Robert Simon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2024. He previously worked at River Capital Advisors, L.C. from 2011 to 2023. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing about $29.9 billion in assets. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services for individual clients, retirement plans, and pooled investment vehicles using both discretionary and non-discretionary strategies.

Wesley Martin is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked in roles at Fidelity Investments and River Capital Advisors, LLC prior to joining Waverly. His background also includes positions outside the financial industry, including work at Georgia Southern University and Durden Banking Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm offers both discretionary and non-discretionary portfolio management and integrates traditional equity and fixed-income strategies with alternative and private markets.

Todd Middleton is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 25 years with New York Life. Outside of his advisory role, Mr. Middleton owns an insurance brokering business and is a member of Reciprocal Ministries International, an organization focused on facilitating cross-cultural church partnerships. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm specializes in tailored advisory solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Brenna Mullaney is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2024. Prior to her financial career, she was employed at Papa Johns. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and various investment advisory programs.

Kristina Danese is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding a Series 66 license and eight years of industry experience. She has been with Commonwealth Financial Network’s Total Business Planning division since 2014 and also works with Advantis Wealth Partners. Outside of her advisory role, she is involved as a gymnastics coach at the Jacksonville Academy of Gymnastics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Gary Rosenstone is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Independent Advisor Alliance since 2018, Independent Financial Partners from 2009 to 2018, and LPL Financial since 2009. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management and uses a network model combined with access to technology platforms and third-party resources.

Teneshia La Faye is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has three years of industry experience. She is involved in estate planning education through Lspn Pro LLC and co-owns Affordable Care Agency, which assists clients with health insurance enrollment on the marketplace. She also provides referrals for will and trust documents through Net Law Group Inc. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement its advisory approach, supported by a large advisor network and multiple program platforms.

Luz Cardona Rosario is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. Her career includes fifteen years at Morgan Stanley before joining TD Bank and TD Private Client Wealth LLC. Outside of finance, she is an officer in a family-run limousine business, Twins Luxury Group LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a mix of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and third-party custody and reporting.

Bryant Marcy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments and Northwestern Mutual. Marcy’s background also includes experience outside of finance, such as a role in hospital parking management. 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 clients. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio management with an emphasis on clients’ savings rates.

Benjamin Wuerffel is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2012. He serves on the board of the BlueClaws Baseball Foundation, a youth baseball organization, and is president of the Cornerstone Study Group, which focuses on professional development for advisors. 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 financial planning and investment advisory services, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Leslie Theilacker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also involved with several other ventures, including College Loan Freedom, Florida Notary Public, Net Law Group Incorporated, and Continuous Process Improvement Consulting LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party model portfolios, serving clients with discretionary and non-discretionary program options.

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.