Jordan Carlson is a CFP® professional with five years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. since 2020. He also maintains a role with Mosaic Wealth Management Group, operating as a financial planner. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and a variety of managed account solutions.

Jason Reilly is a financial advisor with Truist Advisory Services holding the CFA® designation and Series 63 license. He has one year of industry experience at Truist Investment Services and previously worked for 16 years at Bank of America Private Bank. Outside of his advisory role, he owns a residential duplex property leased to long-term tenants. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and manager-selection programs, implementing advice through discretionary and non-discretionary arrangements while utilizing third-party platforms and AI-enabled research tools.

Magdy Anise Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Citigroup Global Markets, he worked for Franklin Distributors, LLC and Franklin Templeton Distributors, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Timothy O Brien is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 27 years of industry experience. His prior roles include positions at SVA Plumb Wealth Management, LLC and Wisconsin Capital Management, LLC. Outside of his advisory work, he serves as an elected trustee for the Village of Maple Bluff and holds board positions with SVA Certified Public Accountants and Diversified Services of Wisconsin, as well as the Madison College Foundation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that integrates quantitative and fundamental analysis.

Sean Quigley is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gratus Capital, LLC, Alps Distributors, Inc., and Riverfront Investment Group, LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture and integrates multiple asset strategies across managed and held-away accounts.

James Drewes is a financial advisor with GWN Securities Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. Outside of his advisory work, he provides marketing advice and financial analysis for a public gun range and personal self-defense educational center. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Cynthia Stenberg is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Orange Grove, SLAM, and Cambridge Christian School. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party investment managers, and a digital advice platform.

Louis Wilcox is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.W. Cole Advisors, Inc. and previously worked at firms including Morgan Stanley, E*TRADE, Bank of America, Merrill, and Investa Services. He also spent over a decade affiliated with the University of North Florida. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and platforms, including both discretionary and non-discretionary account management.

Dennis Gafur is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase, Edward Jones, and Thrivent Financial among others. Outside of finance, he is also a chef and started a restaurant called Romanos Macaroni Grill in Tampa in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Luis Lopez is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Anthem, Tata Consultancy Services, and Transamerica Capital Inc. Outside of his advisory work, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily 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, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Florence Yagoda is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with in-house research and unique market roles.

Steven Serinsky is a financial advisor with J.W. Cole Advisors, Inc. in Stuart, Florida, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of advising, he serves as trustee for family trusts. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Damon Palestra is a financial advisor with J.W. Cole Advisors, Inc. and holds Series 63 and Series 65 licenses. He has three years of industry experience and has been affiliated with J.W. Cole Advisors since 2024. Additionally, he owns and operates Palestra Financial, an independent advisory and insurance business. J.W. Cole Advisors serves a broad client base including individuals, high-net-worth clients, and institutional accounts, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm uses a combination of fundamental and technical analysis, model-based strategies, and digital advice tools to manage accounts on both discretionary and non-discretionary bases.

Gail Leonard is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 23 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial since 2011. Leonard is a Retirement Income Certified Professional (RICP®) and is involved in fixed insurance sales on a limited basis. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts.

James Spiers is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently affiliated with TLG Advisors, Inc., where he has been associated through The Leaders Group, Inc. since 2016. Spiers also has roles with Alliance Insurance Group and Alliance Financial Group. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers comprehensive financial planning, fiduciary services, and a direct-to-consumer digital program called Starlight Portfolios.

Killian Mccray is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Northwestern Mutual and Bill Shields Roofing. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Graham is a financial advisor with Principal Financial Services in Palm Harbor, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 1999. Graham serves as a board member of the Florida Dream Center, where he participates in quarterly meetings focused on brand development and fundraising and volunteers regularly. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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.

Indira Cozine is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Penn Mutual Life Insurance Company alongside her advisory role. Cozine serves on the board of a nonprofit called I&I International, which provides educational services to underserved populations, and she is the proprietor of Sunshine Sistas, LLC, a company that organizes wellness and educational seminars for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm combines advisory and broker-dealer capabilities, offering both discretionary and non-discretionary investment management tailored to client needs.

Nikolaus Lancaster is a financial advisor with Schwab Wealth Advisory in Tampa, FL, holding Series 63 and Series 66 designations and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has a background at Charles Schwab & Co., Inc. since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models.

Christopher Burnett is a financial advisor with Primerica Advisors based in Odessa, FL, holding a Series 66 designation and 13 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial since 2011. Outside of advising, Burnett is involved in training financial representatives at Guardian, authors publication content, hosts a podcast, and has published a book. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial and retirement planning, and employs a range of investment strategies through proprietary and third-party portfolios.