Brooke Thiel is a Series 66-licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, bringing one year of industry experience. Prior to joining J.W. Cole Financial, Inc., Brooke held various roles including client services coordination and has worked in both educational and retail settings. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions with investment decisions implemented on a discretionary or non-discretionary basis.

William Hamm Jr. is a CFP® and ChFC® with over 42 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and has held roles at IFP Advisors, Inc., Independent Financial Partners, LPL Financial, and IFP Securities, LLC. Outside of his advisory work, he serves as president of IFP Advisors, Inc., where he is involved in life insurance sales and executive benefits planning. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 advisors. The firm supports a multi-advisor platform serving a diverse client base and provides both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Jeremy Martin is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Northwestern Mutual and service in the U.S. Army. He also has an ongoing academic affiliation with the University of Colorado Denver. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance to a large client base.

Nadav Baum is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott for 10 years. Outside of his advisory role, Baum participates in community efforts through the Developmental Committee Peace Initiative, which focuses on raising awareness and funds against hate crimes, and serves on the Business Advisory Council at Indiana University of Pennsylvania. 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 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 supported by both in-house and third-party portfolio management.

David Cottrell is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory role, he is involved in offering insurance products beyond those provided through Guardian and its subsidiaries. J. W. Cole Advisors serves a wide range of clients including individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, and retirement services. The firm combines fundamental and technical analysis with model- and manager-based strategies, and supports both discretionary and non-discretionary account management.

Michael Powrie is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. 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, fee-based financial planning, third-party investment manager access, and various managed account solutions.

John Langford is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities since 2006 and Guardian Life Insurance Company since 2005. Langford serves on the board of the National Pediatric Cancer Foundation. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various lending and account-level services.

Maxwell Oglander is a CFA® charterholder and a registered investment advisor with Truist Advisory Services in Tampa, FL. He has eight years of industry experience, including prior roles at AXA Equitable, LLC and AIS Insurance and Financial. He has been with Truist Advisory Services since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches along with AI-enabled research tools.

Alexandra Groh is a CFP® professional with 11 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2014. She holds the Series 66 designation and is active in the Republican Women's Club of Brevard as the 3rd Vice President (Membership) and BY Laws Chairperson. Additionally, she is a published author of a fiction novel available on Kindle. J.W. Cole Advisors is an SEC-registered firm that serves individuals, charities, corporations, retirement plans, and other entities through a 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.

Melinda Cronin is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Principal Securities Inc. since 2000 and Principal Life Insurance Company since 1999. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Cameron Barrier is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work history including roles at Penn Mutual Life Insurance Company and TQL. Barrier is also active as an insurance agent with New Day Financial Advisors, LLC, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms along with financial and retirement plan consulting. The firm emphasizes client-directed implementation and oversight and manages the majority of its client assets on a non-discretionary basis.

Matthew Walden is a ChFC® and Series 65-licensed financial advisor with 21 years of industry experience. He has been with J.W. Cole Advisors, Inc. and J.W. Cole Financial since 2011. Outside of his advisory role, he serves as president of a homeowners association, handling administrative duties related to condominium expenses. 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, implementing investment decisions on both discretionary and non-discretionary bases.

David Duquette is a financial advisor with Primerica Advisors based in Odessa, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he is involved with DHAPPS, LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account structures.

Howard Brown is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he was involved with Crystal Clear Financial Group, LLC and NYLife Securities LLC. Outside of finance, he owned and operated a full-service lawn care business for seven years. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Assen Kuklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at several firms, including Dempsey Lord Smith, LLC, Arkadios Wealth Advisors, Skyway Capital Markets, LLC, and SQN Securities, LLC. Kuklin is also an officer and director of Wealth Retirement Solutions, a marketing DBA related to his advisory work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in assets with both discretionary and non-discretionary account options.

Carlos Hernandez is a CFP® professional with 26 years of industry experience. He has been with Valic Financial Advisors since 2001 and also holds a position with Agia involving non-securities insurance products. Based in Tampa, FL, Hernandez holds Series 63 and Series 66 licenses. Valic Financial Advisors 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.

Jerry Bulaclac Jr. is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 21 years of industry experience. He has worked at Independent Financial Partners since 2012 and was previously affiliated with LPL Financial. Outside of his advisory role, he operates RadiantVest, providing clients with portfolio management, retirement income planning, and wealth transfer strategies. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Alejandro Goicoechea is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked with Suntrust Advisory Services and Suntrust Investment Services since 2016 and Suntrust Bank since 2013. Outside of his advisory role, he is employed in a casual dining restaurant as kitchen help. 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 offers asset allocation, investment policy analysis, fiduciary support, and manager selection services, using a combination of discretionary and non-discretionary approaches supported by inter-affiliate integration and AI-enabled research tools.

Alexander Pedraita is a financial advisor at J.W. Cole Advisors, Inc. with nine years of industry experience. He has previously worked at Fisher Investments and U.S. Bancorp Investments, Inc., among other firms. His background also includes five years at J. Alexander's Restaurant Group. J.W. Cole Advisors operates a large network of independent investment adviser representatives and provides 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 institutional accounts with a range of discretionary and non-discretionary investment strategies.

Steven Sellers is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2015. Based in Tampa, FL, he is part of a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, offering both discretionary and non-discretionary management programs.