Gregory Carnivale is a financial advisor at Heritage Financial Advisory, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Heritage Financial Advisory and other firms including AE Wealth Management and Global Financial Private Capital. Additionally, he is a licensed insurance professional. Heritage Financial Advisory, LLC provides discretionary investment management services primarily to individual and high-net-worth clients, focusing on diversified portfolios of low-cost mutual funds and ETFs. The firm utilizes a long-term investment approach combined with fundamental, technical, and cyclical analysis.

Paxton Driscoll is a financial advisor at Heritage Financial Advisory, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of advisory work, he is active in insurance sales in Jacksonville, FL. Heritage Financial Advisory, LLC provides discretionary investment management and advisory services to individual and high-net-worth clients, focusing on low-cost, diversified mutual funds and ETFs. The firm employs a long-term investment orientation combined with fundamental, technical, and cyclical analysis to guide asset allocation and security selection.