Jeffery Iseler is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Ameriprise Financial Services, Inc. He serves as an officer and director of the FBI Tampa Citizens Academy Alumni Association, a nonprofit focused on community safety education and outreach. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with custody and execution provided by Pershing or Schwab.

Jeffrey Galbraith is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Frontier Investment Management Co. for 14 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Konstantin Bystritsky is a CFP® with 19 years of industry experience, currently serving at Corient. His prior roles include positions at Fidelity Investments and CI Doyle Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Michelle Troyer is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Fisher Investments and Apple, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory 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 and financial planning services.

Mary Cavaleri is a financial advisor with Hightower Advisors in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She joined Hightower in 2020 following five years at Frontier Investment Management Co. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm emphasizes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supporting complex mandates including international and institutional exposures.

Scott Burgess is a financial advisor with J.W. Cole Advisors, Inc., holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Fusion Analytics Investment Partners LLC, Fusion Analytics Securities LLC, and UBS Financial Services Inc. He is also involved with Burgess Capital Partners LLC, an investment-related business he operates. J.W. Cole Advisors serves a broad client base that includes individuals, high-net-worth clients, and institutional accounts, offering fee-based portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm uses a variety of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Lydia Snowden is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has previously worked at Benjamin F. Edwards & Co. and currently serves as Director of Finance at Solid Rock Enterprises, a manufacturing and business services company. Additionally, she provides financial management support to Solid Rock Veterinary Services, LLC. 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 portfolio management, fee-based financial planning, and access to various managed account solutions, implementing investment decisions through discretionary or non-discretionary methods.

Fernando Fussa Ocasio is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Calton & Associates, Inc., IFP Securities, LLC, and ROBUS Capital Partners LLC. 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 multiple managed account solutions.

William Short is a financial advisor with J.W. Cole Advisors, Inc. in Dunedin, FL, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2007. Outside of his advisory role, he is involved as an insurance broker for fixed insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Alan Barrier is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and six years of industry experience. His background includes roles at Royal Alliance Associates, Penn Mutual Life Insurance Company, and Raymond James Financial. He also serves as COO of New Day Financial Advisors, LLC, an insurance brokerage firm in St. Petersburg, FL. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Jill Vanderkam is a CFP®-certified financial advisor with Valic Financial Advisors in Tampa, FL, bringing 33 years of industry experience. She has worked with Valic since 1999 and has been affiliated with Agia since 2022. Outside of her advisory roles, she is a partner in a residential rental property business. 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 offers portfolio management and financial planning services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and centralized technology.

Philip Hart is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds the ChFC® and Series 63 designations and has 18 years of industry experience. Prior to his current role, he was affiliated with Nylife Securities, LLC, and New York Life Insurance Co. Hart is also involved in local community activities as a volunteer volleyball coach for youth at the YMCA. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its regulatory assets on a non-discretionary basis within a structure integrated with New York Life affiliates.

James Appelt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and has operated his own CPA and accounting firms for over two decades. Outside of advising, he serves as president of Appelt & Associates, a CPA firm providing tax preparation and accounting 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 and features a decentralized advisory model with notable retirement-plan consulting capabilities.

Tony Wahl is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes six years at LPL Financial and eighteen years at G.A. Repple & Company. Outside of his advisory role, Wahl serves as President and shareholder of Integrity Financial Services Group, Inc., where he provides financial planning and insurance consulting for business and personal needs. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and custodial platforms, including digital advice providers, and supports both discretionary and non-discretionary account management.

Stacey Sherbinsky is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Voya since 2015 and is also involved in managing broadcast events and TV operations through her roles with Live Media Group and Global Broadcasting Services, LLC. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and operates both as an SEC-registered investment adviser and broker-dealer, offering multiple program structures and affiliated retirement-advice options.

Mark Conmy is a financial advisor with Bankers Life Advisory Services, Inc. in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Bankers Life & Casualty, Bankers Life Securities, and a two-year period at Hip Bar Brands. Outside of advising, he is president and owner of a privately held subchapter S corporation used for tax purposes. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to create tailored portfolios, offering both wrap and non-wrap programs and working with a network of affiliated insurance and mortgage-related companies.

Geoffrey Hoatson is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked with Growing Legacies and Mariner Platform Solutions, among others. In addition to his advisory work, he is the CEO and founding attorney of Family First Firm, where he serves as lead elder law and estate planning attorney. 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 a range of portfolio management and financial planning services, utilizing various investment approaches including discretionary and non-discretionary management, model portfolios, and digital advice platforms.

Christopher Jay is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. He has previously worked at CI Doyle Private Wealth, LLC, and has been with Corient and its affiliated entities since 2022. Christopher is based in St. Petersburg, FL. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring.

Angela Maraj is a financial professional with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of financial services, Maraj is president of two environmental consulting firms, M&M Group Enterprises Inc and Botanica Inc. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by its Investment Management & Research team.

Bradley Easom is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where he provides non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.