Jeffery Iseler is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Ameriprise Financial Services, Inc. He serves as an officer and director of the FBI Tampa Citizens Academy Alumni Association, a nonprofit focused on community safety education and outreach. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with custody and execution provided by Pershing or Schwab.

Konstantin Bystritsky is a CFP® with 19 years of industry experience, currently serving at Corient. His prior roles include positions at Fidelity Investments and CI Doyle Private Wealth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

Michelle Troyer is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Fisher Investments and Apple, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

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.

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.

Abid Afridi is a financial advisor at Transamerica Retirement Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2019, following previous positions at Wells Fargo. Outside of advisory work, Afridi is employed part-time in customer service at a 7-Eleven franchise. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide both discretionary and non-discretionary investment recommendations.

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.

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.

Alan Barrier is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Royal Alliance Associates, Penn Mutual Life Insurance Company, and Raymond James Financial. Barrier is also the COO of New Day Financial Advisors, LLC, an insurance brokerage specializing in disability and health insurance products, including those from Penn Mutual Life. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering tailored investment strategies supported by a network of third-party asset managers and custodial capabilities.

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.

Steven Fisher is a CFP® credentialed advisor with 39 years of industry experience, currently affiliated with Lincoln Investment since 2017. Prior to that, he worked at Legend Equities Corporation for 22 years. He serves as an elder and president on the board of Northeast Presbyterian Church in St. Petersburg, Florida. 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 provides financial planning, ERISA retirement plan advice, and manages both advisor- and firm-directed portfolios using a combination of strategic and tactical investment approaches.

James Appelt Jr. is a financial advisor with Independent Financial Partners in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and has operated Appelt & Associates, a CPA firm providing tax preparation and accounting services, where he serves as president. In addition to financial advising, he manages a CPA practice focused on tax 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 serving tens of thousands of clients and is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Tony Wahl is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes six years at LPL Financial and eighteen years at G.A. Repple & Company. Outside of his advisory role, Wahl serves as President and shareholder of Integrity Financial Services Group, Inc., where he provides financial planning and insurance consulting for business and personal needs. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and custodial platforms, including digital advice providers, and supports both discretionary and non-discretionary account management.

Stacey Sherbinsky is a financial advisor at Voya Financial Advisors, Inc. with 10 years of industry experience and holds a Series 66 credential. She has been with Voya since 2015 and is also involved in event production through her roles as Operations Manager at Live Media Group and Owner/Operations Manager at Global Broadcasting Services. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering various financial planning and portfolio management services. The firm provides advice primarily through non-discretionary, recommendation-based programs across multiple platforms.

Mark Conmy is a financial advisor with Bankers Life Advisory Services, Inc. in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Bankers Life & Casualty, Bankers Life Securities, and a two-year period at Hip Bar Brands. Outside of advising, he is president and owner of a privately held subchapter S corporation used for tax purposes. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to create tailored portfolios, offering both wrap and non-wrap programs and working with a network of affiliated insurance and mortgage-related companies.