Caleb Sturgis is a CFP® professional with two years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has held positions at several firms including Koss Olinger & Company and Northwestern Mutual, and previously played in the National Football League. Sturgis is involved in financial planning through his DBA, Clarity Wealth. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches.

Kenneth Levin is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.W. Cole Advisors and its affiliated entities since 2010. Prior to that, he worked at Schlager, Schlager & Levin, Cambridge Investment Research Advisors, and Asset & Financial Planning, Ltd. Outside of his advisory role, Levin is involved as an insurance broker and is the managing member of a non-investment-related financial LLC. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a variety of investment strategies and custodial platforms.

Donald Williams is a financial advisor with Prime Capital Financial in Tampa, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Financial Engines Advisors and The Mutual Fund Store. Williams is also a 20% shareholder in Tyler's Farm, LLC, a hydroponic lettuce farm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan trustee services. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting across private investments and real estate.

James Davis Jr. is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 15 years with Eagle Strategies and over 27 years affiliated with New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Lee Lyon is a financial advisor with J. W. Cole Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He has worked with Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2006. Lyon is also president of Lyon Investment Services, a business involved in the marketing of financial services and insurance. J.W. Cole Advisors is an SEC-registered firm serving 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 various managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

Ryan Tomer is a CFP® with 25 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has held roles at Sequoia Financial Advisors, LLC and Provise Management Group, and previously worked with USAA financial planning services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management, drawing on fundamental, technical, and cyclical analysis, and offers unique services such as acting as sponsor and sub-advisor to an affiliated ETF as well as administering the American Center for Philanthropy.

Elizabeth Courtney is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and bringing 19 years of industry experience. Her prior roles include positions at AXA Advisors, Valic Financial Advisors, LPL Financial, and UBS Financial Services. Outside of advising, she is involved in multiple community and entrepreneurial activities, including serving as Treasurer on the board of the nonprofit Love, Inc. of Brevard, coaching her grandchildren on their online business, and operating a photography website. 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 range of investment strategies and integrates digital advice solutions across various custodial platforms.

Camille Mc Calla is a financial advisor at Mercer Global Advisors Inc. based in Tampa, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Mercer, she was with Concord Advisory Group from 2016 to 2019 and had a three-year employment gap before rejoining Mercer in 2022. Outside of her advisory role, she is a part-owner and manager of two property management companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.

Karli Griffin is a Series 66 licensed financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, and has two years of industry experience. Her prior work includes roles outside the financial sector, such as positions at Southpaw Animal Health and Circle C Ranch. 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 for individual, high-net-worth, and institutional clients. The firm employs both discretionary and non-discretionary account management using fundamental and technical analysis, model or manager-based strategies, and digital advice platforms.

David Parker IV is a CFP® with 11 years of industry experience, currently serving with Guardian Life and its subsidiary Park Avenue Securities. He has been with Guardian Life since 2014 and holds a Series 66 license. Parker also serves as President of a local BNI chapter. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions combining advisor-led discretionary management with model-based strategies and utilizes proprietary and third-party platforms.

Amy Mefferd is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Morgan Stanley and Raymond James Financial Services before joining Steward Partners in 2017. She is also associated with support companies Hoffman Private Wealth Group and Hoffman Hibbard Private Wealth Group in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and portfolio management services through both proprietary and third-party solutions.

Michael Redhead is a CFP® professional with 33 years of experience in financial advising, currently serving as Senior Vice President of Private Client Services at Sequoia Financial Group, L.L.C. He has been with Sequoia since 2009. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and an Investment Policy Committee.

Christopher Mc Adoo is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He serves on the board of the Clearwater Jazz Holiday Foundation, a nonprofit organization dedicated to producing a jazz festival and preserving jazz music legacy in Florida. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management solutions.

Alexis Szathmary is a financial advisor with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. Prior to joining TIAA-CREF in 2024, Alexis worked at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, and Edward Jones among other firms. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time financial planning services and ongoing discretionary management through various managed account options.

Sebastian Leguizamon is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of experience with Principal Securities, Inc. and Principal Life Insurance Company, and has previously worked at BNY Mellon, Raymond James, Morgan Stanley, Capco, and MidFlorida Credit Union. He is based in Tampa, FL. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Hamm is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Independent Financial Partners since 2012. In addition to his advisory role, Hamm oversees day-to-day operations for an ecommerce brand focused on men's clothing and provides consulting services to registered investment advisers. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and offers both advisor-directed and centrally managed investment options, along with specialized retirement-plan advisory and pension consulting services.

Louis Robert Jr. is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, he is involved in the sale and service of fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sydney Manderson is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 license and 11 years of industry experience. She has worked with Manderson Wealth Strategies since 2020 and has been affiliated with various Principal entities since 2015. Outside of her advisory role, she serves as a board member of the Safety Harbor Chamber of Commerce and is involved in the Finance Council of Sacred Heart Catholic Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Matthew Hunter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2019, with prior experience at Waddell & Reed Inc. from 2015 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-based recommendations.

Kevin Wunker is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. He has worked at Raymond James since 2022 and previously held roles at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.