Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Matthew Gotto is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has held various roles across multiple companies, including Mercedes Scientific and Natus Medical Inc. Outside of his advisory duties, Gotto works as an independent contractor driver for Uber and Lyft. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers. The firm serves individual investors, employer-sponsored plans, trusts, estates, and charitable organizations through a large advisor network and multiple program platforms.

Jennifer Jack is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and ADP prior to joining J.W. Cole Advisors. Outside of her advisory role, she owns LWR Pillars of Wealth LLC, doing business as J&J Wealth Advisors, and works as an agent providing life insurance, disability, long-term care, and fixed annuity products. J.W. Cole Advisors operates through 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 and digital advice. The firm serves individual, high-net-worth, and institutional clients using a mix of discretionary and non-discretionary strategies.

Nazley Wilson is a CFP® with 10 years of industry experience, currently serving as a financial advisor and director at Sequoia Financial Group, L.L.C. in Tampa, FL. Prior to joining Sequoia in 2021, Wilson worked at TD Ameritrade, Inc. for seven years. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and institutional clients. The firm employs a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

Paris Griffin is a financial advisor at Corient with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Corient, Griffin held roles at Omnica Wealth and Commonwealth Financial Network. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Kevin Donahue is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners since 2016 and previously worked at LPL Financial from 2016 to 2019. Outside of his advisory role, Donahue is involved with Divergent Advisors, focusing on insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and formal retirement-plan advisory and pension consulting capabilities.

Steven Kurland is a CFP® professional with 20 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent five years with SII Investments Inc. He is also the owner and manager of 360 Financial Firm LLC, a financial services business, and serves as a trustee and executor for family trusts. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a 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, implementing investment decisions through discretionary and non-discretionary approaches.

Nicholas Albani is a financial advisor with Principal Financial Services in Tampa, FL. He holds a Series 66 designation and has seven years of industry experience, including roles at Wells Fargo and Franklin Templeton Investments. Outside of advisory work, he is involved in selling outside insurance products such as long-term care, annuities, and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, 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 through various advisory and promoter arrangements.

Jonathan Sheehan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2022. His prior roles include positions at Charles Schwab and Fidelity Investments. Outside of his advisory work, he conducts educational seminars through Myriad Capital. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, high-net-worth clients, charities, corporations, and retirement plans nationwide 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 various managed account solutions.

Eric Truvillion is a financial advisor with Principal Financial Services based in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has held roles at Excallibur Financial Group, Inc. and Principal Life Insurance Company since 2014. Outside of advisory work, he is involved in providing group health, life, disability income, long-term care, and voluntary insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm emphasizes financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Amalfis Sepulveda is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and ASI. Sepulveda is also involved in real estate as an agent with Future Home Realty and owns an insurance brokerage, Alliance Insurance & Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm combines SEC-registered investment advisory and broker-dealer services, offering tailored asset allocation and portfolio management through third-party asset managers.

Andrew Pontieri is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. He has previously worked at Northwestern Mutual and AXA Advisors and is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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 wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage substantial assets and client accounts.

Laura Tsiguloff is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. She previously worked at Raymond James and Associates, Inc. for seven years and was associated with Feather Sound Country Club in 2023. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Michael Borota is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has held positions within various Transamerica-affiliated entities since 2016 and previously worked at World Financial Group, INC. He is based in Belleair Bluffs, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that provide investment education, asset allocation guidance, and retirement planning support. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary solutions.

Drew Keenan is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2013. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.

Oscar Mejia is a Series 66-licensed advisor at Independent Financial Partners with 18 years of industry experience. His prior roles include positions at Seaview Investment Managers and VectorGlobal WMG. He is based in Tampa, FL. 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 serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Steven Balch is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. Before joining Independent Financial Partners in 2022, he worked for Charles Schwab and Co., Inc. for 11 years. Outside of his advisory role, he is a social media influencer who posts daily outfit combinations on Instagram. 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 both individual investment strategies and centralized services, serving a broad client base including individuals, charities, corporations, and high-net-worth clients.

Karrington Hickman is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Hickman serves as Treasurer for the Tampa Professional Chapter of Progressive Black Men, Inc., a community organization supporting African American needs, and he is the CEO of TeesByKarr, a custom graphic t-shirt and freelance design business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools in its investment process.

Jerry Halstead is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with J.W. Cole Advisors since 2017 and has also operated as a self-employed advisor since 1995. Outside of his advisory work, he is involved in acting on a part-time basis. J.W. Cole Advisors operates 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 institutions. The firm employs both discretionary and non-discretionary management styles and utilizes a combination of fundamental and technical analysis, third-party manager platforms, and multiple custodial arrangements.

Peter Nguyen is a CFP® with 18 years of industry experience, currently practicing at T. Rowe Price Advisory Services, Inc. He has worked with T. Rowe Price Investment Services, Inc. since 2009. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining goals-based financial planning and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm serves individual investors and households, using a model allocation approach supported by an interactive online planning tool and telephone access to financial advisors.