Matthew Marcoux is a CFP® professional with 23 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. since 2017, following a 14-year tenure at G.A. Repple & Company. Outside of his advisory role, he is involved with Candor Path Financial, Candor Path Insurance Services, and Candor Path Estate Planning Services, where he assists with estate planning in collaboration with attorneys. J.W. Cole Advisors, Inc. is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of more than 400 independent 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.

Michael Mcmillan is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Citigroup since 2019, following five years at Raymond James Financial Services. Outside of finance, he was the owner and chocolatier of Indulge Right Now LLC, a business that sold products at local arts and crafts fairs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles and provides a broad set of advisory and execution services.

Keith Mcateer is a financial advisor with Fifth Third Securities, Inc. in Pinellas Park, FL. He holds Series 63 and Series 65 licenses and has 1 year of industry experience. Prior to his current role at Fifth Third Securities, he has been with Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Christian Beiter is a CFP® professional with 17 years of experience at J. W. Cole Advisors, Inc. in Tampa, FL. He also serves as Vice President of Preservation 1st Financial Group, LLC, which involves securities and insurance sales. His other activities include serving on the board of the Greater Riverview Chamber of Commerce, presiding over a youth sports nonprofit, and helping with business development for a travel agency. J. W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and platforms, including discretionary and non-discretionary management, and offers access to third-party managers and digital advice.

Michael Coyle is a financial advisor with First Command Advisory Services in Riverview, FL, holding a Series 66 license and six years of industry experience. He has been with various affiliates of First Command since 2019. Outside of his advisory role, Coyle serves as Deputy Inspector General for the U.S. Air Force Central Command and holds a Florida real estate license, working as a sales associate. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Stobbe is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life and its affiliated entities since 2006. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Meghan Doherty is a financial advisor at Mercer Global Advisors Inc. in Tampa, FL, with 25 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Mai Capital Management, Nationwide Securities, and ICMA Retirement Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and specialized investment programs.

Hernan Fonseca is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Nationwide Investment Services and Symetra Life Insurance Company. He is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a blend of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jonathan Guaman is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Guaman also has an academic background with roles at Purdue University Global and Georgetown University. 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 utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Jason Flucker Williams is a financial advisor with Transamerica Financial Advisors in Tampa, FL, holding Series 65 and Series 63 designations and three years of industry experience. His prior work history includes roles at World Financial Group and Raymond James Financial. In addition to his advisory work, he serves as a procurement analyst for Polk County, where he manages contract administration and procurement compliance. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, with discretionary and non-discretionary programs tailored to client needs.

India Thomson is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has held her current role since 2017 and previously worked at Aptask for one year. Thomson holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Joseph Auteri is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Nylife Securities Inc. since 1993 and has been involved with Tradecraft Financial Group LLC and Berardi & Auteri, LLC. Outside of his advisory work, he serves as an adjunct professor at Drexel University LeBow College of Business and is a director for the Ramsey Educational Development Institute, a nonprofit organization. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types, including fee-based advice, retirement plan consulting, and co-advisory relationships, with a primary focus on non-discretionary assets and tailored recommendations aligned with client and plan sponsor objectives.

Robert Wood is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with multiple J.W. Cole entities since 1999. Outside of his advisory role, Wood is involved in several non-investment related businesses including trucking and freight brokerage. J.W. Cole Advisors serves 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 investment managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jake Pergolizzi is a CFP® professional at Sequoia Financial Group, L.L.C. in Tampa, FL, with four years of industry experience. Before joining Sequoia Financial Group in 2025, he worked for three years at Morgan Stanley. His early work experience also includes roles outside the financial industry, such as at Edge Physical Therapy and Hudson Valley Scoliosis. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses both model and customized portfolios, combining various investment vehicles and research methodologies, and it offers distinctive services such as private fund management and trustee support.

George Lymberis 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 Insurance Company and Park Avenue Securities since 2025. Outside of his advisory role, he is involved in offering insurance products beyond those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Kelly Craft is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds a Series 66 designation and has been with Valic Financial Advisors since 2016. Outside of her advisory work, Craft serves as a power of attorney for her mother, managing her financial and healthcare-related matters. 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, leveraging technology and model solutions to manage approximately $29.2 billion in assets.

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.

Nichole Adams is a financial advisor at Corient with two years of industry experience. She holds a Series 65 designation and has worked at Corient Services LLC and Corient since 2023, with prior roles at Roosevelt Investments and Refined Benefits dba Sullivan. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses advanced risk management tools to align portfolios with client objectives.

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.