Kenzie Serianni is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Voya since 2017. Prior to that, she spent four years at Coca-Cola Beverages Florida. Serianni is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver predominantly non-discretionary investment management through a large network of advisors.

Patrick Welsh Jr. is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 2003. In addition to his advisory role, he is president of P.J. Welsh Jr. & Associates, Inc., through which he sells life insurance and fixed indexed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

Jeffrey Mc Donald is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Kovack Securities, Kovack Advisors, GreenBridge Wealth Management, Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. 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 serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan and pension consulting capabilities.

Donald Weis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior roles include positions at Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. He is also involved in insurance brokerage activities through 1847Financial, specializing in insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer framework.

Rose Di Lecce is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and 25 years of industry experience. Her prior work includes roles at Allen & Company of Florida, Inc. and LPL Financial, LLC. She is also the operations manager of Financial Cornerstone Group, LLC. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies and provides access to multiple third-party platforms and providers.

Seth Trickle is a financial advisor with TLG Advisors, Inc. in St Pete Beach, FL, holding Series 66 and Series 63 licenses and with 14 years of industry experience. His prior roles include positions at Griffin Capital Securities, Cps Financial & Insurance Services, Inc., and Deawm Distributors, Inc. He also serves as National VP and Annuity Wholesaler in an insurance business outside of his advisory role. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management through manager selection and ongoing monitoring, offering both traditional and direct-to-consumer digital investment programs.

Jean Larsen is a CFP® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2015. She also has a long-standing role at JP Financial Center, Inc., where she is an owner and officer involved in selling fixed insurance products. Additionally, she operates a tax preparation business as a sole proprietor and holds notary credentials. J.W. Cole Advisors is an SEC-registered investment adviser that serves 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 managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Daniel Maclean is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL. His prior experience includes roles at Fidelity Investments and Morgan Stanley. J. W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans 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.

Trevor Endres is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He previously worked at Fisher Investments and Concorde Asset Management. 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 digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management and access to multiple third-party advisers.

Karl Furno is a CFP® with 19 years of experience in the financial services industry. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent 10 years at G.A. Repple & Company. Outside of his advisory role, Furno is a senior advisor and partial owner of Mosaic Wealth Management Group and has longstanding involvement with the Central Florida YMCA. J.W. Cole Advisors, Inc. is an enterprise firm with a large network of over 480 advisors providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a variety of investment strategies and platforms.

Wendy Meyer is a CFP® and holds a Series 66 license with 22 years of industry experience. She is currently affiliated with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., where she has worked since 2024. Prior to that, she spent 19 years at Ameriprise Financial Services, Inc. and Ameriprise from 2005 to 2024. She is also president of Pivotal Wealth Planning, LLC, an independent business through which she provides financial advisory services. J.W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using discretionary and non-discretionary management strategies combined with fundamental and technical analysis.

Evan Conley is a financial advisor at J.W. Cole Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he serves as president of ECC Wealth Management, an S-corporation unrelated to investment activities. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary strategies.

Robert Olenchalk is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Fidelity Investments, and Raymond James Financial Services. Outside of his advisory work, Olenchalk is active as a disc golf athlete and coach, as well as a volleyball coach for high school, club, and college players. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and portfolio management solutions supported by a comprehensive due-diligence process.

Joseph Iannuzzo is a financial advisor with J. W. Cole Advisors, Inc. in Cocoa Beach, FL, holding a Series 66 designation and 24 years of industry experience. He has been with J.W. Cole Financial and J.W. Cole Advisors since 2017. 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 investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, using a variety of investment approaches including discretionary and non-discretionary strategies.

Reece Poppell is a CFP®-certified financial advisor with four years of industry experience, currently with VOYA Financial Advisors, Inc. in Tampa, FL. His prior work includes roles at the Walt Disney Company and Universal Orlando Resort, as well as time at the University of Central Florida. Poppell also operates as an independent insurance agent outside of his advisory role. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer firm that serves individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide a range of investment advisory and retirement services, with many accounts managed on a non-discretionary basis.

Jonathan Decker is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2023, following 14 years at Bank of America and 25 years at Merrill. He serves as the Vice Chair of the University of South Florida St. Petersburg Business School Dean's Advisory Council. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Anthony Cervio is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including Raymond James and Merrill, before joining Steward Partners in 2022. Outside of his advisory role, he serves as an assistant baseball coach at Tarpon Springs High School in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering various portfolio management and financial planning services through both proprietary and third-party solutions.

John Oliva is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior roles include positions at Arbor Point Advisors, AXA Advisors, and New York Life, among others. Outside of advising, he volunteers annually at Camp Erin, a charitable organization supporting youth. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services including managed programs, retirement plan consulting, financial planning, and access to alternative investments, leveraging both fundamental and technical investment approaches.

Robert Bryant is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has a background in accounting, serving as a CPA partner at Boatman & Bryant CPAs since 2009 and has been involved in multiple CPA firms. Bryant also acts as a trustee and executor for an individual’s estate. J. W. Cole Advisors, Inc. operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of discretionary and non-discretionary strategies, including fundamental, technical, model, and manager-based approaches.

Keith Johnson is a financial advisor at HB Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined 10 years. Johnson serves on the boards of several nonprofit organizations, including as Chairman of Children First, Inc. and as a director of the Gulf Coast Community Foundation. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across multiple asset classes and offers both retail and institutional advisory services.