Alexis Rodriguez is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, having held previous roles at Northwestern Mutual Investment Services, Fidelity Investments, and Lord Abbett among others. Alexis is also involved with FirstRise Investments in a financial services capacity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors, serving a diverse client base with both discretionary and non-discretionary account management options. The firm is notable for its formal retirement-plan advisory and pension consulting services.

Hunter Mc Carthy is a Series 66 licensed advisor with J.W. Cole Advisors, Inc., based in Tampa, FL, with three years of industry experience. Prior to joining J.W. Cole Advisors, he worked in the automotive and restaurant sectors and has a background linked to Florida State University. 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 provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Carissa Ellerd is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. She previously worked at IFP Securities, LLC since 2023. Independent Financial Partners is a nationwide advisory firm supporting a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets. The firm offers a decentralized investment model and formal retirement-plan advisory services, including ERISA consulting and trustee services.

Taylor Ranker II is a financial advisor at Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 65 credentials with 35 years of industry experience. His prior experience includes roles at Kestra Advisory, Royal Alliance, and National Planning Corporation. He also serves as CEO and Business Development lead at Questmont Virtual Family Office, a registered investment advisory firm. Integrated Wealth Concepts LLC provides services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios across mutual funds, ETFs, equities, and fixed income.

Eric Swearingen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 65 designations and 27 years of industry experience. He has worked with Valic Financial Advisors since 2007, with a break from 2009 to 2012, and has been affiliated with Agia since 2022. Outside of advising, he is involved in managing rental properties as a personal investment. 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, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions at scale.

John Willoughby III is a CFA® charterholder with 10 years of experience in the financial services industry. He is currently with HB Wealth, having joined in 2024, and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined total of 14 years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and risk tolerance, using a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Larry Parkin is a Certified Financial Planner (CFP®) with 21 years of industry experience. He currently serves as a financial advisor at HB Wealth, joining the firm in 2024. Prior to this, he worked for BB&T Securities and SunTrust Advisory Services in various capacities between 1998 and 2022. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment process using both quantitative and qualitative analysis across diverse asset classes and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Marc Wilkins is a Series 66 licensed financial advisor with 16 years of industry experience. He currently works at Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously been affiliated with Commonwealth Financial Network, Lincoln Financial Securities Corporation, and Wells Fargo Clearing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting multiple management platforms and serving large institutional investors including sovereign wealth funds.

Alfredo Sanchez IV is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a position with AGIA involving 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.

Kevin Ford is a financial advisor with J.W. Cole Advisors, Inc. in Jupiter, Florida. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Ford has been with J.W. Cole Advisors and its affiliated entity, J.W. Cole Financial, since 2010. He is also involved as managing partner of Oceanside Wealth Management, where he focuses on financial planning, investments, and insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide 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, implementing investment decisions on discretionary or non-discretionary bases.

Sarah Taylor is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 designation. She has been with J.W. Cole Financial, Inc. since 2021 and joined J.W. Cole Advisors in 2026. Prior to her advisory roles, she worked at Citrix Systems, Inc. and Tyco International. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm uses a mix of fundamental and technical analysis along with digital advice and model or manager-based strategies.

Nicholas Richards is a financial advisor at Guardian Life and its affiliate Park Avenue Securities, holding a Series 66 credential with one year of industry experience. Prior to his current role, he worked at ServiceMaster DSI, Otis Elevator, Miller Real Estate, Publix, and attended the University of Florida. He serves as a BNI Mentor Coordinator in a volunteer capacity. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered via proprietary and third-party platforms.

David Anderson is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2015. His prior experience includes roles at Ameriprise and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Stewart Davis Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2006. Davis is also involved in managing investment-related businesses including Davis II Companies LLC and Davis Roussel Holdings LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Aaron Komarek is a Series 66-licensed financial advisor at Guardian Life with five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory role, he serves as power of attorney and executor for family members and is involved in selling insurance products outside of Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and various integrated financial services.

Jeffrey Marks is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007, including a prior tenure from 2012 to the present, with additional experience at Morgan Stanley and T. Rowe Price Advisory Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

Michael Cichon is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Bb&T Securities. He is also a partner in MNC Ventures, LLC, an entity established for real estate or private placement investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment programs.

Edward Schailler is a financial advisor with Truist Advisory Services based in Tampa, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He previously worked at Raymond James Financial Services and Suntrust Advisory Services. He also serves as a FINRA arbitrator, participating on arbitration panels as requested. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Barrington Brower is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2016. Outside of his advisory role, Brower serves as trustee for multiple family trusts and is owner and president of Brower Financial Group, a financial planning and trust management firm. J.W. Cole Advisors, Inc. operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a mix of discretionary and non-discretionary strategies and various investment approaches.

Andrew Schorr is a Series 65-credentialed financial advisor with nine years of industry experience. He is currently with Independent Financial Partners and has previously worked at Advisory Services Network, LLC, and R.L.K. Advisory Group. Outside of his advisory work, Schorr serves as a board member and coach for the Daytona Beach Quarterback Club, a community organization recognizing local high school football players. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a wide range of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.