Nathan Lopes is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has also worked at Park Avenue Securities. Prior to his advisory roles, he worked in education at Chapman University and Marin Academy High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Tom Troup is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and beginning his advisory career in 2024. Prior to entering the financial industry, he spent 14 years at Smith & Nephew Orthopedics. Outside of his advisory role, he is involved in medical device sales as a general manager for Symbios, a Switzerland-based company, and holds a minority ownership stake in two restaurants and bars through Works of T2 LLC. 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 offers 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.

Sunil Menezes is a financial advisor with Truist Advisory Services in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, he worked at Morgan Stanley for two 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 with non‑discretionary consulting and uses AI-enabled tools and inter-affiliate resources in its manager selection and oversight processes.

John Cornell Jr. is a financial advisor with J.W. Cole Advisors, Inc. in Gainesville, FL, holding a Series 63 designation and bringing 28 years of industry experience. He has been with J.W. Cole Advisors and its affiliated firm, J.W. Cole Financial, since 2004. Outside of his advisory work, he contributes as an independent contractor to a sports podcast called PODUP with Matthews in the Morning. 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, fee-based financial planning, access to third-party investment managers, and a range of managed account solutions.

Matthew Bash is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL. He holds the Series 66 designation and has three years of industry experience, all with Janney Montgomery Scott and its affiliate entities. Prior to his advisory career, he worked briefly at Indiana University of Pennsylvania’s Eberly College of Business. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutions, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Grace Basilone is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Morgan Stanley Smith Barney, and Merrill. She has been associated with Concurrent Investment Advisors since 2023 and previously worked at Tidwell-Premock-Basilone Private Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered 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 broad network of advisors and sub-advisory arrangements.

Thomas Brewer is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010. Brewer serves on the board of directors for the La Crosse Area YMCA, assisting with fundraising events. J.W. Cole Advisors is an SEC-registered firm 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 managers, and digital advice solutions.

Andres Cartaya is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Mutual of Omaha and Truist Investment Services. Outside of his advisory role, he is involved in a valet parking business in Tampa, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platforms.

Jack Fugate II is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 designation and 27 years of industry experience. He has been with J.W. Cole Advisors since 2009 and has prior experience with Valic Investment Services Company, The Variable Annuity Marketing Company, and Tower Hill Insurance Group dating back to 1998. Outside of his advisory role, he is involved in the sales and service of fixed insurance products and operates an investment-related DBA called Cornerstone Financial Group. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.

Wade Hoag is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has worked previously at Schechter Investment Advisors, LLC, Robert Schechter & Associates, and CapTrust Financial Advisors. Outside of his advisory role, he owns a fishing charter business, Dry Land Sucks Charters. J.W. Cole Advisors operates through a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary account management.

Chase Smith is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Independent Financial Partners since 2023 and previously held roles at Anders Retirement & Investment Advisors, Madison Avenue Securities, LLC, and Anders & Anders Financial Group. Outside of his advisory work, Smith serves as a firefighter 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 manages over $12.5 billion in assets and provides both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Austin Miller is a financial advisor with Empower Advisory Group in Riverview, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Morgan Stanley Private Bank, Morgan Stanley, Charles Schwab, and King Soopers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Montgomery is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including OneDigital Investment Advisors LLC, Fidelis Fiduciary Management, and LPL Financial. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

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 two years of industry experience. He holds a Series 66 designation and previously founded and co-owned About Face Home Staging and Redesign, a home staging business in Alaska. He also worked with Core Real Estate Group for three years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income investments.

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 Certified Financial Planner® with 30 years of industry experience. He currently serves at Independent Financial Partners, joining in 2024 after ten years at Provise Management Group, LLC. He is also the owner of Athanassie Capital Partners, LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Aaron Vanhorenbeck is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.W. Cole Advisors since 2018. Outside of his advisory role, Vanhorenbeck is involved in related business activities, including serving as a partner at Vanhorenbeck Financial Group and holding leadership roles at Vanhorenbeck Wealth Partners, Inc. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement services for individuals, high-net-worth clients, and institutional accounts. The firm employs a range of investment strategies and utilizes both discretionary and non-discretionary account management, incorporating digital advice platforms and multiple custodial relationships.

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.