Todd Mezrah is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and over 32 years of industry experience. His prior roles include positions at Lion Street Advisors and M. Holdings Securities, Inc., as well as operating Todd M. Mezrah & Associates since 1994. Outside of advising, he owns several businesses including a consulting firm specializing in executive benefits and a car repair and restoration business, and he serves on the boards of financing companies affiliated with BankUnited. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm provides asset management, financial planning, retirement consulting, and access to third-party manager programs, employing a range of portfolio strategies across various investment vehicles.

David Maus is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Raymond James and INVEST Financial Corp. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Troy Goss is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his advisory career, he served in the United States Marine Corps for sixteen years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joshua Kreshon is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as successor trustee to his parents' estate. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to support clients across various account types.

Paul Gardner is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He has worked at J.W. Cole Advisors since 2019, with prior roles at GF Investment Services LLC and Global Financial Private Capital, LLC. Gardner is also a sole proprietor of a personal real estate business in Sarasota, Florida. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical strategies and digital advice solutions.

John Sebastian is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2011. Outside of his advisory role, he is president and owner of American Financial Group Limited, Inc., an independent insurance sales business. 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 investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Nicholas Homolka is a CFA® charterholder based in Tampa, FL, currently advising with Truist Advisory Services. He has seven years of prior experience at Northern Trust and began his advisory career in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Caleb Johnson is a financial advisor with Empower Advisory Group in Gibsonton, FL. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His career includes roles at Prudential Investment Management Services LLC and Prudential Insurance Company of America prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model linked to Empower’s recordkeeping and administrative platforms.

Bronson Mehlman is a financial advisor at Guardian Life and Park Avenue Securities LLC with one year of industry experience. He holds Series 63 and Series 66 licenses. His background includes a variety of roles before entering the financial advisory field. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Brandon Schwab is a financial advisor at Sequoia Financial Group, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at F. L. Putnam Investment Management Company, Eaton Vance WaterOak Advisors, J.P. Morgan Securities, and UBS Financial Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Carlos Torres Figueroa is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and less than one year of industry experience. He has a 23-year career in the United States Air Force, currently serving as a Master Sergeant and is on terminal leave until his official retirement in 2026. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios designed and managed by an internal Investment Management Team.

William Congelio is a financial advisor with Principal Financial Services in Tampa, FL, holding the CFP® and ChFC® designations and carrying 30 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is a general manager and partner of Willmac LLC, an investment-related LLC. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Tanner Lewis is a financial advisor at Truist Advisory Services with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and Robert Baird & Co. Outside of his advisory role, he is involved with Wag! Group Co. as a dog walker. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches supported by third-party platform partnerships and integrates AI-enabled research tools within its manager selection and oversight processes.

Matthew Maloney is a ChFC® credentialed financial advisor with 15 years of industry experience, currently affiliated with Independent Financial Partners. He previously worked with Northwestern Mutual in various capacities from 2010 to 2025 before joining his current firm. Outside of his advisory role, he is the owner of Round Table Retirement Partners. 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 discretionary and non-discretionary management, and it is notable for its formal retirement-plan advisory and pension consulting services.

Brooks Cluxton is a CFP® professional with three years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has held roles at Mosaic Wealth Management Group and J.W. Cole Financial, and has previous experience in educational and insurance settings. Outside of his advisory work, Cluxton serves as a head JV basketball coach. J.W. Cole Advisors is an SEC-registered firm 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, and access to various managed account solutions, employing both discretionary and non-discretionary investment approaches.

Thomas Brophy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of his advisory duties, he is actively involved in multiple insurance brokerage businesses. Hornor, Townsend & Kent 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 as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Joseph Stonelake is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2001 to 2024. Stonelake also owns Stonelake Wealth Management, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Meghan Horan is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and unique market roles, including in-house research and derivatives services.

Alfredo Haramboure is a financial advisor at Independent Financial Partners with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at ADP Broker Dealer Inc. and Adp LLC. He also serves as Director of Retirement Plan Services at FORTIV, focusing on 401(k) plan solicitation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with a decentralized investment approach and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Malcolm Mckay is a financial advisor at J. W. Cole Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2010. Outside of advising, he is also a musician and serves as vice president of Kingdom Business Alliance, a non-investment-related organization. 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, financial planning, access to third-party managers, and multiple managed account solutions with both discretionary and non-discretionary investment approaches.