Joseph Lauro is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Truist Advisory Services, Inc., Truist Investment Services, Inc., and Valic Financial Advisors. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution through a mix of proprietary and third-party strategies.

Scott Blincoe is a financial advisor with Voya Financial Advisors, Inc. in Lake Mary, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Voya in 2018, he worked at Cetera Financial Specialists LLC and Cetera Investment Advisors LLC from 2013 to 2017. His outside activities include operating Poppell Financial, a DBA involved in the sale of fixed and securities products, and working as an independent insurance agent specializing in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors, offering a range of investment advisory, brokerage, financial planning, and retirement plan services. The firm utilizes a combination of model portfolios and manager-driven sleeves, with a significant portion of assets managed on a non-discretionary basis, and integrates an advisory platform with an active broker-dealer distribution model.

Robert Kennerson is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 25 years of industry experience, including roles at Advisory Services Network, LLC and ProEquities, Inc. Kennerson also operates R.L.K Advisory Group, a non-investment-related business. Independent Financial Partners serves a nationwide client base through a decentralized advisory model that allows individual Investment Adviser Representatives to set their own investment strategies. The firm is notable for its retirement-plan advisory and pension consulting services, supporting both individual and institutional clients.

Eric Soto is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to his advisory role, he served in the U.S. Army for eight years. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and third-party managers.

Andrew Ferrari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work history includes four years at Equitable Advisors, LLC and five years in building management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches along with third-party platform and manager arrangements.

William Tison is a financial advisor with Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Kestra Advisory, Morgan Stanley, and Charles Schwab. Outside of his advisory work, he operates Marine Marketing Services, LLC, a consulting business. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, using a combination of internally managed and third-party strategies with a primarily long-term investment approach.

Angelica Rosenstein is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has five years of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Wells Fargo Bank. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Mathew Kaplan is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Myriad Capital and Northwestern Mutual Investment Services LLC. Outside of advising, Kaplan is involved in business coaching for architecture firm owners and is engaged in authoring and public speaking activities. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutions. The firm employs a mix of discretionary and non-discretionary management strategies and integrates fundamental and technical analysis in client solutions.

Robert Poppell is a financial advisor with VOYA Financial Advisors, Inc. in Pensacola, FL, holding a Series 66 designation and bringing 31 years of industry experience. Prior to joining VOYA in 2014, he worked with the Florida Department of Insurance since 1990. Outside of his advisory role, he is president of Praesidium Homes, LLC, a home construction company, and serves as treasurer for Timberlane Church of Christ, overseeing its finances. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, operating both discretionary and non-discretionary accounts, and integrates an active broker-dealer distribution model alongside multiple affiliated entities.

Cameron Fiorello is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial Group, among others. Outside of his advisory role, Cameron is involved in buying and selling sports cards and premium sneakers. Park Avenue Securities LLC serves a broad 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, and provides financial planning, retirement-plan consulting, and business consulting.

Robert Mc Minn is a financial advisor with TIAA-CREF in Tampa, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm operates within a vertically integrated group that uses affiliated funds and applies a fiduciary standard to its registered investment adviser services.

Derek Wolford is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Eagle Strategies, he worked at Primerica Advisors and Primerica Financial Services, and has over a decade of experience in sales with Great Value Cellular. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through its large network of investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a majority of assets managed on a non-discretionary basis.

Neil Horowitz is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with SunTrust Advisory Services and related entities since 2016 and worked at Iberiabank in 2017-2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a third-party manager selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting.

Kyle Blair is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisor Inc. since 2015. Additionally, he serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Dante Campos is a financial advisor at Independent Financial Partners with two years of industry experience. He holds the Series 66 designation and has worked at Kovack Advisors, Kovack Securities, and Greenbridge Wealth Management. Prior to his financial advisory career, Campos was involved in small business operations, including roles at Flippers Pizzeria and Twistee Treat. Independent Financial Partners is a nationwide enterprise 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 notable expertise in retirement-plan advisory and pension consulting.

Stephen Crawford is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential with three years of industry experience. Prior to joining J.W. Cole Advisors in 2022, he worked at CROM, LLC for 18 years. Outside of his advisory role, he volunteers and coordinates for Ramsey Solutions Financial Peace University. 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.

Shelly Wentz Fackler is a financial advisor at J.W. Cole Advisors, Inc. with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Vimvest Securities, LLC, Crux Wealth Management, and Florio Wealth Management, LLC. She is also involved in J&J Wealth Advisors, where she conducts client meetings and provides investment advice. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including digital advice and third-party managers, and provides both discretionary and non-discretionary account management.

Christopher Keller is a financial advisor at Corient with a Series 65 credential and three years of industry experience. His prior roles include positions at CIPW Service Company, CI Doyle Private Wealth, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, continuous portfolio monitoring, and advanced risk management tools.

Wesley Kulaga is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds a Series 65 credential and is also the owner of Aqua Prints, a business that sells customized water bottles. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, providing fee-based portfolio management, financial planning, and retirement plan services. The firm employs a variety of investment strategies and custodial platforms, including digital advice and third-party manager platforms.

James Tucker is a financial advisor with Truist Advisory Services in Tampa, FL, holding a Series 66 designation and possessing 21 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2006. 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 approaches and uses third-party platforms and manager arrangements to support its AMC Advantage program and ongoing due diligence.