John Dabrowski is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010 and has served the City of Highland Park since 1990. Dabrowski also operates a fixed insurance business, selling fixed annuities as part of his professional activities. 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 advisors. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, implementing strategies through discretionary or non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Thomas Fox is a CFP® professional with 18 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He was previously employed at Merrill and Bank of America, N.A., each for ten years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes both model and custom portfolio management strategies overseen by an Investment Policy Committee, employing a range of investment vehicles and research methodologies.

Cheltse Quinn is a financial advisor at J.W. Cole Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been affiliated with J.W. Cole Advisors since 2020. Quinn also manages operations for Cornerstone Financial Partners LLC, a related investment business. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Puran Sugrim is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at T. Rowe Price and E*TRADE before joining PNC Investments in 2021. Outside of his advisory role, he is president of PNKS Associates LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees with PNC Bank online credentials. The firm uses algorithmic questionnaires for model selection and delegates portfolio implementation to third-party strategists.

Dwiyana Edwards is a Series 65-licensed advisor with J. W. Cole Advisors, Inc., based in Oxford, FL, and has four years of industry experience. Prior to joining J. W. Cole Advisors, she worked at Atlantic Sun Financial Group and has served on the Marion County School Board. Edwards also holds a notary commission in addition to her advisory role. 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 a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Jacob Bloch is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and one year of industry experience. Before entering the financial industry, he was involved in fitness entrepreneurship as the owner of CR Fitness LLC and served six years in the United States Army Reserves. Park Avenue Securities offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, combining proprietary and third-party strategies.

James Talley III is a Series 66-licensed advisor with Primerica Advisors, based in Lithia, FL, and has three years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Westshore Financial Group. He is also involved with Talley Capital, LLC, an investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised fund options.

Kevin Osborne is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Investment Services and Sun Trust Bank. Kevin is based in St. Petersburg, FL. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by investment advisor representatives, utilizing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Marc Bernacchi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Cetera, Santander Bank, and J.P. Morgan Securities. Outside of finance, he is also involved with Market America, a health and wellness product sales enterprise. 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, with a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Jameson Ford is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Citi and Fisher Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Christopher Callaway is a CFP® with 14 years of industry experience, currently affiliated with Independent Financial Partners. His prior roles include positions at Belpointe Asset Management, SteelPeak Wealth, Valley Wealth Managers, Citizens Securities Inc., Charles Schwab, and Mass Mutual Investors Services. In addition to his financial advisory work, he owns and operates a marine services business as a boat captain. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model, offering investment advisory, financial planning, trust, and retirement plan services. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities and supports a multi-advisor platform with over $12 billion in assets under management.

Allan Dickson is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 credentials with 27 years of industry experience. He worked at Wells Fargo Clearing for 12 years before joining VOYA Financial Advisors in 2014. Outside of advising, he also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through comprehensive financial planning and portfolio management. The firm emphasizes client engagement with investment policy statements and model portfolios, offering both discretionary and non-discretionary account management supported by a mix of in-house and third-party strategies.

Thomas Schuller is a CFP® with 29 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He is based in St. Petersburg, FL. Outside of his advisory role, he has experience as an owner and landlord of rental property in Chicago. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a range of managed-account programs featuring direct indexing, tax-overlay services, and access to multiple fund strategist portfolios.

Ronald Wright is a financial advisor with VOYA Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and bringing 41 years of industry experience. He has been affiliated with VOYA Financial and its related entities since 2014 and has a background with American Family Life Assurance dating back to 1984. He also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and retirement advisory, utilizing both in-house and third-party strategies within a structure that incorporates both advisory and broker-dealer roles.

Jose Manuel Veras Gonzalez is a financial advisor at PNC Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessments and third-party managed portfolios composed of mutual funds and ETFs.

Abby Randall is a financial advisor with First Command Advisory Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining First Command, she worked with Kennedy Park Wealth Management and the Hillsborough County School District. She is also the owner and manager of Premier Financial Planning, LLC, an independent contractor business. First Command Advisory Services is an SEC-registered investment adviser serving 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 by a centralized Investment Management Team.

Michael Giorgetti is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes roles at Morgan Stanley, Morgan Stanley Private Bank, Raymond James, and John Hancock/Signator Investors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by in-house research and oversight committees and operates with large institutional scale alongside specialized market roles.

Jennifer Hunziker is a CFP® professional with 18 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2026 and previously with T. Rowe Price Investment Services, Inc. from 2007 to 2026. She is co-owner of JJH MARKETING.COM, a business involved in product orders and tax preparation. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations and tax-aware strategies, with financial planning supported by an interactive online tool.

Julia Nappier is a financial advisor with Valic Financial Advisors in Tampa, FL. She holds a Series 66 designation and has been with Valic Financial Advisors since 2025. Prior to her advisory role, she worked in education with Polk County and Miami Dade County Public Schools, and has experience in the food service and landscape industries. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion across a network of more than 1,200 advisors, offering portfolio management, financial planning, and discretionary unified managed accounts using third-party platforms and model managers.

Jennifer Hall is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.