Lisa Binkley is a financial advisor at Corient with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at BMO Wealth Management, where she spent 25 years, and positions at CI Doyle Private Wealth, CIPW Service Company, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments when appropriate.

Bethany Le Clair is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has worked at AJ Wealth, Charles Schwab, and Alliance Financial Group prior to joining Cerity Partners. Before entering the financial industry, she spent six years in full-time education and also worked at Nike, Inc. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio management.

Conor Swanson is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with GWN Securities since 2015. Additionally, he is licensed as an insurance agent for life insurance and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selections. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical strategies, including market-timing and momentum approaches.

Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Matthew Gotto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held various roles across multiple companies, including Mercedes Scientific and Natus Medical Inc. Outside of his advisory duties, Gotto works as an independent contractor driver for Uber and Lyft. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers. The firm serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations through a large advisor network and multiple program platforms.

Jennifer Jack is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and ADP prior to joining J.W. Cole Advisors. Outside of her advisory role, she owns LWR Pillars of Wealth LLC, doing business as J&J Wealth Advisors, and works as an agent providing life insurance, disability, long-term care, and fixed annuity products. J.W. Cole Advisors operates through 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 and digital advice. The firm serves individual, high-net-worth, and institutional clients using a mix of discretionary and non-discretionary strategies.

Paris Griffin is a financial advisor at Corient with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Corient, Griffin held roles at Omnica Wealth and Commonwealth Financial Network. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Kevin Donahue is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners since 2016 and previously worked at LPL Financial from 2016 to 2019. Outside of his advisory role, Donahue is involved with Divergent Advisors, focusing on insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and formal retirement-plan advisory and pension consulting capabilities.

Steven Kurland is a CFP® professional with 20 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent five years with SII Investments Inc. He is also the owner and manager of 360 Financial Firm LLC, a financial services business, and serves as a trustee and executor for family trusts. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a 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, implementing investment decisions through discretionary and non-discretionary approaches.

Jonathan Sheehan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2022. His prior roles include positions at Charles Schwab and Fidelity Investments. Outside of his advisory work, he conducts educational seminars through Myriad Capital. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, high-net-worth clients, charities, corporations, and retirement plans nationwide 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 various managed account solutions.

Laura Tsiguloff is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. She previously worked at Raymond James and Associates, Inc. for seven years and was associated with Feather Sound Country Club in 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Michael Borota is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has held positions within various Transamerica-affiliated entities since 2016 and previously worked at World Financial Group, INC. He is based in Belleair Bluffs, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that provide investment education, asset allocation guidance, and retirement planning support. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary solutions.

Oscar Mejia is a Series 66-licensed advisor at Independent Financial Partners with 18 years of industry experience. His prior roles include positions at Seaview Investment Managers and VectorGlobal WMG. He is based in Tampa, FL. 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 services.

Steven Balch is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Before joining Independent Financial Partners in 2022, he worked for Charles Schwab and Co., Inc. for 11 years. Outside of his advisory role, he is a social media influencer who posts daily outfit combinations on Instagram. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with both individual investment strategies and centralized services, serving a broad client base including individuals, charities, corporations, and high-net-worth clients.

Karrington Hickman is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Hickman serves as Treasurer for the Tampa Professional Chapter of Progressive Black Men, Inc., a community organization supporting African American needs, and he is the CEO of TeesByKarr, a custom graphic t-shirt and freelance design business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools in its investment process.

Jerry Halstead is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with J.W. Cole Advisors since 2017 and has also operated as a self-employed advisor since 1995. Outside of his advisory work, he is involved in acting on a part-time basis. J.W. Cole Advisors operates 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 institutions. The firm employs both discretionary and non-discretionary management styles and utilizes a combination of fundamental and technical analysis, third-party manager platforms, and multiple custodial arrangements.

Peter Nguyen is a CFP® with 18 years of industry experience, currently practicing at T. Rowe Price Advisory Services, Inc. He has worked with T. Rowe Price Investment Services, Inc. since 2009. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining goals-based financial planning and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm serves individual investors and households, using a model allocation approach supported by an interactive online planning tool and telephone access to financial advisors.

Steven Cantillo is a CFP® with 18 years of industry experience, currently serving at Corient. His prior work includes roles at Ernst & Young LLP and CI Doyle Private Wealth, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including family office and corporate trustee capabilities.

John Engel is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with JW Cole Financial, Inc. Outside of his advisory role, Engel was involved in J.W. Woodworks for seven years. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national 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.

Derek Sichler is a financial advisor with J. W. Cole Advisors, Inc. in Rockledge, FL, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Axa Advisors, LLC before joining J. W. Cole Advisors in 2017. Outside of his advisory role, he coaches boys varsity soccer at Viera High School and for the Space Coast United Soccer Club. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.