Max Valavanis is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. His prior experience includes roles at Valic Financial Advisors and Florida State University, as well as operating his own financial services businesses. Outside of advisory work, he manages a self-directed IRA through Fyrefly, LLC. J.W. Cole Advisors is an SEC-registered firm that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Elson Christian is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services. He also serves as a Successor Trustee for his parents’ trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services, including portfolio management, financial planning, and retirement consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Edilberto Cancel is a financial advisor at TIAA-CREF with Series 63 and Series 66 credentials and 25 years of industry experience. He has been with TIAA since 2005, based in Tampa, FL. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers 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 provides a range of advisory services including model and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Todd Woodard is a CFP® with 31 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2017. Prior to that, he worked at G. A. Repple & Company for 24 years. Outside of his advisory role, Woodard is president of Mosaic Wealth Management Group, a financial planning firm. J.W. Cole Advisors, Inc. 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, fee-based financial planning, access to third-party investment managers, and various managed account solutions with both discretionary and non-discretionary investment options.

Paul Mcaneny is a financial advisor with Hornor, Townsend & Kent, LLC in Tampa, FL, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and also has experience with Penn Mutual Life Insurance Company beginning in 2018. In addition to his advisory work, he serves as the Transition Committee Chairman for the Tampa Chapter of the Military Officers Association of America, organizing seminars for transitioning military members and their spouses. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, leveraging third-party asset manager relationships and operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Richard Looney is a financial advisor at Davenport & Company LLC in Tampa, FL, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Davenport since 2002. Looney is a minority shareholder in Gibian & Gibian, a family investment partnership. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research group overseeing various strategies, including separately managed accounts and mutual funds.

Reed Puzzitiello is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Guardian Life, Park Avenue Securities, and Raymond James & Associates. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Jennifer Jack is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and ADP prior to joining J.W. Cole Advisors. Outside of her advisory role, she owns LWR Pillars of Wealth LLC, doing business as J&J Wealth Advisors, and works as an agent providing life insurance, disability, long-term care, and fixed annuity products. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individual, high-net-worth, and institutional clients using a mix of discretionary and non-discretionary strategies.

Sara Castano is a financial advisor with Truist Advisory Services in Tampa, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, her background includes roles at the University of Florida and experience in customer service and education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools and third-party platforms to support investment decisions.

Nazley Wilson is a CFP® with 10 years of industry experience, currently serving as a financial advisor and director at Sequoia Financial Group, L.L.C. in Tampa, FL. Prior to joining Sequoia in 2021, Wilson worked at TD Ameritrade, Inc. for seven years. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and institutional clients. The firm employs a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

Kevin Donahue is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners since 2016 and previously worked at LPL Financial from 2016 to 2019. Outside of his advisory role, Donahue is involved with Divergent Advisors, focusing on insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and formal retirement-plan advisory and pension consulting capabilities.

Steven Kurland is a CFP® professional with 20 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent five years with SII Investments Inc. He is also the owner and manager of 360 Financial Firm LLC, a financial services business, and serves as a trustee and executor for family trusts. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a 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, implementing investment decisions through discretionary and non-discretionary approaches.

Brent Litchfield is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at GWFS Equities, Inc/AAG since 2019 and previously at T. Rowe Price from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Nicholas Albani is a financial advisor with Principal Financial Services in Tampa, FL. He holds a Series 66 designation and has seven years of industry experience, including roles at Wells Fargo and Franklin Templeton Investments. Outside of advisory work, he is involved in selling outside insurance products such as long-term care, annuities, and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jonathan Sheehan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2022. His prior roles include positions at Charles Schwab and Fidelity Investments. Outside of his advisory work, he conducts educational seminars through Myriad Capital. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, high-net-worth clients, charities, corporations, and retirement plans nationwide through a 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.

Eric Truvillion is a financial advisor with Principal Financial Services based in Tampa, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has held roles at Excallibur Financial Group, Inc. and Principal Life Insurance Company since 2014. Outside of advisory work, he is involved in providing group health, life, disability income, long-term care, and voluntary insurance benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm emphasizes financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Amalfis Sepulveda is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and ASI. Sepulveda is also involved in real estate as an agent with Future Home Realty and owns an insurance brokerage, Alliance Insurance & Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm combines SEC-registered investment advisory and broker-dealer services, offering tailored asset allocation and portfolio management through third-party asset managers.

Melina Clark is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2020. Prior to her advisory career, she worked in retail positions at Aldi and EDEKA. First Command Advisory Services is an SEC-registered investment adviser serving 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 through a centralized investment team and wealth portfolio managers.

Nicole Destefano is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. She has held roles at T. Rowe Price since 2011, with a two-year period at Morgan Stanley, and holds Series 63 and Series 66 licenses. Outside of her advisory work, she also works as a delivery driver for Uber Eats. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program that combines nondiscretionary financial planning and discretionary investment management for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware strategies alongside Monte Carlo–based retirement income projections.

Jamie Tribbey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Truist in 2025, Tribbey worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 16 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment programs.