Amber Mac Beth is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 65 designation with two years of industry experience. She has been with Sequoia Financial Group since 2018 and previously worked as a homemaker. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Ethan Nuebling is a financial advisor with J.W. Cole Advisors, Inc. based in Tampa, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.W. Cole Advisors in 2021, he spent four years at the University of South Florida and operated a lawn care business for one year. 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 range of investment strategies and platforms, providing both discretionary and non-discretionary account management.

James Nelson is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. Prior to joining J.W. Cole Advisors in 2019, he worked six years at Global Financial Private Capital and G.F. Investment Services and has been involved with Dividend Wealth Management since 2009. Outside of advising, he is associated with Dividend Wealth Management, where he spends part of his time on fixed insurance sales and service. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides 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 manages accounts both on a discretionary and non-discretionary basis, utilizing multiple custodial platforms and third-party investment advisers.

Joshua Donner is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to his advisory role starting in 2022, he worked for American Israel Public Affairs Committee (AIPAC) for eight years. Outside of his advisory work, he manages a technology and audit trail platform through Six Months and a Day and is involved in business exit strategies with Clear Advice Business, LLC. Independent Financial Partners is a nationwide enterprise advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisor model. The firm offers investment advisory, financial planning, and retirement-plan services and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Shands Greenlee is a CFP® professional with 11 years of industry experience, currently serving at Truist Advisory Services. Prior to joining Truist, Greenlee worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Based in Tampa, FL, Greenlee has been with Truist's affiliated entities since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its AMC Advantage manager-selection program.

Erik Stad is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2016. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Timothy Bailey is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Bloomin Brands Inc, Fisher Investments, Carillon Fund Distributors, Inc., and Raymond James and Associates. 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 incorporating ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Patrick Bay is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Bank of America, Merrill, and AXA Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Kyra Bowden is a financial advisor with Sequoia Financial Group, L.L.C. in Tampa, FL. She holds a Series 65 designation and has one year of industry experience, all with Sequoia Financial Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee and offers a range of investment options including mutual funds, ETFs, individual securities, private and alternative investments.

Randall Nakamura is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 28 years of experience in the financial services industry. He has worked at J.W. Cole Advisors, Inc. since 2020 and previously spent 18 years with Cuna Brokerage Services, Inc. Nakamura is also a commissioned Notary Public in Florida. J.W. Cole Advisors, Inc. serves a broad range of clients including individuals, high-net-worth individuals, and institutional accounts, offering fee-based portfolio management, financial planning, and retirement plan services through a large network of independent advisers. The firm utilizes a combination of fundamental and technical analysis, model and manager-based strategies, and provides access to digital advice platforms and multiple custodial options.

Dianne Odom is a financial advisor at J.W. Cole Advisors, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has operated her own CPA firm, Dianne P. Odom, CPA LLC, since 1997. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutions through a network of over 480 advisors, offering fee-based portfolio management, financial planning, and access to third-party investment platforms with a range of discretionary and non-discretionary strategies.

Frank Armitage is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017, following six years at Invest Financial Corporation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Alexis Rodriguez is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, having held previous roles at Northwestern Mutual Investment Services, Fidelity Investments, and Lord Abbett among others. Alexis is also involved with FirstRise Investments in a financial services capacity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors, serving a diverse client base with both discretionary and non-discretionary account management options. The firm is notable for its formal retirement-plan advisory and pension consulting services.

Paul Carpentier is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with PNC Investments and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution for PNC Bank employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Hunter Mc Carthy is a Series 66 licensed advisor with J.W. Cole Advisors, Inc., based in Tampa, FL, with three years of industry experience. Prior to joining J.W. Cole Advisors, he worked in the automotive and restaurant sectors and has a background linked to Florida State University. 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, financial planning, access to third-party managers, and multiple managed account solutions.

Carissa Ellerd is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. She previously worked at IFP Securities, LLC since 2023. Independent Financial Partners is a nationwide advisory firm supporting a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets. The firm offers a decentralized investment model and formal retirement-plan advisory services, including ERISA consulting and trustee services.

Taylor Ranker II is a financial advisor at Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 65 credentials with 35 years of industry experience. His prior experience includes roles at Kestra Advisory, Royal Alliance, and National Planning Corporation. He also serves as CEO and Business Development lead at Questmont Virtual Family Office, a registered investment advisory firm. Integrated Wealth Concepts LLC provides services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios across mutual funds, ETFs, equities, and fixed income.

Eric Swearingen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 66 and Series 65 designations and 27 years of industry experience. He has worked with Valic Financial Advisors since 2007, with a break from 2009 to 2012, and has been affiliated with Agia since 2022. Outside of advising, he is involved in managing rental properties as a personal investment. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions at scale.

John Willoughby III is a CFA® charterholder with 10 years of experience in the financial services industry. He is currently with HB Wealth, having joined in 2024, and previously worked at SunTrust Advisory Services and SunTrust Bank for a combined total of 14 years. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers discretionary portfolio management aligned with client objectives and risk tolerance, using a combination of quantitative and qualitative due diligence across various public and private investment strategies.

Larry Parkin is a Certified Financial Planner (CFP®) with 21 years of industry experience. He currently serves as a financial advisor at HB Wealth, joining the firm in 2024. Prior to this, he worked for BB&T Securities and SunTrust Advisory Services in various capacities between 1998 and 2022. HB Wealth Management is a registered investment adviser offering wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a disciplined investment process using both quantitative and qualitative analysis across diverse asset classes and provides discretionary portfolio management aligned with clients’ objectives and risk tolerance.