Jorge Diaz Galarza is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Enterprise, First Command Advisory Services, and Mutual of Omaha Investor Services. He served in the US Army for 14 years before entering the financial services industry. J. W. Cole Advisors is an SEC-registered investment adviser that serves 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, and access to various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jan Von Herburt Hewell II is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 65 credential and five years of industry experience. Prior to joining Truist, he worked at Wells Fargo from 2017 to 2020 and served in the United States Marine Corps from 2009 to 2017. Outside of his advisory role, he is involved as a partner in a commercial indoor pickleball facility project in Southern New Jersey, contributing to financing, business planning, and capital deployment. 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 manager selection programs, implementing advice through discretionary and non-discretionary arrangements supported by third-party platforms and overseen by dedicated research and advisory teams.

Lorin Bridge Jr. is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at Corient and affiliated entities since 2022, with prior experience at Reilly, Fisher & Solomon PA from 2006 to 2021. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing risk management tools and offering specialized services through various affiliates.

Donald Miller is a CFP® professional with 28 years of industry experience, currently affiliated with Independent Financial Partners since 2024. He previously worked for SCF Investment Advisors, INC. and SCF Securities, Inc. for ten years. Miller serves as a board member of the Villas of Holmes Beach condominium association, where he provides oversight on property maintenance and budgeting. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Emily Dirgo is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes nine years at Charles Schwab Bank, SSB, in addition to her ongoing role at Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s standard asset allocation models and research tools to offer investment recommendations and conducts annual account reviews without exercising discretionary trading authority.

Nolan Reagan is a financial advisor at T. Rowe Price Advisory Services, Inc. with 18 years of industry experience. He has been with T. Rowe Price since 2016 and holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with a distinctive approach that includes asset-location strategies and tax-aware rebalancing.

Paul Habib is a financial advisor with Eagle Strategies (NY Life) based in St. Petersburg, FL, holding Series 66 and Series 63 credentials and 14 years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Prowealth, LLC, where he serves as owner and broker of non-registered insurance products. Habib is also involved as a passive investor in several commercial property ventures and a restaurant group. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm offers multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Tyler Bird is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Raymond James Financial Services, Raymond James & Associates, and T. Rowe Price. He is based in Tampa, FL. 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 through discretionary and non-discretionary programs and has notable market roles including acting as a swap dealer and futures commission merchant.

John Dabrowski is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010 and has served the City of Highland Park since 1990. Dabrowski also operates a fixed insurance business, selling fixed annuities as part of his professional activities. 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 advisors. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, implementing strategies through discretionary or non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Thomas Fox is a CFP® professional with 18 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He was previously employed at Merrill and Bank of America, N.A., each for ten years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes both model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles and research methodologies.

Cheltse Quinn is a financial advisor at J.W. Cole Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been affiliated with J.W. Cole Advisors since 2020. Quinn also manages operations for Cornerstone Financial Partners LLC, a related investment business. 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, financial planning, access to third-party managers, and multiple managed account solutions.

Dwiyana Edwards is a Series 65-licensed advisor with J. W. Cole Advisors, Inc., based in Oxford, FL, and has four years of industry experience. Prior to joining J. W. Cole Advisors, she worked at Atlantic Sun Financial Group and has served on the Marion County School Board. Edwards also holds a notary commission in addition to her advisory role. 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 a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Jacob Bloch is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and one year of industry experience. Before entering the financial industry, he was involved in fitness entrepreneurship as the owner of CR Fitness LLC and served six years in the United States Army Reserves. Park Avenue Securities offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, combining proprietary and third-party strategies.

James Talley III is a Series 66-licensed advisor with Primerica Advisors, based in Lithia, FL, and has three years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Westshore Financial Group. He is also involved with Talley Capital, LLC, an investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised fund options.

Marc Bernacchi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Santander Securities, and Cetera. Outside of his advisory work, he is involved with Market America, an unrelated business in health and wellness product sales. 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, offering both discretionary and non-discretionary account management and specialized retirement-plan advisory services.

Jameson Ford is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Citi and Fisher Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Christopher Callaway is a financial advisor with Independent Financial Partners in Tampa, FL, holding CFP® and Series 66 designations and possessing 13 years of industry experience. His prior roles include positions at SteelPeak Wealth, Valley Wealth Managers, Citizens Securities Inc., and Charles Schwab. Outside of his advisory work, he owns and operates a marine services business as a boat captain. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers both decentralized and centralized investment strategies, with notable expertise in retirement-plan advisory and pension consulting services.

Allan Dickson is a financial advisor at VOYA Financial Advisors, Inc. in Tampa, FL, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with VOYA since 2014. In addition to his advisory role, he operates as an independent insurance agent, focusing on fixed insurance sales. VOYA Financial Advisors serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs, including wrap accounts and third-party money manager platforms, and operates as both an SEC-registered investment adviser and broker-dealer.

Thomas Schuller is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He is based in St. Petersburg, FL. Outside of his advisory role, he has experience as an owner and landlord of rental property in Chicago. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of managed-account programs featuring direct indexing, tax-overlay services, and access to multiple fund strategist portfolios.

Ronald Wright is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and over 41 years of industry experience. He has been with VOYA and its affiliated entities since 2014 and has worked with American Family Life Assurance since 1984. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, providing services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based relationships and offers a range of program structures including unified managed account wrap programs and third-party money manager access.