities, Inc. based in Tampa, FL, holding Series 65 and Series 63 credentials with two years of industry experience. Her prior work includes roles at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types and third‑party portfolio managers on its Passageway Managed Account platform. The firm operates as a broker‑dealer, SEC‑registered investment adviser, and municipal advisor, with a range of strategies from mutual fund and ETF models to SMA and direct indexing options.

Austin Lentz is a financial advisor with Guardian Life in Saint Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Guardian Life and its affiliated entities since 2016. Outside of his advisory role, he is involved in TAL Ventures, LLC, a joint family real estate business. Guardian Life’s Park Avenue® Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and a combination of proprietary and third-party investment advisory programs.

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.

Tracy Timmerman is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 license and bringing 27 years of industry experience. She has worked at Fifth Third Securities and Fifth Third since 2016, following five years at MWA Financial Services, Inc. and Modern Woodmen of America. Outside of her advisory role, she is involved as a hotspot host for Helium in St. Petersburg, FL. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account programs through its Passageway Managed Account Program and is notable for its municipal-advisor registration combined with its affiliation with Fifth Third Bank.

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 experience in the financial services industry. He is affiliated with Independent Financial Partners and has held roles at IFP Advisors, Inc., Independent Financial Partners, LPL Financial, and IFP Securities, LLC. Outside of his advisory work, he serves as president of IFP Advisors, Inc., where he is involved in life insurance sales and executive benefits planning. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 advisors. The firm supports a multi-advisor platform serving a diverse client base and provides both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Nadav Baum is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott for 10 years. Outside of his advisory role, Baum participates in community efforts through the Developmental Committee Peace Initiative, which focuses on raising awareness and funds against hate crimes, and serves on the Business Advisory Council at Indiana University of Pennsylvania. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

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 with Independent Financial Partners and holds Series 63 and Series 66 licenses. He has 36 years of industry experience, including five years at TIAA-CREF before joining Independent Financial Partners in 2018. Outside of his advisory role, he is involved in operating a short-term rental cabin business in Ellijay, Georgia, jointly owned with his spouse. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives serving a diverse client base, including individuals, charities, corporations, and high-net-worth clients. The firm offers a decentralized advisory model with customizable investment strategies and notable capabilities in retirement-plan advisory and pension consulting.

Michael Powrie is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. 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, third-party investment manager access, and various managed account solutions.

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.

Cameron Barrier is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work history including roles at Penn Mutual Life Insurance Company and TQL. Barrier is also active as an insurance agent with New Day Financial Advisors, LLC, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms along with financial and retirement plan consulting. The firm emphasizes client-directed implementation and oversight and manages the majority of its client assets on a non-discretionary basis.

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.

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.

Assen Kuklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at several firms, including Dempsey Lord Smith, LLC, Arkadios Wealth Advisors, Skyway Capital Markets, LLC, and SQN Securities, LLC. Kuklin is also an officer and director of Wealth Retirement Solutions, a marketing DBA related to his advisory work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in assets with both discretionary and non-discretionary account options.