Juan Ayala is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked within various Truist entities since 2013, including Truist Bank and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates several affiliated entities to deliver its services.

Patricia Delgado is a financial advisor at Fifth Third Securities, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior roles include positions at Fifth Third Bank, Chase Bank, and MC Solar, as well as employment at the University of South Florida. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services, offering access to the Passageway Managed Account Program with multiple portfolio management options and risk-based program selection.

Brittany O'Connor is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. Her prior experience includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio solutions overseen by an Investment Policy Committee and offers a range of investment vehicles and planning services.

Traci Riggs is a financial advisor with J.W. Cole Advisors, Inc. and holds a Series 66 designation. She has two years of industry experience, including time with J.W. Cole Financial, Inc., and a background working in education within school districts. 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 institutional accounts. The firm employs both discretionary and non-discretionary management strategies and provides access to various digital advice platforms and third-party managers.

Mathew Tomlin is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Steward Partners Investment Solutions and Raymond James, as well as service in the United States Marine Corps Reserve. 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 provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

John Pharr Jr. is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with J.W. Cole Advisors since 2016 and also manages his own CPA practice, John Pharr CPA LLC, which provides tax consulting and small business advisory services. Additionally, he holds an officer position at Electronic Display Networks Inc. 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 third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and digital advice solutions, and it is affiliated with a broker-dealer under an expense-sharing arrangement.

Karen Cole is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has worked at several related firms including SunTrust Advisory Services, Bb&T, and their affiliated entities since 2009. Outside of her advisory role, she serves on the boards of the Straz Center for the Performing Arts and the Florida Orchestra, assisting with fundraising and community engagement. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to implement its strategies.

Jonathan Valdez is a financial advisor with PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Mark Pinardi is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior experience includes 13 years at Lincoln Financial Advisors. 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 offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Tyler Pendyck is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds the Series 66 designation and entered the industry in 2026. Prior to his current role, Tyler was associated with Northwestern Mutual and has experience running Pendyck Innovations LLC. J. W. Cole Advisors, Inc. operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a combination of fundamental and technical analysis, model or manager-based strategies, as well as digital advice platforms.

Brett Sperin is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Personal Capital, Fisher Investments, and E*Trade Securities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers various implementation options alongside financial planning, retirement plan consulting, tax planning, and estate-planning coordination.

Richard Dunsford is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2018, following 12 years at Invest Financial. Outside of his advisory role, he is a licensed insurance agent involved in the sale of fixed life and annuity products. 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, employing both discretionary and non-discretionary investment approaches.

David Hinson is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has been with SunTrust and its affiliated entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches and uses third-party platforms and manager arrangements, supported by its Equity Research team’s AI-enabled tools and supervisory oversight.

Derek Nelson is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. Prior to joining Hornor, Townsend & Kent, he worked at Penn Mutual Life Insurance Company and was an independent insurance agent. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a combination of discretionary and non-discretionary account options.

Omar Abdelbari is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, USAA, and TD Bank N.A. prior to his current role in Tampa, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Trevor Buckels is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at First Command Advisory Services and service as an officer in the U.S. Army Reserve. His background includes a decade of military service with the U.S. Army. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Jonathan Ortega is a financial advisor at Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Valic in 2025, he worked at Fisher Investments, Amundi US, Inc., and Natixis Investment Managers. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, managing approximately $29.2 billion for close to 300,000 clients.

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 65 and Series 63 licenses and has been with Janney Montgomery Scott since 2001. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Erik Ronne is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with T. Rowe Price Investment Services Inc. since 2008. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service to individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm employs model allocations with tax-aware rebalancing and offers an interactive online planning tool along with telephone access to advisors.