Alexis Rodriguez is a CFP® and CFA® with 11 years of industry experience, currently serving at Independent Financial Partners. His prior experience includes roles at Northwestern Mutual Investment Services LLC, Fidelity Investments, and Lord Abbett. Rodriguez is also involved with FirstRise Investments, a financial services venture. Independent Financial Partners is an enterprise firm supporting a multi-advisor platform with over 260 advisors nationwide. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on retirement-plan advisory and pension consulting, serving a broad client base including individuals, charities, corporations, and high-net-worth clients.

Paul Carpentier is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with PNC Investments and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution for PNC Bank employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Hunter Mc Carthy is a Series 66 licensed advisor with J.W. Cole Advisors, Inc., based in Tampa, FL, with three years of industry experience. Prior to joining J.W. Cole Advisors, he worked in the automotive and restaurant sectors and has a background linked to Florida State University. 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 provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Carissa Ellerd is a financial advisor with Independent Financial Partners holding a Series 65 designation and based in Tampa, FL. She has been with IFP Securities, LLC since 2023 and has three years of industry experience. 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 multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on formal retirement-plan advisory and pension consulting services.

John Willoughby III is a CFA® charterholder with 10 years of experience in the financial services industry. He is currently with HB Wealth, having joined in 2024, and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined total of 14 years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and risk tolerance, using a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Larry Parkin is a Certified Financial Planner (CFP®) with 21 years of industry experience. He currently serves as a financial advisor at HB Wealth, joining the firm in 2024. Prior to this, he worked for BB&T Securities and SunTrust Advisory Services in various capacities between 1998 and 2022. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment process using both quantitative and qualitative analysis across diverse asset classes and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Marc Wilkins is a financial advisor at Kestra Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Lincoln Financial Securities Corporation, and Wells Fargo Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan design, education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Kevin Ford is a financial advisor with J.W. Cole Advisors, Inc. in Jupiter, Florida. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Ford has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2010. He is also involved as managing partner of Oceanside Wealth Management, where he focuses on financial planning, investments, and insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on discretionary or non-discretionary bases.

Sarah Taylor is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 designation. She has been with J.W. Cole Financial, Inc. since 2021 and joined J.W. Cole Advisors in 2026. Prior to her advisory roles, she worked at Citrix Systems, Inc. and Tyco International. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm uses a mix of fundamental and technical analysis along with digital advice and model or manager-based strategies.

Barrington Brower is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Outside of his advisory role, Brower serves as trustee for multiple family trusts and is owner and president of Brower Financial Group, a financial planning and trust management firm. J.W. Cole Advisors, Inc. operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of discretionary and non-discretionary strategies and various investment approaches.

Andrew Schorr is a financial advisor with Independent Financial Partners, holding a Series 65 designation and nine years of industry experience. He has worked at several firms, including Advisory Services Network, LLC, and R.L.K. Advisory Group. Outside his advisory work, Schorr serves as a board member and coach for local community organizations, including the Daytona Beach Quarterback Club and the Volusia County Miracle League. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Christine Carter is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios under a fiduciary standard within a vertically integrated group.

Justin Hill is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, New York Life, Fisher Investments, and Colonial Life. Transamerica Financial Advisors serves a diverse client base ranging from individual and high-net-worth investors to pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Joseph Arena is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Buckingham Strategic Wealth, LLC and several other firms. Arena is based in St. Petersburg, Florida. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and various investment strategies, supported by an extensive network of affiliated service companies and product relationships.

Brian Wade is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with Independent Financial Partners and has worked previously at LPL Financial and Tampa Financial Group, where he is involved in the sale of fixed life, long-term care, disability, health insurance, and fixed annuities. Wade also engages in public speaking as a non-investment-related activity. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on formal retirement-plan advisory and pension consulting.

Robert Lingenfelser is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Commonwealth since 2010 and also operates as an independent insurance agent. Lingenfelser owns and conducts fixed insurance sales through Lingenfelser Financial Services and Lingenfelser & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Leslie Valant is a financial advisor at J. W. Cole Advisors, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Labrüm Wealth Management, and Intelligence Driven Advisers, LLC. Outside of advising, she serves as President of the Lower Keys Chamber of Commerce and is involved in divorce financial planning as a Certified Divorce Financial Analyst. J. W. Cole Advisors is an SEC-registered adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and digital advice, with investment decisions made on discretionary or non-discretionary bases.

Kevin Murphy is a financial advisor with Oppenheimer & Co., Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior positions include roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach incorporates strategic and tactical asset allocation, manager selection, and various investment vehicles, with an emphasis on both discretionary and non-discretionary management.

Peter Nunley is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He is currently affiliated with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2013 and 2019 respectively. In addition to his advisory work, Nunley serves as Vice President of the Ford's Landing Condominium Association and works as a part-time driver for rideshare companies. 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 multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan and pension consulting capabilities.

Jay Natkow is a financial advisor with Fifth Third Securities, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Suncoast Credit Union. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a platform featuring multiple discretionary managed-account options, direct indexing, and tax-overlay services.