Jason Reilly is a financial advisor with Truist Advisory Services holding the CFA® designation and Series 63 license. He has one year of industry experience at Truist Investment Services and previously worked for 16 years at Bank of America Private Bank. Outside of his advisory role, he owns a residential duplex property leased to long-term tenants. 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, and manager-selection programs, implementing advice through discretionary and non-discretionary arrangements while utilizing third-party platforms and AI-enabled research tools.

Timothy O Brien is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 27 years of industry experience. His prior roles include positions at SVA Plumb Wealth Management, LLC and Wisconsin Capital Management, LLC. Outside of his advisory work, he serves as an elected trustee for the Village of Maple Bluff and holds board positions with SVA Certified Public Accountants and Diversified Services of Wisconsin, as well as the Madison College Foundation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that integrates quantitative and fundamental analysis.

Sean Quigley is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gratus Capital, LLC, Alps Distributors, Inc., and Riverfront Investment Group, LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture and integrates multiple asset strategies across managed and held-away accounts.

James Drewes is a financial advisor with GWN Securities Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. Outside of his advisory work, he provides marketing advice and financial analysis for a public gun range and personal self-defense educational center. 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 advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Cynthia Stenberg is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Orange Grove, SLAM, and Cambridge Christian School. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party investment managers, and a digital advice platform.

Louis Wilcox is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.W. Cole Advisors, Inc. and previously worked at firms including Morgan Stanley, E*TRADE, Bank of America, Merrill, and Investa Services. He also spent over a decade affiliated with the University of North Florida. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and platforms, including both discretionary and non-discretionary account management.

Dennis Gafur is a financial advisor with Truist Advisory Services in Tampa, FL, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase, Edward Jones, and Thrivent Financial among others. Outside of finance, he is also a chef and started a restaurant called Romanos Macaroni Grill in Tampa in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Luis Lopez is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Anthem, Tata Consultancy Services, and Transamerica Capital Inc. Outside of his advisory work, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily 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, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

Steven Serinsky is a financial advisor with J.W. Cole Advisors, Inc. in Stuart, Florida, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of advising, he serves as trustee for family trusts. 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 representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Damon Palestra is a financial advisor with J.W. Cole Advisors, Inc. and holds Series 63 and Series 65 licenses. He has three years of industry experience and has been affiliated with J.W. Cole Advisors since 2024. Additionally, he owns and operates Palestra Financial, an independent advisory and insurance business. J.W. Cole Advisors serves a broad client base including individuals, high-net-worth clients, and institutional accounts, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm uses a combination of fundamental and technical analysis, model-based strategies, and digital advice tools to manage accounts on both discretionary and non-discretionary bases.

Gail Leonard is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and 23 years of industry experience. She has worked with Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial since 2011. Leonard is a Retirement Income Certified Professional (RICP®) and is involved in fixed insurance sales on a limited basis. 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 access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts.

Killian Mccray is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at Northwestern Mutual and Bill Shields Roofing. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Wade is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2022. His prior roles include positions at B. Riley Wealth Advisors and B. Riley Wealth Management. He is based in Saint Petersburg, FL. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both execution and advisory support, employing diverse investment strategies across equity, balanced, and fixed income assets.

Indira Cozine is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Hornor, Townsend & Kent since 2019 and Penn Mutual Life Insurance Company since 2018. Outside of her advisory role, she is a board member of I&I International, a nonprofit providing educational services to underserved populations, and owns Sunshine Sistas, LLC, which organizes educational and wellness events for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and provides a range of investment and retirement plan consulting services.

Christopher Burnett is a financial advisor with Primerica Advisors based in Odessa, FL, holding a Series 66 designation and 13 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial since 2011. Outside of advising, Burnett is involved in training financial representatives at Guardian, authors publication content, hosts a podcast, and has published a book. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial and retirement planning, and employs a range of investment strategies through proprietary and third-party portfolios.

Stephen Fee is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, Fee serves as president and managing member of Alpha Omega Legacy Wealth, a firm he established for marketing and managing financial consulting and fee-based services. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Sullivan is a financial advisor with Principal Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Coastal Wealth, spanning six years before joining Principal Securities and Principal Life Insurance Company in 2022. In addition to his advisory work, he is involved in the sale of fixed life insurance and annuity products. 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 direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Edward Castleberry is a financial advisor with J. W. Cole Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corp., and he has operated Castleberry Financial Services since 1975. Outside of his advisory work, he serves as president of the Silverbrooke Homeowners Association. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary arrangements.

Pablo Orozco is a financial advisor with Valic Financial Advisors in Tampa, FL. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. Prior to joining Valic, he was associated with Florida Financial Advisors and has experience at Banco de Occidente as well as educational roles at the University of South Florida and Colegio Colombo Britanico. 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, along with employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and emphasizes centralized technology and model solutions across its large advisor network.

Trevor Newsome is a financial advisor at Guardian Life with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Next Net Media and Captain Rapps Fishing Charters. Outside of his advisory role, he serves as an executor of a family will. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.