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.

Matthew Maloney is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Independent Financial Partners in 2025, he worked at Northwestern Mutual in various wealth management and investment management roles from 2010 to 2025. Outside of his advisory work, Maloney is the owner of Round Table Retirement Partners, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing clients access to various management options and is notable for its specialized retirement-plan advisory and pension consulting capabilities.

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.

Joseph Stonelake is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is also the owner of Stonelake Wealth Management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Scott Barlow is a CFP® professional with 28 years of experience in the financial industry. He has been with Fifth Third Securities, Inc. since 2014. The firm provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. Fifth Third Securities operates as a wholly owned subsidiary of Fifth Third Bank and offers a range of managed account options, including advisor-directed models, separately managed accounts, and a unified program that integrates third-party managers and tax-overlay services.

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. His prior roles include positions at ADP Broker Dealer Inc. and Elon University. Alfredo 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 advisors. The firm supports a multi-advisor platform with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Logan Scott is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Northwestern Mutual and Empower Financial Services. Outside of advising, he is involved with SDL, Inc., contributing to AI-generated search engine results rating. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning services.

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 at Voya Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. His career includes previous roles at GWN Securities Inc. and extensive experience with Capital Insurance Agency. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures emphasizing primarily non-discretionary, recommendation-based advice.

Michael Dixon is a CFP® with 28 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. Prior to this, he worked at InterOcean Capital Group, LLC for four years and spent 21 years at Charles Schwab. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, third-party managers, and alternative strategies.

Kimya Kamran is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2020. Prior to her advisory role, she was employed at the University of Colorado Denver and the Community College of Denver. Kamran is also involved with PnkRoyalty LLC, a business she has been associated with for over a decade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund sponsored by Charityvest.

Christopher Sanchez is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2025. He has previously worked at USAA in various roles spanning over a decade. Sanchez has also been involved in community activities, including serving as vice president of the Habana Gardens HOA, overseeing maintenance of the townhouse community. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations but does not exercise discretionary trading authority, distinguishing its approach within the enterprise wealth management space.

Nicolas Wolfson is a CFP® with eight years of industry experience, currently serving at Independent Financial Partners since 2024. His prior roles include positions at Ameriprise, E*Trade Securities, and T. Rowe Price. He volunteers with the American Financial Education Alliance, where he teaches free financial education classes. 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 with over $12.5 billion in assets under management and offers both individualized investment strategies and centralized asset management options, including specialized retirement-plan advisory and pension consulting services.

Albert Bunner is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. Since 2014, he has worked at Voya Financial Advisors and is also associated with Poppell Financial Group LLC. Outside of advising, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base, including individuals, institutional clients, and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based, non-discretionary advice across multiple program structures and operates as both an SEC-registered investment adviser and a broker-dealer.

Haley Mc Kay Daily Tibbitts is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 65 designation and three years of industry experience. Prior to joining Steward Partners in 2026, she worked at Jazz Wealth Managers, Inc. from 2022 to 2026. Her background also includes roles outside finance, such as managing The Tiki Tavern from 2020 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Victor Vega III is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and new to the industry with less than one year of experience. Prior to joining J. W. Cole Advisors, he worked in various roles including at Boatman & Bryant CPAs, PLLC as a staff accountant assisting clients with tax filings. Outside of his advisory role, he is also involved with a CPA firm providing tax-related services. 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, fee-based financial planning, access to third-party managers, managed account solutions, and digital advice, with investment decisions implemented on either a discretionary or non-discretionary basis.