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.

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.

Kimberly Payne is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at Preservation 1st Financial Group LLC, J.W. Cole Financial, Inc., Aflac, and Doordash. Outside of advising, she works as a life insurance agent with Preservation 1st Financial Group. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advisory platforms for individuals, high-net-worth clients, and institutional accounts.

Byron Crosby is a financial advisor at J.W. Cole Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Calton & Associates, Inc. He is also president of West Coast Accounting & Financial Services, Inc., a tax and accounting firm. 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 adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Jeffrey Schroeder is a financial advisor with J.W. Cole Advisors, Inc., holding a PFS™ designation and Series 65 license, with 22 years of industry experience. He has worked at J.W. Cole Advisors since 2024 and also has a longstanding history with his own CPA firm, Jeffrey M. Schroeder, P.A., where he serves as president. Schroeder is involved in community financial management as the treasurer of 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 investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary strategies, including digital advice platforms and access to third-party investment managers.

Paul Quinn is a financial advisor with J.W. Cole Advisors, Inc. in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.W. Cole Advisors since 2014 and previously worked at St. Joseph Academy. Outside of his advisory role, he serves as treasurer for the Krenson Oaks 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 advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches that include fundamental and technical analysis as well as algorithmic allocations.

Donald Burgess is a CFA® charterholder with 13 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2021 and previously spent eight years with Fusion Analytics Investment Partners. Outside of his advisory work, he was involved with Kitchen Art of South Florida Inc for seven years. J.W. Cole Advisors, Inc. operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to various third-party managers and digital advice platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies.

Daniel Gaukel is a CERTIFIED FINANCIAL PLANNER™ at Corient with three years of industry experience. He has worked at Corient and its affiliated entities since 2022 and previously held roles at Reilly Fisher Solomon PA and the University of South Florida. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Christopher Mulch is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has two years of industry experience. His background includes over two decades of service in the U.S. Army. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailoring recommendations to client objectives. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Michael Vanhorenbeck is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2007 and has been involved in life insurance sales through the Vanhorenbeck Insurance Group. 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.

Mary Micka is a financial advisor at Oppenheimer & Co. Inc. with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2010. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and the use of mutual funds, ETFs, fixed-income, and equity strategies.

Daniel Walsh is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, and previously with Suntrust Investment Services beginning in 1997. Based in Sun City Center, FL, Walsh has extensive experience in investment advisory services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform support and uses AI-enabled tools in its research process.

Charles Shanberg is a CFP® professional with 25 years of industry experience, currently affiliated with J. W. Cole Advisors, Inc. since 2007. He holds Series 63 and Series 66 licenses and serves as a board member of the Rotary Club of Tampa. 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, offering portfolio management, financial planning, and various managed account solutions.

Justin Whelan III is a financial advisor at Corient with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Vivaldi Capital Management LP and Biechele Royce, Inc. Since 2015, he has been the managing member of Sunrise Capital Management LLC, overseeing several private funds. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary strategies with third-party managers and incorporates risk management tools and alternative investments where suitable.

Herbert Prytherch III is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at J.W. Cole Advisors and J.W. Cole Financial since 2020, following a 17-year tenure at Valic. Outside of his advisory role, he is involved in tax preparation as a sole proprietor and operates several financial and insurance-related businesses. J.W. Cole Advisors is an SEC-registered investment adviser that serves 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 multiple managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.