Claudio Rodriguez is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 65 and Series 63 licenses and two years of industry experience. He served in the U.S. Army for 27 years as a Logistic Officer before transitioning to his current advisory role. He is also the owner and manager of ROD F.A.N.S LLC, a business focused on equipment maintenance and expenditure supervision. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Shirley Mckinney is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding the ChFC® designation and Series 66 license. She has 23 years of industry experience, including 16 years at Nationwide Investment Services Corporation. Outside of her advisory role, she has a part-time position at Keith's Diner in Gainesville, FL. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors, offering fee-based portfolio management, financial planning, and access to multiple investment platforms and third-party managers. The firm employs a combination of fundamental and technical analysis and provides both discretionary and non-discretionary account management.

Amber Keens Dumas is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at USAA Life Insurance Company and USAA Investment Services Company. Outside of her advisory role, she is a part owner of Hyper Pure Ceramics, Inc., a business that sells ceramic cups designed to keep drinks hot or cold for hours. 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, financial planning, access to third-party managers, and digital advice solutions.

Jeffrey Emmeluth is a financial advisor at J.W. Cole Advisors, Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with J.W. Cole Advisors since 2014. Outside of his advisory role, he serves as a board member for the United Way of St. Lucie and Okeechobee Counties. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including portfolio management, financial planning, retirement plan services, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary account management with access to multiple custodial platforms and third-party managers.

Patrick Gilchrist is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab-related firms for over 20 years, including roles at Charles Schwab Bank and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without charging clients directly and distinguishes itself by not acting as a discretionary portfolio manager.

Scott Burgess is a financial advisor with J.W. Cole Advisors, Inc., holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Fusion Analytics Investment Partners LLC, Fusion Analytics Securities LLC, and UBS Financial Services Inc. He is also involved with Burgess Capital Partners LLC, an investment-related business he operates. J.W. Cole Advisors serves a broad client base that includes individuals, high-net-worth clients, and institutional accounts, offering fee-based portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm uses a variety of investment strategies and platforms, including discretionary and non-discretionary account management and digital advice solutions.

Maria Rios is a financial advisor at Citigroup Global Markets with five years of industry experience and a Series 66 designation. She has been employed with Citibank since 2000. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, providing solutions for a broad range of client needs including workplace and high-net-worth portfolios.

Lydia Snowden is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has previously worked at Benjamin F. Edwards & Co. and currently serves as Director of Finance at Solid Rock Enterprises, a manufacturing and business services company. Additionally, she provides financial management support to Solid Rock Veterinary Services, LLC. 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, implementing investment decisions through discretionary or non-discretionary methods.

Fernando Fussa Ocasio is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Calton & Associates, Inc., IFP Securities, LLC, and ROBUS Capital Partners LLC. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Kenneth Taylor is a financial advisor with Transamerica Financial Advisors in Tampa, FL, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. Prior to his current role, he has worked with organizations such as Netlaw and Hillsborough County Public Schools, where he also teaches business technology to high school students. He is president of Gitasuccess Incorporated, through which he manages financial services and plans to offer tax planning and preparation. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services with a range of proprietary and third-party investment models, managing roughly $2.1 billion in assets as of December 2025.

Jesus Lopez is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior work includes roles at National Life Group and involvement with St Luke Catholic School and the Fellowship of Catholic University Students. 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, retirement plan advice, and a range of advisory programs using both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Phillipe Morales is a financial advisor with Citigroup Global Markets in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Citigroup Global Markets since 2006 and was affiliated with Morgan Stanley Smith Barney starting in 2009. Outside of finance, he works as a delivery driver for a Domino’s Pizza in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its scale, in-house research, and distinctive market roles, including futures and derivatives services.

Jack Sardegna is a Certified Financial Planner (CFP®) with 31 years of industry experience. He has been with GWN Securities Inc. since 2018, following a 19-year tenure at AXA Advisors, LLC. Sardegna also provides clients with life, health, annuity, disability, and long-term care insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs that include both traditional and legacy market-timing and momentum-based strategies.

Eric Duncan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at J.W. Cole Advisors, LPL Financial, Edward Jones, and Stifel Nicolaus & Co., among others. He is based in Tampa, FL. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management and is supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

William Short is a financial advisor with J.W. Cole Advisors, Inc. in Dunedin, FL, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2007. Outside of his advisory role, he is involved as an insurance broker for fixed insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jill Vanderkam is a CFP®-certified financial advisor with Valic Financial Advisors in Tampa, FL, bringing 33 years of industry experience. She has worked with Valic since 1999 and has been affiliated with Agia since 2022. Outside of her advisory roles, she is a partner in a residential rental property business. 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 and financial planning services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and centralized technology.

Philip Hart is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds the ChFC® and Series 63 designations and has 18 years of industry experience. Prior to his current role, he was affiliated with Nylife Securities, LLC, and New York Life Insurance Co. Hart is also involved in local community activities as a volunteer volleyball coach for youth at the YMCA. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its regulatory assets on a non-discretionary basis within a structure integrated with New York Life affiliates.

Adriana Williams is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016. Williams also has concurrent roles with Suntrust Investment Services, Inc., Suntrust Banks, Inc., and the University of South Florida. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Tom Tagliarini is a CFA® charterholder and Series 63 licensee currently with Truist Advisory Services. He has 15 years of industry experience, including 14 years at Bank of America Private Bank (formerly U.S. Trust) before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager arrangements, supported by AI-enabled research tools and a structured oversight process, to deliver its AMC Advantage manager-selection program and other fiduciary support services.

James Appelt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and has operated his own CPA and accounting firms for over two decades. Outside of advising, he serves as president of Appelt & Associates, a CPA firm providing tax preparation and accounting services. 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 features a decentralized advisory model with notable retirement-plan consulting capabilities.