David Yu is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 18 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked for Kovack Advisors and Kovack Securities for five years. Outside of his advisory role, David is an active pilot with American Airlines. 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 a diverse client base and offers both individualized and centralized investment management options, with notable expertise in retirement-plan advisory and pension consulting.

Robert Parks III is a financial advisor at Principal Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at The Feinstein Group and Mainsail Hospitality. Outside of his advisory role, he works part-time as a cook at Countryside Country Club. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs using both adviser and promoter arrangements.

Craig Towle is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.W. Cole Advisors since 2016 and has been associated with Synergy Capital Inc. since 1999. Outside of his advisory role, he is involved in non-investment activities including serving as a board member of his homeowners association. 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 representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Katryel Wargo is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 63 and Series 66 designations. Outside of her advisory role, Wargo operates two small businesses focused on home organizing and retail. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm utilizes an integrated model aligned with Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Stephen Valeri is a financial advisor at Truist Advisory Services with 39 years of industry experience. He has held roles at SunTrust Advisory Services LLC and SunTrust Investment Services, Inc. since 2016. Valeri holds Series 63 and Series 65 licenses and is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary management through third-party platforms.

James Brennan is a CFP® with 18 years of industry experience. He is currently an advisor at Truist Advisory Services, where he has worked since 2021. His prior roles include positions at Ernst & Young and GenSpring Family Offices, LLC. Brennan serves as an advisory board member for Dominion Financial Group. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration, to deliver its investment solutions.

Randall Boston is a ChFC® with 12 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2019. Prior to that, he worked at The Prudential Insurance Company of America and Pruco Securities LLC for five years. Outside of his advisory role, he is involved in a networking organization as a Membership Committee Member and works as a business consultant. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individuals, high-net-worth clients, and institutional accounts through a mix of discretionary and non-discretionary management strategies.

Gregory Jack is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and six years of industry experience. He has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and AXA Advisors. In addition to his advisory role, he is the owner of LWR Pillars of Wealth LLC, a firm involved in financial services and insurance sales. J.W. Cole Advisors operates through a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis along with model and manager-based strategies, offering both discretionary and non-discretionary account management.

Jessica Elmore is a financial advisor at Truist Advisory Services with 30 years of industry experience. She holds a Series 66 designation and has worked at Suntrust Advisory Services, Inc. since 2017 and at Suntrust Investment Services, Inc. since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Andrew Rojas is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Bayview Wealth Management and Foundations Investment Advisors LLC. Outside of advising, he is also active as an insurance agent. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan consulting through a platform that integrates advisor-managed and third-party models.

Peter Pastman is a financial advisor with Commonwealth Financial Network based in Saint Petersburg, FL. He holds the CFP® designation and has 16 years of industry experience. Prior to joining Commonwealth, he worked at Raymond James Financial Services and Goodrich Wealth Planning. He is also the owner of Keystone Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Thomas Holliger is a CFP® professional with 33 years of industry experience. He has worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors before joining Independent Financial Partners in 2019. He also operates Holliger Financial Consultants, an advisory and insurance business based in Palm Beach Gardens, FL. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12 billion in assets and offers a decentralized advisory model with specialized retirement-plan and pension consulting capabilities.

Kristin Alexander is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 65 and Series 66 licenses and has held positions at Principal Securities Inc., Principal Life Insurance, and MassMutual Life Insurance Company, among others. Her most recent role prior to Citigroup was at Independent Financial Partners. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and oversight committees.

Haley Baly is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and four years of industry experience. She has worked at AGIA since 2022 and Valic Financial Advisors since 2021, and has an academic background from the University of South Florida and the University of Florida. Outside of advisory work, she is also involved with non-securities insurance products through her role at AGIA. Valic Financial Advisors, Inc. 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 multiple wrap programs, utilizing centralized technology and model solutions across a large network of investment advisor representatives.

Todd Youngs is a CFA® charterholder with 12 years of industry experience, currently serving at Corient in St. Petersburg, FL. His prior roles include positions at CI Doyle Private Wealth, LLC, and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house security and fixed-income strategies with third-party managers and customized asset allocation, utilizing advanced risk management and monitoring tools.

Eric Donner is a financial advisor with Independent Financial Partners, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior roles include positions at ValMark Advisers, Hewins Financial Advisors, and Exclusive Insurance PGA. Outside of his advisory work, he volunteers with Israel Heart 2 Heart, an organization supporting wounded Israeli soldiers with PTSD, and is involved in a business consulting start-up focused on exit planning. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable specialization in retirement-plan advisory and pension consulting.

Daniel Rodriguez Ortiz is a financial advisor with Citigroup Global Markets in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He has worked at Citigroup since 2018 and previously was with Raymond James Financial Services Advisors and Raymond James Financial Services. Outside of his advisory role, he is involved in retail operations with Best Buy, working part-time in inventory management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant institutional scale combined with unique market roles.

John Galligan III is a financial advisor with Truist Advisory Services, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. since 2015. Outside of his advisory role, he serves as an election inspector for the Pinellas County Supervisor of Elections Office. 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, implementing advice through discretionary and non-discretionary approaches combined with third-party platforms and AI-enhanced equity research.

Barry Green is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Partners since 2016. 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 with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Joseph Fernandez is a CFP® professional affiliated with Principal Financial Services in Tampa, FL, with 27 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities Inc. since 2009. 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.