Luis Sanabria is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, and T. Rowe Price. 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 investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of strategies including discretionary and non-discretionary management and integrates both fundamental and technical analysis in client solutions.

Andres Castro is a financial advisor at Independent Financial Partners with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Independent Financial Partners, Castro worked at Northwestern Mutual in various capacities from 2021 to 2025. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Tony Pruitt is a financial advisor at Private Advisor Group, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at several firms including LPL Financial, Wells Fargo Clearing, Deutsche Bank Securities Inc., and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved with a spouse’s non-investment related business. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a fiduciary-based model that combines proprietary technology platforms with third-party managers and a variety of investment strategies.

Ryan Mcclelland is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds the CFP® and ChFC® designations along with the Series 66 license. Prior to his current role, he has been affiliated with J.W. Cole Financial, Inc. and Jonathan Roberts Advisory Group, Inc. since 2011. Outside of his advisory work, he serves as Vice President and volunteer board member of a condominium association in Orlando, FL. 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 representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions using both discretionary and non-discretionary strategies.

Corey Ward is a CFP® professional with 17 years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has held roles at Impact Partnership Wealth, Market Guard, Campbell & Co. Wealth Advisors & CPAs, Grow Financial Federal Credit Union, Cuso Financial Services, and TIAA-CREF. Ward is based in Tampa, FL. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, leveraging a combination of internal and external strategists, model portfolios, and technology tools to support client investment decisions.

Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Fidelity Brokerage Services and LPL Financial. Independent Financial Partners provides 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 notable expertise in retirement-plan advisory and pension consulting services.

Joseph Cuda is a financial advisor at Corient with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Carillon Tower Advisers, Inc., CIPW Service Company, LLC, and Ready Set Drive Autos LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team approach combining in-house strategies with third-party managers, employing risk management tools and specialized offerings such as family office and trustee services.

Timothy Schultz is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with J. W. Cole Advisors and J. W. Cole Financial since 2014. Outside of his advisory role, he is the owner and photographer for Black & Whote Ventures LLC, a photography business he has operated since 2004. 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 multiple managed account solutions.

Peter Sagorski is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2011. In addition to his advisory work, he is licensed as an insurance broker and sells fixed insurance products including annuities, life policies, disability, and long-term care insurance. 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 advisers. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Keri Finkenbinder is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and two years of industry experience. She has previously worked at Kennedy Park Wealth Management and Turtle Nest Planning. Finkenbinder is also the owner of OJAS Wealth Management, an advisory LLC based in Tampa. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios.

John Myers is a financial advisor at Transamerica Retirement Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and portfolio oversight from Morningstar Investment Management to provide asset allocation, contribution rate, and retirement age guidance.

Kelsey Costantini is a financial advisor at Oppenheimer with nine years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2019, following prior roles at Bank of America and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services, with a focus on strategic asset allocation, manager selection, and customized investment policy development.

Steven Reichert is a financial advisor with Independent Financial Partners based in Tampa, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience, including prior roles at Trinity Wealth Securities, Florida Financial Advisors, and Boardwalk Bookkeeping. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of advisors. The firm supports a decentralized model allowing individual advisors to tailor investment strategies, while also providing formal retirement-plan advisory and pension consulting services.

Chauncey Thomas is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, LCG Advisors, and JPMorgan Chase. Outside of advising, he works part-time as an Uber driver during nights and weekends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various investment adviser and promoter arrangements.

Lewis Stamey is a financial advisor at VALIC Financial Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with VALIC Financial Advisors since 2000. Outside of his advisory role, he is also an agent with Agia, focusing on non-securities insurance products. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm emphasizes discretionary unified managed accounts and utilizes centralized technology and model solutions to manage assets for a broad client base.

Harold Alvarado is a financial advisor at Voya Financial Advisors, Inc. with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Transamerica Investors Securities Corporation, New York Life Insurance Company, Prudential, E*TRADE, Wells Fargo Clearing, Merrill, and USAA Financial Planning Services. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, retirement-plan advisory, and other services to 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 support client relationships, which are often managed on a non-discretionary basis with some discretionary management in certain accounts.

Daniela Larrotta Bonilla is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Fidelity Investments, Merrill, Bank of America, and Nordstrom. 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 account holders. The firm’s integrated service model emphasizes long-term portfolio returns and is closely aligned with Empower’s recordkeeping and administrative platforms.

Karrisa Marinez is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Fidelity Brokerage Services. Outside of financial advising, she is involved with Coffee Uniting People. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, and offers a range of wealth management, financial planning, and retirement services supported by a network of roughly 286 advisors.

William Boatman is a Series 65 credentialed financial advisor with six years of industry experience, currently with J.W. Cole Advisors, Inc. He also has over two decades of experience as a CPA partner at Todd Boatman CPA PA. He is a partner in Freedom 65, a financial advisory 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 managers for individual, high-net-worth, and institutional clients. The firm provides both discretionary and non-discretionary account management using a variety of investment strategies and digital advice platforms.

Barbara Martin is a financial advisor with Truist Advisory Services in Dunedin, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Truist Investment Services, Chase Investment Services Corp., and Northwestern Mutual Investment Management. She has been with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured manager selection process.