Wade Hoag is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked with Schechter Investment Advisors, Robert Schechter & Associates, and CapTrust Financial Advisors. Outside of advisory work, Hoag owns Dry Land Sucks Charters, a fishing charter business in St. Augustine, Florida. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, and access to multiple managed account solutions, implementing investment decisions via discretionary or non-discretionary approaches.

Chase Smith is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC. He also serves with the City of Orlando Fire Department. Independent Financial Partners is an enterprise firm that offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Ronald Piccinini is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® and Series 66 credentials and bringing 36 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory work, he owns ROPA Financial Services, a Subchapter S corporation through which he receives residual insurance commissions. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by affiliated or unaffiliated managers.

Noel Pearson is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he was the founder and part-owner of About Face Home Staging and Redesign, a home staging business in Alaska. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation alongside various investment vehicles, with an emphasis on both discretionary and non-discretionary account management.

Thiago Silveira is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, and CUSO Financial Services. Outside of his advisory work, he owns a small farm operation and a private business unrelated to investments in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diverse investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary portfolios, supported by extensive in-house research and market resources.

Matthew Barker is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at J.W. Cole Advisors since 2010 and was previously with Cornerstone Financial Group from 2006 to 2022. Outside of his advisory role, Barker manages bookkeeping and payroll activities for his own wealth management and wealth-related businesses. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis along with model- or manager-based strategies and provides access to multiple custodial platforms and digital advice providers.

Steve Athanassie is a CFP® professional with 29 years of experience in financial advising. He is currently with Independent Financial Partners and previously worked for Provise Management Group, LLC for ten years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Aaron Vanhorenbeck is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked at J.W. Cole Advisors since 2018 and J.W. Cole Financial since 2016. Outside of his advisory role, he is involved in fixed insurance sales and serves as a partner and President in investment-related businesses. J.W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm offers a range of managed program options and utilizes both fundamental and technical analysis along with multiple investment platforms and third-party managers.

Brittney Axsom is a Series 66-licensed financial advisor at Empower Advisory Group with two years of industry experience. Her prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. She is also involved in a retail business, Tampa Bay Merch & Co, where she sells clothes, candles, bags, and stickers. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.

Cynthia Garcia is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her career includes roles at Woodbury Financial Services, Bank of America, Merrill, Raymond James & Associates, and two prior stints at T. Rowe Price. In addition to her advisory work, she works part-time as a travel agent helping clients book vacations and tickets. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes model portfolios invested exclusively in proprietary mutual funds and ETFs, with a goals-based approach supported by online tools and regular financial plan reviews.

Stephanie Pritchard is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Fisher Investments, Deloitte, Charles Schwab Bank, Charles Schwab & Co., and Lockheed Martin Corporation. 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, and charitable organizations. The firm utilizes a combination of model and custom portfolio management strategies, incorporating mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers.

Amy Rosa is a CFP® and holds the Series 66 designation with 15 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Her prior experience includes roles at Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney LLC. Rosa has also been involved in local political advocacy, working for the Frank Hibbard mayoral campaign in Clearwater. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, and various institutional clients through a range of advisory, financial planning, and managed account programs, offering both discretionary and non-discretionary portfolio management solutions.

Gregg Hudak is a financial advisor with Valic Financial Advisors in Gainesville, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves 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, wrap programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay services.

Rick Uribe is a financial advisor with TIAA-CREF in Tampa, FL, holding a Series 66 designation and six years of industry experience. He has worked at TIAA-CREF since 2021 and previously held positions at Key Investment Services LLC, KeyBank, Primerica, and First Niagara Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division delivers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Katarina Milojevic is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Citigroup since 2018, with prior roles at Raymond James and Franklin Templeton. Outside of her financial career, she was involved with the St. Pete Volleyball Club for five years and worked at the University of Tampa for two years. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment strategies through various advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, providing customized solutions for high-net-worth clients.

Stephanie Caro is a Series 66 licensed financial advisor with First Command Advisory Services in Tampa, FL. She has four years of industry experience and has been associated with various First Command entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor investment options from approved universes.

Melisa Lloyd is a Series 66-credentialed financial advisor with 22 years of industry experience, currently with J.W. Cole Advisors, Inc. since 2016. She is the owner of American Executive Tax & Financial Services LLC, which provides securities, tax preparation, investment services, insurance, and divorce planning. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, digital advice, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm uses a mix of fundamental and technical analysis, model and manager-based strategies, and provides access to various custodial platforms and third-party investment advisers.

Aaron Wargo is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, and Charles Schwab. Outside of finance, he owns and operates a personalized stretching and yoga business serving professional athletes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates through point-in-time financial plans and optional managed accounts.

Jacob Rayl is a financial advisor with First Command Advisory Services holding a Series 66 designation. He has been with First Command and its affiliated entities since 2026, with prior experience at LPL Financial and Lincoln Financial. His background also includes roles outside the financial services sector, such as at Tampa Palms Golf and Country Club and the University of South Florida. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, emphasizing model portfolios and selected third-party managers.

Lynne Boyle is a Series 66-licensed financial advisor with Primerica Advisors, based in Tampa, FL, and has eight years of industry experience. She has worked with Park Avenue Securities LLC since 2017 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of her advisory role, she serves as President of Westshore Benefits and holds leadership positions in several investment-related entities. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts with various investment products and advisory programs.