Keri Shaw is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Wells Fargo. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Moritz Mews is a financial advisor at Fifth Third Securities, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Empower, GWFS Equities, and Advised Assets Group. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining various portfolio management strategies and tax-efficiency techniques.

Christopher Cazalas is a financial advisor at Transamerica Retirement Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Advised Assets Group, among other firms. In addition to his advisory role, Cazalas is the owner and president of the Congressional Information Bureau, a company that publishes a daily newsletter focused on the maritime industry. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, offering managed advice and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance through various advisory programs.

Paul Testa is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 and has prior experience at Principal Securities, Principal Life Insurance Co, ADP, Wolters Kluwer, Thompson Baker Agency, and iSolved HCM. He is also involved in outside insurance sales, including life, disability, annuities, health, long-term care, dental, Medicare, and medical 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 abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jody Ayotte is a financial advisor with Lincoln Investment holding a Series 66 designation and 15 years of industry experience. She has been with Lincoln Investment since 2017 and is also affiliated with Legend Equities Corporation since 2011. 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, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and dynamic approaches to portfolio management.

Jeffrey Giannone is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Francis Demeno is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also leads Demeno & Associates, Inc. Outside of his advisory role, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach with third-party managers and platform sub-advisors and operates an integrated retirement plan ecosystem involving affiliated entities.

Gary Rome is a financial advisor with Independent Financial Partners in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, with prior roles at LPL Financial and IFP Securities, LLC. Rome also manages his own financial advisory activities through entities such as Rome G Capital LLC and Rome Financial LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model while also providing formal retirement-plan advisory and pension consulting services, serving a diverse client base including individuals, charities, corporations, and high-net-worth clients.

James Blackwell Jr. is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at various Truist and BB&T affiliated firms since 2012. Outside of his advisory role, he serves on the boards of the Hayes-Taylor Memorial YMCA and the Renae Kimble Academy Elementary Charter School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration.

Marico Walker is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. His background includes roles related to estate planning services and client referrals, and he serves as a board member of Hopewell Church. Walker is also involved in community and estate planning activities outside his advisory role. Transamerica Financial Advisors serves a broad client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Gregory Lewis is a financial advisor with Transamerica Retirement Advisors, LLC based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors, Inc. since 2004. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice, advisor managed advice, and investment education services. The firm emphasizes asset allocation and retirement planning, using proprietary technology and third-party model portfolios to deliver personalized recommendations to a broad client base.

Zachary Brown is a financial advisor with Focus Partners Wealth, LLC in Jacksonville, FL, holding a Series 65 designation and two years of industry experience. He previously worked at The Colony Group, LLC and has longstanding experience with McClow Clark and Berk PA since 2010. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Margaret Holt is a financial advisor with Truist Advisory Services in Jacksonville, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her career includes roles at Truist Investment Services, BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and manager arrangements, supported by AI-enabled research tools and supervisory oversight.

Blake Brewer is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Fidelity Brokerage Services LLC, Bank of America, and Merrill. Brewer is based in Orange Park, Florida. 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 select retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within defined plan lineups.

Mark Thomas is a financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been associated with the Bankers Life family of companies since 2010. Outside of his advisory role, he serves as a minister conducting occasional weddings and funerals, and holds a leadership position as corporate secretary and trustee of a Christian discipleship ministry. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Titus Pittman is a CFP® professional affiliated with Independent Advisor Alliance, LLC, based in Jacksonville, FL, with 24 years of industry experience. He has been with Independent Advisor Alliance since 2018 and also has extensive tenure with Independent Financial Partners and LPL Financial. His business activities include serving as president of a tax-related entity established for administrative purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management and utilizes various investment strategies and technology platforms to support client needs.

Jon Fletcher is a financial advisor with Money Concepts Capital Corp in Jacksonville, FL, holding Series 63, 65, and 66 licenses and having 40 years of industry experience. His prior roles include positions at Eagle Strategies, NYLife Securities LLC, New York Life Insurance Co, and Ausdal Financial Partners. Outside of financial advising, he is a 50% owner of a family-run fast-service bagel business in Jacksonville. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers to manage approximately $3.33 billion across about 14,700 clients.

Harold Hobbs II is a financial advisor with Empower Advisory Group holding a Series 66 license and one year of industry experience. His prior work includes roles at Amplify Life and various insurance firms, as well as independent consulting and positions outside finance such as with Times Union and Web.com. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, along with IRA and retail brokerage clients. The firm’s approach integrates planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

William Laird Jr. is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023, following roles at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Outside of his advisory career, Mr. Laird is active in several community and nonprofit organizations, including serving on the boards of Lutheran Social Services, Clarke School for the Deaf, and Stetson University Alumni Board of Directors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent investment adviser representatives, utilizing multiple program structures and technology tools to support diverse client needs.

Sandra Esquierdo is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at GWFS Equities, Advised Assets Group, Bank of America, Merrill, and Citibank. Based in Jacksonville, FL, she has been with Empower Advisory Group since 2024. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.