Emmett Mankin IV is a CFP® professional with 30 years of industry experience, currently affiliated with Eversource Wealth Advisors, LLC. He has held roles at several firms, including Future Financial Partners, Inc., where he serves as President and Owner. Outside of advisory work, Mankin has been an individual insurance agent since 1996 and manages his own personal trading through an LLC. Eversource Wealth Advisors serves a mix of individual and institutional clients, offering wealth management, financial planning, and investment advisory services through multiple platforms and a national network of advisors. The firm operates private pooled investments and provides solutions including turnkey asset management, sub-advisory services, and a private markets platform.

Alan Sievert is a financial advisor at Arkadios Wealth Advisors in Jacksonville, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Arkadios, he held roles at Landmark Title, True Food Kitchen, and Florida State University. Outside of his advisory work, he manages Old Goat Club LLC, a social networking group for long-term Jacksonville residents. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment management through advisor-managed accounts, third-party money managers, and financial planning services. The firm employs an integrated operating model with an in-house portfolio team and affiliated broker-dealer to support its advisory network.

Tyler Sullivan is a financial advisor with CreativeOne Securities, LLC in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked for Edward Jones from 2007 to 2019 before joining CreativeOne Securities. Outside of his advisory role, he is a partner in Sully & Sully LLC, a pass-through entity related to his activities at DS Drelich & Associates. 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, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.

Alexander Bateh is a financial advisor at Gryphon Wealth in Jacksonville, FL, holding a Series 66 designation. He has recent experience at several firms, including Wells Fargo Advisors and MML Investors Services, LLC. His background also includes roles outside the financial industry, such as positions at the University of North Florida and U.S. Legal Services. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental analysis to develop tailored investment strategies with a focus on long-term allocations, offering both discretionary and non-discretionary portfolio management.

Stanton Wheeler is a financial advisor at Arkadios Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advisory services, he is the proprietor and CEO of Wheeler Benefits, LLC, which sells various types of insurance including life, long-term care, and disability insurance. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans deployed through a range of managed accounts and incorporates diverse investment analysis techniques while accommodating client-specific restrictions.

Sean Backs is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Corbett Road Wealth Management, Spire Wealth Management, Fisher Investments, and Total Planning. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Melissa Storch is a financial advisor at Gryphon Wealth with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, she performs bookkeeping for a dental practice. 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 long-term investment strategies while allowing shorter-term trades to align with client objectives.

James Scheper is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience in the restaurant industry and legal services. Outside of his advisory role, Scheper is involved in personal photography. 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 family office services through a disciplined, long-term, diversified asset allocation approach using model portfolios and discretionary management.

Donald Sullivan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with CreativeOne Securities since 2015 and also serves as president of Don Sullivan Ministries, a nonprofit organization involved in ministry and overseas mission trips. CreativeOne Securities 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 offers financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.

Shannon Shehorn is a CFP® with 25 years of industry experience, currently serving at CL Wealth Management LLC and Cabot Lodge Securities. She has been self-employed since 1980 and engages in the sale of life insurance and fixed annuities. Additionally, she provides free tax preparation services to select financial planning clients as an enrolled agent. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio advisory services, financial planning, and client education, utilizing a combination of fundamental and technical analysis along with custom model portfolios.

Jason Griggs is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and over 21 years of industry experience. Prior to joining Arkadios in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. He serves on the supervisory committee of Alive Credit Union, contributing to its policy development and program continuity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports tailored investment plans with an internal portfolio team and employs fundamental, technical, and cyclical analysis, also acting as a fiduciary for retirement plan consulting.

Dale Farmer Jr. is a financial advisor at Arkadios Wealth Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Arkadios Wealth Advisors and its affiliated Arkadios Capital since 2018. Prior to that, he was with Triad Advisors Inc. for seven years. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with internal portfolio models and strategies across multiple asset classes and operates an integrated model that includes affiliated broker-dealer services and in-house portfolio support.

Nicholas Rigano is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation and 1 year of industry experience. He has been involved with TEAM N&L Wealth Management since 2011 and Team N&L Wealth Builders since 2013. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and advisory services through advisor-directed model management and sub-advisory arrangements, utilizing third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of analytical approaches to guide portfolio allocations and offers educational seminars alongside co-branded investment advisory representative services.

William Guthrie is a CFP® with 11 years of industry experience, currently affiliated with Prosperity Capital Advisors. His prior roles include positions at Merrill, Bank of America, and Community First Credit Union. He is a member of the American Financial Education Alliance and conducts financial literacy seminars without compensation or product sales. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm utilizes a model-driven, multi-sleeved investment approach incorporating mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

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.

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.

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.

John Weisser is an advisor at Signal Advisors Wealth, LLC with Series 63 and Series 65 credentials. He has experience spanning roles in insurance and retirement solutions since 2009, including positions at U.S. Tax and Insurance Service and FIRST COAST RETIREMENT SOLUTIONS, Inc. prior to joining Signal Advisors Wealth in 2026. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs and co-branded investment adviser representatives. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis while supporting a high client load per advisor.