Samantha Vanhorenbeck is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, with three years of industry experience. She holds a Series 66 designation and has previously worked at firms including Formulated Solutions and Reynolds American. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides a range of services including fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis, model or manager-based strategies, and incorporates digital advice and multiple custodial platforms in client solutions.

Amy Decker is a financial advisor with Oppenheimer in Tampa, FL, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. Prior to joining Oppenheimer in 2019, she worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of her advisory role, she manages maintenance and rental activities for a residential property she owns. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of year-end 2025.

Derrick Kowal is a financial advisor at Mariner Wealth Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments, The Prudential Insurance Company of America, PRUCO Securities LLC, and T. Rowe Price Investment Services. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable integration of tax, accounting, and financial wellness services.

Daniel Laferriere is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Westshore Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, University of Phoenix, and Citizens Bank. He serves as a volunteer board member for Operation Helping Hand, a nonprofit supporting wounded active duty military and veterans. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and supports various account-level solutions such as lending and donor-advised funds.

Dustin Tibbitts is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Jazz Wealth Managers, Inc. for a decade and is the manager and owner of Jazz Aviation, LLC, a private airplane leasing business that assists with travel for business purposes. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets nationwide. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services.

Rory Furlani is a Series 66-licensed financial advisor with two years of industry experience. He has worked at Valic Financial Advisors since 2026 and previously held roles at Raymond James & Associates, INC, and as an independent stock trader. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm operates at scale with over 1,200 advisors and manages approximately $29.2 billion in assets.

Darrel Henderson is a financial advisor with Primerica Advisors holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he is involved in refereeing activities in Tampa, FL. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, offering brokerage, advisory, and financial planning services through a variety of proprietary and third-party investment programs.

Marley Dallas is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. Prior to joining J. W. Cole Advisors, Dallas worked at Buck and Rider and has a background outside finance with eight years at 360 Physical Therapy. Dallas holds the Series 66 designation and is based in Tampa, Florida. J. W. Cole Advisors operates a large network of independent advisers 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 offers both transaction-based and wrap managed program options and employs a variety of investment strategies and custodial platforms.

Michael Bruno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. since 2019. His previous roles include positions at Cetera and Gte Federal Credit Union between 2015 and 2019. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations to support client financial plans.

Torian Johnson is a financial advisor at Independent Financial Partners with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including Lion Street Financial and Newport Group. Johnson is based in Tampa, FL. 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 clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Christopher Fontana is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked extensively with both firms since 2009 and is also the managing partner and owner of Florida Medical Advisors, LLC. Additionally, he operates a health-life-disability insurance brokerage to support clients seeking insurance products beyond those offered by Guardian. Park Avenue Securities LLC, operating 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. The firm offers a range of brokerage services, financial planning, retirement consulting, and advisory programs using a combination of proprietary and third-party strategies.

Stephen Hartman Sr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2014. Outside of his advisory role, he offers insurance products, including fixed and variable annuities and life insurance. J.W. Cole Advisors is an SEC-registered investment adviser 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, access to third-party managers, and various managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Trine Andersen is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. She has worked at several firms including Agia and Mass Mutual Investors Services. Andersen also serves as an agent for non-securities insurance products outside of her primary advisory role. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, 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, leveraging centralized technology and third-party model managers.

Phillip Sparke is a financial advisor with Oppenheimer based in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives, with accounts reviewed periodically.

Michael Cantu is a CFP® professional with nine years of industry experience, currently serving at First Command Advisory Services in Tampa, FL. He has held roles at First Command Financial Services since 2013 and at Park Village Commerce Inc since 2024. Outside of his advisory work, Cantu is the CEO of Kennedy Park Wealth Management LLC and owns an e-commerce business operated through Park Village Commerce Inc. First Command Advisory Services is an SEC-registered investment adviser focusing on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to select and manage model portfolios and third-party managers.

Daniel Gutcher is a financial advisor at J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 65 credential with one year of industry experience. Prior to joining J. W. Cole Advisors, he worked in academic roles at the University of Tampa, Eckerd College, and the University of South Florida. 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 offers portfolio management, fee-based financial planning, and access to third-party managers, implementing investment decisions through discretionary or non-discretionary approaches.

Kristina Salvato is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Valic Financial Advisors since 2004 and also serves as an agent with 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, offering managed-account programs, financial planning, and brokerage services.

James Pitts II is a financial advisor with J.W. Cole Advisors, Inc. in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with J.W. Cole Financial, Inc. since 2011 and also manages a dental practice, James R Pitts DMD, PA, which he has owned since 1987. In addition to his advisory role, he provides dental practice management consulting and serves as a referral partner for a dental consulting firm. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment strategies supported by fundamental and technical analysis, model portfolios, and digital advice platforms.

Christopher Moran is a Certified Financial Planner® with 25 years of industry experience. He is currently affiliated with Commonwealth Financial Network and BrightView Financial LLC, where he has held roles since 2012 and 2022 respectively. Moran previously worked at Prime Wealth Management for a decade. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers customizable portfolio solutions and distinct program structures, supported by an in-house Investment Management and Research team.

Jared Wilson is a financial advisor with Ameritas Advisory Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Paychex, Transamerica, Fisher Investments, and ADP. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, employer-sponsored retirement plans, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house model portfolios, third-party managers, and integrated solutions with Ameritas affiliates.