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.

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.

James Spiers is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently affiliated with TLG Advisors, Inc., where he has been associated through The Leaders Group, Inc. since 2016. Spiers also has roles with Alliance Insurance Group and Alliance Financial Group. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers comprehensive financial planning, fiduciary services, and a direct-to-consumer digital program called Starlight Portfolios.

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.

Daniel Graham is a financial advisor with Principal Financial Services in Palm Harbor, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 1999. Graham serves as a board member of the Florida Dream Center, where he participates in quarterly meetings focused on brand development and fundraising and volunteers regularly. 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 plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Indira Cozine is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Hornor, Townsend & Kent since 2019 and is also affiliated with Penn Mutual Life Insurance Company. Outside of her advisory role, Cozine serves on the board of a nonprofit organization, I&I International, which provides educational services to underserved populations, and she owns Sunshine Sistas, LLC, a company that organizes wellness and educational events for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets and providing tailored investment strategies through a network of advisers and third-party asset managers.

Nikolaus Lancaster is a financial advisor with Schwab Wealth Advisory in Tampa, FL, holding Series 63 and Series 66 designations and three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has a background at Charles Schwab & Co., Inc. since 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models.

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 at J. W. Cole Advisors, Inc. with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining J. W. Cole Advisors in 2021, he was associated with Cetera Advisors LLC and has operated Castleberry Financial Services since 1975. Outside his advisory work, he serves as president of the Silverbrooke Homeowners Association. J. W. Cole Advisors operates a large network of independent advisers 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 discretionary and non-discretionary account management, model-based approaches, and third-party manager platforms.