Larry Parkin is a Certified Financial Planner (CFP®) with 21 years of industry experience. He currently serves as a financial advisor at HB Wealth, joining the firm in 2024. Prior to this, he worked for BB&T Securities and SunTrust Advisory Services in various capacities between 1998 and 2022. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment process using both quantitative and qualitative analysis across diverse asset classes and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Marc Wilkins is a financial advisor at Kestra Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Lincoln Financial Securities Corporation, and Wells Fargo Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan design, education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Alfredo Sanchez IV is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a position with AGIA involving non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kevin Ford is a financial advisor with J.W. Cole Advisors, Inc. in Jupiter, Florida. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Ford has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2010. He is also involved as managing partner of Oceanside Wealth Management, where he focuses on financial planning, investments, and insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on discretionary or non-discretionary bases.

Sarah Taylor is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 designation. She has been with J.W. Cole Financial, Inc. since 2021 and joined J.W. Cole Advisors in 2026. Prior to her advisory roles, she worked at Citrix Systems, Inc. and Tyco International. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm uses a mix of fundamental and technical analysis along with digital advice and model or manager-based strategies.

Nicholas Richards is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and possessing one year of industry experience. Prior to his current roles, he worked at ServiceMaster DSI, Otis Elevator, Miller Real Estate, and Publix. He is also involved as a BNI Mentor Coordinator. Park Avenue Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

David Anderson is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement solutions. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with distinctive features including its role as a qualified custodian and the use of both discretionary and non-discretionary advisory programs.

Stewart Davis Jr. is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Park Avenue Securities and The Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved in managing several investment-related business entities, including Davis II Companies LLC and Davis Roussel Holdings LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management.

Aaron Komarek is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory role, he serves as a power of attorney and executor for family members. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Barrington Brower is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Outside of his advisory role, Brower serves as trustee for multiple family trusts and is owner and president of Brower Financial Group, a financial planning and trust management firm. J.W. Cole Advisors, Inc. operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of discretionary and non-discretionary strategies and various investment approaches.

Andrew Schorr is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Independent Financial Partners and has held roles at Advisory Services Network, LLC, and R.L.K. Advisory Group among others. Schorr serves as a board member and coach for the Daytona Beach Quarterback Club and is involved with the Volusia County Miracle League baseball organization. Independent Financial Partners is a nationwide firm that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform, serving a wide range of clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Christine Carter is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2002. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios under a fiduciary standard within a vertically integrated group.

Justin Hill is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, New York Life, Fisher Investments, and Colonial Life. Transamerica Financial Advisors serves a diverse client base ranging from individual and high-net-worth investors to pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Joseph Arena is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Buckingham Strategic Wealth, LLC and several other firms. Arena is based in St. Petersburg, Florida. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, third-party managers, and various investment strategies, supported by an extensive network of affiliated service companies and product relationships.

Austin Saffer is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Global Jet Sales and Creed Media before joining Guardian Life and Park Avenue Securities. Outside of his advisory role, he serves as an adviser to the treasurer for Phi Delta Theta Fraternity and participates as a community builder with BNI. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a range of in-house and third-party model portfolios.

Brian Wade is a CFP® professional with 28 years of experience in financial services. He is associated with Independent Financial Partners and has held roles at IFP Securities, LPL Financial, and Tampa Financial Group. In addition to his advisory work, Wade engages in public speaking activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Robert Lingenfelser is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Commonwealth since 2010 and also operates as an independent insurance agent. Lingenfelser owns and conducts fixed insurance sales through Lingenfelser Financial Services and Lingenfelser & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Julio Soria is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 28 years of industry experience, including prior roles at National Life Group and Equity Services, Inc. He is involved with Sunrise Financial Network, an investment-related business. He works with Park Avenue® Wealth Management, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients through a mix of proprietary and third-party investment advisory programs.

Leslie Valant is a financial advisor at J. W. Cole Advisors, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Labrüm Wealth Management, and Intelligence Driven Advisers, LLC. Outside of advising, she serves as President of the Lower Keys Chamber of Commerce and is involved in divorce financial planning as a Certified Divorce Financial Analyst. J. W. Cole Advisors is an SEC-registered adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and digital advice, with investment decisions made on discretionary or non-discretionary bases.

Kevin Murphy is a financial advisor with Oppenheimer & Co., Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior positions include roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach incorporates strategic and tactical asset allocation, manager selection, and various investment vehicles, with an emphasis on both discretionary and non-discretionary management.