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.

Geraldine Cook is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Franklin Templeton Financial Services Corp. and its affiliated entities before joining Transamerica in 2021. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing Morningstar Investment Management’s proprietary software and model portfolios for asset allocation and retirement guidance.

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 with Citigroup Global Markets in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC prior to joining Citigroup Global Markets in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, to provide a broad range of advisory solutions.

Timothy O’Brien is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 27 years of industry experience. He has previously worked at SVA Plumb Wealth Management, LLC and Wisconsin Capital Management, LLC. Outside of his advisory role, O’Brien serves as an elected trustee for the Village of Maple Bluff and is a board member for both SVA Certified Public Accountants and Diversified Services of Wisconsin, as well as the Madison College Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

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 31 years of industry experience. His career includes long tenures at Legend Equities Corporation and Lincoln Investment before joining GWN Securities in 2018. Outside of his advisory role, he provides marketing advice and financial analysis for a public gun range and personal self-defense educational center. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and model-based allocations, incorporating market-timing and momentum-based strategies in its legacy programs.

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. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Truist, he worked at Equitable Advisors LLC, Coastal Wealth Management, Thrivent Financial, Edward Jones, and Bankers Life and Casualty Company. Outside of finance, he is the chef and founder of Romanos Macaroni Grill in Tampa. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research.

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.

John Feast is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Janney Montgomery Scott, and Raymond James Financial Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Florence Yagoda is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with in-house research and unique market roles.

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.

Tiahna Lilavois is a financial advisor at Concurrent Investment Advisors, LLC with Series 65 credentials and two years of industry experience. She previously held roles at Socius Family Office, Truist Bank N.A., and Wells Fargo Bank N.A. in addition to her current position. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services using primarily long-term, customized portfolios that include ETFs, mutual funds, and other investments.

George Hoos is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James, as well as ownership of Cavalier Asset Management LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors.