Nicholas Homolka is a CFA® charterholder based in Tampa, FL, currently advising with Truist Advisory Services. He has seven years of prior experience at Northern Trust and began his advisory career in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Bronson Mehlman is a financial advisor at Guardian Life and Park Avenue Securities LLC with one year of industry experience. He holds Series 63 and Series 66 licenses. His background includes a variety of roles before entering the financial advisory field. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Brandon Schwab is a financial advisor at Sequoia Financial Group, L.L.C. with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at F. L. Putnam Investment Management Company, Eaton Vance WaterOak Advisors, J.P. Morgan Securities, and UBS Financial Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm combines in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Carlos Torres Figueroa is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and less than one year of industry experience. He has a 23-year career in the United States Air Force, currently serving as a Master Sergeant and is on terminal leave until his official retirement in 2026. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs using model portfolios designed and managed by an internal Investment Management Team.

William Congelio is a financial advisor with Principal Financial Services in Tampa, FL, holding the CFP® and ChFC® designations and carrying 30 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is a general manager and partner of Willmac LLC, an investment-related LLC. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Tanner Lewis is a financial advisor at Truist Advisory Services with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and Robert Baird & Co. Outside of his advisory role, he is involved with Wag! Group Co. as a dog walker. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches supported by third-party platform partnerships and integrates AI-enabled research tools within its manager selection and oversight processes.

Charles Waddell Jr. is a financial advisor with Lincoln Investment, holding a Series 66 designation and 30 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for seven years. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Matthew Maloney is a ChFC® credentialed financial advisor with 15 years of industry experience, currently affiliated with Independent Financial Partners. He previously worked with Northwestern Mutual in various capacities from 2010 to 2025 before joining his current firm. Outside of his advisory role, he is the owner of Round Table Retirement Partners. 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 discretionary and non-discretionary management, and it is notable for its formal retirement-plan advisory and pension consulting services.

Brooks Cluxton is a CFP® professional with three years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has held roles at Mosaic Wealth Management Group and J.W. Cole Financial, and has previous experience in educational and insurance settings. Outside of his advisory work, Cluxton serves as a head JV basketball coach. J.W. Cole Advisors is an SEC-registered firm 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, and access to various managed account solutions, employing both discretionary and non-discretionary investment approaches.

Thomas Brophy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company, Ohio National Financial Services, and THE O.N. Equity Sales Company. Outside of his advisory duties, he is actively involved in multiple insurance brokerage businesses. Hornor, Townsend & Kent 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 as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Joseph Stonelake is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2001 to 2024. Stonelake also owns Stonelake Wealth Management, an investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Heike Soell Parrish is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at J.W. Cole Advisors and T. Rowe Price Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning, serving a large participant base relative to its advisor headcount.

Meghan Horan is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and unique market roles, including in-house research and derivatives services.

Alfredo Haramboure is a financial advisor at Independent Financial Partners with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at ADP Broker Dealer Inc. and Adp LLC. He also serves as Director of Retirement Plan Services at FORTIV, focusing on 401(k) plan solicitation. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with a decentralized investment approach and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Malcolm Mckay is a financial advisor at J. W. Cole Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2010. Outside of advising, he is also a musician and serves as vice president of Kingdom Business Alliance, a non-investment-related organization. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions with both discretionary and non-discretionary investment approaches.

Karen Roberts is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 65 and 63 licenses, with 34 years of industry experience. She has been affiliated with J.W. Cole Advisors and J.W. Cole Financial since 2012. Outside of her advisory role, she owns KRoberts University, which offers books and online courses, and consults on estate planning services through a separate business. J.W. Cole Advisors operates a large network of independent advisers and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

Jose Jimenez is a Series 66-licensed advisor with Citigroup Global Markets in Tampa, FL, where he has worked for 12 years. He has 16 years of industry experience. Outside of his advisory role, he works as a waiter at Brio Tuscan Grill in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and specialized market roles such as acting as a swap dealer and futures commission merchant.

Michael Fels is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at J.W. Cole Advisors since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is president of Fels Wealth Management and Fels Wealth Management & Family Office, where he is involved in wealth management and fixed insurance sales. 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 portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

David Spivey is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His career includes multiple tenures at Voya Financial Advisors and experience running his own firm, Franklin Spivey Financial LLC. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various services such as financial planning, portfolio management, and plan-sponsor consulting, providing advice primarily through non-discretionary arrangements and multiple program structures.

Michael Wu is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at Morgan Stanley, Raymond James, and USAA Financial Advisors. Wu is based in Land O Lakes, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and supporting a national advisor network. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions.