Linda Higgs is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Morgan Stanley for three years before joining J. W. Cole Advisors. 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 third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis, model- and manager-based strategies, and digital advice in managing client solutions.

Robert Teneyck is a CFP® professional with 30 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in residential real estate as a licensed agent and mortgage loan originator. 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, and access to various managed account solutions, employing discretionary and non-discretionary strategies that include fundamental and technical analysis as well as digital advice platforms.

Richard Long is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes long tenure at MSI Financial Services and roles at Principal Securities, Principal Life Insurance, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He also serves as an insurance agent focusing on life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Elizabeth Bennett is a CFP®-certified financial advisor with 16 years of industry experience, currently with J.W. Cole Advisors, Inc. Prior to joining J.W. Cole in 2024, she worked at Cambridge Investment Research, Inc. and SAGEPOINT FINANCIAL. She is also involved in insurance sales and operates several financial planning and tax preparation businesses. J.W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of independent advisors. The firm offers a range of services including fee-based portfolio management, financial planning, retirement plan services, and digital advice, utilizing various investment strategies and custodial platforms.

Brendan Dailor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and USI Securities. Outside of advising, he is the CEO of Dailor Financial LLC, a business involved in home renovation and solar sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining significant assets under management.

Tom Troup is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and beginning his advisory career in 2024. Prior to entering the financial industry, he spent 14 years at Smith & Nephew Orthopedics. Outside of his advisory role, he is involved in medical device sales as a general manager for Symbios, a Switzerland-based company, and holds a minority ownership stake in two restaurants and bars through Works of T2 LLC. 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, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

John Cornell Jr. is a financial advisor with J.W. Cole Advisors, Inc. in Gainesville, FL, holding a Series 63 designation and bringing 28 years of industry experience. He has been with J.W. Cole Advisors and its affiliated firm, J.W. Cole Financial, since 2004. Outside of his advisory work, he contributes as an independent contractor to a sports podcast called PODUP with Matthews in the Morning. 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, access to third-party investment managers, and a range of managed account solutions.

Thomas Brewer is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010. Brewer serves on the board of directors for the La Crosse Area YMCA, assisting with fundraising events. J.W. Cole Advisors is an SEC-registered firm 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, access to third-party managers, and digital advice solutions.

Angela Helmus O'Brien is a CFP®-designated advisor with 36 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. Her prior roles include positions at Morgan Stanley and Raymond James Financial Services. She is also the owner of Guardian Asset Management Group, a business supporting her financial advisory practice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Jack Fugate II is a financial advisor at J. W. Cole Advisors, Inc. based in Tampa, FL, with 28 years of industry experience. He holds the Series 66 designation and has worked at J.W. Cole Advisors since 2009. Fugate is also involved in the sales and service of fixed insurance products through a separate activity under Cornerstone Financial Group. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies and custodial platforms, offering both discretionary and non-discretionary management.

Wade Hoag is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has worked previously at Schechter Investment Advisors, LLC, Robert Schechter & Associates, and CapTrust Financial Advisors. Outside of his advisory role, he owns a fishing charter business, Dry Land Sucks Charters. J.W. Cole Advisors operates through a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary account management.

Chase Smith is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Independent Financial Partners since 2023 and previously held roles at Anders Retirement & Investment Advisors, Madison Avenue Securities, LLC, and Anders & Anders Financial Group. Outside of his advisory work, Smith serves as a firefighter with the City of Orlando Fire Department. Independent Financial Partners is an enterprise firm that offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages over $12.5 billion in assets and provides both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

John Kalafatis is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His background includes military service in the United States Navy for 22 years and roles at First Command and Transamerica entities. He is also the owner of Velden Wealth LLC, a business established to manage his First Command-related activities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to provide asset allocation and retirement guidance, primarily focusing on non-discretionary advice for a broad client base.

Ronald Piccinini is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® and Series 66 credentials and bringing 36 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory work, he owns ROPA Financial Services, a Subchapter S corporation through which he receives residual insurance commissions. 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 financial planning, retirement consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by affiliated or unaffiliated managers.

Noel Pearson is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and previously founded and co-owned About Face Home Staging and Redesign, a home staging business in Alaska. He also worked with Core Real Estate Group for three years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income investments.

Matthew Barker is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at J.W. Cole Advisors since 2010 and was previously with Cornerstone Financial Group from 2006 to 2022. Outside of his advisory role, Barker manages bookkeeping and payroll activities for his own wealth management and wealth-related businesses. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis along with model- or manager-based strategies and provides access to multiple custodial platforms and digital advice providers.

Steve Athanassie is a Certified Financial Planner® with 30 years of industry experience. He currently serves at Independent Financial Partners, joining in 2024 after ten years at Provise Management Group, LLC. He is also the owner of Athanassie Capital Partners, LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Cameron Lizotte is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. Prior to his financial services career, he was employed at Gulf and Bay Club and Lakewood Ranch Country Club. Fifth Third Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, utilizing a range of portfolio management strategies and third-party managers.

Aaron Vanhorenbeck is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked with J.W. Cole Advisors since 2018 and J.W. Cole Financial since 2016. Outside of his advisory role, he is involved in managing client relationships and operations at Vanhorenbeck Financial Group and serves as president and secretary of Vanhorenbeck Wealth Partners, Inc. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm uses a range of discretionary and non-discretionary strategies and incorporates digital advice and multiple custodial platforms in its client solutions.

Stephanie Pritchard is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Fisher Investments, Deloitte, Charles Schwab Bank, Charles Schwab & Co., and Lockheed Martin Corporation. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolio management strategies, incorporating mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers.