John Stobbe is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life and its affiliated entities since 2006. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Meghan Doherty is a financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with 25 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Mai Capital Management, Nationwide Securities, and ICMA Retirement Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

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

Jonathan Guaman is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Guaman also has an academic background with roles at Purdue University Global and Georgetown University. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Jason Flucker Williams is a financial advisor with Transamerica Financial Advisors in Tampa, FL, holding Series 65 and Series 63 designations and three years of industry experience. His prior work history includes roles at World Financial Group and Raymond James Financial. In addition to his advisory work, he serves as a procurement analyst for Polk County, where he manages contract administration and procurement compliance. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, with discretionary and non-discretionary programs tailored to client needs.

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.

Joseph Auteri is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Nylife Securities Inc. since 1993 and has been involved with Tradecraft Financial Group LLC and Berardi & Auteri, LLC. Outside of his advisory work, he serves as an adjunct professor at Drexel University LeBow College of Business and is a director for the Ramsey Educational Development Institute, a nonprofit organization. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types, including fee-based advice, retirement plan consulting, and co-advisory relationships, with a primary focus on non-discretionary assets and tailored recommendations aligned with client and plan sponsor objectives.

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 has worked at Guardian Life Insurance Company and Park Avenue Securities since 2025. Outside of his advisory role, he is involved in offering insurance products beyond those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Kelly Craft is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds a Series 66 designation and has been with Valic Financial Advisors since 2016. Outside of her advisory work, Craft serves as a power of attorney for her mother, managing her financial and healthcare-related matters. 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, leveraging technology and model solutions to manage approximately $29.2 billion in assets.

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.

Hayden Herrington is a financial advisor at J.W. Cole Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including Financial Independence Group and J.W. Cole Financial, Inc. Outside of advisory work, he is a managing partner of Herrington Pressure Washing LLC and is involved as a managing partner in a 55+ mobile home park through Silver Bay Luxury Living, Inc. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and offers access to multiple custodial platforms and third-party managers.

Michael Creed is a financial advisor with First Command Advisory Services in Tampa, FL. He holds Series 65 and Series 63 credentials and has recently started his advisory career. Prior to joining First Command, he worked in various roles including positions at The Bank of Tampa and Northwestern Mutual. Outside of his advisory work, Creed is engaged in gig economy roles such as delivery and shopping services for companies like Uber Eats, DoorDash, and Shipt. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Manuel Alicea is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Financial Partners since 2012 and was previously with LPL Financial. Outside of advising, he is involved with IFP Insurance Group, where he offers life, health, disability, long-term care, and fixed annuity insurance products. 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.

Thomas Seeko Jr. is a financial advisor with Primerica Advisors in Lutz, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved in authoring publications and books, as well as podcast advertisement activities. Primerica Advisors serves a wide range of retail clients, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various advisory programs and account-level services.

Pablo Balart is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors since 2016. Outside of his advisory role, Balart owns and operates several businesses including an insurance agency, a tax preparation service, and a fitness gym. 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 multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.