Karyn Talarico is a CFP® with 24 years of industry experience, currently advising at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Bank, BB&T, and affiliated investment services firms over more than a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Tedric Hoornstra is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2009. Outside of his advisory role, he is involved in fixed insurance as an agent and is engaged in entrepreneurial activities including founding a shell company for revenue and participating in an online drop shipping business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with advisory decisions implemented on either a discretionary or non-discretionary basis.

Stephen Wroblewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory role, he performs magic and juggling as an entertainer and is involved in online streaming. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and provides a range of account-level services including lending solutions and donor-advised funds.

Dana Endres is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2016 and is also associated with Agia, where she 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 designation and five years of industry experience. He has worked with Independent Financial Partners since 2020 and also serves as Director of Business and Financial Wellness Coach at Advanced Strategies Group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages over $12 billion in assets and is notable for its retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor with Independent Financial Partners holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining IFP Securities, LLC, Camaron worked in hospitality and promotions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services nationwide through a decentralized multi-advisor platform. The firm supports various investment strategies, including centralized asset management and third-party managers, and offers specialized retirement-plan advisory and pension consulting services.

Dorian Valente is a financial advisor with Bankers Life Advisory Services, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been involved with Bankers Life Securities Inc and Bankers Life & Casualty since 2017 and 2014, respectively. Outside of advising, he manages a team in insurance sales and owns several domain names held for identity protection and collection purposes. He is also active in local Chambers of Commerce and provides business coaching focused on sales strategies. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers a range of investment options, working primarily with retail clients.

Robert Petrillo is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as president of his local Homeowners Association. 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 to construct client portfolios.

Rhett Schmedemann is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Raymond James Financial Services and UBS Financial Services. He is based in Clearwater, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Kenzie Serianni is a financial advisor at Voya Financial Advisors, Inc. in Tampa, FL, with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Coca-Cola Beverages Florida from 2013 to 2017. Outside of her advisory role, Serianni is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and UMA programs, and access to third-party money managers, delivering advice via affiliated strategies and model portfolios.

Patrick Welsh Jr. is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 2003. In addition to his advisory role, he is president of P.J. Welsh Jr. & Associates, Inc., through which he sells life insurance and fixed indexed annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, delivering strategies through discretionary and nondiscretionary arrangements while maintaining a corporate structure that supports affiliated broker-dealers and insurance agencies.

Jeffrey Mc Donald is a financial advisor with Independent Financial Partners in Clearwater, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Kovack Advisors, GreenBridge Wealth Management, Raymond James Financial Services, and Morgan Stanley. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Donald Weis is a financial advisor at Hornor, Townsend & Kent, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. Weis is also involved in insurance brokerage activities through 1847Financial, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services implemented through third-party asset manager platforms and co-advisory relationships. The firm emphasizes client-directed investment oversight and manages the majority of client assets on a non-discretionary basis.

Augusto La Puente is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he serves as a trustee on the last will and testament of Alexandra Tracy and participates in house modeling for photo and video shoots. Park Avenue Securities serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Rose Di Lecce is a financial advisor with J.W. Cole Advisors, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her prior work includes roles at Allen & Company of Florida, Inc. and LPL Financial, LLC. Di Lecce is also the operations manager of Financial Cornerstone Group, LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans 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, employing both discretionary and non-discretionary investment approaches.

Seth Trickle is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Griffin Capital Securities, CPS Financial & Insurance Services, and Deawm Distributors, Inc. He also serves as a National Vice President and Annuity Wholesaler at GBS Insurance and Financial Services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering portfolio management, financial planning, and fiduciary services via a network of independent advisors and sub-advisors.

Jean Larsen is a CFP® with 40 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2015. She also has a long-standing role at JP Financial Center, Inc., where she is an owner and officer involved in selling fixed insurance products. Additionally, she operates a tax preparation business as a sole proprietor and holds notary credentials. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Daniel Maclean is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL. His prior experience includes roles at Fidelity Investments and Morgan Stanley. 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, access to third-party managers, and multiple managed account solutions.

Trevor Endres is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He previously worked at Fisher Investments and Concorde Asset Management. 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 digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management and access to multiple third-party advisers.

John Besse is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at Truist and its predecessor entities, including SunTrust, since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, 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 process.