Steven Sellers is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2015, he worked at Ameriprise and A. G. Edwards & Sons, Inc. 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 range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Eric Beadle is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes 13 years at UBS Financial Services and roles at Securities America and Investacorp. Outside of advising, he served as an administrative assistant and is a treasurer and board member for 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 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.

Brian Groh is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity since 2011. Outside of his advisory role, he is involved in fixed insurance sales and serves as a trustee for an irrevocable trust for his parents. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions employing both discretionary and non-discretionary investment approaches.

Nicholas Halchak is a financial advisor with United Planners Financial Services of America and holds the Series 66 credential. He has five years of industry experience, with prior roles at Securities America, Inc. and Investacorp, Inc. Outside of his advisory work, he has been involved with Warren Willis United Methodist Camp for several years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and manages both discretionary and non-discretionary accounts using various custodians and third-party money managers.

William Daines is a CFP® professional with 11 years of industry experience, currently serving at Principal Financial Services in Tampa, FL. He has held roles at Principal Life Insurance Company and Principal Securities, Inc. since 2015 and 2016 respectively, alongside operating Daines Financial since 2019. His credentials also include the Series 66 license. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including 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 solutions under various advisory and promoter arrangements.

Riley Newman is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Independent Financial Partners, Riley worked at Charles Schwab & Co., Inc. and Northrop Grumman. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports over 260 advisors nationwide. The firm is notable for its retirement-plan advisory and pension consulting capabilities and manages over $12.5 billion in assets.

Therese Frances Cutter is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 licenses and having 33 years of industry experience. She has been with Guardian Life or its affiliated companies since 1990. Cutter serves as Co-Chair of the Floridian Club, a community organization. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to proprietary and third-party investment solutions.

Eugene West is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, Florida, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2018, following prior roles including a position at Signator Investors. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary management options.

Casey Clementz is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Clementz is also involved in related activities as an insurance agent and notary public, and he operates CW Clementz Financial LLC, a business through which he manages his advisory and insurance compensation. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers 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 range of discretionary and non-discretionary strategies supported by fundamental and technical analysis.

Daniel Mageras Jr. is a CFP® and Series 66 credentialed financial advisor with 28 years of industry experience. He is affiliated with Independent Financial Partners and has previous experience with LPL Financial and IFP Securities, LLC. He serves on the board of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized platform of independent Investment Adviser Representatives. The firm supports a multi-advisor network serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Lukendric Washington is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He previously worked with Penn Mutual Life Insurance Company and Northwestern Mutual, and he also provides tax assistance through Intuit Turbo Tax Live. Washington is the author of books and serves on the board of the nonprofit Freedom Project Network. Hornor, Townsend & Kent serves individuals, businesses, trusts, and charitable organizations through a wide network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing billions in assets with a focus on tailored investment strategies and third-party asset management.

William Ellis is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Integrity Insurance Advisors of Newberry, LLC, Integrity Financial Services Group, and healthcare positions at The Cardiac and Vascular Institute and HCA Florida North Florida Hospital CVICU. Outside of advising, Ellis assists with administrative and research duties at Integrity Financial Services Group. J.W. Cole Advisors operates a large network of independent investment adviser representatives providing fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical analyses, model or manager-based strategies, and digital advice platforms.

Tina Boeving is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms including Arbor Point Advisors and Securities America Advisors, Inc. Boeving is also involved with Bay View Capital, Inc., where she provides administrative advisory services. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment management and consulting services, utilizing a combination of fundamental and technical analysis, tactical trading, and access to alternative investments.

Travis Hadwin is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He has held positions at Steward Partners Investment Solutions, Raymond James Financial Services, and Morgan Stanley Smith Barney. Outside of advising, he is involved in woodworking projects through Clearwater Woodworking and owns a sauna and cold plunge facility in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services.

Matthew Geiger is a financial advisor with Brookstone Capital Management LLC holding a Series 66 designation and beginning his industry career in 2025. He has worked previously at Raymond James Financial and Equitable Advisors, LLC. Outside of finance, he has experience working in the restaurant industry. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, and options-enhanced strategies.

Todd Wangler is a CFP® with 23 years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has previously worked at Securities America Advisors, Wangler Wealth Management Inc., Prentice Wealth Management, LLC, and Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as president of Strada Properties LLC, a commercial rental property business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a 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.

David Yu is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked at Kovack Advisors and Kovack Securities from 2014 to 2019. Outside of his advisory role, David is also a commercial pilot for American Airlines. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services, supporting a diverse client base including individuals, charitable organizations, corporations, and high-net-worth clients.

Robert Parks III is a financial advisor at Principal Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at The Feinstein Group and Mainsail Hospitality. Outside of his advisory role, he works part-time as a cook at Countryside Country Club. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs using both adviser and promoter arrangements.

Craig Towle is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at J.W. Cole Advisors since 2016 and previously spent 18 years with Synergy Capital Inc. Outside of his advisory role, he is a 25% owner of Freedom65, a tax and wealth practice, and serves as a board member of his homeowners association. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies, integrating fundamental and technical analysis along with model and manager-based approaches.

Randall Boston is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 12 years of industry experience, including five years with The Prudential Insurance Company of America and Pruco Securities LLC prior to joining J. W. Cole Advisors in 2019. Outside of his advisory work, he is involved in local networking as a committee member of BNI Roaring Revenue and serves as a business consultant through Boston Integrity LLC. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental and technical analysis and provides access to third-party investment managers and a range of custody platforms.