Trevor Endres is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He previously worked at Fisher Investments and Concorde Asset Management. 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 institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management and access to multiple third-party advisers.

Karl Furno is a CFP® with 19 years of experience in the financial services industry. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent 10 years at G.A. Repple & Company. Outside of his advisory role, Furno is a senior advisor and partial owner of Mosaic Wealth Management Group and has longstanding involvement with the Central Florida YMCA. J.W. Cole Advisors, Inc. is an enterprise firm with a large network of over 480 advisors providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a variety of investment strategies and platforms.

Wendy Meyer is a CFP® and holds a Series 66 license with 22 years of industry experience. She is currently affiliated with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., where she has worked since 2024. Prior to that, she spent 19 years at Ameriprise Financial Services, Inc. and Ameriprise from 2005 to 2024. She is also president of Pivotal Wealth Planning, LLC, an independent business through which she provides financial advisory services. J.W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using discretionary and non-discretionary management strategies combined with fundamental and technical analysis.

Evan Conley is a financial advisor at J.W. Cole Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he serves as president of ECC Wealth Management, an S-corporation unrelated to investment activities. 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 various managed account solutions, implementing investment decisions through discretionary or non-discretionary strategies.

Robert Olenchalk is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Fidelity Investments, and Raymond James Financial Services. Outside of his advisory work, Olenchalk is active as a disc golf athlete and coach, as well as a volleyball coach for high school, club, and college players. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and portfolio management solutions supported by a comprehensive due-diligence process.

Joseph Iannuzzo is a financial advisor with J. W. Cole Advisors, Inc. in Cocoa Beach, FL, holding a Series 66 designation and 24 years of industry experience. He has been with J.W. Cole Financial and J.W. Cole Advisors since 2017. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities 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, using a variety of investment approaches including discretionary and non-discretionary strategies.

Reece Poppell is a CFP®-certified financial advisor with four years of industry experience, currently with VOYA Financial Advisors, Inc. in Tampa, FL. His prior work includes roles at the Walt Disney Company and Universal Orlando Resort, as well as time at the University of Central Florida. Poppell also operates as an independent insurance agent outside of his advisory role. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer firm that serves individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide a range of investment advisory and retirement services, with many accounts managed on a non-discretionary basis.

Jonathan Decker is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2023, following 14 years at Bank of America and 25 years at Merrill. He serves as the Vice Chair of the University of South Florida St. Petersburg Business School Dean's Advisory Council. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Anthony Cervio is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including Raymond James and Merrill, before joining Steward Partners in 2022. Outside of his advisory role, he serves as an assistant baseball coach at Tarpon Springs High School in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services through both proprietary and third-party solutions.

John Oliva is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior roles include positions at Arbor Point Advisors, AXA Advisors, and New York Life, among others. Outside of advising, he volunteers annually at Camp Erin, a charitable organization supporting youth. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services including managed programs, retirement plan consulting, financial planning, and access to alternative investments, leveraging both fundamental and technical investment approaches.

Robert Bryant is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has a background in accounting, serving as a CPA partner at Boatman & Bryant CPAs since 2009 and has been involved in multiple CPA firms. Bryant also acts as a trustee and executor for an individual’s estate. J. W. Cole Advisors, Inc. operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of discretionary and non-discretionary strategies, including fundamental, technical, model, and manager-based approaches.

Keith Johnson is a financial advisor at HB Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined 10 years. Johnson serves on the boards of several nonprofit organizations, including as Chairman of Children First, Inc. and as a director of the Gulf Coast Community Foundation. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across multiple asset classes and offers both retail and institutional advisory services.

Matthew Marcoux is a CFP® professional with 23 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2017, following a 14-year tenure at G.A. Repple & Company. Outside of his advisory role, he is involved with Candor Path Financial, Candor Path Insurance Services, and Candor Path Estate Planning Services, where he assists with estate planning in collaboration with attorneys. J.W. Cole Advisors, Inc. is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary investment approaches.

Christian Beiter is a CFP® professional with 17 years of experience at J. W. Cole Advisors, Inc. in Tampa, FL. He also serves as Vice President of Preservation 1st Financial Group, LLC, which involves securities and insurance sales. His other activities include serving on the board of the Greater Riverview Chamber of Commerce, presiding over a youth sports nonprofit, and helping with business development for a travel agency. J. W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and platforms, including discretionary and non-discretionary management, and offers access to third-party managers and digital advice.

John Stobbe is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Eagle Strategies since 2014 and has concurrently worked with Nylife Securities, Inc. and New York Life Insurance Company since 2006. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through its extensive network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, including non-discretionary asset management and specialized retirement plan consulting.

Robert Wood is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with multiple J.W. Cole entities since 1999. Outside of his advisory role, Wood is involved in several non-investment related businesses including trucking and freight brokerage. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party investment managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Barbara Dugan is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She previously worked at Invst, LLC for four years and Provise Management Group, LLC for eight years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and serves individual, charitable, corporate, and high-net-worth clients with both decentralized advisory models and centralized asset management options.

Jared Beck is a financial advisor with Independent Financial Partners in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Connors Wealth Management, Health First INC, The Hershey Company, and Northwestern Mutual. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Nichole Adams is a financial advisor at Corient with two years of industry experience. She holds a Series 65 designation and has worked at Corient Services LLC and Corient since 2023, with prior roles at Roosevelt Investments and Refined Benefits dba Sullivan. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Sandra Worsham is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 29 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., Jackson National Life Insurance Company, and Invest Financial Corp. 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, utilizing both discretionary and non-discretionary investment approaches.