John Kennedy is a CFP® professional with 16 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2017. His prior experience includes roles at Mosaic Wealth Management and G.A. Repple & Company. Outside of advising, he is involved with estate planning services, working with attorneys to design and create estate plans. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm offers both transaction-based and wrap-managed programs, using various investment strategies and custodial platforms.

Susan Chandler is a financial advisor at Oppenheimer with 27 years of industry experience. She has held positions at Oppenheimer since 2010, following prior roles at Morgan Stanley and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment management across equity, balanced, and fixed-income portfolios.

Jakob Muehlschlegel is a financial advisor at Independent Financial Partners with five years of industry experience. He holds a Series 66 designation and has worked at firms including IFP Securities, Synovus Bank, and Finances for the Fearless. His background also includes roles at Medinah Country Club and Bowes Creek Country Club. 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 offering both individualized and centralized investment management, with a notable focus on retirement-plan advisory and pension consulting services.

Scott Satalino is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His career includes roles at Aetna Investment Services and Equitable Distributors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Jared Knowles is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes roles at LPL Financial and Triad Advisors. He is also the owner of CF Thumbs Up LLC, a business unrelated to investment advisory. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jason Hyslop is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Raymond James & Associates for 19 years and spent time with Raymond James Insurance Group. Hyslop holds Series 63 and Series 65 licenses and is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Rey Descalso is a financial advisor at J.W. Cole Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors since 2010. Outside of his advisory role, he is the founder of Privada Tax, an LLC focused on tax preparation, planning, and estate documentation. 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 managers, and multiple managed account solutions.

Charles Crist is a financial advisor with TLG Advisors, Inc. based in Tampa, FL. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining TLG Advisors, he worked at The Leaders Group Inc, Pinnacle, Build Asset Management, LLC, and Preferred Capital Securities, LLC. Crist also serves as Director of Insurance at Pinnacle, where he works with financial advisors and their clients on advanced planning solutions. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm provides services to individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach that emphasizes fundamental analysis and Modern Portfolio Theory alongside a direct-to-consumer program called Starlight Portfolios.

Luke Sutter is a financial advisor with Truist Advisory Services holding a Series 66 designation and 19 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and Suntrust Investment Services, Inc. since 2015, and has been associated with Suncoast Schools Federal Credit Union since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Robert Hudson is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 65 and Series 63 licenses. He has 11 years of industry experience, working at Park Avenue Securities since 2015 and with Guardian Life since 2012. Hudson serves as the secretary of a BNI Leadership Team, a role unrelated to his investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

Victoria Boswell is a financial advisor at Beacon Pointe Advisors, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services, Inc. In addition to her advisory role, she operates as an independent insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and offering discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Fenoy Butler II is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 65 license. He has eight years of industry experience and has been with J.W. Cole Advisors since 2017. Butler also operates Riverside Wealth Advisors, LLC, and works as an insurance agent offering life and fixed insurance products. 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 provides fee-based portfolio management, financial planning, and access to various investment platforms, employing a range of strategies including discretionary and non-discretionary management.

Ryan Pennington is a financial advisor at Mercer Global Advisors Inc. based in Tampa, FL, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Mercer in 2025, he worked at several firms including Fisher Investments, Lincoln Investment, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other strategies.

Tyler Trunko is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Trunko serves on the University of Tampa Board of Counselors, where he participates in alumni support activities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates multiple model strategies and advisor-managed portfolios.

Amy Greth is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. She has been with VALIC Financial Advisors since 2011 and is also involved with Agia in a non-securities insurance capacity. Outside of her advisory role, she serves on the board and finance committee of the DeSoto County Education Foundation, which supports school projects and scholarships in the DeSoto County School District. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and providing optional tax and ESG overlay services.

Joseph Wheeler is a Series 66-licensed financial advisor with Independent Financial Partners, based in Tampa, FL, and has 17 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and IFP Securities. Outside of his advisory role, Wheeler serves as a board member for the Maitland Club Homeowner's Association. Independent Financial Partners offers 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 a decentralized advisory model and notable retirement-plan consulting capabilities.

Franklin Lefler Jr. is a CFP® with 31 years of industry experience, currently serving at Truist Advisory Services. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary strategies supported by AI-enabled research and integrated inter-affiliate resources.

Thomas Houlihan is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 credential. He has one year of industry experience, including prior roles in hospitality and retail. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, along with comprehensive wealth management and financial planning services.

Jennifer Makras is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Raymond James Financial Services, Inc. and Morgan Stanley. Outside of her advisory role, she serves as Treasurer on the board of Vicki App Inc., where she manages fundraising and administrative activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Christopher Van Horn is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and The O.N. Equity Sales Company. Outside of his advisory role, he serves on the Finance and Operations Board of New Community Church, where he advises on budget, staffing, and operational matters. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios leveraging ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisers and integrated platform solutions.