Leslie Valant is a financial advisor at J. W. Cole Advisors, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Edward Jones, Labrüm Wealth Management, and Intelligence Driven Advisers, LLC. Outside of advising, she serves as President of the Lower Keys Chamber of Commerce and is involved in divorce financial planning as a Certified Divorce Financial Analyst. J. W. Cole Advisors is an SEC-registered adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and digital advice, with investment decisions made on discretionary or non-discretionary bases.

Kevin Murphy is a financial advisor at Oppenheimer with 41 years of experience in the industry. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management and retirement consulting.

Ted Albrecht is a CFP® with 26 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at firms including Journey Strategic Wealth, LPL Financial, and J.P. Morgan Securities. Albrecht operates MDL Wealth Management, an investment-related business based in Tampa, FL. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled and private investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and portfolio construction strategies.

Peter Nunley is a financial advisor at Independent Financial Partners with 13 years of industry experience. He holds the CFA® designation and Series 65 license. His prior experience includes roles at IFP Securities, LLC and LPL Financial, LLC. Outside of his advisory work, Nunley serves as Vice President of the Ford's Landing Condominium Association and works part-time as a rideshare driver. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with capabilities in retirement-plan consulting and trustee services, managing over $12 billion in assets as of December 2024.

Matthew Hembree is a CFP® professional with 19 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within the First Command organization since 2006. Outside of advising, he is president of Dawg Bones Inc., a business he has led since 2013. First Command Advisory Services is an SEC-registered adviser focused on individual, corporate, and charitable clients, with a specialization in active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through an in-house Investment Management Team and Wealth Portfolio Managers.

Wayne Barber II is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Primerica Advisors and has worked with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a track and field jump coach. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account management options, including discretionary and non-discretionary programs.

Michael Coleman is a financial advisor with Transamerica Financial Advisors in Clearwater, FL, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has held leadership roles in multiple business ventures, including serving as COO at Cloudtec LLC, a budgeting and savings software company, and owning The Coleman Nation LLC, a social media company. Coleman is also involved with several nonprofit and advisory boards, such as All for One, Inc., and Delphi Academy of Los Angeles. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

James Vondrak is a CFP®, ChFC®, and Series 63 licensed financial advisor with 31 years of industry experience. He is currently with Independent Financial Partners in Tampa, FL, where he has worked since 2010, including a prior term in 2004-2005. His previous experience includes a decade at LPL Financial and a brief period at Mutual Service Corporation. 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 tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Kristy Philippe is a financial advisor at Valic Financial Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Valic Financial Advisors, and Agia. Outside of her advisory role, she serves as a member of the Gulf High School Advisory Council, providing input from the perspective of an outside business representative. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Benjamin Depalmo is a financial advisor at HB Wealth with five years of industry experience. He holds a Series 65 designation and has worked at firms including Truist Advisory Services, LPL Financial, and J.P. Morgan Securities. HB Wealth Management is a registered investment adviser providing wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm combines quantitative and qualitative analysis across various public and private investment strategies and offers discretionary portfolio management aligned with clients’ objectives and risk tolerance.

Eric Mc New is a CFA® charterholder with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Edward Jones, Summit Global Investments, and Raymond James & Associates. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jordan Carlson is a CFP® professional with five years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. since 2020. He also maintains a role with Mosaic Wealth Management Group, operating as a financial planner. 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 a variety of managed account solutions.

Roddrick Newhouse is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Wells Fargo Advisors, and Wealth Partners Alliance. Outside of advising, he serves as a family board member for the 44 Strong Foundation, a 501(c)(3) nonprofit. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Jiles Kirkland is a financial advisor at Concurrent Investment Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James, Wells Fargo Advisors, and Citigroup Global Markets. Kirkland is also involved with Northshore Investment Group as an owner. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors.

Warren Bowman is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He is also the owner of Proactive Financial Planning, a support company for tax purposes. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by extensive operational and platform integrations.

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.

Magdy Anise Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Citigroup Global Markets, he worked for Franklin Distributors, LLC and Franklin Templeton Distributors, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

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 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Gratus Capital, LLC, Alps Distributors, Inc., and Riverfront Investment Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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.