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.

Patricia Delgado is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and one year of industry experience. Her background includes roles at Fifth Third Bank, Chase Bank, and work at the University of South Florida. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

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. in Tampa, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016 and also manages a CPA practice focusing on tax consulting and small business advisory services. Outside of his advisory role, he is an officer of Electronic Display Networks Inc. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm utilizes a range of investment strategies and platforms, including discretionary and non-discretionary management, model and manager-based approaches, and digital advice solutions.

Jonathan Valdez is a financial advisor with PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes seven years at J.P. Morgan Securities and twelve years with JP Morgan Chase Bank. He has been with PNC Investments since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available by invitation to employees, which uses algorithmic risk assessments and third-party portfolio management.

Rori Miller is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Outside of her advisory role, she is involved in freelance graphic design through her business, RoriDesigns. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through both discretionary and non-discretionary programs.

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 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Personal Capital, Fisher Investments, E*Trade Securities LLC, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, and separate account managers, along with tax-management and specialized programs.

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 at Truist Advisory Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with SunTrust Advisory Services and its affiliated entities since 2013. Based in Tampa, FL, his career includes a decade at SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and participant advice, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Derek Nelson is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions with Penn Mutual Life Insurance Company and experience as an independent insurance agent. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of account options and a platform that integrates third-party asset managers.

Omar Abdelbari is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, USAA, and TD Bank N.A. prior to his current role in Tampa, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Trevor Buckels is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at First Command Advisory Services and service as an officer in the U.S. Army Reserve. His background includes a decade of military service with the U.S. Army. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Craig Koller is a CFP® with over 30 years of experience in financial services. He is affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Koller's other business activities include managing a wealth management practice affiliated with LPL Financial and involvement in an insurance-related entity. 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 and offers both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Jonathan Ortega is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 63 licenses and possessing four years of industry experience. Prior to joining Valic in 2025, he worked at Fisher Investments, Amundi US, Inc., and Natixis Investment Managers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Christopher Bart is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Marcum Wealth, LLC for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.