Mads Andersen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 66 designation and with 10 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held positions at firms including Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he is an agent for Agia, focusing on non-securities insurance products. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Keith Johnson is a financial advisor at HB Wealth with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined 10 years. Johnson serves on the boards of several nonprofit organizations, including as Chairman of Children First, Inc. and as a director of the Gulf Coast Community Foundation. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a discretionary investment approach combining quantitative and qualitative due diligence across multiple asset classes and offers both retail and institutional advisory services.

Matthew Marcoux is a CFP® professional with 23 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2017, following a 14-year tenure at G.A. Repple & Company. Outside of his advisory role, he is involved with Candor Path Financial, Candor Path Insurance Services, and Candor Path Estate Planning Services, where he assists with estate planning in collaboration with attorneys. J.W. Cole Advisors, Inc. is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary investment approaches.

Michael Mcmillan is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Citigroup since 2019, following five years at Raymond James Financial Services. Outside of finance, he was the owner and chocolatier of Indulge Right Now LLC, a business that sold products at local arts and crafts fairs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles and provides a broad set of advisory and execution services.

Keith Mcateer is a financial advisor with Fifth Third Securities, Inc. in Pinellas Park, FL. He holds Series 63 and Series 65 licenses and has 1 year of industry experience. Prior to his current role at Fifth Third Securities, he has been with Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Christian Beiter is a CFP® professional with 17 years of experience at J. W. Cole Advisors, Inc. in Tampa, FL. He also serves as Vice President of Preservation 1st Financial Group, LLC, which involves securities and insurance sales. His other activities include serving on the board of the Greater Riverview Chamber of Commerce, presiding over a youth sports nonprofit, and helping with business development for a travel agency. J. W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and platforms, including discretionary and non-discretionary management, and offers access to third-party managers and digital advice.

John Stobbe is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Eagle Strategies since 2014 and has concurrently worked with Nylife Securities, Inc. and New York Life Insurance Company since 2006. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through its extensive network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, including non-discretionary asset management and specialized retirement plan consulting.

Meghan Doherty is a CFP® and ChFC® with 25 years of experience in the financial services industry. She is currently with Mercer Global Advisors Inc. and has previously worked at MAI Capital Management, Nationwide Securities, ICMA Retirement Corporation, Equitable Advisors, and Voya Financial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and features globally diversified, risk-appropriate portfolios using a combination of ETFs, index funds, separate account managers, and private funds.

Hernan Fonseca is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services, Symetra Life Insurance Company, and Symetra Securities. He is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Jonathan Guaman is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Georgetown University. Outside of advisory work, he is a co-owner of a family rental property. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with Envestnet’s platform.

Jason Flucker Williams is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. He has held roles at firms including Raymond James Financial, AXA Advisors, and World Financial Group. Outside of financial advising, he serves as a Procurement Analyst for Polk County, where he manages contract and procurement functions in the public sector. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

India Thomson is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has held her current role since 2017 and previously worked at Aptask for one year. Thomson holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Robert Wood is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with multiple J.W. Cole entities since 1999. Outside of his advisory role, Wood is involved in several non-investment related businesses including trucking and freight brokerage. J.W. Cole Advisors serves 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 investment managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jake Pergolizzi is a CFP® professional at Sequoia Financial Group, L.L.C. in Tampa, FL, with four years of industry experience. Before joining Sequoia Financial Group in 2025, he worked for three years at Morgan Stanley. His early work experience also includes roles outside the financial industry, such as at Edge Physical Therapy and Hudson Valley Scoliosis. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses both model and customized portfolios, combining various investment vehicles and research methodologies, and it offers distinctive services such as private fund management and trustee support.

George Lymberis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Westshore Financial Group and SpotOn Transact. His background also includes roles outside finance, including time at Southern Glazers Wine & Spirits and retail positions at Nordstrom. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and proprietary programs, tailoring client relationships through financial planning, ongoing consulting, and access to insurance and alternative investment products.

Kelly Craft is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds the Series 66 designation and has been with Valic Financial Advisors since 2016. Outside of her advisory role, she assists her mother by managing her financial and healthcare-related affairs. 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 discretionary unified managed accounts through a large network of advisors.

Barbara Dugan is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She previously worked at Invst, LLC for four years and Provise Management Group, LLC for eight years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and serves individual, charitable, corporate, and high-net-worth clients with both decentralized advisory models and centralized asset management options.

Jared Beck is a financial advisor with Independent Financial Partners in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Connors Wealth Management, Health First INC, The Hershey Company, and Northwestern Mutual. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Sandra Worsham is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 29 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., Jackson National Life Insurance Company, and Invest Financial Corp. 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, utilizing both discretionary and non-discretionary investment approaches.

Brady Janssen is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Invisors, Florida State University, Northwestern Mutual, and Elifeguard. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.