Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 credential and six years of industry experience. He has worked at Independent Financial Partners since 2020 and is also involved with Advanced Strategies Group, where he serves as Director of Business and Financial Wellness Coach, assisting clients with structuring and achieving financial goals. Prior to this, he spent three years at Noble Crust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors across the United States. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management and is known for its specialized retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor at Independent Financial Partners with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining the firm, Koury worked at Bojano Hospitality and Tribe Promotions. 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 multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Jean Rullier is a Series 66-licensed financial advisor with Truist Advisory Services in Tampa, FL, and has two years of industry experience. His prior roles include positions at Wells Fargo and Truist Bank. Outside of his advisory work, he has contracted with Carvertise Inc., a car advertising company, driving a wrapped vehicle as part of an advertising agreement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, integrating services across affiliated entities.

Charmaine Earlington Wong is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. She has been with SunTrust Advisory Services LLC and related SunTrust affiliates since 2015. 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 non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Petrillo is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as president of his local Homeowners Association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Kenzie Serianni is a financial advisor with VOYA Financial Advisors, Inc. based in Tampa, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Voya in 2017, Serianni worked for Coca-Cola Beverages Florida for four years. Outside of financial advising, Serianni is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers comprehensive services such as financial planning, portfolio management, and plan-sponsor consulting, primarily providing investment advice through non-discretionary arrangements.

Donald Dupont Jr. is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2022, and has prior experience at Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and focuses on delivering advice without discretionary trading authority, distinguishing its service approach from many other enterprise wealth managers.

Brandy Beck is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has held her current position since 2012 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates at a large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth relationships.

Jeffrey Mc Donald is a financial advisor at Independent Financial Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Kovack Advisors, Kovack Securities, GreenBridge Wealth Management, Raymond James Financial Services, and Morgan Stanley. He is based in Tampa, FL. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. 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.

Donald Weis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior roles include positions at Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. He is also involved in insurance brokerage activities through 1847Financial, specializing in insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer framework.

Augusto La Puente is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he serves as a trustee on the last will and testament of Alexandra Tracy and participates in house modeling for photo and video shoots. Park Avenue Securities serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Rose Di Lecce is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 credential and 25 years of industry experience. Her prior work includes roles at Allen & Company of Florida, Inc. and LPL Financial, LLC. She is also the operations manager of Financial Cornerstone Group, LLC. 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 institutions. The firm uses a mix of discretionary and non-discretionary management strategies and provides access to multiple third-party platforms and providers.

Jean Larsen is a CFP® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2015. She also has a long-standing role at JP Financial Center, Inc., where she is an owner and officer involved in selling fixed insurance products. Additionally, she operates a tax preparation business as a sole proprietor and holds notary credentials. J.W. Cole Advisors is an SEC-registered investment adviser that serves 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, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Daniel Maclean is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL. His prior experience includes roles at Fidelity Investments and Morgan Stanley. J. W. Cole Advisors is an SEC-registered investment adviser that serves 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, access to third-party managers, and multiple managed account solutions.

Trevor Endres is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He previously worked at Fisher Investments and Concorde Asset Management. 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 digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management and access to multiple third-party advisers.

Janet Spector is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, having worked at NYLife Securities LLC and New York Life Insurance Company since 1986. Her other business activities include brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Steffen Watkins is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James and Watchdog Capital. Watkins is based in Tampa, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and regulatory roles uncommon among peers.

Monica Zwipf is a CFP® with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. She has held positions at several firms including KeyBank NA and Cetera Investment Services LLC. Outside of her advisory role, she serves as secretary for a nonprofit supporting police dogs and is a self-published author of a children’s book titled "The Magic of Different Brains." Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across multiple asset types. The firm operates within the Schwab ecosystem, using proprietary research tools while leaving final investment decisions to clients.

Karl Furno is a CFP® with 19 years of experience in the financial services industry. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent 10 years at G.A. Repple & Company. Outside of his advisory role, Furno is a senior advisor and partial owner of Mosaic Wealth Management Group and has longstanding involvement with the Central Florida YMCA. J.W. Cole Advisors, Inc. is an enterprise firm with a large network of over 480 advisors providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a variety of investment strategies and platforms.

Wendy Meyer is a CFP® and holds a Series 66 license, with 21 years of experience in the financial services industry. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., where she has worked since 2024. Prior to that, she spent nearly two decades with Ameriprise Financial Services and Ameriprise. In addition to her advisory role, Meyer operates Pivotal Wealth Planning, LLC as an independent contractor and president. 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 advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary strategies.