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.

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.

Joena Bartolini Mitchell is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Edelman Financial Engines, JBM Group, and Raymond James. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, and alternative investments.

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.

Dara Abraham is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Truist, Dara worked at Sanford C. Bernstein & Co., LLC and Merrill. Dara serves as a board member of the Lions World Vision Institute Foundation, a global nonprofit focused on vision-related research, services, and education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enhanced equity research and inter-affiliate integration.

Chelsey Frate is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Carmel Capital Partners, LLC and UBS Financial 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’s approach combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight for manager selection and portfolio reviews.

Daniel Wolf is a financial advisor with Truist Advisory Services and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been with Truist Advisory Services since 2016. Outside of his advisory role, he manages an investment LLC that owns rental properties in Missouri. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jason Zardavets is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, Inc. He has been with Fifth Third Securities and Fifth Third Bank since 2025. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, featuring a range of portfolio management options such as advisor-directed mutual fund and ETF models, SMA strategies, and direct indexing.

Susan Hurschman is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 39 years of industry experience, including prior roles at OneAmerica Securities and American United Life. Outside of her advisory work, she serves as a trustee for a family member. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, combining discretionary and non-discretionary investment approaches.

Jeffery Acheson is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, where he has worked since 2017. His prior experience includes roles at LPL Financial, Corporate & Endowment Solutions, and AXA Advisors. Outside of his advisory work, Acheson serves on the board of Ruling Our eXperiences (ROX), a nonprofit focused on supporting girls’ empowerment, and is involved with several industry organizations including the National Association of Plan Advisors and the American Retirement Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.