Justin Spinello is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill, as well as service in the United States Army Reserves from 2014 to 2020. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christine Halchak is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including prior roles at Investacorp Advisory Services and Securities America. Outside of advisory work, she provides tax preparation and accounting services as a CPA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Charles Campana is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Legend Equities Corporation for 22 years before joining Lincoln Investment in 2017. Outside of his advisory role, Campana serves as president of CC Advisors, Inc., a consulting business advising small business owners on insurance, taxes, Medicare, real estate, and employee benefits. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management through in-house and third-party strategies, operating a fiduciary model for ERISA and retirement advice.

Danny Ossi is a financial advisor with J. W. Cole Advisors, Inc. based in Tampa, FL, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. since 2011 and operates OSSI Consulting Engineer, Inc. outside of his advisory role. Ossi also serves as president of the Seven Palms Home Owners Association. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases using various analytical approaches.

Caleb Sturgis is a CFP® professional with two years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. He has held positions at several firms including Koss Olinger & Company and Northwestern Mutual, and previously played in the National Football League. Sturgis is involved in financial planning through his DBA, Clarity Wealth. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers a variety of portfolio management and financial planning services, utilizing both discretionary and non-discretionary investment approaches.

Kenneth Levin is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with J.W. Cole Advisors and J.W. Cole Financial since 2010 and is also associated with Schlager, Schlager & Levin. Outside of advisory work, he serves as an insurance broker for fixed insurance products. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Matthew Winger is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Truist Advisory Services, Truist Bank, SunTrust Bank, and Fifth Third Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver investment solutions.

Taylor Escher is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2023. Prior to that, he was employed at Raymond James Financial Services Advisors and T. Rowe Price. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, 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 in-house research and derivatives services.

Anthony Flores is a Series 65 licensed financial advisor with five years of industry experience. He currently works at Mercer Global Advisors Inc. and previously held roles at Fisher Investments, Morgan Stanley, and other firms. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, alongside a range of implementation options and integrated planning services.

Kenneth Rase is a CFP® and holds a Series 66 designation with 25 years of industry experience. He has worked at Truist Advisory Services since 2016, including its predecessor entities SunTrust Advisory Services and SunTrust Investment Services. He is based in Tampa, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager arrangements and integrates inter-affiliate services to deliver its AMC Advantage manager-selection program and related fiduciary support.

Donald Williams is a financial advisor at Prime Capital Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, Financial Engines Advisors L.L.C., and Tmfs Advisors, Llc. Outside of his advisory role, he is a 20% shareholder in a hydroponic lettuce farm, Tyler’s Farm, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm manages accounts using varied investment strategies and delivers consolidated reporting and financial administration across diverse client assets.

James Davis Jr. is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 15 years with Eagle Strategies and over 27 years affiliated with New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Lee Lyon is a financial advisor with J. W. Cole Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He has worked with Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2006. Lyon is also president of Lyon Investment Services, a business involved in the marketing of financial services and insurance. 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, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

Ryan Tomer is a CFP® with 25 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. in Tampa, FL. He has held roles at Sequoia Financial Advisors, LLC and Provise Management Group, and previously worked with USAA financial planning services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management, drawing on fundamental, technical, and cyclical analysis, and offers unique services such as acting as sponsor and sub-advisor to an affiliated ETF as well as administering the American Center for Philanthropy.

Gregory Miller is a financial advisor with Valic Financial Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Valic Financial Advisors since 2007. Outside of his advisory role, he assists in managing a yoga instruction business owned by his wife. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 and utilizes centralized technology and model solutions to support a high client count per advisor.

Elizabeth Courtney is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL, holding a Series 66 credential and bringing 19 years of industry experience. Her prior roles include positions at AXA Advisors, Valic Financial Advisors, LPL Financial, and UBS Financial Services. Outside of advising, she is involved in multiple community and entrepreneurial activities, including serving as Treasurer on the board of the nonprofit Love, Inc. of Brevard, coaching her grandchildren on their online business, and operating a photography website. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and integrates digital advice solutions across various custodial platforms.

Dennis Wakely is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at firms such as LPL Enterprise, Prudential Insurance Company of America, Fidelity Investments, and Charles Schwab. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm’s investment approach includes the use of TD Managed Portfolios and access to multiple custodians and advisory platforms.

Yeh Pang is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked in various capacities at SunTrust and Truist firms since 2016. 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 platforms and AI-enabled research tools.

Robert Mathisen Jr. is an advisor with Lincoln Investment holding Series 63 and Series 65 licenses. He has prior experience at Citibank and BNY Mellon totaling 28 years. Mathisen serves as a board member of Champions for Children, a nonprofit focused on preventing child abuse. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers.

Kevin Arquette is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network in Lutz, FL. He has worked at Commonwealth and Wealthpoint Financial Planning since 2022 and previously spent nine years with The Harwood Insurance Group and Harwood Advisory Group. In addition to his advisory work, he spends part of his time conducting fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.