Cody Klein is a financial advisor at Creative Planning with 11 years of industry experience and holds a Series 66 designation. He has previously worked at Cetera Wealth Services, Triad Advisors, and Summit Financial Consultants. In addition to his advisory role, Klein is registered as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Corey Ward is a CFP® professional with 17 years of experience in financial advisory roles. He is currently with Voya Financial Advisors, Inc. and has previously worked at Impact Partnership Wealth, Market Guard, Campbell & Co. Wealth Advisors, Grow Financial Federal Credit Union, Cuso Financial Services, and TIAA-CREF. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven strategies, with a focus on both non-discretionary and discretionary asset management.

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 licenses and possessing 18 years of industry experience. His career includes roles at IFP Securities, LLC, LPL Financial, Independent Financial Partners, Christopher Weismiller LLC, and Fidelity Brokerage Services. Independent Financial Partners offers 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 notable focus on retirement-plan advisory and pension consulting.

Joseph Cuda is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Carillon Tower Advisers, Inc., CIPW Service Company, LLC, and Ready Set Drive Autos LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team approach combining in-house strategies with third-party managers, employing risk management tools and specialized offerings such as family office and trustee services.

Timothy Schultz is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with J. W. Cole Advisors and J. W. Cole Financial since 2014. Outside of his advisory role, he is the owner and photographer for Black & Whote Ventures LLC, a photography business he has operated since 2004. 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, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Peter Sagorski is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2011. In addition to his advisory work, he is licensed as an insurance broker and sells fixed insurance products including annuities, life policies, disability, and long-term care insurance. 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 advisers. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Keri Finkenbinder is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kennedy Park Wealth Management and Turtle Nest Planning. She is also the owner of OJAS Wealth Management, an independent advisory business based in Tampa, FL. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs delivered through a centralized Investment Management Team and Wealth Portfolio Managers.

John Myers is a financial advisor at Transamerica Retirement Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to provide asset allocation, contribution rate, and retirement age guidance.

Steven Reichert is a financial advisor at Independent Financial Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of his advisory role, Reichert is involved with Boardwalk Bookkeeping. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent investment adviser representatives. The firm offers a decentralized advisory model with both discretionary and non-discretionary accounts and is notable for its retirement-plan advisory and pension consulting capabilities.

Chauncey Thomas is a financial advisor with Principal Financial Services in Tampa, FL, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior work includes roles at JPMorgan Chase and LCG Advisors. Outside of his advisory practice, he works part-time as an Uber driver during nights and weekends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Lewis Stamey is a financial advisor at VALIC Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC since 2000. Outside of his advisory role, he is also an agent for non-securities insurance products through Agia. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm uses discretionary unified managed accounts with third-party model managers and emphasizes a technology-driven approach to managing a large client base.

Harold Alvarado is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63, Series 65, and Series 66 licenses. He has 22 years of industry experience, previously working at firms including E*Trade Capital Management, Prudential, Transamerica, and New York Life. Voya Financial Advisors, Inc. serves individual clients across wealth levels, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and access to third-party money managers. The firm delivers advice through Investment Adviser Representatives using model portfolios, affiliated strategies, and a combination of discretionary and primarily non-discretionary management.

Daniela Larrotta Bonilla is a financial advisor with Empower Advisory Group in Clearwater, FL. She holds Series 63 and Series 66 licenses and has experience working at firms including Fidelity Investments, Merrill, Bank of America, and Nordstrom. Daniela’s background also includes roles at the University of North Florida and Valdosta State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

William Boatman is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 designation and five years of industry experience. He has been a partner at Todd Boatman CPA PA (DBA Boatman and Bryant, CPAs) since 2002. He is also a partner in Freedom 65, a financial advisory 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 over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Ronald Zimmer is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has 18 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also a co-vice president of softball for Northwest Youth Baseball and Softball, where he assists with organizing teams and addressing league-related concerns. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing a range of investment programs with discretionary and non-discretionary options.

Barbara Martin is a financial advisor with Truist Advisory Services in Dunedin, FL, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has worked with Truist Advisory Services since 2016 and has been with Truist Investment Services since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, leveraging third-party platform and manager relationships, and supplements traditional research with AI-enabled tools.

Eric Barker is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and seven years of industry experience. He has worked with J.W. Cole Advisors since 2019 and is also involved with Innovative Wealth Management and Strategic Wealth Solutions, LLC, where he serves as managing member in a fixed insurance sales and service business. 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 advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Martin Gaganelov is a CFP® with five years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL. His prior experience includes roles at Raymond James & Associates, LPL Financial, and Northwestern Mutual Life Insurance Company. Outside of finance, he works as an on-call server and bartender for banquets at Hotel Haya Tampa on weekends. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele, including individuals, family offices, corporations, and charitable organizations. The firm offers model and custom portfolio management, private fund management, and trustee support, employing a multi-faceted investment approach overseen by an Investment Policy Committee.

Sandra Myers is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Axa Advisors, LLC and has been with J.W. Cole Financial and J.W. Cole Advisors since 2017 and 2022, respectively. Outside of her advisory role, Myers provides budget coaching services to individuals and families. 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 portfolio management, financial planning, and access to various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Jonathan Velez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio services and investment education through various advice programs. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and it operates at scale with a focus on non-discretionary assets.