Karen Cole is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. She has worked at several related firms including SunTrust Advisory Services, Bb&T, and their affiliated entities since 2009. Outside of her advisory role, she serves on the boards of the Straz Center for the Performing Arts and the Florida Orchestra, assisting with fundraising and community engagement. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to implement its strategies.

Jonathan Valdez is a financial advisor with PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes seven years at J.P. Morgan Securities and twelve years with JP Morgan Chase Bank. He has been with PNC Investments since 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio offering available by invitation to employees, which uses algorithmic risk assessments and third-party portfolio management.

Alan Warren is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with T. Rowe Price Investment Services, Inc. since 1998. T. Rowe Price Advisory Services, Inc. provides the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, and manages accounts on a discretionary basis after client enrollment.

Mark Pinardi is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior experience includes 13 years at Lincoln Financial Advisors. 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 offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Tyler Pendyck is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. He holds the Series 66 designation and entered the industry in 2026. Prior to his current role, Tyler was associated with Northwestern Mutual and has experience running Pendyck Innovations LLC. J. W. Cole Advisors, Inc. operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a combination of fundamental and technical analysis, model or manager-based strategies, as well as digital advice platforms.

Brett Sperin is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Personal Capital, Fisher Investments, E*Trade Securities LLC, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a mix of ETFs, index funds, and separate account managers, along with tax-management and specialized programs.

Richard Dunsford is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and 19 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2018, following 12 years at Invest Financial. Outside of his advisory role, he is a licensed insurance agent involved in the sale of fixed life and annuity products. 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, fee-based financial planning, and access to various managed account solutions, employing both discretionary and non-discretionary investment approaches.

David Hinson is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with SunTrust Advisory Services and its affiliated entities since 2013. Based in Tampa, FL, his career includes a decade at SunTrust Advisory Services. 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, fiduciary support, and participant advice, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Derek Nelson is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions with Penn Mutual Life Insurance Company and experience as an independent insurance agent. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of account options and a platform that integrates third-party asset managers.

Omar Abdelbari is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, USAA, and TD Bank N.A. prior to his current role in Tampa, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Trevor Buckels is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at First Command Advisory Services and service as an officer in the U.S. Army Reserve. His background includes a decade of military service with the U.S. Army. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Craig Koller is a CFP® with over 30 years of experience in financial services. He is affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Koller's other business activities include managing a wealth management practice affiliated with LPL Financial and involvement in an insurance-related entity. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting.

Jonathan Ortega is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 63 licenses and possessing four years of industry experience. Prior to joining Valic in 2025, he worked at Fisher Investments, Amundi US, Inc., and Natixis Investment Managers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with Envestnet’s platform and third-party model managers.

Christopher Bart is a financial advisor at Wealth Enhancement Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Marcum Wealth, LLC for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Mary Anne Forrester is a financial advisor with Janney Montgomery Scott in Tampa, FL, holding Series 65 and Series 63 licenses and 42 years of industry experience. She has been with Janney Montgomery Scott for 25 years, since 2001. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Erik Ronne is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with T. Rowe Price Investment Services Inc. since 2008. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households with substantial investable assets. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo-based financial planning tools.

Riley Boutin is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Prior to joining Truist, Riley has held positions at Northwestern Mutual, Reliance Matrix, and Auburn University, as well as experience outside financial services at Augusta National Golf Club and Dick's Sporting Goods. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Logan Green is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 65 designation with three years of industry experience. He previously worked at Fisher Investments and Raymond James Financial. Outside of finance, his background includes roles in athletics and hospitality. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management with an emphasis on fundamental, technical, and cyclical analysis, supplemented by third-party research and regular due diligence.

Ryan Newton is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. Prior to this, he worked at ProEquities, Inc. for nine years and has been involved with Front Porch Financial Planning, Inc. since 2014. Outside of his advisory role, he leads Newton Showers Wealth Management, LLC, a financial planning and wealth management firm, and also works as an independent insurance agent specializing in life insurance, long-term care insurance, and annuities. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management, digital advice, and third-party managers.

John Redhead is a CFP® with six years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has previously worked at JPMorgan Chase Bank, N.A. and Charles Schwab Bank, SSB. Sequoia Financial Advisors, LLC 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 both model and custom portfolio management strategies, utilizing a wide range of investment vehicles and ongoing research to meet client objectives.