William Boatman is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 designation and five years of industry experience. He has been a partner at Todd Boatman CPA PA (DBA Boatman and Bryant, CPAs) since 2002. He is also a partner in Freedom 65, a financial advisory business. 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 various managed account solutions.

Stephanie Lally is a financial advisor at Citigroup Global Markets with 10 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Edgewater Family Wealth, BCW Financial Consultants LLC, and multiple Raymond James entities. She is based in Tampa, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including unique market roles such as swap dealer and futures commission merchant.

Eric Barker is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has worked with J.W. Cole Advisors since 2019 and is also involved with Innovative Wealth Management and Strategic Wealth Solutions, LLC, where he serves as managing member in a fixed insurance sales and service business. 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 advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Martin Gaganelov is a CFP® with five years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL. His prior experience includes roles at Raymond James & Associates, LPL Financial, and Northwestern Mutual Life Insurance Company. Outside of finance, he works as an on-call server and bartender for banquets at Hotel Haya Tampa on weekends. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele, including individuals, family offices, corporations, and charitable organizations. The firm offers model and custom portfolio management, private fund management, and trustee support, employing a multi-faceted investment approach overseen by an Investment Policy Committee.

Sandra Myers is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Axa Advisors, LLC and has been with J.W. Cole Financial and J.W. Cole Advisors since 2017 and 2022, respectively. Outside of her advisory role, Myers provides budget coaching services to individuals and families. 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 various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Jonathan Velez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various advice programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and it operates at scale with a focus on non-discretionary assets.

Steven Cass is a CFP® professional with 23 years of experience in the financial services industry. He has worked at HB Wealth Management since 2024 and previously spent over a decade at SunTrust in various advisory and banking roles. Cass serves as a board member of the Morton Plant Mease Healthcare Foundation, participating in community health initiatives and organizational oversight. HB Wealth Management is a registered investment adviser offering wealth management, financial planning, and investment management services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a comprehensive investment process that includes both public and private strategies and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Karolina Hawley is a financial advisor at J. W. Cole Advisors, Inc. with seven years of industry experience. She holds the Series 66 designation and has been with J.W. Cole Advisors, Inc. since 2025, following her tenure at JW Cole Financial beginning in 2016. J.W. Cole Advisors operates a large network of independent investment adviser representatives, providing fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm offers both transaction-based and managed program options and utilizes a variety of investment strategies and platforms.

Jonathan Gade is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously with LPL Financial from 2015 to 2019. Outside of advising, he is involved in behavioral health support as a technician at White Sands Treatment Center and participates in construction project referrals for Beavers Construction. 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 with a decentralized advisory model and a focus on retirement-plan advisory and pension consulting.

Javier Ortiz is a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL, with nine years of industry experience. He holds a Series 66 designation and has worked at Voya since 2018, following two years at INVEST Financial Corp. Outside of advising, he works as a bartender for private events and weddings. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting through various program structures, emphasizing recommendation-based, non-discretionary investment relationships.

Caroline Kirsch is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Sequoia Financial Group in 2025, she worked at Fidelity Investments for eight years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions overseen by an Investment Policy Committee, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers to meet client objectives.

Steven Parisi is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Westshore Financial, and self-employment. He is also the owner and managing partner of Gasparilla Financial LLC, a DBA related to his Guardian/PAS business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Timothy Best is a CFP® with 23 years of industry experience, currently serving as a financial advisor at HB Wealth. He previously worked at SunTrust Bank and its affiliated investment services and advisory firms from 2015 to 2024. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a combined quantitative and qualitative investment process across public and private strategies, managing accounts primarily on a discretionary basis.

Alonzo Barnes is a Series 63-licensed financial advisor with Principal Financial Services in Tampa, FL, and has 36 years of industry experience. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he is a member of an LLC that purchases and rehabilitates homes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Anthony Cisek is a CFP® professional with 20 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2009. He is also the owner and artist of Cisek Art, which involves art creation and marketing. J.W. Cole Advisors is an SEC-registered investment adviser with a national network of over 400 independent representatives, providing portfolio management, financial planning, and various managed account solutions to individuals, charities, corporations, and retirement plans.

John Murdock is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and TD Bank. Outside of finance, he pursues painting under the professional name John Murdock Art and occasionally sells his work. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and integrates services across its affiliated broker-dealer and bank platforms.

Aiad Abdelshaheed is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Outside of his advisory role, he is co-owner of AVJE LLC, a business involved in managing rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jigisha Desai is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked with SunTrust firms since 2006, including SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party managers and AI-enabled research tools.

Ashley Male is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. in Tampa, FL, where he has worked since 2020, following an 18-year tenure at Charles Schwab. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kenneth Carmickle is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Company, and First Command Advisory Services. Outside of his advisory role, he is involved as a broker selling insurance products beyond those offered through Guardian. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets.