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.

Daniel Jeanneret is a financial advisor with Eagle Strategies (NY Life) based in Land O Lakes, Florida. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. He operates Jeanneret Financial Strategies, focusing on brokering insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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.

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.

Dianna Gallo is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley, E*TRADE Capital Management, Facet Wealth, and T. Rowe Price. Gallo is based in New Port Richey, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Henry Harris is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining J. W. Cole Advisors, he worked at J.W. Cole Financial, Inc., Bayonet Plumbing and AC, EBAY, and BCAL Sports. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts.

Karl Hamilton is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at SunTrust Investment Services, SunTrust Advisory Services, and Suntrust Securities, Inc., spanning over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program utilizing discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Scott Jackson is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 21 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he is the founder and managing director of Kase Wealth Advisors, LLC. 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 offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions.

Howard Greene is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Principal Securities Inc, Principal Life Insurance Company, Bankers Life Securities, Bankers Life and Casualty, and Lirr. Outside of advisory work, he is involved in the sale and servicing of Medicare supplements, drug coverage products, fixed life insurance, fixed and indexed annuities, long-term care, and disability income insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed globally. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Franck is a financial advisor with Truist Advisory Services, holding a Series 66 designation and four years of industry experience. His career includes roles at Truist Investment Services and SunTrust. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Juan Manteiga is a financial advisor at Oppenheimer with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Oppenheimer since 2014. Prior to that, he was with H&R Block Financial Advisors, Inc. beginning in 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Michael Labarbera is a financial advisor at Hightower Advisors in Tampa, FL, holding a Series 66 designation with 26 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth, PKS, LPL Financial, and INVEST Financial Corporation. He also serves as a consultant for MDL Insurance Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Eric Klaus is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and IFP Securities. Outside of advising, he serves as the head coach for the Alonso High School boys lacrosse team and developed a website that connects teens with odd jobs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers both decentralized investment strategies set by individual advisers and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

John Collins is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has worked at BB&T Securities, SunTrust Investment Services, and SunTrust Advisory Services, accumulating extensive experience across these related firms. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Richard Kallmeyer is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, following roles at Barlas O'Reilly Wealth Management, LLC and Megastar Advisora. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model allocations and customized portfolios using a range of investment vehicles, supported by an Investment Policy Committee and regular portfolio reviews.

Scott Harris is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Integrity Alliance since 2012. Harris has also been associated with Money Advisors Group, Inc. and operates Scott S. Harris Financial Services, Inc. outside of his advisory role. Additionally, he is involved as an independent insurance agent and serves as vice president of Safe Money Strategies, a field marketing organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.

Matthew Michini is a financial advisor with Principal Financial Services based in Tampa, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His work history includes roles at Principal Securities Inc., Michini Wealth Management, and Principal Life Insurance Company. Outside of his advisory duties, he is involved in business consulting that focuses on exit planning and value growth for business owners. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation largely carried out on a discretionary basis by TPMMs.

Alexandre Santos is a CFP® with 25 years of experience in the financial services industry. He is currently with Cresset Asset Management, LLC and previously worked at UBS Financial Services for 11 years. Santos serves on the boards of the Vita Nova Foundation, which provides services to homeless youth, the University of Miami Sports Hall of Fame & Museum, and the Bayshore Little League in Tampa, where he is also president of the board and coaches. Cresset Asset Management is a multi-disciplinary adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across a range of asset classes, including alternatives and private funds.