Donald Weis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior roles include positions at Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. He is also involved in insurance brokerage activities through 1847Financial, specializing in insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer framework.

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. based in Tampa, FL, holding a Series 66 credential and 25 years of industry experience. Her prior work includes roles at Allen & Company of Florida, Inc. and LPL Financial, LLC. She is also the operations manager of Financial Cornerstone Group, LLC. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm uses a mix of discretionary and non-discretionary management strategies and provides access to multiple third-party platforms and providers.

William Daines II is a financial advisor at Principal Financial Services with over 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 registrations. His career includes long-term roles at Principal Life Insurance Company and Princor Financial Services Corporation since 1991, and he has operated Daines Financial since 2014. Outside of his advisory work, he serves on the Deacon Council at Idlewild Baptist Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

Christopher Rivers is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. He has worked at Lincoln Investment since 2022 and has prior experience at Waddell & Reed, VOYA Financial Advisors, and Ameriprise. In addition to his financial career, Rivers serves as Vice President on the Board of Directors for Immaculate Heart of Mary Roman Catholic Chapel, a religious nonprofit organization, and is a Corporal with the Hillsborough County Sheriff’s Office. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through both advisor- and firm-managed models, supported by an in-house Investment Management & Research team and various third-party managers.

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.

Cory Wood is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, Merrill, Bank of America, SunTrust Bank, and New York Life Insurance Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and leverages third-party manager arrangements and AI-enabled research tools to support its investment process.

Steffen Watkins is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James and Watchdog Capital. Watkins is based in Tampa, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and regulatory roles uncommon among peers.

Glenn Holmes is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Raymond James & Associates, JP Morgan Securities LLC, and Fidelity. Holmes is also a partner at Concurrent’s dba T7 Legacy. Concurrent Investment Advisors 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, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Monica Zwipf is a CFP® with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. She has held positions at several firms including KeyBank NA and Cetera Investment Services LLC. Outside of her advisory role, she serves as secretary for a nonprofit supporting police dogs and is a self-published author of a children’s book titled "The Magic of Different Brains." Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across multiple asset types. The firm operates within the Schwab ecosystem, using proprietary research tools while leaving final investment decisions to clients.

Mia Garcia is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has prior experience at DBG Financial Group, Inc. and Terrana, Perez & Salgado, P.A. In addition to her advisory role, she is involved in insurance sales including long-term care, fixed annuities, fixed life insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through both advisory and promoter arrangements.

Karl Furno is a CFP® with 19 years of experience in the financial services industry. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent 10 years at G.A. Repple & Company. Outside of his advisory role, Furno is a senior advisor and partial owner of Mosaic Wealth Management Group and has longstanding involvement with the Central Florida YMCA. J.W. Cole Advisors, Inc. is an enterprise firm with a large network of over 480 advisors providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a variety of investment strategies and platforms.

Wendy Meyer is a CFP® and holds a Series 66 license, with 21 years of experience in the financial services industry. She is currently with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc., where she has worked since 2024. Prior to that, she spent nearly two decades with Ameriprise Financial Services and Ameriprise. In addition to her advisory role, Meyer operates Pivotal Wealth Planning, LLC as an independent contractor and president. 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 advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary strategies.

Evan Conley is a financial advisor at J.W. Cole Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he serves as president of ECC Wealth Management, an S-corporation unrelated to investment activities. 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 investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary strategies.

Robert Olenchalk is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Fidelity Investments, and Raymond James Financial Services. Outside of his advisory work, Olenchalk is active as a disc golf athlete and coach, as well as a volleyball coach for high school, club, and college players. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and portfolio management solutions supported by a comprehensive due-diligence process.

Zacharry Wilson is a financial advisor with PNC Wealth Management in Tampa, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at T. Rowe Price, Morgan Stanley, Ameriprise, LPL Financial, and Suncoast Credit Union. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

Robert Buck is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 65 and Series 63 licenses and has been in the industry since 2017, with prior experience at University of Southern Maine and Bath Iron Works. He has been affiliated with Eagle Strategies since 2026 and with New York Life companies since 2020. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Matthew Menkhaus is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and the University of Cincinnati, among other roles. Outside of advisory work, he is a partner at Moussa LLC, an e-commerce and software development business. 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 offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, and alternative investments.