Clayton Thompson is a financial advisor with Lincoln Investment in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Charles Schwab and Fidelity. He also serves as a class coordinator for Financial Peace University, facilitating classes focused on budgeting and debt management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of advisory programs, utilizing a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Christopher Reuschle is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, he is an owner and partner at Black Creek Retirement Plans Inc. and hosts and contributes to several Florida-based radio shows and podcasts. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides a wide range of portfolio management and consulting services and uses technology tools and centralized due diligence to support advisor and client needs.

Shane Pipher is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Outside of his advisory role, he serves as a durable power of attorney for his mother. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies alongside financial and business consulting.

Christopher Kelly is a financial advisor with United Planners Financial Services of America and holds Series 66 and Series 63 licenses. He has 13 years of industry experience, including roles at Bank of America and Merrill from 2014 to 2022. In addition to his advisory work, he operates as an independent insurance agent and serves as president of Coast to Coast Wealth Advisors, a marketing DBA. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individual investors, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and uses multiple custodians and third-party managers to implement a primarily non-discretionary investment approach.

Jeremy Smith is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. before joining Empower in 2024. 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 emphasize long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jason Mangum is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank and Appreciation Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

Carolyn Lyman is a ChFC® credentialed financial advisor with 15 years of industry experience. She has been with Eagle Strategies (NY Life) since 2018 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC for over a decade. She is based in Jacksonville, FL. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Diane Dewolfe is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. She previously worked at Debtmerica LLC for four years and has operated Foxx Business Consulting, Inc., a business providing accounting process consulting and software setup, since 2002. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Jamar Bostic is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked at Fidelity Brokerage Services LLC for 11 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a variety of financial planning and asset management services.

Michael Mikonis is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Paragon Wealth Strategies, LLC and LPL Financial. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and regular rebalancing.

Adam Rutstein is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, bringing nine years of industry experience. He has been with Bankers Life Securities, Inc. since 2017 and is involved in several business ventures including co-ownership of a sports bar and a touchless drive-through car wash. Rutstein also supports his family’s commercial real estate business and serves on the Alzheimer's Association Central/North Florida Chapter. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Joe Townsend is a ChFC® credentialed financial advisor with Principal Financial Services in Jacksonville, FL, bringing 51 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Princor Financial Services Corporation since 1989. Townsend serves as Director of Partnership Review for International Cooperating Ministries, focusing on Russia and Former Soviet Republics, and holds board positions with nonprofit organizations including First Coast Women's Services and the Samuel C. Taylor Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Michael Reed is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at North Florida Financial Strategic Wealth Specialist and George Moore Chevrolet. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Brandon Danielson is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. He has three years of industry experience and previously worked at Edward Jones and New York Life. Prior to his financial services career, he served 17 years in the U.S. Navy. Outside of advising, he is involved in the sale of various insurance products including life, disability, annuities, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Priti Choudhary is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville, FL, holding the ChFC® and Series 63 designations. She has three years of industry experience, including roles at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Prior to her advisory career, she worked in real estate and other sectors. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored advice through various program types and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ethan Robertson is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for over a decade at Coggin Honda St Augustine within the Asbury Automotive Group. He also serves as a financial advisor at NuVenture Financial Group, where he sells life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Jacob Mcleod is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. He has worked at AE Wealth Management and NuVenture Financial Group since 2023. Outside of advisory work, he has experience in several industries including roofing, retail jewelry, and food service. 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 employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

William Gandert is a CFP® professional with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2018. His prior roles include positions at Victory Capital Management, Symphony Financial Services, Stratos Wealth Partners, and LPL Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Nathan Sabattini is a financial advisor with Commonwealth Financial Network in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Aegis Consulting and teaching positions at the University of North Florida and Fernandina Beach schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeremy Hill is a financial advisor at Lincoln Investment with a Series 66 registration and four years of industry experience. His prior roles include positions at Capital Analysts, Cetera Advisor Networks, and several financial services firms. He has also worked in non-financial sectors including ALDI, Inc. and Westminster College. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of advisory and investment services, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.