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 Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently affiliated with Voya Financial Advisors, Inc. in Tampa, FL and has held prior roles at firms including Impact Partnership Wealth, Market Guard, and Grow Financial Federal Credit Union. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment adviser and broker-dealer.

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and LPL Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting services.

Daniel Goldberg is a financial advisor with Principal Financial Services in Lutz, Florida. He holds the CFP® and ChFC® designations and has 31 years of industry experience. He has worked with firms including One Source Advisory LLC, Principal Securities Inc., Dbg Financial Group Inc., and Principal Life Insurance Co. Goldberg serves on the advisory board for the University of South Florida's Personal Financial Planning major and holds leadership roles in several local homeowner and office owner associations. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers under various arrangements.

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.

Kelsey Costantini is a financial advisor with Oppenheimer & Co. Inc., holding a Series 66 designation and nine years of industry experience. She has worked at Oppenheimer since 2021 and previously worked at Bank of America and Merrill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

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 has worked at firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, Reichert owns Boardwalk Bookkeeping. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with over 260 advisors serving a broad client base, and it is notable for its formal 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. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, New York Life Insurance Company, Prudential Insurance Company of America, and E*Trade Capital Management. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, with a notable emphasis on non-discretionary, recommendation-based relationships.

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.

Jeffrey Couzens is a CFP® with 27 years of experience in the financial services industry. He is a wealth advisor at CWM, LLC and has previously held roles at firms including Royal Alliance Associates, Inc. and Karn Couzens and Associates, Inc. Outside of his advisory work, he is a managing member of a dog daycare and boarding business co-owned with his brother. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm uses a discretionary investment approach with model portfolios and combines multiple analysis methods and customization tools, emphasizing retirement plan services and fiduciary processes.

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.

Stephanie Lally is a financial advisor at Citigroup Global Markets with 10 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Edgewater Family Wealth, BCW Financial Consultants LLC, and multiple Raymond James entities. She is based in Tampa, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including unique market roles such as swap dealer and futures commission merchant.

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.