Jack Sardegna is a Certified Financial Planner (CFP®) with 31 years of industry experience. He has been with GWN Securities Inc. since 2018, following a 19-year tenure at AXA Advisors, LLC. Sardegna also provides clients with life, health, annuity, disability, and long-term care insurance products. 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 about 423 advisors and manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs that include both traditional and legacy market-timing and momentum-based strategies.

Eric Duncan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at J.W. Cole Advisors, LPL Financial, Edward Jones, and Stifel Nicolaus & Co., among others. He is based in Tampa, FL. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active management and is supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

William Short is a financial advisor with J.W. Cole Advisors, Inc. in Dunedin, FL, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2007. Outside of his advisory role, he is involved as an insurance broker for fixed insurance products. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jill Vanderkam is a CFP®-certified financial advisor with Valic Financial Advisors in Tampa, FL, bringing 33 years of industry experience. She has worked with Valic since 1999 and has been affiliated with Agia since 2022. Outside of her advisory roles, she is a partner in a residential rental property business. 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 and financial planning services through a large network of advisors and employs discretionary unified managed accounts using third-party model managers and centralized technology.

Philip Hart is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds the ChFC® and Series 63 designations and has 18 years of industry experience. Prior to his current role, he was affiliated with Nylife Securities, LLC, and New York Life Insurance Co. Hart is also involved in local community activities as a volunteer volleyball coach for youth at the YMCA. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its regulatory assets on a non-discretionary basis within a structure integrated with New York Life affiliates.

Adriana Williams is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016. Williams also has concurrent roles with Suntrust Investment Services, Inc., Suntrust Banks, Inc., and the University of South Florida. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Tom Tagliarini is a CFA® charterholder and Series 63 licensee currently with Truist Advisory Services. He has 15 years of industry experience, including 14 years at Bank of America Private Bank (formerly U.S. Trust) before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager arrangements, supported by AI-enabled research tools and a structured oversight process, to deliver its AMC Advantage manager-selection program and other fiduciary support services.

James Appelt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and has operated his own CPA and accounting firms for over two decades. Outside of advising, he serves as president of Appelt & Associates, a CPA firm providing tax preparation and accounting services. 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 and features a decentralized advisory model with notable retirement-plan consulting capabilities.

Keith Willett is a financial advisor with Principal Financial Services who holds Series 65 and Series 63 designations and has 30 years of industry experience. He has been associated with Principal Life Insurance Co and Princor Financial Services since 2006 and is a partner at One Source Advisory LLC, a marketing entity. Willett is also involved in Intrust Business Partners, LLC, an entity formed to manage group benefits commissions among business partners. 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 a range of advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Kyle Imbrescia is a financial advisor at TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, and First Home Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through a managed account platform.

Edward Palacios is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to implement investment strategies via mutual funds and ETFs, with portfolio management delegated to third-party providers.

Tony Wahl is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes six years at LPL Financial and eighteen years at G.A. Repple & Company. Outside of his advisory role, Wahl serves as President and shareholder of Integrity Financial Services Group, Inc., where he provides financial planning and insurance consulting for business and personal needs. 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 variety of investment strategies and custodial platforms, including digital advice providers, and supports both discretionary and non-discretionary account management.

Stacey Sherbinsky is a financial advisor with Voya Financial Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Voya since 2015 and is also involved in managing broadcast events and TV operations through her roles with Live Media Group and Global Broadcasting Services, LLC. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and operates both as an SEC-registered investment adviser and broker-dealer, offering multiple program structures and affiliated retirement-advice options.

Mark Conmy is a financial advisor with Bankers Life Advisory Services, Inc. in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Bankers Life & Casualty, Bankers Life Securities, and a two-year period at Hip Bar Brands. Outside of advising, he is president and owner of a privately held subchapter S corporation used for tax purposes. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis methods to create tailored portfolios, offering both wrap and non-wrap programs and working with a network of affiliated insurance and mortgage-related companies.

Geoffrey Hoatson is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked with Growing Legacies and Mariner Platform Solutions, among others. In addition to his advisory work, he is the CEO and founding attorney of Family First Firm, where he serves as lead elder law and estate planning attorney. 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 a range of portfolio management and financial planning services, utilizing various investment approaches including discretionary and non-discretionary management, model portfolios, and digital advice platforms.

Nayelin Menendez is a Series 66–credentialed financial advisor with six years of industry experience. She is currently with Truist Advisory Services in Tampa, FL, and has held various roles within Truist’s affiliated entities since 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Nelson Saladino is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. He has worked at Monarch Wealth Management Group since 2020 and has additional experience with Principal Securities Inc and Principal Life Insurance Company beginning in 2019. Outside of his advisory role, Saladino is licensed as an insurance agent offering fixed life, annuity, disability income, health, long-term care, Medicare supplements, and group products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Michael Miller is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Truist Advisory Services and Wells Fargo, among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Bradley Easom is a financial advisor with Valic Financial Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where he provides non-securities insurance products. Valic Financial Advisors primarily serves 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jorge Diaz Galarza is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Enterprise, First Command Advisory Services, and Mutual of Omaha Investor Services. He served in the US Army for 14 years before entering the financial services industry. J. W. Cole Advisors is an SEC-registered investment adviser that serves 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, and access to various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.