Jonathan Sheehan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2022. His prior roles include positions at Charles Schwab and Fidelity Investments. Outside of his advisory work, he conducts educational seminars through Myriad Capital. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, high-net-worth clients, charities, corporations, and retirement plans nationwide through a 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.

Eric Truvillion is a financial advisor with Principal Financial Services based in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has held roles at Excallibur Financial Group, Inc. and Principal Life Insurance Company since 2014. Outside of advisory work, he is involved in providing group health, life, disability income, long-term care, and voluntary insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm emphasizes financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Susan Thompson is a financial advisor with Cetera Planning Partners and holds a Series 65 credential. She has 26 years of industry experience, including prior roles at HK Financial Services, Inc. and Peninsula Asset Management Inc. In addition to her advisory work, Susan is a Principal and CPA at Christopher, Smith, Leonard, Bristow & Stanell, P.A., a regional accounting firm, and serves as a Director/Trustee of The Saunders Foundation, a nonprofit private foundation. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm features ancillary services such as tax planning, bookkeeping, and an estate-planning program, integrating diversified investment strategies aligned with client goals and risk tolerance.

Melina Clark is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2020. Prior to her advisory career, she worked in retail positions at Aldi and EDEKA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Nicole Destefano is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. She has held roles at T. Rowe Price since 2011, with a two-year period at Morgan Stanley, and holds Series 63 and Series 66 licenses. Outside of her advisory work, she also works as a delivery driver for Uber Eats. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program that combines nondiscretionary financial planning and discretionary investment management for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware strategies alongside Monte Carlo–based retirement income projections.

Jamie Tribbey is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes nine years at Wells Fargo Clearing and a year at Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting and using AI-enabled research tools to support its investment process.

Andrew Pontieri is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. He has previously worked at Northwestern Mutual and AXA Advisors and is appointed as an agent to sell non-securities insurance products for AGIA. 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 wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage substantial assets and client accounts.

Drew Keenan is a CFP® with 35 years of experience in the financial services industry. He has been with Oppenheimer since 2013 and previously worked at Ameriprise and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

George Holecsko is a CFP® and ChFC® with 18 years of industry experience. He currently works at Schwab Wealth Advisory Inc and has held various roles within Charles Schwab entities and USAA financial planning services. His career also includes a lengthy tenure at Dominos. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses Charles Schwab’s asset-allocation models and internal research tools, delivering tailored investment recommendations without exercising discretionary trading authority.

Kenneth Solis is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, BB&T Securities, and SunTrust Advisory Services. Outside of his advisory work, he owns and oversees several local courier and delivery businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes discretionary and non-discretionary approaches supported by third-party platforms and manager relationships, with an emphasis on integration across its affiliated entities.

Oscar Mejia is a Series 66-licensed advisor at Independent Financial Partners with 18 years of industry experience. His prior roles include positions at Seaview Investment Managers and VectorGlobal WMG. He is based in Tampa, FL. 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 serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Brad Randall is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked in various roles at First Command-related entities since 2018. Prior to this, he was employed at Jaguar of Tampa for two years. Randall is also president of Randall Financial Services LLC, a non-investment business used for tax purposes. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Jerry Halstead is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with J.W. Cole Advisors since 2017 and has also operated as a self-employed advisor since 1995. Outside of his advisory work, he is involved in acting on a part-time basis. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary management styles and utilizes a combination of fundamental and technical analysis, third-party manager platforms, and multiple custodial arrangements.

Robert Banks is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James and T. Rowe Price. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

John Engel is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with JW Cole Financial, Inc. Outside of his advisory role, Engel was involved in J.W. Woodworks for seven years. J.W. Cole Advisors is an SEC-registered firm 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 various managed account solutions.

Derek Sichler is a financial advisor with J. W. Cole Advisors, Inc. in Rockledge, FL, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Axa Advisors, LLC before joining J. W. Cole Advisors in 2017. Outside of his advisory role, he coaches boys varsity soccer at Viera High School and for the Space Coast United Soccer Club. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Taylor Savka is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. Prior to joining J.W. Cole Advisors in 2018, Savka worked at Invest Financial Corporation from 2016 to 2018. 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 investment managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Shane Isaac is a financial advisor with Lincoln Investment in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Lincoln Investment since 2016 and has been associated with The Gabor Agency since 1996. 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. The firm offers financial planning, advisor-led consulting, and portfolio management with access to model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Melissa James is a financial advisor at Independent Financial Partners in Tampa, FL, with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors. Independent Financial Partners offers 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, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Benjamin Knox is a CFP® and CFA® with 27 years of industry experience. He has been with Fifth Third Securities, Inc. since 2013 and previously worked at Morgan Stanley and Truist Investment Services. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account Platform, utilizing multiple portfolio managers and strategies tailored to client risk profiles.