Douglas Krug is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has previously worked with Mariner Independent Advisor Network and LPL Financial LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions through both proprietary and third-party programs. The firm’s fiduciary-based advisory model incorporates various investment strategies and technology platforms to assist clients in meeting their financial goals.

Cheltse Quinn is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with 12 years of industry experience. She has been affiliated with J. W. Cole Advisors since 2020 and has worked with related firms including J.W. Cole Financial, Inc. and Cornerstone Financial Group since 2012. Quinn also serves as an office manager for Cornerstone Financial Partners LLC. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, and digital advice for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis alongside various model- and manager-based strategies.

Puran Sugrim is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price and E*TRADE before joining PNC Investments in 2021. Outside of his advisory role, he is president of PNKS Associates LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees with PNC Bank online credentials. The firm uses algorithmic questionnaires for model selection and delegates portfolio implementation to third-party strategists.

Dwiyana Edwards is a Series 65-licensed advisor with J. W. Cole Advisors, Inc., based in Oxford, FL, and has four years of industry experience. Prior to joining J. W. Cole Advisors, she worked at Atlantic Sun Financial Group and has served on the Marion County School Board. Edwards also holds a notary commission in addition to her advisory role. 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 a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Jacob Bloch is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. Prior to his career in financial services, he was involved with CR Fitness LLC for six years and served in the United States Army Reserves for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

James Talley III is a financial advisor with Guardian Life and holds the Series 66 designation. He has four years of industry experience, including roles at Guardian Life, Park Avenue Securities, and Westshore Financial Group. Outside of his advisory work, he is involved with Talley Capital, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies and providing access to proprietary and third-party investment solutions.

Kevin Osborne is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Investment Services and Sun Trust Bank. Kevin is based in St. Petersburg, FL. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by investment advisor representatives, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Marc Bernacchi is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Santander Bank. Outside of his advisory work, Bernacchi is involved with Market America, selling health and wellness products. 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 and provides both discretionary and non-discretionary account management, with notable capabilities in retirement-plan advisory and pension consulting.

Jameson Ford is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and two years of industry experience. His prior work includes roles at Citi and Fisher Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other specialized strategies.

Allan Dickson is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 credentials with 27 years of industry experience. He worked at Wells Fargo Clearing for 12 years before joining VOYA Financial Advisors in 2014. Outside of advising, he also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through comprehensive financial planning and portfolio management. The firm emphasizes client engagement with investment policy statements and model portfolios, offering both discretionary and non-discretionary account management supported by a mix of in-house and third-party strategies.

Thomas Bagatini Alves is a financial advisor with PNC Wealth Management in Largo, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, TMH Federal Credit Union, Citi, Regions Bank, Lockton, and Currency Exchange International. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved mutual funds and ETFs for portfolio implementation.

Thomas Schuller is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He is based in St. Petersburg, FL. Outside of his advisory role, he has experience as an owner and landlord of rental property in Chicago. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of managed-account programs featuring direct indexing, tax-overlay services, and access to multiple fund strategist portfolios.

Ronald Wright is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and bringing 41 years of industry experience. He has been affiliated with VOYA Financial and its related entities since 2014 and has a background with American Family Life Assurance dating back to 1984. He also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and retirement advisory, utilizing both in-house and third-party strategies within a structure that incorporates both advisory and broker-dealer roles.

Miranda Mottice is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. She previously worked at Ameriprise for five years and has a background that includes involvement with Ohio State University in recreational sports. 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, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and alternative investments.

Julia Nappier is a financial advisor with Valic Financial Advisors in Tampa, FL. She holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to her advisory role, she worked in education with Polk County and Miami Dade County Public Schools, and has experience in the food service and landscape industries. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across a network of more than 1,200 advisors, offering portfolio management, financial planning, and discretionary unified managed accounts using third-party platforms and model managers.

Insley Edgar is a financial advisor with J.W. Cole Advisors, Inc. in Palatka, Florida, holding a Series 65 designation and three years of industry experience. He has been associated with J.W. Cole Advisors and its related entity since 2016. Outside of his advisory role, Edgar serves as a practice manager for St Johns Asset Management, LLC, a financial planning firm. 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 advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions using discretionary and non-discretionary investment approaches.

William Plum is a financial advisor with GWN Securities Inc. in Clearwater Beach, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with GWN Securities since 2015 and also works with MVP Group Inc. since 1994. Outside of his advisory role, Plum operates as an independent insurance agent specializing in fixed insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of incorporating market-timing and momentum-based strategies within its investment programs.

Brooke Motley is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with several related entities including BB&T and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Matthew Kulaga is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He has prior experience with Johnson Brothers of Florida, Jazz Wealth Managers, Inc., and a background in real estate with Keller Williams. Outside of his advisory role, he is involved in real estate sales, showing homes on a part-time basis. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services.

Keith Glaser is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. He has been with J. W. Cole Advisors and affiliated entities since 2014, and previously worked at Platinum Wealth Partners, Morgan Stanley, and Merrill. Outside of advising, Glaser serves as president of Limitless Alpha, a non-investment related business. 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. The firm serves individuals, high-net-worth clients, and institutions using both discretionary and non-discretionary investment approaches.