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.

Stephen Leggett is a financial advisor at Advisory Services Network with a Series 65 designation and one year of industry experience. He has worked at firms including Trinity Wealth Securities, Florida Financial Advisors, and Bank of America. Outside of advisory roles, he has experience in fixed insurance sales. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent adviser representatives, offering services such as portfolio management, financial planning, and investment consulting with a range of securities and third-party manager options.

Christopher Schmachtenberger is a CFA® charterholder with 29 years of industry experience. He has been with Timucúan Asset Management Inc. in Jacksonville, FL since 1993. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm focuses on fundamental, business-oriented value investing through concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.

Stephen Frick Jr. is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PKS Investments, LPL Financial, and Synovus Securities. In addition to his advisory role, he provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by an Investment Management team and committee overseeing portfolio models and rebalancing.

Tavarus Hogans is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, he worked at True Seven Life for six years and at Pernod Ricard for eight years. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Michael Sievert is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and previously spent six years at Triad Advisors, Inc. He is also appointed with multiple companies for fixed life and health insurance activities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services. The firm employs an integrated model combining advisor-managed accounts, third-party money managers, and an in-house portfolio team to develop customized investment strategies.

Douglas Drelich is a financial advisor with CreativeOne Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with CreativeOne Securities since 2011. Outside of his advisory role, Drelich serves as a family committee chair at New Life Christian Fellowship and is a board member of Len Ministries, both of which are Christian organizations focused on volunteer coordination and ministry training. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and access to proprietary advisory platforms and third-party managers.

Randal Trinidad Ambar is a financial advisor at Gryphon Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he teaches dance classes in Jacksonville Beach. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients, family offices, and private foundations. The firm utilizes fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management across a diverse range of asset classes.

Jason Hyrne is a CFP® with 27 years of industry experience. He is currently with Gryphon Wealth in Jacksonville, FL, having joined the firm in 2026. Prior to that, he held roles at Wells Fargo Advisors and its affiliates from 2009 through 2026. Outside of advisory work, he is a co-owner of Gryphon Wealth, LLC. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor investment strategies that typically focus on long-term allocations while accommodating shorter-term trades when appropriate.

Donald Wilson is a financial advisor with Calton & Associates, Inc. in Orange Park, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and Ameritas entities. Wilson is also an author with over a decade of writing experience and occasionally speaks publicly; he teaches night classes at a local community college. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through multiple program structures and operates as both a registered investment adviser and broker-dealer.

Richard Brown Jr. is a Series 65 credentialed financial advisor with four years of industry experience. He is currently with Advisory Services Network and previously worked at Florida Financial Advisors, among other roles in financial services and education. He serves as a board member and strategic advisor for MasterMind Wellness, a nutrition and health supplements 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 portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

David Coughlin is a CFP® professional with over 34 years of experience in financial advising. He is currently with Secure Asset Management, L.L.C. and has held positions at Aurora Securities Inc., SCF Investment Advisors, Inc., and Securities America Advisors, Inc. He also serves as a designated FINRA arbitrator and is involved in insurance sales through several related entities. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management for individual clients, including both non-high-net-worth and high-net-worth households. The firm offers services such as investment policy development, tax and estate planning support, and 401(k) consulting, utilizing a mix of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.

Wesley Whitten is a financial advisor at The Fiduciary Alliance with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Encompass More Asset Management LLC and Trusted Risk Management. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, and cyclical analysis, alongside third-party managers, to build individualized investment policies and offers discretionary portfolio management, estate planning support, and risk management reviews.

Robert Zeiner is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Virtue Capital Management, LLC, where he has worked since 2019. Prior to that, he held roles at Stratton and Co. Retirement Investment Strategies, TLG Advisors, Inc., and The Leaders Group Inc. Outside of his advisory work, Zeiner is involved as an owner in an insurance business. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach with an emphasis on economic data inputs.

Shaunak Tripathi is a Series 65-licensed advisor at Gryphon Wealth with one year of industry experience. His prior roles include positions at Leaf Group of NY, the University of Rochester, Blink Digital, and AWS, as well as educational experience at Savitribai Phule Pune University and Podar International School. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, high net worth clients, and various entities, including family offices and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies and offers discretionary and non-discretionary portfolio management alongside standalone financial planning.

Christopher Wright is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Inspire Advisors, LLC and previously held roles at AAFMAA Wealth Management & Trust, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, the City of Lafayette, and Merrill. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and combines fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often using proprietary ETFs and sub-advisors.

Jacques Cureton is a financial advisor with Interactive Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fortune Financial Services, North FLA Insurance Agency, and Brooklight Place Securities, Inc., in addition to his long tenure at Interactive Financial Advisors since 2005. Outside of his advisory role, Cureton is president of an all-lines insurance agency and provides seasonal income tax preparation services. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, integrating tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Akhil Iyengar is a financial advisor at Moors & Cabot, Inc. with three years of industry experience. He previously worked at Goldman Sachs & Co. for four years before joining Moors & Cabot. Iyengar holds the Series 66 designation and is based in Jacksonville, FL. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a range of analysis methods and strategies, drawing on both third-party and affiliated sub-advisors.

Cody Blevins is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Jacksonville, FL. His prior roles include positions at FORVIS Wealth Advisors LLC, BKD Wealth Advisors LLC, and Beyond Wealth Advisors, a subsidiary of Raymond James. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, managing approximately $12 billion in assets. The firm serves individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and consulting services, often integrating tax and accounting solutions through its affiliation with a national professional services parent.