Christopher Callaway is a financial advisor with Independent Financial Partners in Tampa, FL, holding CFP® and Series 66 designations and possessing 13 years of industry experience. His prior roles include positions at SteelPeak Wealth, Valley Wealth Managers, Citizens Securities Inc., and Charles Schwab. Outside of his advisory work, he owns and operates a marine services business as a boat captain. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers both decentralized and centralized investment strategies, with notable expertise in retirement-plan advisory and pension consulting services.

Allan Dickson is a financial advisor at VOYA Financial Advisors, Inc. in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with VOYA since 2014. In addition to his advisory role, he operates as an independent insurance agent, focusing on fixed insurance sales. VOYA Financial Advisors serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs, including wrap accounts and third-party money manager platforms, and operates as both an SEC-registered investment adviser and broker-dealer.

Thomas Bagatini Alves is a financial advisor with PNC Wealth Management in Largo, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, TMH Federal Credit Union, Citi, Regions Bank, Lockton, and Currency Exchange International. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved mutual funds and ETFs for portfolio implementation.

Ronald Wright is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 41 years of industry experience. He has been with VOYA and its affiliated entities since 2014 and has worked with American Family Life Assurance since 1984. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, providing services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based relationships and offers a range of program structures including unified managed account wrap programs and third-party money manager access.

Julia Nappier is a financial advisor with Valic Financial Advisors in Tampa, FL. She holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to her advisory role, she worked in education with Polk County and Miami Dade County Public Schools, and has experience in the food service and landscape industries. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across a network of more than 1,200 advisors, offering portfolio management, financial planning, and discretionary unified managed accounts using third-party platforms and model managers.

Insley Edgar is a financial advisor with J.W. Cole Advisors, Inc. in Palatka, Florida, holding a Series 65 designation and three years of industry experience. He has been associated with J.W. Cole Advisors and its related entity since 2016. Outside of his advisory role, Edgar serves as a practice manager for St Johns Asset Management, LLC, a financial planning firm. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions using discretionary and non-discretionary investment approaches.

William Plum is a financial advisor with GWN Securities Inc. in Clearwater Beach, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2015 and also works with MVP Group Inc. since 1994. Outside of his advisory role, Plum operates as an independent insurance agent specializing in fixed insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of incorporating market-timing and momentum-based strategies within its investment programs.

Matthew Kulaga is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He has prior experience with Johnson Brothers of Florida, Jazz Wealth Managers, Inc., and a background in real estate with Keller Williams. Outside of his advisory role, he is involved in real estate sales, showing homes on a part-time basis. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Larry Bryant is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including over four decades at Principal Securities INC and running L Bryant Financial Services since 2015. Outside of advisory work, he sells and services group health policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Keith Glaser is a financial advisor at J. W. Cole Advisors, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he serves as president of Limitless Alpha, a non-investment-related business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 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.

Haley Power is a financial advisor with Oppenheimer, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, Haley worked in various roles including at Automatic Data Processing, Inc. and legal positions at two law offices. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services that include portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

William Mannix is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and over 38 years of industry experience. He has worked at Principal Securities Inc. since 2016 and serves as managing partner of Excalibur Financial Group and Group Benefits, where he is involved in the sales of group life, health, disability, and voluntary benefits. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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.

Erin Morse is a financial advisor with VOYA Financial Advisors, Inc. based in Tampa, FL. She holds a Series 66 designation and has three years of industry experience, having previously worked for Pinellas County Schools for 17 years prior to joining Voya Financial. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based client relationships.

Michael Cimarik is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His background includes long-term roles at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors, Inc., as well as recent positions within Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, leveraging proprietary technology and model portfolios from Morningstar Investment Management. The firm manages a large client base primarily through non-discretionary assets, focusing on asset allocation, contribution guidance, and retirement planning.

Alejandro Vazquez III is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and his own legal and financial services practices. Outside of advising, he is involved in entrepreneurial activities such as operating a motorsports holding company and providing legal services for estate planning. J. W. Cole Advisors operates a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm uses a combination of fundamental and technical analysis and various investment platforms to implement client solutions.

Michael Riley is a CFP® certified financial advisor with 25 years of industry experience, currently with Transamerica Retirement Advisors, LLC. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education services focused on asset allocation, contribution rates, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and manages a large client base primarily through non-discretionary advisory programs.

Riad Shanawany is a CFP® with 26 years of industry experience and has been with J.W. Cole Advisors, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Outside of his advisory role, Shanawany is involved in business coaching and mentoring through BizGrowAdvisors and participates in peer-to-peer CEO groups such as Leading Peers. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to various managed account solutions, with investment decisions implemented using fundamental and technical analysis or algorithmic models.

Andrew Denis is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, having joined in 2024. Prior to this, he spent eight years with Cetera and Achieva Credit Union. He serves on the Board of Directors and is Chairman of the Membership Committee for the Rotary Club in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulated assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Ronald Ochal is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2021, following a 12-year tenure at Ameriprise Financial. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic asset allocation and manager selection across various investment vehicles, with a distinctive approach that includes commission-based advisory programs and a significant focus on non-discretionary accounts.

Mary Giblin is a Series 65-licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, where she has worked for nine years. Her prior experience includes two years at State Street Bank and Trust. In addition to her advisory role, she is involved in tax preparation through River City Taxes. 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 for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and platforms, including discretionary and non-discretionary management, digital advice tools, and third-party manager options.