Tony Wahl is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes six years at LPL Financial and eighteen years at G.A. Repple & Company. Outside of his advisory role, Wahl serves as President and shareholder of Integrity Financial Services Group, Inc., where he provides financial planning and insurance consulting for business and personal needs. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and custodial platforms, including digital advice providers, and supports both discretionary and non-discretionary account management.

Stacey Sherbinsky is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience. She holds the Series 66 designation and has been with Voya since 2015. Outside of her advisory role, she manages event production operations for Live Media Group and Global Broadcasting Services, LLC. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of advisory programs combining model portfolios and manager-driven sleeves, and operates both discretionary and non-discretionary investment management options.

Geoffrey Hoatson is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked with Growing Legacies and Mariner Platform Solutions, among others. In addition to his advisory work, he is the CEO and founding attorney of Family First Firm, where he serves as lead elder law and estate planning attorney. 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 a range of portfolio management and financial planning services, utilizing various investment approaches including discretionary and non-discretionary management, model portfolios, and digital advice platforms.

Christopher Jay is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. He has previously worked at CI Doyle Private Wealth, LLC, and has been with Corient and its affiliated entities since 2022. Christopher is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring.

Angela Maraj is a financial professional with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of financial services, Maraj is president of two environmental consulting firms, M&M Group Enterprises Inc and Botanica Inc. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by its Investment Management & Research team.

Bradley Easom is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where he provides non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Aaron Motai is a CFP® with eight years of industry experience, currently serving as a financial advisor at Corient. His prior work includes roles at Sabal Trust Company, TD Ameritrade, Charles Schwab, USAA, and T. Rowe Price. He is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investments when appropriate.

Jorge Diaz Galarza is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Enterprise, First Command Advisory Services, and Mutual of Omaha Investor Services. He served in the US Army for 14 years before entering the financial services industry. J. W. Cole Advisors is an SEC-registered investment adviser that serves 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, utilizing both discretionary and non-discretionary investment approaches.

Jeffrey Gonyo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Steward Partners and its related entities since 2014, including roles at Steward Partners Investment Solutions, LLC and Steward Partners Global Advisory, LLC. He also maintains an agent position in non-variable insurance through Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, and managed account programs.

Lorin Bridge Jr. is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at Corient and affiliated entities since 2022, with prior experience at Reilly, Fisher & Solomon PA from 2006 to 2021. 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 combining in-house strategies with third-party managers, utilizing risk management tools and offering specialized services through various affiliates.

Christina Constantine is a financial advisor with Empower Advisory Group in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at GWFS Equities, Inc. since 2014 and has been associated with Raymond James & Associates since 1999. 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’s approach integrates proprietary and third-party planning tools focused on long-term portfolio returns and savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Andrew Hoffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Third Bridge Group Limited, Nasdaq, and Brandeis International School of Business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Donald Miller is a financial advisor with Independent Financial Partners, holding the CFP® designation and Series 63 and 65 licenses, and has 28 years of industry experience. Prior to joining Independent Financial Partners in 2024, he spent ten years at SCF Investment Advisors, Inc. and SCF Securities, Inc. He serves as a board member of the Villas of Holmes Beach Condominium Association, providing oversight on property maintenance and budget matters. Independent Financial Partners offers 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 with over 260 advisors and notable capabilities in retirement-plan advisory and pension consulting.

John Poff is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked with Transamerica Investors Securities Corporation since 2015 and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs, investment education, and personalized guidance on asset allocation, contribution rates, and retirement planning. The firm relies on Morningstar Investment Management for portfolio construction and oversight, managing assets primarily on a non-discretionary basis across a large client base.

Emily Dirgo is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes nine years at Charles Schwab Bank, SSB, in addition to her ongoing role at Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to offer investment recommendations and conducts annual account reviews without exercising discretionary trading authority.

Christina Elam is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at UBS Financial Services Inc. and Raymond James Financial Services, Inc. She is also the owner of Blue Water Wealth Management in Clearwater, FL, a non-investment related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management.

Tessa Besio is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She has served in roles at Dynex Group Benefits Solutions, XEN Financial, and WFGIA, and has also been involved in the Church of Scientology since 2006, managing registration for counseling and self-betterment courses. Additionally, she holds the position of president at XEN Financial, providing administrative support services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of fee-based wrap programs, model portfolios, and commission-based insurance and brokerage products.

Paul Habib is a financial advisor with Eagle Strategies (NY Life) based in St. Petersburg, FL, holding Series 66 and Series 63 credentials and 14 years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Prowealth, LLC, where he serves as owner and broker of non-registered insurance products. Habib is also involved as a passive investor in several commercial property ventures and a restaurant group. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

John Dabrowski is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010 and has served the City of Highland Park since 1990. Dabrowski also operates a fixed insurance business, selling fixed annuities as part of his professional activities. 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 advisors. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, implementing strategies through discretionary or non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Thomas Fox is a CFP® professional with 18 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He was previously employed at Merrill and Bank of America, N.A., each for ten years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes both model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles and research methodologies.