Kelly Craft is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds the Series 66 designation and has been with Valic Financial Advisors since 2016. Outside of her advisory role, she assists her mother by managing her financial and healthcare-related affairs. Valic Financial Advisors serves 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.

Barbara Dugan is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She previously worked at Invst, LLC for four years and Provise Management Group, LLC for eight years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and serves individual, charitable, corporate, and high-net-worth clients with both decentralized advisory models and centralized asset management options.

Jared Beck is a financial advisor with Independent Financial Partners in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Connors Wealth Management, Health First INC, The Hershey Company, and Northwestern Mutual. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Sandra Worsham is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 29 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC, H. Beck, Inc., Jackson National Life Insurance Company, and Invest Financial Corp. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities 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, utilizing both discretionary and non-discretionary investment approaches.

Brady Janssen is a financial advisor at Truist Advisory Services with a Series 65 designation and one year of industry experience. His prior roles include positions at Invisors, Florida State University, Northwestern Mutual, and Elifeguard. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealer and banking services.

Christopher Davitt is a CFA® charterholder and holds a Series 66 designation. He is currently with Concurrent Investment Advisors, LLC and has over 15 years of experience in the financial industry, including a long tenure at Raymond James & Associates. Concurrent Investment Advisors, LLC is a 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 other investment vehicles, supported by a network of approximately 286 advisors.

Robert Wood is a financial advisor with SPC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at SPC since 2017 and previously held positions at Parkland Securities, Next Financial Group, and Mutual Service Corporation. Outside of his advisory role, Wood operates as a registered tax return preparer during tax season. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, maintaining close affiliations with broker-dealers and insurance agencies.

Hayden Herrington is a financial advisor at J.W. Cole Advisors, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including Financial Independence Group and J.W. Cole Financial, Inc. Outside of advisory work, he is a managing partner of Herrington Pressure Washing LLC and is involved as a managing partner in a 55+ mobile home park through Silver Bay Luxury Living, Inc. J.W. Cole Advisors operates a large network of independent advisors and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and offers access to multiple custodial platforms and third-party managers.

Edward Stiles is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Equity Services, Inc. and Retirement Capital Advisors since 1996. His other business activities include fixed insurance sales conducted under the name Retirement Capital Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including model portfolios and customized investment solutions, while enabling advisors to offer tailored advice under Commonwealth’s supervision.

Manuel Alicea is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Financial Partners since 2012 and was previously with LPL Financial. Outside of advising, he is involved with IFP Insurance Group, where he offers life, health, disability, long-term care, and fixed annuity insurance products. Independent Financial Partners provides 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.

Thomas Seeko Jr. is a financial advisor with Primerica Advisors in Lutz, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved in authoring publications and books, as well as podcast advertisement activities. Primerica Advisors serves a wide range of retail clients, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various advisory programs and account-level services.

Daniel Ventura is a CFP® professional with 14 years of industry experience. He has worked at J.P. Morgan Securities from 2012 to 2022 before joining Sanctuary Advisors, LLC and Sanctuary Securities, Inc. in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers various portfolio management options, retirement plan consulting, and utilizes a range of analytical approaches, acting as a fiduciary when a written advisory agreement exists.

Pablo Balart is a financial advisor at J.W. Cole Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been with J.W. Cole Advisors since 2016. Outside of his advisory role, Balart owns and operates several businesses including an insurance agency, a tax preparation service, and a fitness gym. 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 offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Douglas Collier is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 63 designation and over 35 years of industry experience. He has been with J.W. Cole Advisors since 2014 and is involved in insurance-related activities including offering disability income insurance, traditional life insurance, and fixed/indexed annuities. Collier also serves on the Planned Giving Committee for the Joe DiMaggio Children’s Hospital Foundation and teaches investment workshops for retirees at local colleges. 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 various managed account solutions.

Sara Gans is a CFP® and ChFC® with 11 years of industry experience. She has been with Sequoia Financial Group, L.L.C. and its related entities since 2014, currently serving as Senior Manager of Private Client Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals—including high-net-worth clients—as well as charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Linda Higgs is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and four years of industry experience. She previously worked at Morgan Stanley for three years before joining J. W. Cole in 2024. J. W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, utilizing discretionary and non-discretionary investment approaches.

Robert Teneyck is a CFP® professional with 30 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in residential real estate as a licensed agent and mortgage loan originator. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, employing discretionary and non-discretionary strategies that include fundamental and technical analysis as well as digital advice platforms.

Daniel Marolis is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 credential and has prior experience at WCG Wealth Advisors, LLC, MML Investors Services, and has been involved with Massachusetts Mutual Life Insurance Co. and Treloar & Heisel, Inc. outside of his advisory role. He is also a silent partner in KS Fine Food & Drink. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers complementary financial planning, trust, and insurance services.

Mark Woodward is a financial advisor with Kestra Advisory in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Kestra Advisory since 2016 and founded KANA Private Wealth Group, LLC in 2019. Woodward serves on the boards of Tampa Palms Country Club and KOTERRA, a charity supporting the veteran community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including large institutional investors and plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Richard Long is a financial advisor with Principal Financial Services based in Tampa, FL, holding a Series 63 designation and 33 years of industry experience. His career includes extended tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory work, he is an insurance agent specializing in life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through advisory and promoter arrangements.