Robert Teneyck is a CFP® professional with 30 years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in residential real estate as a licensed agent and mortgage loan originator. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans 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, employing discretionary and non-discretionary strategies that include fundamental and technical analysis as well as digital advice platforms.

Daniel Marolis is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 credential and has prior experience at WCG Wealth Advisors, LLC, MML Investors Services, and has been involved with Massachusetts Mutual Life Insurance Co. and Treloar & Heisel, Inc. outside of his advisory role. He is also a silent partner in KS Fine Food & Drink. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers complementary financial planning, trust, and insurance services.

Mark Woodward is a financial advisor with Kestra Advisory in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Kestra Advisory since 2016 and founded KANA Private Wealth Group, LLC in 2019. Woodward serves on the boards of Tampa Palms Country Club and KOTERRA, a charity supporting the veteran community. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including large institutional investors and plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Paul Soto Mendoza is a financial advisor with TD Private Client Wealth LLC in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked previously with firms including Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, he is the owner of a steel and metal subcontracting business, Mondragon Group, managed primarily by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management with both affiliated and third-party investment managers. The firm delivers a range of financial planning and custody services through technology platforms like Envestnet and custodians such as Pershing.

Richard Long is a financial advisor with Principal Financial Services in Tampa, FL, holding a Series 63 designation and bringing 34 years of industry experience. His career includes long tenure at MSI Financial Services and roles at Principal Securities, Principal Life Insurance, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He also serves as an insurance agent focusing on life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Elizabeth Bennett is a CFP®-certified financial advisor with 16 years of industry experience, currently with J.W. Cole Advisors, Inc. Prior to joining J.W. Cole in 2024, she worked at Cambridge Investment Research, Inc. and SAGEPOINT FINANCIAL. She is also involved in insurance sales and operates several financial planning and tax preparation businesses. J.W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of independent advisors. The firm offers a range of services including fee-based portfolio management, financial planning, retirement plan services, and digital advice, utilizing various investment strategies and custodial platforms.

Nathan Lopes is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities during his career. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of integrated lending and alternative investment options.

Tom Troup is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 credential and beginning his advisory career in 2024. Prior to entering the financial industry, he spent 14 years at Smith & Nephew Orthopedics. Outside of his advisory role, he is involved in medical device sales as a general manager for Symbios, a Switzerland-based company, and holds a minority ownership stake in two restaurants and bars through Works of T2 LLC. 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 representatives. The firm offers 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.

Sunil Menezes is a financial advisor with Truist Advisory Services in Tampa, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Truist, he worked at Morgan Stanley for two years. 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 AI-enabled tools and inter-affiliate resources in its manager selection and oversight processes.

John Cornell Jr. is a financial advisor with J.W. Cole Advisors, Inc. in Gainesville, FL, holding a Series 63 designation and bringing 28 years of industry experience. He has been with J.W. Cole Advisors and its affiliated firm, J.W. Cole Financial, since 2004. Outside of his advisory work, he contributes as an independent contractor to a sports podcast called PODUP with Matthews in the Morning. 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 investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and a range of managed account solutions.

Matthew Bash is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL. He holds the Series 66 designation and has three years of industry experience, all with Janney Montgomery Scott and its affiliate entities. Prior to his advisory career, he worked briefly at Indiana University of Pennsylvania’s Eberly College of Business. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutions, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Grace Basilone is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Morgan Stanley Smith Barney, and Merrill. She has been associated with Concurrent Investment Advisors since 2023 and previously worked at Tidwell-Premock-Basilone Private Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and sub-advisory arrangements.

Thomas Brewer is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Jonathan Roberts Advisory Group and J.W. Cole Financial, Inc. since 2010. Brewer serves on the board of directors for the La Crosse Area YMCA, assisting with fundraising events. 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 offers portfolio management, fee-based financial planning, access to third-party managers, and digital advice solutions.

Andres Cartaya is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Mutual of Omaha and Truist Investment Services. Outside of his advisory role, he is involved in a valet parking business in Tampa, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platforms.

Jack Fugate II is a financial advisor at J. W. Cole Advisors, Inc. based in Tampa, FL, with 28 years of industry experience. He holds the Series 66 designation and has worked at J.W. Cole Advisors since 2009. Fugate is also involved in the sales and service of fixed insurance products through a separate activity under Cornerstone Financial Group. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives, providing fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies and custodial platforms, offering both discretionary and non-discretionary management.

Wade Hoag is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has worked previously at Schechter Investment Advisors, LLC, Robert Schechter & Associates, and CapTrust Financial Advisors. Outside of his advisory role, he owns a fishing charter business, Dry Land Sucks Charters. J.W. Cole Advisors operates through a large network of independent advisers, providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary account management.

Chase Smith is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Independent Financial Partners since 2023 and previously held roles at Anders Retirement & Investment Advisors, Madison Avenue Securities, LLC, and Anders & Anders Financial Group. Outside of his advisory work, Smith serves as a firefighter with the City of Orlando Fire Department. Independent Financial Partners is an enterprise firm that offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages over $12.5 billion in assets and provides both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Austin Miller is a financial advisor with Empower Advisory Group in Riverview, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Morgan Stanley Private Bank, Morgan Stanley, Charles Schwab, and King Soopers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Montgomery is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including OneDigital Investment Advisors LLC, Fidelis Fiduciary Management, and LPL Financial. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Ronald Piccinini is a financial advisor with Principal Financial Services in Tampa, FL, holding the ChFC® and Series 66 credentials and bringing 36 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory work, he owns ROPA Financial Services, a Subchapter S corporation through which he receives residual insurance commissions. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by affiliated or unaffiliated managers.