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.

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.

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.