Clayton Haak is a Series 65-licensed financial advisor at Corient with two years of industry experience. His prior roles include positions at Brighton Jones and SevenBridge Financial. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

Peter Weil is a financial advisor at Benjamin F. Edwards & Company, Inc. with 45 years of industry experience. He previously worked at LPL Financial for 10 years. Outside of his advisory work, he operates a sailboat charter business and owns a small farm in Tampa, FL, where mangos are grown for future income. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charities, and institutions. The firm offers fee-based wrap programs and a variety of investment strategies, combining custody, execution, and trading services to support both employee and independent-contractor advisors.

Chery Victoria is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. Outside of her advisory role, she is an independent business owner involved in direct sales of travel memberships and operates as an Amazon seller. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Lisa Binkley is a financial advisor at Corient with Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at BMO Wealth Management, where she spent 25 years, and positions at CI Doyle Private Wealth, CIPW Service Company, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments when appropriate.

Bethany Le Clair is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has worked at AJ Wealth, Charles Schwab, and Alliance Financial Group prior to joining Cerity Partners. Before entering the financial industry, she spent six years in full-time education and also worked at Nike, Inc. Cerity Partners is an SEC-registered investment adviser serving individuals, families, institutions, and corporations with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative investments, emphasizing diversified asset allocation and customized portfolio management.

Paul Mcaneny is a financial advisor with Hornor, Townsend & Kent, LLC in Tampa, FL, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and also has experience with Penn Mutual Life Insurance Company beginning in 2018. In addition to his advisory work, he serves as the Transition Committee Chairman for the Tampa Chapter of the Military Officers Association of America, organizing seminars for transitioning military members and their spouses. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, leveraging third-party asset manager relationships and operating as both an SEC-registered adviser and FINRA-member broker-dealer.

Richard Looney is a financial advisor at Davenport & Company LLC in Tampa, FL, holding Series 63 and Series 66 licenses with 28 years of industry experience. He has been with Davenport since 2002. Looney is a minority shareholder in Gibian & Gibian, a family investment partnership. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams and a Manager Research group overseeing various strategies, including separately managed accounts and mutual funds.

Conor Swanson is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He has held Series 63 and Series 65 designations and has been with GWN Securities since 2015. Additionally, he is licensed as an insurance agent for life insurance and annuity products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selections. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical strategies, including market-timing and momentum approaches.

Reed Puzzitiello 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, Park Avenue Securities, and Raymond James & Associates. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Rebecca Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Raymond James and Associates, Inc., and Spectrum Planning Group. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jennifer Jack is a financial advisor at J.W. Cole Advisors, Inc. in Tampa, FL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and ADP prior to joining J.W. Cole Advisors. Outside of her advisory role, she owns LWR Pillars of Wealth LLC, doing business as J&J Wealth Advisors, and works as an agent providing life insurance, disability, long-term care, and fixed annuity products. J.W. Cole Advisors operates through a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms and digital advice. The firm serves individual, high-net-worth, and institutional clients using a mix of discretionary and non-discretionary strategies.

Sara Castano is a financial advisor with Truist Advisory Services in Tampa, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, her background includes roles at the University of Florida and experience in customer service and education. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools and third-party platforms to support investment decisions.

Nazley Wilson is a CFP® with 10 years of industry experience, currently serving as a financial advisor and director at Sequoia Financial Group, L.L.C. in Tampa, FL. Prior to joining Sequoia in 2021, Wilson worked at TD Ameritrade, Inc. for seven years. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and institutional clients. The firm employs a combination of in-house and third-party investment strategies, supported by an Investment Policy Committee and extensive research resources.

Paris Griffin is a financial advisor at Corient with CFP® and Series 66 credentials and one year of industry experience. Prior to joining Corient, Griffin held roles at Omnica Wealth and Commonwealth Financial Network. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Kevin Donahue is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners since 2016 and previously worked at LPL Financial from 2016 to 2019. Outside of his advisory role, Donahue is involved with Divergent Advisors, focusing on insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and formal retirement-plan advisory and pension consulting capabilities.

Steven Kurland is a CFP® professional with 20 years of experience in financial advising. He has worked at J.W. Cole Advisors, Inc. since 2017 and previously spent five years with SII Investments Inc. He is also the owner and manager of 360 Financial Firm LLC, a financial services business, and serves as a trustee and executor for family trusts. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary and non-discretionary approaches.

Adam Banks is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and tax-overlay services.

Brent Litchfield is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at GWFS Equities, Inc/AAG since 2019 and previously at T. Rowe Price from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Nicholas Albani is a financial advisor with Principal Financial Services in Tampa, FL. He holds a Series 66 designation and has seven years of industry experience, including roles at Wells Fargo and Franklin Templeton Investments. Outside of advisory work, he is involved in selling outside insurance products such as long-term care, annuities, and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jonathan Sheehan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2022. His prior roles include positions at Charles Schwab and Fidelity Investments. Outside of his advisory work, he conducts educational seminars through Myriad Capital. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, high-net-worth clients, charities, corporations, and retirement plans nationwide through a 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.