Brian Strickland is a financial advisor at Guardian Life with 18 years of industry experience. He holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2007. Outside of his primary advisory role, he receives compensation through health insurance referral arrangements with Westshore Benefits. 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, retirement plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from in-house and third-party managers.

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 10 years of industry experience and holds a Series 66 designation. His background includes roles at Lion Street Financial, Csenge Advisory Group, and Newport Group entities, among others. He is also involved with Provisional Compliance Solutions. 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.

Christopher Fontana is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, with a career spanning roles at both Guardian Life and Park Avenue Securities since 2009. Outside of his advisory work, he is the managing partner and owner of Florida Medical Advisors, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs and financial planning services that can be tailored to discretionary or non-discretionary advisory relationships.

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 18 years of industry experience. Her prior roles include positions at Agia, International Assets Advisory, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Ameriprise. Andersen also services an active variable annuity contract with Jackson National for a client. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts via Envestnet’s platform and supports tax-aware and impact overlays, managing roughly $29.2 billion for close to 300,000 clients.

Phillip Sparke is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Michael Cantu is a CFP®-certified financial advisor with over 10 years of industry experience, currently practicing at First Command Advisory Services. His prior experience includes roles at First Command Financial Services and Securian Financial Services. Outside of his advisory work, he owns and operates an ecommerce business and serves as CEO of Kennedy Park Wealth Management LLC. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, prescreened approach to manager selection.

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.

Desiree Trader is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Morgan Stanley Smith Barney and Citigroup Global Markets, where she has been since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles, including swap dealing and futures commission merchant activities.

Jared Wilson is a financial advisor with Ameritas Advisory Services, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at Paychex, Transamerica Life Insurance Company, and Fisher Investments. Jared has worked within multiple Ameritas affiliates since 2026. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, including model portfolios and third-party managers, to deliver customizable asset management and retirement plan advisory services.

Laura Akins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Valic Financial Advisors since 2016 and currently holds an agent position with Agia, where she is involved in non-securities insurance products. 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and an emphasis on technology and model solutions.

Jonathan Sarquis is a financial advisor at Truist Advisory Services with 14 years of industry experience. He has been with Truist Advisory Services since 2016 and has also worked at Truist Investment Services, Inc. since 2011. Sarquis holds the Series 66 designation and is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Max Valavanis is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. His prior roles include positions at Valic Financial Advisors and involvement with Florida State University’s Department of Athletics and Office of Admissions. Outside of his advisory work, he manages a self-directed IRA through Fyrefly, LLC. J.W. Cole Advisors operates a large network of independent advisors and offers a range of services including portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutions. The firm utilizes both discretionary and non-discretionary strategies, combining fundamental and technical analysis along with digital advice and multiple custodial platforms.

Coby Hirschfield is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions with Steward Partners Global Advisory, Steward Partner Investment Solutions, and involvement with WeMakeFootballers and Pelican Golf Club. 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 through various advisory and portfolio management programs, utilizing both in-house and third-party strategies.

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.