Kelly Craft is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds the Series 66 designation and has been with Valic Financial Advisors since 2016. Outside of her advisory role, she assists her mother by managing her financial and healthcare-related affairs. 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.

Barbara Dugan is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She previously worked at Invst, LLC for four years and Provise Management Group, LLC for eight years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and serves individual, charitable, corporate, and high-net-worth clients with both decentralized advisory models and centralized asset management options.

Jared Beck is a financial advisor with Independent Financial Partners in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Connors Wealth Management, Health First INC, The Hershey Company, and Northwestern Mutual. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Sandra Worsham is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 29 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., Jackson National Life Insurance Company, and Invest Financial Corp. 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 provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Brady Janssen is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Invisors, Florida State University, Northwestern Mutual, and Elifeguard. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Christopher Davitt is a CFA® charterholder and holds a Series 66 designation. He is currently with Concurrent Investment Advisors, LLC and has over 15 years of experience in the financial industry, including a long tenure at Raymond James & Associates. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Hayden Herrington is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 65 and Series 63 licenses with three years of industry experience. He has prior experience with Financial Independence Group and J.W. Cole Financial, Inc. Outside of advising, he has managed a pressure washing business and has roles as a trustee and executor for family trusts. J. W. Cole Advisors, Inc. is a large enterprise with nearly 500 advisors that offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individual, high-net-worth, and institutional clients using a variety of strategies including discretionary and non-discretionary account management and combines fundamental and technical analysis.

Manuel Alicea is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Financial Partners since 2012 and was previously with LPL Financial. Outside of advising, he is involved with IFP Insurance Group, where he offers life, health, disability, long-term care, and fixed annuity insurance products. 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 a notable focus on retirement-plan advisory and pension consulting services.

Thomas Seeko Jr. is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Guardian Life and its affiliates since 2013. Outside of his advisory role, he is engaged as a publication content author, a book author, and participates in podcast advertising. Guardian Life’s Park Avenue® Wealth Management division provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Pablo Balart is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors since 2016. Outside of his advisory role, Balart owns and operates several businesses including an insurance agency, a tax preparation service, and a fitness gym. 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, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Douglas Collier is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 63 designation and over 35 years of industry experience. He has been with J.W. Cole Advisors since 2014 and is involved in insurance-related activities including offering disability income insurance, traditional life insurance, and fixed/indexed annuities. Collier also serves on the Planned Giving Committee for the Joe DiMaggio Children’s Hospital Foundation and teaches investment workshops for retirees at local colleges. 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, fee-based financial planning, access to third-party managers, and various managed account solutions.

Sara Gans is a CFP® and ChFC® with 11 years of industry experience. She has been with Sequoia Financial Group, L.L.C. and its related entities since 2014, currently serving as Senior Manager of Private Client Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals—including high-net-worth clients—as well as charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Linda Higgs is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Morgan Stanley for three years before joining J. W. Cole Advisors. 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 third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a mix of fundamental and technical analysis, model- and manager-based strategies, and digital advice in managing client solutions.

Robert Teneyck is a CFP® professional with 30 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in residential real estate as a licensed agent and mortgage loan originator. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans 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, employing discretionary and non-discretionary strategies that include fundamental and technical analysis as well as digital advice platforms.

Daniel Marolis is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 credential and has prior experience at WCG Wealth Advisors, LLC, MML Investors Services, and has been involved with Massachusetts Mutual Life Insurance Co. and Treloar & Heisel, Inc. outside of his advisory role. He is also a silent partner in KS Fine Food & Drink. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers complementary financial planning, trust, and insurance services.

Mark Woodward is a financial advisor with Kestra Advisory in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Kestra Advisory since 2016 and founded KANA Private Wealth Group, LLC in 2019. Woodward serves on the boards of Tampa Palms Country Club and KOTERRA, a charity supporting the veteran community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including large institutional investors and plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Paul Soto Mendoza is a financial advisor with TD Private Client Wealth LLC in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked previously with firms including Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, he is the owner of a steel and metal subcontracting business, Mondragon Group, managed primarily by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management with both affiliated and third-party investment managers. The firm delivers a range of financial planning and custody services through technology platforms like Envestnet and custodians such as Pershing.

Richard Long is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes long tenure at MSI Financial Services and roles at Principal Securities, Principal Life Insurance, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He also serves as an insurance agent focusing on life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Elizabeth Bennett is a CFP®-certified financial advisor with 16 years of industry experience, currently with J.W. Cole Advisors, Inc. Prior to joining J.W. Cole in 2024, she worked at Cambridge Investment Research, Inc. and SAGEPOINT FINANCIAL. She is also involved in insurance sales and operates several financial planning and tax preparation businesses. J.W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of independent advisors. The firm offers a range of services including fee-based portfolio management, financial planning, retirement plan services, and digital advice, utilizing various investment strategies and custodial platforms.

Tom Troup is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and beginning his advisory career in 2024. Prior to entering the financial industry, he spent 14 years at Smith & Nephew Orthopedics. Outside of his advisory role, he is involved in medical device sales as a general manager for Symbios, a Switzerland-based company, and holds a minority ownership stake in two restaurants and bars through Works of T2 LLC. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.