Mary Vertner is a CFP® and Series 66 credentialed financial advisor at NewEdge Advisors with 21 years of industry experience. She previously worked at Ameriprise Financial Services LLC for ten years before joining NewEdge Advisors in 2026. She serves as treasurer for the Live for Today Foundation, a support group based in Jacksonville, FL. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence, along with technology tools to support advisors and clients.

Keith Lozowski is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, where he has worked since 2020. He has a total of 5 years of industry experience and has also been associated with Bankers Life & Casualty, Inc. since 1999. Lozowski is also an agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and periodic rebalancing, with a focus on individual clients rather than corporate or charitable organizations.

Christine Shippey is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF, TD Ameritrade, and H&R Block. Outside of her advisory work, she co-owns a vintage and antiques resale business with her daughter. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers managed account programs, financial planning, and brokerage services. The firm uses Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets.

Scott Reid is a CFP® professional with 12 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial and National Planning Corporation. Reid is also a notary public and has served as a financial advisor in non-variable insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a wide range of financial planning and asset management services.

Brandon Wilcox is affiliated with Brookstone Capital Management LLC and holds Series 65 and Series 63 licenses. He has 23 years of experience with AmeriLife and Health, serving as a manager and sales agent primarily focused on fixed life insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through various platforms and sub-advisory relationships.

Shawn Drake is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 20 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, College Loan Freedom since 2018, and ownership and management positions at Shawn Drake LLC and Wealthwave Jax Partner LLC. He is involved in student loan forgiveness services through College Loan Freedom and participates in benefit fairs via the Enroller Resource Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, managing billions in assets across discretionary and non-discretionary accounts.

William Wagner is a CFP® with 27 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc, having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Connor Mcleod is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Securities LLC, The Haskell Company, and Deutsche Bank USA Core Corporation. Outside of finance, he owns and operates a landscaping business, Sunstate Professional Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

John Linge is a CFP® professional with 38 years of experience in financial advisory and planning. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2017. His prior experience includes roles at LPL Financial, National Planning Corporation, and ownership of CPA Retirement Planning, Inc. He also has a background in life insurance and real estate-related business activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic allocation investment process combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Ryan Poticny is a Series 65-licensed advisor with AE Wealth Management, LLC, based in Jacksonville, FL. He has one year of experience at AE Wealth Management and also works with J Biance Financial. Prior to his financial advisory roles, he was involved in roofing and construction and held positions in real estate and education. Poticny is licensed to write life insurance when suitable and has experience referring clients to real estate professionals. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm primarily uses discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Antonia Proctor is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and has worked in various roles within First Command and prior firms, including Edward Jones and Bankers Life and Casualty. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Wesley Hunt is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, GWFS Equities, Inc., and Advised Assets Group, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

William Sanford is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, GWFS Equities, and Advised Assets Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Wesley Dabu is a financial advisor with Empower Advisory Group in Orange Park, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Bank of America and Merrill from 2014 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with 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.

Kinley Harrison is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to joining Commonwealth, Harrison was associated with Executive Planning Solutions, LLC, Deavel Wealth Advisors, LLC, and several other firms. Outside of finance, Harrison has experience with The White Magnolia Bridal Collection and has held roles in education and hospitality. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including customized portfolio solutions, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct portfolios from a broad array of securities and insurance products.

Grant Henderson is a financial advisor with Independent Financial Partners in Jacksonville, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. His previous roles include positions at TopClass, Seesaw, Adams Unlimited Enterprise, and Horne. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Kyle Brown is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Advised Assets Group, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Eric Smith Jr. is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with J.W. Cole Advisors, Inc. since 2014 and has been involved with J.W. Cole Financial since 2011. Outside of his advisory role, Smith serves on the board of the Jacksonville Jaycees Community Foundation and is chairman of the Jacksonville Police & Fire Pension Fund board of trustees, where he provides investment advice and oversight. 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 advisers. The firm offers portfolio management, financial planning, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases using fundamental and technical analysis, model portfolios, or digital advice platforms.

Jodene Gibbs is a financial advisor with Commonwealth Financial Network in Jacksonville, FL. She holds a Series 66 designation and has 10 years of industry experience. Gibbs has worked at Vista Wealth Strategies LLC and Commonwealth Financial Network since 2014. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Matthew Surrency is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill for 13 years before joining Empower Advisory Group and Empower Financial Services in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers an integrated service model tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.