Christopher Bart is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Marcum Wealth, LLC for 19 years. 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 process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Mary Anne Forrester is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2001. Janney Montgomery Scott LLC is a 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Erik Ronne is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with T. Rowe Price Investment Services Inc. since 2008. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households with substantial investable assets. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo-based financial planning tools.

Riley Boutin is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist, Riley has held positions at Northwestern Mutual, Reliance Matrix, and Auburn University, as well as experience outside financial services at Augusta National Golf Club and Dick's Sporting Goods. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Logan Green is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 65 designation with three years of industry experience. He previously worked at Fisher Investments and Raymond James Financial. Outside of finance, his background includes roles in athletics and hospitality. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management with an emphasis on fundamental, technical, and cyclical analysis, supplemented by third-party research and regular due diligence.

Ryan Newton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. Prior to this, he worked at ProEquities, Inc. for nine years and has been involved with Front Porch Financial Planning, Inc. since 2014. Outside of his advisory role, he leads Newton Showers Wealth Management, LLC, a financial planning and wealth management firm, and also works as an independent insurance agent specializing in life insurance, long-term care insurance, and annuities. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

John Redhead is a CFP® with six years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has previously worked at JPMorgan Chase Bank, N.A. and Charles Schwab Bank, SSB. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs both model and custom portfolio management strategies, utilizing a wide range of investment vehicles and ongoing research to meet client objectives.

Lori Nadglowski is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Principal Financial Services. She has worked at Laurel Wealth Management, Principal Securities, and Principal Life Insurance Company since 2018, and previously at Independent Financial Partners and LPL Financial. Nadglowski serves as Vice President of the Tampa Gator Club and is the Committee Chair for Women United at United Way Suncoast. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through direct advisory and promoter arrangements.

Glenn Cummings is a financial advisor with Foundations Investment Advisors LLC in Tampa, FL, holding a Series 65 credential and bringing nine years of industry experience. His prior roles include positions at AE Wealth Management, Horter Investment Management, and Accurate Advisory Group. Outside of his advisory work, he serves as Chapter President for the American Financial Education Alliance, a nonprofit focused on financial education. Foundations Investment Advisors provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios alongside third-party sub-advisers to tailor investment strategies.

David Diaz is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA Advisors and Ceviche. He is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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-developed UMA models for portfolio construction.

Daniel Sutton is a financial advisor with Commonwealth Financial Network based in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining Commonwealth and founding Bay Harbor Private Wealth Group, he spent a decade at JP Morgan Securities LLC. Outside of his advisory work, he is a co-owner of Quickie Transport, LLC, a heavy equipment transportation business. Commonwealth Financial Network supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the platform have discretion to construct client portfolios across a broad range of securities and insurance products, with access to discretionary model portfolios and various advisory program structures.

Aaron Gilman is a CFP®, CFA®, and Series 66-licensed financial advisor with 17 years of industry experience. He is affiliated with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2011 and 2019, respectively. Outside of his advisory work, he is a partner in MarketPsych Insights, a software program focused on risk profiling. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a strong focus on retirement-plan advisory and pension consulting services.

Claudio Rodriguez is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles within multiple First Command entities. Rodriguez served as a logistic officer in the U.S. Army for 27 years and owns a business called ROD F.A.N.S LLC, where he manages expenditures and equipment maintenance. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

Shirley Mckinney is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 66 license. She has 23 years of industry experience, including 16 years at Nationwide Investment Services Corporation. Outside of her advisory role, she has a part-time position at Keith's Diner in Gainesville, FL. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, offering fee-based portfolio management, financial planning, and access to multiple investment platforms and third-party managers. The firm employs a combination of fundamental and technical analysis and provides both discretionary and non-discretionary account management.

Amber Keens Dumas is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at USAA Life Insurance Company and USAA Investment Services Company. Outside of her advisory role, she is a part owner of Hyper Pure Ceramics, Inc., a business that sells ceramic cups designed to keep drinks hot or cold for hours. 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, financial planning, access to third-party managers, and digital advice solutions.

Jeffrey Emmeluth is a financial advisor at J.W. Cole Advisors, Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with J.W. Cole Advisors since 2014. Outside of his advisory role, he serves as a board member for the United Way of St. Lucie and Okeechobee Counties. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary account management with access to multiple custodial platforms and third-party managers.

Scott Burgess is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. His prior roles include positions at Fusion Analytics Investment Partners LLC, Fusion Analytics Securities LLC, and UBS Financial Services Inc. He is also involved with Burgess Capital Partners LLC, an investment-related business. 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 access to multiple third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of discretionary and non-discretionary investment strategies.

Sladana Bukalov is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and three years of industry experience. Her prior roles include positions at Blueprint Financial Group, Dunn's Financial Review, and Victoria Group. Concurrent Investment Advisors, LLC is an SEC-registered multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, focusing on customized long-term portfolios that typically incorporate ETFs, mutual funds, and other investment vehicles.

Lydia Snowden is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has previously worked at Benjamin F. Edwards & Co. and currently serves as Director of Finance at Solid Rock Enterprises, a manufacturing and business services company. Additionally, she provides financial management support to Solid Rock Veterinary Services, LLC. 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, and access to various managed account solutions, implementing investment decisions through discretionary or non-discretionary methods.

Fernando Fussa Ocasio is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Calton & Associates, Inc., IFP Securities, LLC, and ROBUS Capital Partners 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.