Mark Pinardi is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior experience includes 13 years at Lincoln Financial Advisors. 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.

Tyler Pendyck is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds the Series 66 designation and entered the industry in 2026. Prior to his current role, Tyler was associated with Northwestern Mutual and has experience running Pendyck Innovations LLC. J. W. Cole Advisors, Inc. operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a combination of fundamental and technical analysis, model or manager-based strategies, as well as digital advice platforms.

Brett Sperin is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Personal Capital, Fisher Investments, and E*Trade Securities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers various implementation options alongside financial planning, retirement plan consulting, tax planning, and estate-planning coordination.

Richard Dunsford is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2018, following 12 years at Invest Financial. Outside of his advisory role, he is a licensed insurance agent involved in the sale of fixed life and annuity products. 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, employing both discretionary and non-discretionary investment approaches.

David Hinson is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has been with SunTrust and its affiliated entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches and uses third-party platforms and manager arrangements, supported by its Equity Research team’s AI-enabled tools and supervisory oversight.

Derek Nelson is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining Hornor, Townsend & Kent, he worked at Penn Mutual Life Insurance Company and was an independent insurance agent. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a combination of discretionary and non-discretionary account options.

Omar Abdelbari is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, USAA, and TD Bank N.A. prior to his current role in Tampa, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

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.

Jonathan Ortega is a financial advisor at Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Valic in 2025, he worked at Fisher Investments, Amundi US, Inc., and Natixis Investment Managers. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, managing approximately $29.2 billion for close to 300,000 clients.

Christopher Bart is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Marcum Wealth, LLC for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Mary Anne Forrester is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Janney Montgomery Scott since 2001. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Erik Ronne is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with T. Rowe Price Investment Services Inc. since 2008. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service to individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs model allocations with tax-aware rebalancing and offers an interactive online planning tool along with telephone access to advisors.

Riley Boutin is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist, Riley has held positions at Northwestern Mutual, Reliance Matrix, and Auburn University, as well as experience outside financial services at Augusta National Golf Club and Dick's Sporting Goods. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Logan Green is a financial advisor with Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 65 designation and two years of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at Fisher Investments and Raymond James Financial. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs both model and custom portfolio management strategies, utilizing a variety of investment vehicles and regular due diligence to meet client objectives.

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.

David Diaz is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA Advisors and Ceviche. He is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Sutton is a financial advisor with Commonwealth Financial Network based in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining Commonwealth and founding Bay Harbor Private Wealth Group, he spent a decade at JP Morgan Securities LLC. Outside of his advisory work, he is a co-owner of Quickie Transport, LLC, a heavy equipment transportation business. Commonwealth Financial Network supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the platform have discretion to construct client portfolios across a broad range of securities and insurance products, with access to discretionary model portfolios and various advisory program structures.

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.