Eric Beadle is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes 13 years at UBS Financial Services and roles at Securities America and Investacorp. Outside of advising, he served as an administrative assistant and is a treasurer and board member for a homeowners association. 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, with investment decisions implemented on discretionary or non-discretionary bases.

Brian Groh is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity since 2011. Outside of his advisory role, he is involved in fixed insurance sales and serves as a trustee for an irrevocable trust for his parents. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions employing both discretionary and non-discretionary investment approaches.

Nicholas Halchak is a financial advisor with United Planners Financial Services of America and holds the Series 66 credential. He has five years of industry experience, with prior roles at Securities America, Inc. and Investacorp, Inc. Outside of his advisory work, he has been involved with Warren Willis United Methodist Camp for several years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services primarily through independent Investment Adviser Representatives and manages both discretionary and non-discretionary accounts using various custodians and third-party money managers.

Riley Newman is a financial advisor at Independent Financial Partners with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked at IFP Securities, LLC and Charles Schwab & Co., Inc. Prior to his financial services career, he held roles at Northrop Grumman and Health First Medical Group. Riley has a background that includes both education and corporate positions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Therese Frances Cutter is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. She has been with Primerica Advisors since 1999 and also maintains a longstanding association with Guardian Life Insurance Company since 1990. Outside of her advisory work, she serves as Co-Chair of the Floridian Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and provides account-level services such as lending solutions and donor-advised fund options.

Eugene West is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, Florida, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with J.W. Cole Advisors and J.W. Cole Financial since 2018, following prior roles including a position at Signator Investors. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary management options.

Casey Clementz is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 66 and Series 63 licenses and having 13 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016 and is also associated with Brower Financial Group, where he has worked since 2010. Clementz conducts financial services activities through CW Clementz Financial LLC and is also licensed as an insurance agent and a notary public. 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 third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm offers a range of investment strategies and digital advice options and is affiliated with a broker-dealer under an expense-sharing arrangement.

Daniel Mageras Jr. is a Certified Financial Planner® with 27 years of industry experience, currently serving at Independent Financial Partners. He has held roles at IFP Securities, LLC and LPL Financial. Mageras is a board member of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Dejon Singleton is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services and T. Rowe Price. Outside of his advisory work, he also works as a delivery driver for Uber Eats. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, utilizes third-party platforms and manager arrangements, and features AI-enabled research tools as part of its investment process.

Marcel Du Mont is a CFP® with 12 years of industry experience, currently advising at Empower Advisory Group since 2025. Prior to this, he worked at Fisher Investments for five years and The Vanguard Group for six years. He spent one year in extended travel between his roles at these firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing, delivering planning and managed account solutions within plan lineups selected by plan sponsors.

Lukendric Washington is a CFP® professional with seven years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC in Tampa, FL. His prior roles include positions at Penn Mutual Life Insurance Company and Northwestern Mutual, as well as work as a tax expert for Intuit Turbo Tax Live. Outside of advisory work, Washington is an author and serves on the board of the nonprofit Freedom Project Network. Hornor, Townsend & Kent (HTK) serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

William Ellis is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Integrity Insurance Advisors of Newberry, LLC, Integrity Financial Services Group, and healthcare positions at The Cardiac and Vascular Institute and HCA Florida North Florida Hospital CVICU. Outside of advising, Ellis assists with administrative and research duties at Integrity Financial Services Group. J.W. Cole Advisors operates a large network of independent investment adviser representatives providing fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical analyses, model or manager-based strategies, and digital advice platforms.

Tina Boeving is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 12 years of industry experience. She has worked at firms including Arbor Point Advisors and Securities America Advisors. She is also involved in administrative roles with Bay View Capital, Inc. and Bay View Capital Advisory Group, Inc., providing advisory services and editorial support. OSAIC Advisory Services, LLC is an SEC-registered adviser serving individuals, institutions, and municipal entities with a range of investment management and financial planning services. The firm employs multiple program models and uses a combination of proprietary and third-party platforms to manage client portfolios.

Travis Hadwin is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He has held positions at Steward Partners Investment Solutions, Raymond James Financial Services, and Morgan Stanley Smith Barney. Outside of advising, he is involved in woodworking projects through Clearwater Woodworking and owns a sauna and cold plunge facility in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering portfolio management, financial planning, and consulting services.

Todd Wangler is a CFP® with 23 years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has previously worked at Securities America Advisors, Wangler Wealth Management Inc., Prentice Wealth Management, LLC, and Cadaret, Grant & Co., Inc. Outside of his advisory role, he serves as president of Strada Properties LLC, a commercial rental property business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans 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.

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.