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.

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.

John Wade is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2022. His prior roles include positions at B. Riley Wealth Advisors and B. Riley Wealth Management. He is based in Saint Petersburg, FL. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm offers both execution and advisory support, employing diverse investment strategies across equity, balanced, and fixed income assets.

Indira Cozine is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Penn Mutual Life Insurance Company alongside her advisory role. Cozine serves on the board of a nonprofit called I&I International, which provides educational services to underserved populations, and she is the proprietor of Sunshine Sistas, LLC, a company that organizes wellness and educational seminars for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm combines advisory and broker-dealer capabilities, offering both discretionary and non-discretionary investment management tailored to client needs.

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 with J. W. Cole Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corp., and he has operated Castleberry Financial Services since 1975. Outside of his advisory work, he serves as president of the Silverbrooke Homeowners Association. 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 offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary arrangements.

Pablo Orozco is a financial advisor with Valic Financial Advisors in Tampa, FL. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. Prior to joining Valic, he was associated with Florida Financial Advisors and has experience at Banco de Occidente as well as educational roles at the University of South Florida and Colegio Colombo Britanico. 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, along with employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and emphasizes centralized technology and model solutions across its large advisor network.

Trevor Newsome is a financial advisor at Guardian Life with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Next Net Media and Captain Rapps Fishing Charters. Outside of his advisory role, he serves as an executor of a family will. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Karyn Talarico is a CFP® with 24 years of industry experience, currently advising at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Bank, BB&T, and affiliated investment services firms over more than a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Christopher Waye is a financial advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has two years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty, as well as a decade at Minor. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities with ongoing reviews.

Tedric Hoornstra is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2009. Outside of his advisory role, he is involved in fixed insurance as an agent and is engaged in entrepreneurial activities including founding a shell company for revenue and participating in an online drop shipping business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with advisory decisions implemented on either a discretionary or non-discretionary basis.

Stephen Wroblewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory role, he performs magic and juggling as an entertainer and is involved in online streaming. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and provides a range of account-level services including lending solutions and donor-advised funds.

Dana Endres is a financial advisor with Valic Financial Advisors in Tampa, FL, holding a Series 65 designation and 14 years of industry experience. She has been with Valic Financial Advisors since 2016 and is also associated with Agia, where she provides 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 credential and six years of industry experience. He has worked at Independent Financial Partners since 2020 and is also involved with Advanced Strategies Group, where he serves as Director of Business and Financial Wellness Coach, assisting clients with structuring and achieving financial goals. Prior to this, he spent three years at Noble Crust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors across the United States. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management and is known for its specialized retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor at Independent Financial Partners with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining the firm, Koury worked at Bojano Hospitality and Tribe Promotions. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Walter Williams is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Aegis Consulting. His prior career includes 18 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, he is a co-owner of several entities involved in the rental of recreational vehicles. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, enabling them to construct client portfolios from a broad array of securities and insurance products.

Dorian Valente is a financial advisor with Bankers Life Advisory Services, Inc. in Clearwater, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Bankers Life Advisory Services since 2019 and has been involved with Bankers Life Securities Inc and Bankers Life & Casualty since 2017 and 2014, respectively. Outside of advising, he manages a team in insurance sales and owns several domain names held for identity protection and collection purposes. He is also active in local Chambers of Commerce and provides business coaching focused on sales strategies. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and offers a range of investment options, working primarily with retail clients.

Robert Petrillo is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as president of his local Homeowners Association. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.