Robert Larios is a financial advisor with Saxony Capital Management, LLC in Jacksonville, FL. He holds Series 63, Series 65, and Series 66 designations and has 31 years of industry experience, including 20 years with Saxony Securities. Saxony Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model, offering discretionary asset management alongside hourly or flat-fee planning, utilizing various investment techniques including fundamental, technical, and quantitative analysis.

Stanley Lewandoski is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Arkadios Wealth Advisors since 2018, following five years at Triad Advisors, Inc. He is also the managing partner of Phantoms of Summer, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies, including advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model combines an in-house portfolio team, affiliated broker-dealer services, and a large network of advisory entities.

Alan Joyce is a financial advisor with Rossby Financial, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include 21 years at Raymond James & Associates and leadership positions at Coral Reef Advisors LLC and The Alan R Joyce Company LLC, a consulting business serving real estate and structured settlement sellers. He is also a partner in The Britus Group LLC, a management company with no current operations. Rossby Financial provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and corporate clients. The firm employs multiple analytical methods to tailor investment strategies to clients’ risk tolerance and uses various platforms, including third-party managers and direct-indexing solutions, to implement customized portfolios.

Alek Wyatt is a CFP® professional at Gryphon Wealth with five years of industry experience. He previously worked at Wells Fargo Advisors, RBC Capital Markets, and Equitable Advisors, and co-managed the Wyatt/Hyrne Private Wealth Management Group. Outside of advisory roles, he owned and operated All About Floors LLC for five years. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, high net worth clients, and entities such as family offices and trusts. The firm employs fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning.

Richard Meyers is a financial advisor at Advisors Capital Management, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at SAX Wealth Advisors, UBS Financial Services, and Bank of America/Merrill, where he spent over two decades. Outside of advising, Meyers is a managing member and primary investor in a family-owned fishing tackle store and guide service in Green Cove Springs, Florida. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts and model strategies. The firm integrates top-down macro analysis with bottom-up security selection across equity and fixed-income portfolios and manages over $8 billion in discretionary assets.

Farrin Schetter is a financial advisor at Prosperity Capital Advisors with one year of industry experience. She holds a Series 65 credential and has prior experience working at JL Smith Holistic Wealth Management and JL Trent's Seafood and Grill, where she also worked as a server. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies using core and specialized model suites, with services that include Turnkey Asset Manager Programs, sub-advisory roles, and separately managed accounts.

Lea Bush is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with several firms including Florida Care Assurance Group and MMA Group, Inc. Outside of her advisory role, she is involved in financial education through her ownership of Rise N Shine Services, LLC, and serves on the boards of nonprofit organizations Ability Tree First Coast and The Bosses Table. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a quantitative and technical investment approach supported by proprietary algorithmic research.

Michael Maddock is a financial advisor with Principal Advised Services in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, Fidelity Brokerage Services LLC, and CitiBank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and benefits from its integration within the Principal Financial Group family, providing access to affiliated products and services.

Matthew Foxhall is a financial advisor with 22 years of industry experience, currently practicing at 49 Financial. He holds Series 63 and Series 65 designations and has previously worked at firms including Equitable Advisors, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach primarily through mutual funds, ETFs, and selected third-party managers.

Jeffrey Wyatt is a financial advisor at Gryphon Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors in various capacities from 2000 to 2026 before joining Gryphon Wealth. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as to family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to build long-term investment strategies while allowing for shorter-term trades aligned with client objectives.

Chandler Moeller is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 66 credential with two years of industry experience. Prior to joining EverSource, he worked at Equitable Advisors and held various roles outside the financial industry. He is also the managing member of Moe's Landscaping Co., an LLC unrelated to investment advisory services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment platforms and manages private pooled investment funds alongside providing consulting and sub-advisory services.

Angela Riddle is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 designation and has worked previously as an independent agent and as part of Riddle Financial Corp. Outside of her advisory role, she is involved in life insurance sales and recruitment through Riddle Financial Corp. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms to manage approximately $1.1 billion in client assets.

Jackson Hulgan is a financial consultant with Advisory Services Network and holds a Series 65 license. He has four years of industry experience, including roles at Florida Financial Advisors and Trinity Wealth Securities. Prior to his financial career, he worked at Weathers True Value and Albertville High School. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a range of securities and third-party managers.

De Quan Loveless is a financial advisor with CoreCap Advisors in Jacksonville, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at CoreCap Investments, Consumer Direct of Florida, and founding Loveless Financial Group, LLC. CoreCap Advisors serves a diverse clientele including high-net-worth individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm emphasizes a relationship-oriented, long-term investment approach with a range of strategies involving mutual funds, ETFs, equities, and bonds.

Shelton King Jr. is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 license and one year of industry experience. He is also the principal agent and owner of P419 Financial Group, LLC, a licensed insurance agency. Shelton has been involved with P4:19 Insurance & Retirement Strategies, LLC since 2013. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Thomas Cannistra is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked within various entities of Navy Federal since 2014 and also operates Sand Dollar Consulting and Business Services, which provides auditing, business consulting, and tutoring services. Additionally, he serves as co-conservator for a family member’s assets and assists with financial record-keeping for a local photography business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs and third-party portfolio managers.

Justin Vestri is an investment advisor representative at Wealthcare Advisory Partners LLC with seven years of industry experience. He has prior experience at Citizens Securities, Citizens Bank, and LPL Financial. Vestri is dually registered with Wealthcare Advisory Partners and LPL Financial and allocates approximately 90% of his time to investment advisory services and 10% to insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by patented Wealthcare software and a behavioral economics framework to align client preferences with long-term strategies.

Shannon Castaneda is a financial advisor at Gryphon Wealth with nine years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she operates a photography business focused on equine subjects and co-owns an equine training and care business with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, using fundamental analysis to tailor long-term investment strategies while accommodating shorter-term trades as needed. The firm manages over $3.2 billion in assets with a small advisory team and offers both discretionary and non-discretionary portfolio management across a broad range of asset classes.

Emmanuel Rivers is a financial advisor at Advisory Services Network with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Florida Financial Advisors, Trinity Wealth Securities, and Rivers of Wealth LLC, which he owns. Outside of advisory roles, Rivers serves as a durable power of attorney and co-owns a property rental business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, with a flexible engagement model and a platform of over 200 advisors managing more than $10 billion in discretionary assets.

Andre West is a financial advisor with Global View Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at National Life Group, Primerica, and Equity Services Inc. West is also active as an insurance agent, marketing and selling life and Medicare insurance products through Experior Financial Group, Inc. and Hollenbacher Insurance. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses algorithm-driven technical and quantitative methods for investment selection and offers a range of managed account solutions, including a low-cost ETF-only option.