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 has previously worked at Morgan Stanley, Florida Funding LLC, and TD Bank. Outside of finance, he paints and sells artwork under the name John Murdock Art. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary investment approaches supported by inter-affiliate resources.

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.

Blerina Hysi is a financial advisor at Focus Advisor Solutions, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan fiduciary services, combining enterprise scale with a high client and asset load per advisor.

Andreia Nimara is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to a wide range of clients, including individuals, corporate entities, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while leveraging third-party platform and manager arrangements.

Jigisha Desai is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked with SunTrust firms since 2006, including SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party managers and AI-enabled research tools.

Kenneth Carmickle is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at MassMutual and First Command Advisory Services. Outside of his advisory work, he is involved in selling insurance products outside of Guardian. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party platforms.

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.

Aaron Ellison is a CFP®-certified financial advisor with Schwab Wealth Advisory, Inc. He has four years of industry experience and previously worked at The Oxford Club and Heritage Financial Consultants. He is based in Tampa, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm bases its recommendations on proprietary asset allocation models and internal research, offering tailored guidance on mutual funds, ETFs, separately managed accounts, and alternative investments.

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.

Madisyn Muller is a CFP® professional with five years of experience in financial services, currently affiliated with Principal Financial Services. Her work history includes roles at Principal Life Insurance Company, Principal Securities Inc, and One Source Advisory. She holds Series 66 registration and operates out of Lutz, Florida. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Kwame Kenyatta is a financial advisor at Fifth Third Securities, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Fifth Third Bank, Wells Fargo, Capstone Logistics, and roles in clinical training and academia. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers multiple investment program types on its Passageway Managed Account platform, combining third-party portfolio management with options such as mutual funds, ETFs, SMAs, and direct indexing.

Paul Quinn is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with J.W. Cole Advisors since 2014 and previously worked at Berthel, Fisher & Company Financial Services, Inc. from 2006 to 2009. Outside of his advisory duties, Quinn serves as treasurer for a homeowners association and is an executor for an estate. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of fundamental and technical analysis along with digital advice platforms and third-party managers to deliver client solutions.

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.

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.

Garrett Alabado is a financial advisor with Focus Partners Wealth, LLC and holds a Series 66 designation. He has 19 years of industry experience, having previously worked at Churchill Management Group, The Milwaukee Company, and TD Ameritrade. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, incorporating tax- and fee-sensitive portfolio construction and specialized tools such as trend-following and options overlay strategies.

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.

Michael Crowne is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at RAC Securities, Rok Financial, and Innovation I360. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Steven Smitten is a financial advisor with GWN Securities Inc. in Lutz, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has served as Managing Director at ABMM Financial since 2015, where he is responsible for recruiting and hiring financial professionals. Outside of advising, he is a notary public and a member of the Loyal Order of Moose. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.