Trevor Buckels is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at First Command Advisory Services and service as an officer in the U.S. Army Reserve. His background includes a decade of military service with the U.S. Army. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Craig Koller is a CFP® with over 30 years of experience in financial services. He is affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Koller's other business activities include managing a wealth management practice affiliated with LPL Financial and involvement in an insurance-related entity. 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 and offers both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Catherine Doney is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 20 years of industry experience. Her prior work includes roles at Waddell & Reed and LPL Financial. Outside of her advisory work, she is active in several direct sales and brand ambassador roles with companies such as Pampered Chef, Red Aspen, Heart + Soul, and Farmasi. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm manages approximately $12.77 billion in assets and delivers advisory services primarily through independent representatives, emphasizing a significant portion of non-discretionary portfolio management.

Logan Green is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 65 designation with three years of industry experience. He previously worked at Fisher Investments and Raymond James Financial. Outside of finance, his background includes roles in athletics and hospitality. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management with an emphasis on fundamental, technical, and cyclical analysis, supplemented by third-party research and regular due diligence.

Ryan Newton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. Prior to this, he worked at ProEquities, Inc. for nine years and has been involved with Front Porch Financial Planning, Inc. since 2014. Outside of his advisory role, he leads Newton Showers Wealth Management, LLC, a financial planning and wealth management firm, and also works as an independent insurance agent specializing in life insurance, long-term care insurance, and annuities. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

John Redhead is a CFP® and holds a Series 66 license with six years of industry experience. He is currently affiliated with Sequoia Financial Group, L.L.C. in Tampa, FL. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Charles Schwab. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with due diligence and research-driven allocation decisions, using a range of investment vehicles such as mutual funds, ETFs, and private funds.

Lori Nadglowski is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Principal Financial Services. She has worked at Laurel Wealth Management, Principal Securities, and Principal Life Insurance Company since 2018, and previously at Independent Financial Partners and LPL Financial. Nadglowski serves as Vice President of the Tampa Gator Club and is the Committee Chair for Women United at United Way Suncoast. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through direct advisory and promoter arrangements.

Aaron Gilman is a CFP®, CFA®, and Series 66-licensed financial advisor with 17 years of industry experience. He is affiliated with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2011 and 2019, respectively. Outside of his advisory work, he is a partner in MarketPsych Insights, a software program focused on risk profiling. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a strong focus on retirement-plan advisory and pension consulting services.

Shirley Mckinney is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 66 license. She has 23 years of industry experience, including 16 years at Nationwide Investment Services Corporation. Outside of her advisory role, she has a part-time position at Keith's Diner in Gainesville, FL. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, offering fee-based portfolio management, financial planning, and access to multiple investment platforms and third-party managers. The firm employs a combination of fundamental and technical analysis and provides both discretionary and non-discretionary account management.

Codiak Garland is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Transamerica in 2019, Garland worked at Northwestern Mutual Investment Services LLC and Kevin O Connell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolio oversight provided by Morningstar Investment Management. The firm manages a large client base primarily using non-discretionary assets, focusing on asset allocation and retirement guidance rather than standalone financial planning or high-net-worth clients.

Amber Keens Dumas is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at USAA Life Insurance Company and USAA Investment Services Company. Outside of her advisory role, she is a part owner of Hyper Pure Ceramics, Inc., a business that sells ceramic cups designed to keep drinks hot or cold for hours. 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, financial planning, access to third-party managers, and digital advice solutions.

Jeffrey Emmeluth is a financial advisor at J.W. Cole Advisors, Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with J.W. Cole Advisors since 2014. Outside of his advisory role, he serves as a board member for the United Way of St. Lucie and Okeechobee Counties. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary account management with access to multiple custodial platforms and third-party managers.

Jeffery Iseler is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and J.W. Cole Advisors. Iseler serves as an officer and board member of the FBI Tampa Citizens Academy Alumni Association, a nonprofit focused on community education and outreach. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies through various platforms and third-party models.

Jeffrey Galbraith is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 14 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Patrick Gilchrist is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab-related firms for over 20 years, including roles at Charles Schwab Bank and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without charging clients directly and distinguishes itself by not acting as a discretionary portfolio manager.

Michelle Troyer is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Fisher Investments and Apple, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Mary Cavaleri is a financial advisor with Hightower Advisors in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She joined Hightower in 2020 following five years at Frontier Investment Management Co. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm emphasizes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supporting complex mandates including international and institutional exposures.

Scott Burgess is a financial advisor with J.W. Cole Advisors, Inc., holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Fusion Analytics Investment Partners LLC, Fusion Analytics Securities LLC, and UBS Financial Services Inc. He is also involved with Burgess Capital Partners LLC, an investment-related business he operates. J.W. Cole Advisors serves a broad client base that includes individuals, high-net-worth clients, and institutional accounts, offering fee-based portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm uses a variety of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Lydia Snowden is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has previously worked at Benjamin F. Edwards & Co. and currently serves as Director of Finance at Solid Rock Enterprises, a manufacturing and business services company. Additionally, she provides financial management support to Solid Rock Veterinary Services, LLC. 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, implementing investment decisions through discretionary or non-discretionary methods.

Fernando Fussa Ocasio is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Calton & Associates, Inc., IFP Securities, LLC, and ROBUS Capital Partners LLC. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.