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 Purshe Kaplan Sterling Investments, Northshore Investment Group, Raymond James, Wells Fargo Advisors, and Citigroup Global Markets. Kirkland is also involved in fixed insurance product sales. 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 using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by affiliated sub-advisory arrangements and platform integrations.

Warren Bowman is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and bringing 42 years of industry experience. His career includes positions at Purshe Kaplan Sterling Investments and Raymond James, as well as a long tenure at Wells Fargo Advisors. He is also owner of Proactive Financial Planning, a support company unrelated to investment advisory services. Concurrent Investment Advisors is an SEC-registered multi-team advisory 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 a network of approximately 286 advisors and over 13,000 clients.

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.

Adam Meshey is a Series 66 registered advisor with Truist Advisory Services, based in Tampa, FL. He has one year of industry experience, including roles at Truist Investment Services, Bank of America, and Merrill. Prior to his financial advisory career, he was involved with More Homes LLC and worked at Lucky Brand. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with third-party platform support and uses AI-enabled tools to supplement traditional research in its investment process.

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, holding Series 66 and Series 63 designations and bringing 19 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC. He is based in Tampa, FL. Citigroup Global Markets serves a broad range of individual and institutional clients across multiple wealth segments, offering diverse investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Timothy O’Brien is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 28 years of industry experience. He has previously worked at SVA Plumb Wealth Management, LLC and Wisconsin Capital Management, LLC. Outside of his advisory role, he serves as an elected trustee for the Village of Maple Bluff, is a board member for the SVA Certified Public Accountants and Diversified Services of Wisconsin, and participates on the Madison College Foundation board. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs diversified, risk-class based investment strategies combining passive and active managers.

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 Guardian Life holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Orange Grove, SLAM, and Cambridge Christian School. She is based in Tampa, FL. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

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 with Concurrent Investment Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Janney Montgomery Scott, and Raymond James Financial Services. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and a range of other investments, supported by proprietary due diligence, strategic asset allocation, and integrated operational tools.

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.