Michael Borota is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has held positions within various Transamerica-affiliated entities since 2016 and previously worked at World Financial Group, INC. He is based in Belleair Bluffs, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that provide investment education, asset allocation guidance, and retirement planning support. The firm’s investment approach incorporates proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both managed and non-discretionary solutions.

Drew Keenan is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2013. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.

Kenneth Solis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Truist Investment Services, BB&T Securities, and SunTrust Advisory Services, with over a decade at SunTrust Investment Services. Outside of his advisory work, Solis owns and oversees several local courier and delivery businesses in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Oscar Mejia is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including VectorGlobal WMG and Seaview Investment Managers. Mejia is based in Tampa, FL. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. 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.

Brad Randall is a financial advisor with First Command Advisory Services in Tampa, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining First Command, he worked at Jaguar of Tampa for two years. He is also president of Randall Financial Services LLC, an entity used for tax purposes. 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 by a centralized Investment Management Team and Wealth Portfolio Managers.

Steven Balch is a financial advisor at Independent Financial Partners with 16 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab for 11 years. Outside of his advisory role, he is a social media influencer who posts daily outfit combinations on Instagram. 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 individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory capabilities.

Karrington Hickman is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 65 designations. In addition to his advisory role, Hickman serves as Treasurer for the Tampa Professional Chapter of Progressive Black Men, Inc., a community organization supporting African American needs, and he is the CEO of TeesByKarr, a custom graphic t-shirt and freelance design business. 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 third-party platforms and AI-enabled research tools in its investment process.

Jerry Halstead is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with J.W. Cole Advisors since 2017 and has also operated as a self-employed advisor since 1995. Outside of his advisory work, he is involved in acting on a part-time basis. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary management styles and utilizes a combination of fundamental and technical analysis, third-party manager platforms, and multiple custodial arrangements.

Robert Banks is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James and T. Rowe Price. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Steven Cantillo is a CFP® with 18 years of industry experience, currently serving at Corient. His prior work includes roles at Ernst & Young LLP and CI Doyle Private Wealth, LLC. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates, including family office and corporate trustee capabilities.

John Engel is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with JW Cole Financial, Inc. Outside of his advisory role, Engel was involved in J.W. Woodworks for seven years. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national 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.

Derek Sichler is a financial advisor with J. W. Cole Advisors, Inc. in Rockledge, FL, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Axa Advisors, LLC before joining J. W. Cole Advisors in 2017. Outside of his advisory role, he coaches boys varsity soccer at Viera High School and for the Space Coast United Soccer Club. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Richard Brown is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and six years of industry experience. He has worked at Brookstone since 2020 and is also involved in insurance sales through Amerilife and Health Services of St Petersburg, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Taylor Savka is a financial advisor at J.W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 66 designation with 11 years of industry experience. Prior to joining J.W. Cole Advisors in 2018, Savka worked at Invest Financial Corporation from 2016 to 2018. 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 investment managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Frank Hibbard III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He serves on multiple boards in Clearwater, FL, including Mortan Plant Hospital Finance Committee, Ruth Eckerd Hall, and Amplify Clearwater. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting services through various Steward Partners-branded solutions and third-party managers.

Melissa James is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at Fidelity Personal and Workplace Advisors from 2018 to 2024. Independent Financial Partners offers 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.

Daniel Woodham is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Paladin Wealth Management since 2021 and has been affiliated with Principal Securities Inc. and Principal Life Insurance Company since 2016 and 2006, respectively. Outside of advisory roles, he is involved in outside insurance brokerage activities related to life, disability, long-term care insurance, and fixed annuities. 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 U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kalie Hawley is a financial advisor at J.W. Cole Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.W. Cole Advisors since 2017, with prior experience at National Planning Corporation. Outside of her advisory role, she provides financial education and coaching through workshops for high school and college students. 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 offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Maziar Monshi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at IFP Securities, LLC and Independent Financial Partners since 2019, following three years at LPL Financial, LLC. He also manages client assets through Monshi & Associates, where he maintains general oversight and asset management responsibilities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, supporting a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients.

Isabella Adlouni is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She has worked at Citigroup since 2019, following positions at Raymond James & Associates and Leumi Investment Services Inc. Adlouni holds a Series 66 license. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains notable in-house research and security-pricing capabilities alongside unique market roles such as swap dealer and futures commission merchant.