Henry Harris is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining J. W. Cole Advisors, he worked at J.W. Cole Financial, Inc., Bayonet Plumbing and AC, EBAY, and BCAL Sports. 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 institutional accounts.

Scott Jackson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 21 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he is the founder and managing director of Kase Wealth Advisors, LLC. 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, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

Howard Greene is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, Bankers Life Securities, Bankers Life and Casualty, and Lirr. Outside of advisory work, he is involved in the sale and servicing of Medicare supplements, drug coverage products, fixed life insurance, fixed and indexed annuities, long-term care, and disability income insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed globally. 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.

Juan Manteiga is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2014. Prior to that, he was with H&R Block Financial Advisors, Inc. for 21 years and Citigroup Global Markets for 12 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Michael Labarbera is a financial advisor at Hightower Advisors in Tampa, FL, holding a Series 66 designation with 26 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth, PKS, LPL Financial, and INVEST Financial Corporation. He also serves as a consultant for MDL Insurance Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Karolina Dunn is a financial advisor at Janney Montgomery Scott with a Series 66 credential and two years of industry experience. Prior to her advisory career, she was a professional golfer on the LPGA Epson Tour and served as a board member of the Pasadena Yacht and Country Club in Gulfport, FL. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Eric Klaus is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior roles include positions at IFP Securities, LPL Financial, Ameriprise, Merrill, and Banc of America Investment Services. Outside of his advisory work, Klaus is the head coach of the Alonso High School boys lacrosse team and owns a website connecting teens with odd jobs. 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, known for its formal retirement-plan advisory and pension consulting capabilities.

Richard Kallmeyer is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, following roles at Barlas O'Reilly Wealth Management, LLC and Megastar Advisora. Sequoia Financial Advisors, LLC offers 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 a combination of model allocations and customized portfolios using a range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

Scott Harris is a CFP® with 42 years of industry experience, currently serving at Integrity Alliance, LLC since 2012. Prior to that, he spent 14 years at Money Advisors Group, Inc. and has operated Scott S. Harris Financial Services, Inc. since 1993. He is involved in insurance sales as an independent agent and holds a leadership role as vice-president at Safe Money Strategies, a field marketing organization. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Matthew Michini is a financial advisor with Principal Financial Services based in Tampa, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His work history includes roles at Principal Securities Inc., Michini Wealth Management, and Principal Life Insurance Company. Outside of his advisory duties, he is involved in business consulting that focuses on exit planning and value growth for business owners. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation largely carried out on a discretionary basis by TPMMs.

Barry Glover II is a CFA® charterholder and holds the Series 66 credential, with 14 years of industry experience. He is currently with HB Wealth and has previously worked at Suntrust Advisory Services, Inc., SunTrust Bank, and GenSpring Family Offices. Outside of his advisory role, he serves as a board member for Swilled Dog Holdings, a family craft beverage business. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, institutions, and corporate entities. The firm employs a disciplined investment process that incorporates both quantitative and qualitative due diligence across public and private strategies.

Karl Lunney is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and bringing 30 years of industry experience. His career includes roles at 360 Wealth & Benefits Inc, Principal Securities Inc, Excalibur Financial Group, and Principal Life Insurance Company. Outside of his advisory work, he serves as a board member coordinating charitable mission trips and holds leadership positions as president of two homeowners associations. 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 solutions with both adviser and promoter arrangements.

Steven Hart is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Fisher Investments, Personal Capital, Charles Schwab, and Edward Jones. Hart is currently based in Seminole, Florida. Fifth Third Securities, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers multiple program types through its Passageway Managed Account platform, combining advisor-directed models and third-party portfolio management with tax-efficient strategies.

Joshua Green is a CFP® professional with 15 years of experience in the financial services industry, currently associated with Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James and T. Rowe Price. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, institutions, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs. The firm provides discretionary and non-discretionary portfolio management through a variety of proprietary and third-party solutions, supported by coordinated due diligence and custodial partnerships.

Sonya Ranker is a CFP® professional with 12 years of industry experience, currently serving at Integrated Wealth Concepts LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Questmont Virtual Family Office, Kestra Advisory, Kestra Investment Services, and Royal Alliance Associates. She holds a leadership role as president of Questmont Virtual Family Office and is also licensed to provide fixed insurance and annuity advice. Integrated Wealth Concepts LLC serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily comprised of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Jason Frizzell is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with TIAA-CREF and TIAA since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as to trusts, estates, partnerships, and corporate entities. The firm offers a range of services including model portfolio management and customized portfolio solutions under a fiduciary standard and acts as adviser to a donor-advised fund.

Steven Garibay is a financial advisor with Brookstone Capital Management LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at multiple firms including Specialized Advisors, Secure Investment Management, and MassMutual Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent at J.D. Mellberg Financial, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through various investment approaches including ETFs, mutual funds, options-enhanced strategies, and proprietary funds.

Kevin Manning is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 63 credential and 34 years of industry experience. His prior work includes roles at LPL Financial Corporation and IFP Securities, LLC. Outside of advising, he is involved in real estate sales through his sole proprietorship with Coldwell Banker Realty. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a wide range of clients and offers a decentralized advisory model alongside notable retirement-plan and pension consulting capabilities.

Elizabeth Roman is a financial advisor at Fifth Third Securities, Inc. based in Tampa, FL. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her background includes roles at Fifth Third Bank, Mutual of Omaha Mortgage, Chase Bank, and Publix Supermarkets. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is a wholly owned subsidiary of Fifth Third Bank.

Austin Lentz is a Series 66-licensed financial advisor at Guardian Life with 11 years of industry experience. He has been with Guardian Life since 2016. Outside of his advisory role, he is involved with TAL Ventures, LLC, a joint husband-wife real estate venture. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, providing brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm offers customized financial planning and investment strategies combining discretionary management and model-based approaches, with access to proprietary programs, third-party solutions, and insurance products through its connection with Guardian Life.