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.

William Daines is a CFP® professional with 11 years of industry experience, currently serving at Principal Financial Services in Tampa, FL. He has held roles at Principal Life Insurance Company and Principal Securities, Inc. since 2015 and 2016 respectively, alongside operating Daines Financial since 2019. His credentials also include the Series 66 license. Principal Securities provides 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Riley Newman is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Independent Financial Partners, Riley worked at Charles Schwab & Co., Inc. and Northrop Grumman. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports over 260 advisors nationwide. The firm is notable for its retirement-plan advisory and pension consulting capabilities and manages over $12.5 billion in assets.

Therese Frances Cutter is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 licenses and having 33 years of industry experience. She has been with Guardian Life or its affiliated companies since 1990. Cutter serves as Co-Chair of the Floridian Club, a community organization. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to proprietary and third-party investment solutions.

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 at J.W. Cole Advisors, Inc. in Tampa, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Clementz is also involved in related activities as an insurance agent and notary public, and he operates CW Clementz Financial LLC, a business through which he manages his advisory and insurance compensation. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of discretionary and non-discretionary strategies supported by fundamental and technical analysis.

Daniel Mageras Jr. is a CFP® and Series 66 credentialed financial advisor with 28 years of industry experience. He is affiliated with Independent Financial Partners and has previous experience with LPL Financial and IFP Securities, LLC. He serves on the board 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 decentralized platform of independent Investment Adviser Representatives. The firm supports a multi-advisor network serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Dejon Singleton is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services and T. Rowe Price. Outside of advisory work, he is also employed as a food delivery driver with Uber Eats. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Tyler Trombetta is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, International Assets Advisory, LLC, and Jackson National Life Distributors LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including sovereign wealth funds.

Jake Feldman is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, and Morgan Stanley Smith Barney LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized investment process that includes ETFs, mutual funds, individual securities, and alternative investments.

Joshua Don is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 license with two years of industry experience. Prior to joining Concurrent Investment Advisors in 2023, he was affiliated with the University of Tampa from 2018 to 2022 and worked at Scituate High School from 2013 to 2019. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles supported by a network of approximately 286 advisors.

Lukendric Washington is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He previously worked with Penn Mutual Life Insurance Company and Northwestern Mutual, and he also provides tax assistance through Intuit Turbo Tax Live. Washington is the author of books and serves on the board of the nonprofit Freedom Project Network. Hornor, Townsend & Kent serves individuals, businesses, trusts, and charitable organizations through a wide network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing billions in assets with a focus on tailored investment strategies and third-party asset management.

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 at Osaic Advisory Services, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at several firms including Arbor Point Advisors and Securities America Advisors, Inc. Boeving is also involved with Bay View Capital, Inc., where she provides administrative advisory services. Osaic Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment management and consulting services, utilizing a combination of fundamental and technical analysis, tactical trading, and access to alternative investments.

Tierra Rose is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Truist entities since 2017, as well as Charles Schwab prior to that. Outside of her advisory role, she is the owner of T. Rose Properties LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured supervisory framework.

Matthew Geiger is a financial advisor with Brookstone Capital Management LLC holding a Series 66 designation and beginning his industry career in 2025. He has worked previously at Raymond James Financial and Equitable Advisors, LLC. Outside of finance, he has experience working in the restaurant industry. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, Unified Managed Accounts, and a variety of investment strategies including ETFs, mutual funds, and options-enhanced strategies.

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 in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked at Kovack Advisors and Kovack Securities from 2014 to 2019. Outside of his advisory role, David is also a commercial pilot for American Airlines. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services, supporting a diverse client base including individuals, charitable organizations, corporations, and high-net-worth clients.