Luciano Mira is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Walser Wealth Management Company, E*TRADE Securities LLC, and Morgan Stanley. Outside of advisory work, he 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 clients and retirement plan participants, offering portfolio management and financial planning through a large network of advisors. The firm employs discretionary unified managed accounts using Envestnet’s platform and integrates tax-aware and ESG overlay services.

George Goodroe is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. His prior roles include a long tenure at Legend Equities Corporation and a position at Capital Analysts. 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 financial planning, ERISA retirement plan advice, and manages a diverse range of model portfolios using strategic and dynamic investment approaches.

Juan Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has been with Eagle Strategies for 10 years and has worked with New York Life Insurance Company and Nylife Securities LLC for over a decade. Outside his advisory role, he is involved in insurance brokering and holds a shareholder position in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis and working extensively with both individual and institutional clients.

Alejandro Lofaso is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has been with J. W. Cole Advisors since 2017 and is also involved in Medicare consulting as a Senior Needs Advisor. Additionally, Lofaso serves as CEO of Lofaso Group, Inc., which operates as a financial advisory practice and insurance business. J. W. Cole Advisors operates through a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a combination of fundamental and technical analysis along with digital advice solutions.

Kyle Tardiff is a Series 65-registered advisor with Truist Advisory Services, based in Tampa, FL. He has three years of industry experience, including prior work at Citi and teaching roles at the University of Tampa and St. Pete College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate service arrangements.

Juan Ayala is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked within various Truist entities since 2013, including Truist Bank and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates several affiliated entities to deliver its services.

Brittany O'Connor is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. Her prior experience includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio solutions overseen by an Investment Policy Committee and offers a range of investment vehicles and planning services.

Traci Riggs is a financial advisor with J.W. Cole Advisors, Inc. and holds a Series 66 designation. She has two years of industry experience, including time with J.W. Cole Financial, Inc., and a background working in education within school districts. 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 to individuals, high-net-worth clients, and institutional accounts. The firm employs both discretionary and non-discretionary management strategies and provides access to various digital advice platforms and third-party managers.

Mathew Tomlin is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Steward Partners Investment Solutions and Raymond James, as well as service in the United States Marine Corps Reserve. 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 representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

John Pharr Jr. is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with J.W. Cole Advisors since 2016 and also manages his own CPA practice, John Pharr CPA LLC, which provides tax consulting and small business advisory services. Additionally, he holds an officer position at Electronic Display Networks Inc. 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 for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and digital advice solutions, and it is affiliated with a broker-dealer under an expense-sharing arrangement.

Karen Cole is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has worked at several related firms including SunTrust Advisory Services, Bb&T, and their affiliated entities since 2009. Outside of her advisory role, she serves on the boards of the Straz Center for the Performing Arts and the Florida Orchestra, assisting with fundraising and community engagement. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to implement its strategies.

Rori Miller is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Morgan Stanley and Raymond James Financial Services. Outside of her advisory role, she is a graphic designer providing freelance marketing and design services through RoriDesigns. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning solutions.

Alan Warren is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 1998. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, and manages accounts on a discretionary basis after client enrollment.

Mark Pinardi is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior experience includes 13 years at Lincoln Financial Advisors. 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.

Tyler Pendyck is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds the Series 66 designation and entered the industry in 2026. Prior to his current role, Tyler was associated with Northwestern Mutual and has experience running Pendyck Innovations LLC. J. W. Cole Advisors, Inc. operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a combination of fundamental and technical analysis, model or manager-based strategies, as well as digital advice platforms.

Brett Sperin is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Personal Capital, Fisher Investments, and E*Trade Securities. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers various implementation options alongside financial planning, retirement plan consulting, tax planning, and estate-planning coordination.

Richard Dunsford is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2018, following 12 years at Invest Financial. Outside of his advisory role, he is a licensed insurance agent involved in the sale of fixed life and annuity products. 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, and access to various managed account solutions, employing both discretionary and non-discretionary investment approaches.

David Hinson is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has been with SunTrust and its affiliated entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches and uses third-party platforms and manager arrangements, supported by its Equity Research team’s AI-enabled tools and supervisory oversight.

Derek Nelson is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. His background includes roles at Penn Mutual Life Insurance Company and as an independent insurance agent, along with experience running his own sole proprietorship. He holds Series 65, Series 66, and Series 63 licenses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion dollar portfolio in discretionary and non-discretionary assets.

Derrick Friedman is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he founded and serves as president of a national placement company for financial advisors and manages a group life insurance program for a school district, in addition to owning a seasonal Airbnb property. 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 financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an in-house Investment Management & Research team.