Richard Bartholomew II is a CFP® professional with over 21 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held roles at Wealthcare Capital Management LLC, AdvicePeriod, LLC, and Farther. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses, offering a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics to develop long-term strategies. The firm combines quantitative metrics with fundamental, technical, and behavioral analysis, implementing both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Michael Stanis is a financial advisor at Johnson Investment Counsel, Inc. with 12 years of industry experience. He holds the CFP® and CFA® designations. His prior work includes a two-year period at Johnson & Johnson between his tenures at Johnson Investment Counsel. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers services such as discretionary portfolio management, financial planning, and fiduciary services for retirement plans.

Donald Wilson is a financial advisor with Calton & Associates, Inc. in Orange Park, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and Ameritas entities. Wilson is also an author with over a decade of writing experience and occasionally speaks publicly; he teaches night classes at a local community college. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through multiple program structures and operates as both a registered investment adviser and broker-dealer.

Benjamin Weber is an advisor with Arete Wealth Advisors, LLC holding a Series 66 designation. He has prior experience at Anchored Wealth Advisors, Anduril Industries, and served in the US Navy for 14 years. He is based in Ponte Vedra Beach, FL. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Peter Kotos is a financial advisor at Blackridge Asset Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2015 to 2019. Kotos also operates Apostolos, LLC as a financial advisor. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management, using a mix of fundamental, technical, and charting analysis delivered through an online platform.

Gregory Timofeyev is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and VyStar Credit Union. In addition to his advisory role, he assists agents with retirement planning and insurance sales at Stratton and Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and select private investments.

Edward Spaulding is a financial advisor at KCD Financial, Inc. with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Prudential Investment Management Services LLC and PGIM Investments, LLC for over two decades, as well as J. & W. Seligman & Co. Incorporated. Outside of advising, he works part-time as a bartender at a water park operated by his daughter. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and third-party management programs.

David Coughlin is a CFP® professional with over 34 years of experience in financial advising. He is currently with Secure Asset Management, L.L.C. and has held positions at Aurora Securities Inc., SCF Investment Advisors, Inc., and Securities America Advisors, Inc. He also serves as a designated FINRA arbitrator and is involved in insurance sales through several related entities. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management for individual clients, including both non-high-net-worth and high-net-worth households. The firm offers services such as investment policy development, tax and estate planning support, and 401(k) consulting, utilizing a mix of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.

Joshua Smith is a financial advisor at Strategic Wealth Investment Group, LLC in Ponte Vedra, FL, holding Series 65 and Series 66 licenses with eight years of industry experience. Prior to joining Strategic Wealth Investment Group in 2018, he was self-employed from 2008 to 2018 and worked at MH Equipment from 2016 to 2018. He is also involved in executive benefits and insurance services outside of his advisory role. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios and employs fundamental, technical, cyclical, and charting methods in its investment analysis.

Martin Parlato is a financial advisor at SAX Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 65 designation and has operated MDP, Inc. of Jacksonville, a wholesale distributor of computer supplies, since 1981. Parlato also leads Martin D. Parlato & Associates, LLC, established in 2012. SAX Wealth Advisors delivers investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies primarily using low-cost, passively managed funds, and offers specialized advisory services including employee benefit consulting and alternative investment advisory.

Jacques Cureton is a financial advisor with Interactive Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fortune Financial Services, North FLA Insurance Agency, and Brooklight Place Securities, Inc., in addition to his long tenure at Interactive Financial Advisors since 2005. Outside of his advisory role, Cureton is president of an all-lines insurance agency and provides seasonal income tax preparation services. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, integrating tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Christopher Lein is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked with Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he operates the Coastal Collegiate Baseball League, a summer college baseball league based in Jacksonville, FL. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs both customized portfolios and model-based management using internally developed and third-party models, supported by the Amplify Platform for trading and portfolio oversight.

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.

Nathanael Mueller is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Fidelity Investments and has a diverse background including roles outside finance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment programs and execution services. The firm employs internal standards and oversight committees to manage a range of investment products and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

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.

Thomas Johnson is a financial advisor at D.A. Davidson & Co. with 34 years of industry experience, including 21 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a partner and co-owner in a rental property partnership. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing qualitative and quantitative methods.

Ryan Santiago is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Citigroup in 2024, he worked at Fidelity Investments for one year. His background includes diverse roles outside finance, such as positions at Books-A-Million and Valkyrie Designs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and unique market roles.

Mainul Hassan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.