Jerry Bulaclac Jr. is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 21 years of industry experience. He has worked at Independent Financial Partners since 2012 and was previously affiliated with LPL Financial. Outside of his advisory role, he operates RadiantVest, providing clients with portfolio management, retirement income planning, and wealth transfer strategies. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Alexander Pedraita is a financial advisor at J.W. Cole Advisors, Inc. with nine years of industry experience. He has previously worked at Fisher Investments and U.S. Bancorp Investments, Inc., among other firms. His background also includes five years at J. Alexander's Restaurant Group. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts with a range of discretionary and non-discretionary investment strategies.

Eric Beadle is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes 13 years at UBS Financial Services and roles at Securities America and Investacorp. Outside of advising, he served as an administrative assistant and is a treasurer and board member for a homeowners association. 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 offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Brian Groh is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity since 2011. Outside of his advisory role, he is involved in fixed insurance sales and serves as a trustee for an irrevocable trust for his parents. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions employing both discretionary and non-discretionary investment approaches.

Nicholas Halchak is a financial advisor with United Planners Financial Services of America and holds the Series 66 credential. He has five years of industry experience, with prior roles at Securities America, Inc. and Investacorp, Inc. Outside of his advisory work, he has been involved with Warren Willis United Methodist Camp for several years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and manages both discretionary and non-discretionary accounts using various custodians and third-party money managers.

Riley Newman is a financial advisor at Independent Financial Partners with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked at IFP Securities, LLC and Charles Schwab & Co., Inc. Prior to his financial services career, he held roles at Northrop Grumman and Health First Medical Group. Riley has a background that includes both education and corporate positions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Eugene West is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, Florida, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2018, following prior roles including a position at Signator Investors. 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 digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary management options.

Casey Clementz is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 66 and Series 63 licenses and having 13 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016 and is also associated with Brower Financial Group, where he has worked since 2010. Clementz conducts financial services activities through CW Clementz Financial LLC and is also licensed as an insurance agent and a notary public. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers a range of investment strategies and digital advice options and is affiliated with a broker-dealer under an expense-sharing arrangement.

Daniel Mageras Jr. is a Certified Financial Planner® with 27 years of industry experience, currently serving at Independent Financial Partners. He has held roles at IFP Securities, LLC and LPL Financial. Mageras is a board member of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Lukendric Washington is a CFP® professional with seven years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC in Tampa, FL. His prior roles include positions at Penn Mutual Life Insurance Company and Northwestern Mutual, as well as work as a tax expert for Intuit Turbo Tax Live. Outside of advisory work, Washington is an author and serves on the board of the nonprofit Freedom Project Network. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

William Ellis is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Integrity Insurance Advisors of Newberry, LLC, Integrity Financial Services Group, and healthcare positions at The Cardiac and Vascular Institute and HCA Florida North Florida Hospital CVICU. Outside of advising, Ellis assists with administrative and research duties at Integrity Financial Services Group. J.W. Cole Advisors operates a large network of independent investment adviser representatives providing fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical analyses, model or manager-based strategies, and digital advice platforms.

Tina Boeving is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 12 years of industry experience. She has worked at firms including Arbor Point Advisors and Securities America Advisors. She is also involved in administrative roles with Bay View Capital, Inc. and Bay View Capital Advisory Group, Inc., providing advisory services and editorial support. OSAIC Advisory Services, LLC is an SEC-registered adviser serving individuals, institutions, and municipal entities with a range of investment management and financial planning services. The firm employs multiple program models and uses a combination of proprietary and third-party platforms to manage client portfolios.

Travis Hadwin is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He has held positions at Steward Partners Investment Solutions, Raymond James Financial Services, and Morgan Stanley Smith Barney. Outside of advising, he is involved in woodworking projects through Clearwater Woodworking and owns a sauna and cold plunge facility in Clearwater, FL. 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, and charitable organizations, offering portfolio management, financial planning, and consulting services.

Matthew Geiger is a financial advisor with Brookstone Capital Management LLC holding a Series 66 designation and beginning his industry career in 2025. He has worked previously at Raymond James Financial and Equitable Advisors, LLC. Outside of finance, he has experience working in the restaurant industry. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, and options-enhanced strategies.

Todd Wangler is a CFP® with 23 years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has previously worked at Securities America Advisors, Wangler Wealth Management Inc., Prentice Wealth Management, LLC, and Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as president of Strada Properties LLC, a commercial rental property business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a 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.

David Yu is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 18 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked for Kovack Advisors and Kovack Securities for five years. Outside of his advisory role, David is an active pilot with American Airlines. 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 a diverse client base and offers both individualized and centralized investment management options, with notable expertise in retirement-plan advisory and pension consulting.

Craig Towle is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.W. Cole Advisors since 2016 and has been associated with Synergy Capital Inc. since 1999. Outside of his advisory role, he is involved in non-investment activities including serving as a board member of his homeowners association. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Randall Boston is a ChFC® with 12 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2019. Prior to that, he worked at The Prudential Insurance Company of America and Pruco Securities LLC for five years. Outside of his advisory role, he is involved in a networking organization as a Membership Committee Member and works as a business consultant. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts through a mix of discretionary and non-discretionary management strategies.

Gregory Jack is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and six years of industry experience. He has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and AXA Advisors. In addition to his advisory role, he is the owner of LWR Pillars of Wealth LLC, a firm involved in financial services and insurance sales. J.W. Cole Advisors operates through 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 employs a mix of fundamental and technical analysis along with model and manager-based strategies, offering both discretionary and non-discretionary account management.

Peter Pastman is a financial advisor with Commonwealth Financial Network based in Saint Petersburg, FL. He holds the CFP® designation and has 16 years of industry experience. Prior to joining Commonwealth, he worked at Raymond James Financial Services and Goodrich Wealth Planning. He is also the owner of Keystone Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.