Kalie Hawley is a financial advisor at J.W. Cole Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors since 2017, with prior experience at National Planning Corporation. Outside of her advisory role, she provides financial education and coaching through workshops for high school and college students. 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 advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Maziar Monshi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Independent Financial Partners and IFP Securities since 2019 and was previously with LPL Financial from 2016 to 2019. Monshi also manages client assets through his own business, Monshi & Associates. 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 notable expertise in retirement-plan advisory and pension consulting.

Jared Gruszczynski is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023. His prior experience includes roles at Gries Financial Partners, Mariner Wealth Advisors, and ValMark Advisers. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a mix of model and custom portfolio management strategies, utilizing various investment vehicles and research methods supported by an Investment Policy Committee.

Christopher Johnson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His career includes roles at Dalmore Group, AE Financial Services, Transamerica, World Financial Group, Raymond James & Associates, and T Rowe Price. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures such as Unified Managed Account wrap programs and third-party money manager access. The firm primarily operates on a recommendation-based, non-discretionary model and maintains both SEC-registered investment adviser and broker-dealer registrations.

Justin Spinello is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill, as well as service in the United States Army Reserves from 2014 to 2020. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christine Halchak is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including prior roles at Investacorp Advisory Services and Securities America. Outside of advisory work, she provides tax preparation and accounting services as a CPA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Charles Campana is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Legend Equities Corporation for 22 years before joining Lincoln Investment in 2017. Outside of his advisory role, Campana serves as president of CC Advisors, Inc., a consulting business advising small business owners on insurance, taxes, Medicare, real estate, and employee benefits. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management through in-house and third-party strategies, operating a fiduciary model for ERISA and retirement advice.

Danny Ossi is a financial advisor with J. W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2011 and operates OSSI Consulting Engineer, Inc. outside of his advisory role. Ossi also serves as president of the Seven Palms Home Owners Association. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases using various analytical approaches.

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 with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2010 and is also associated with Schlager, Schlager & Levin. Outside of advisory work, he serves as an insurance broker for fixed insurance products. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Donald Williams is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, Financial Engines Advisors L.L.C., and Tmfs Advisors, Llc. Outside of his advisory role, he is a 20% shareholder in a hydroponic lettuce farm, Tyler’s Farm, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm manages accounts using varied investment strategies and delivers consolidated reporting and financial administration across diverse client assets.

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.

Yeh Pang is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked in various capacities at SunTrust and Truist firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Camille Mc Calla is a Series 65-licensed financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with two years of industry experience. Her prior experience includes roles at Concord Advisory Group and Norrep Capital Management Ltd. She is also a part-owner and manager of a rental property management company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other vehicles, complemented by educational content and a range of integrated affiliated services.

Karli Griffin is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining J. W. Cole Advisors in 2025, she worked at J.W. Cole Financial, Inc. and has held positions in various other industries including animal health and hospitality. 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 advisers. The firm provides portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches that utilize fundamental and technical analysis, model portfolios, and algorithmic allocations.

David Parker IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, and has prior experience at Guardian Life Insurance Company. Outside of his advisory work, he serves as president of a local BNI chapter. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm supports various account-level services including financial planning, lending solutions, and charitable giving options.

Amy Mefferd is a financial advisor with Steward Partners Investment Advisory, LLC in Clearwater, FL, holding a Series 66 license and 16 years of industry experience. Her prior work history includes positions at Raymond James Financial Services, Inc. and Morgan Stanley & Co. She is also an owner of the Hoffman Private Wealth Group support company. 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 investment advisory, financial planning, pension consulting, and managed account programs.