Alexis Rodriguez is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, having held previous roles at Northwestern Mutual Investment Services, Fidelity Investments, and Lord Abbett among others. Alexis is also involved with FirstRise Investments in a financial services capacity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors, serving a diverse client base with both discretionary and non-discretionary account management options. The firm is notable for its formal retirement-plan advisory and pension consulting services.

Paul Carpentier is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with PNC Investments and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution for PNC Bank employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Hunter Mc Carthy is a Series 66 licensed advisor with J.W. Cole Advisors, Inc., based in Tampa, FL, with three years of industry experience. Prior to joining J.W. Cole Advisors, he worked in the automotive and restaurant sectors and has a background linked to Florida State University. 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 provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Carissa Ellerd is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. She previously worked at IFP Securities, LLC since 2023. Independent Financial Partners is a nationwide advisory firm supporting a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets. The firm offers a decentralized investment model and formal retirement-plan advisory services, including ERISA consulting and trustee services.

Taylor Ranker II is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Kestra Advisory, Kestra Investment Services, and Royal Alliance. He is also the CEO of Questmont Virtual Family Office, a registered investment advisory firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing both internal management and third-party asset managers with a long-term investment approach.

Kenneth Van Asdonk is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His background includes roles at One Source Advisory, Principal Life Insurance Company, Principal Securities Inc, and Citigroup. Outside of finance, he serves as a youth soccer referee in his community. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Eric Swearingen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 65 and Series 66 licenses and having 27 years of industry experience. He has been with Valic Financial Advisors since 2012 and also has an agent role with 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage a large client base.

John Willoughby III is a CFA® charterholder with 10 years of experience in the financial services industry. He is currently with HB Wealth, having joined in 2024, and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined total of 14 years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and risk tolerance, using a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Stephen Duganieri is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior work includes roles at Nationwide Investment Services Corp, MML Distributors, LLC, and Massachusetts Mutual Life Insurance Company. He has also been affiliated with Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2022. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a range of advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary recommendations to a client base of over 200,000.

Larry Parkin is a Certified Financial Planner (CFP®) with 21 years of industry experience. He currently serves as a financial advisor at HB Wealth, joining the firm in 2024. Prior to this, he worked for BB&T Securities and SunTrust Advisory Services in various capacities between 1998 and 2022. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment process using both quantitative and qualitative analysis across diverse asset classes and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Marc Wilkins is a financial advisor at Kestra Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Lincoln Financial Securities Corporation, and Wells Fargo Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan design, education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Alfredo Sanchez IV is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a position with AGIA involving non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kevin Ford is a financial advisor with J.W. Cole Advisors, Inc. in Jupiter, Florida. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Ford has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2010. He is also involved as managing partner of Oceanside Wealth Management, where he focuses on financial planning, investments, and insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on discretionary or non-discretionary bases.

Sarah Taylor is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 designation. She has been with J.W. Cole Financial, Inc. since 2021 and joined J.W. Cole Advisors in 2026. Prior to her advisory roles, she worked at Citrix Systems, Inc. and Tyco International. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm uses a mix of fundamental and technical analysis along with digital advice and model or manager-based strategies.

Nicholas Richards is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and possessing one year of industry experience. Prior to his current roles, he worked at ServiceMaster DSI, Otis Elevator, Miller Real Estate, and Publix. He is also involved as a BNI Mentor Coordinator. Park Avenue Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

David Anderson is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement solutions. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with distinctive features including its role as a qualified custodian and the use of both discretionary and non-discretionary advisory programs.

Stewart Davis Jr. is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Park Avenue Securities and The Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved in managing several investment-related business entities, including Davis II Companies LLC and Davis Roussel Holdings LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management.

Aaron Komarek is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory role, he serves as a power of attorney and executor for family members. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Jeffrey Marks is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Michael Cichon is a financial advisor with Truist Advisory Services, holding the Series 66 designation and bringing 24 years of industry experience. He has worked at Truist Advisory Services since 2021 and has prior experience with Bb&T Securities, Bank of America, and Merrill. Outside of advisory work, he is a partner in MNC Ventures, LLC, a shell entity established for investing in real estate or private placements. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support investment decisions.