Gerald Ursrey is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He previously worked at The Leaders Group, Inc. for 17 years before joining Kestra. Ursrey is also the managing partner of The Ursrey Companies LLC, through which he operates his insurance and securities business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specialized services, with approximately $13.45 billion in client assets managed across roughly 208 advisors.

Jeffrey Wyatt is a financial advisor at Gryphon Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors in various capacities from 2000 to 2026 before joining Gryphon Wealth. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as to family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to build long-term investment strategies while allowing for shorter-term trades aligned with client objectives.

David Mckechnie is a financial advisor with Beauport Financial Services, LLC in Gloucester, MA, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked with Valmark Advisors, Inc. and Valmark Securities, Inc. for more than two decades. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Essex County Community Foundation and the North Shore YMCA, and is a member of the Gloucester Rotary Club. Beauport Financial Services provides financial planning and consulting to individuals and families through comprehensive and modular engagements. The firm focuses on goals- and risk-based planning, using tools like MoneyGuidePro and Morningstar, and typically refers clients to ValMark Advisers’ Wealth Solutions programs for asset management.

Chandler Moeller is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 66 credential with two years of industry experience. Prior to joining EverSource, he worked at Equitable Advisors and held various roles outside the financial industry. He is also the managing member of Moe's Landscaping Co., an LLC unrelated to investment advisory services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment platforms and manages private pooled investment funds alongside providing consulting and sub-advisory services.

Angela Riddle is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 designation and has worked previously as an independent agent and as part of Riddle Financial Corp. Outside of her advisory role, she is involved in life insurance sales and recruitment through Riddle Financial Corp. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms to manage approximately $1.1 billion in client assets.

Ryan Wharton is a CFP® with 21 years of industry experience, currently serving as a financial advisor at CWA Asset Management Group. His prior experience includes roles at Fidelity Investments, TDAmeritrade, FIFTH THIRD SECURITIES, and Waddell & Reed. Outside of his advisory work, he is a managing member of Sandbox Capital LLC, involved in real estate and special situation investing, and serves as a director on the board of the Jacksonville Area Golf Association. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs in-house research and proprietary models, integrating active and quantitative strategies with the selective use of artificial intelligence and offers globally diversified portfolios tailored to client objectives.

Matthew Brady is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm. Outside of his advisory role, Brady serves as treasurer for the Las Palmas HOA and is a board member of the Palmetto Landing Condominium Association. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management, combining internally developed and third-party models, and requires its advisors to use the Amplify Platform for trading and portfolio management.

Justin Vestri is an investment advisor representative at Wealthcare Advisory Partners LLC with seven years of industry experience. He has prior experience at Citizens Securities, Citizens Bank, and LPL Financial. Vestri is dually registered with Wealthcare Advisory Partners and LPL Financial and allocates approximately 90% of his time to investment advisory services and 10% to insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by patented Wealthcare software and a behavioral economics framework to align client preferences with long-term strategies.

Shannon Castaneda is a financial advisor at Gryphon Wealth with nine years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she operates a photography business focused on equine subjects and co-owns an equine training and care business with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, using fundamental analysis to tailor long-term investment strategies while accommodating shorter-term trades as needed. The firm manages over $3.2 billion in assets with a small advisory team and offers both discretionary and non-discretionary portfolio management across a broad range of asset classes.

Hardev Goswami is a CFP® professional with 26 years of industry experience, currently serving at ON Investment Management Company. He has worked with The O.N. Equity Sales Company since 2016 and Ohio National Financial Services since 2002. Outside of his advisory role, he owns a business related to disability, life, accident, and health insurance sales. ON Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.

Kyle Brady is a financial advisor at The Partners Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining The Partners Wealth Management, Brady worked at Fidelity Investments. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of custom portfolios, model-based management, and third-party investment managers, with a required use of the Amplify Platform for operational support.

Daniel Southworth is a financial advisor with Arete Wealth Advisors, LLC and holds the Series 66 designation. He has 14 years of industry experience and has worked with firms including Summit Financial Group and CETERA Advisor Networks LLC. Outside of his advisory role, he serves as a youth pastor at Atlantic Beach Assembly of God. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, along with third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Tim Jenkins is a financial advisor at Kestra Private Wealth Services, LLC with 45 years of industry experience. His prior roles include positions at Merrill and Bank of America. Jenkins serves on the boards of several nonprofit organizations, including the Exchange Club of the Jacksonville Beaches and the Mayport Florida Chapter of the U.S. Navy League. Kestra Private Wealth Services offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm provides access to a wide range of investment products and solutions, serving both individual and institutional clients.

Stephen Frick Jr. is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PKS Investments, LPL Financial, and Synovus Securities. In addition to his advisory role, he provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by an Investment Management team and committee overseeing portfolio models and rebalancing.

Brian Cotroneo is a financial advisor with Moors & Cabot, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes roles at Aviance Capital Partners LLC, Aspen Group, Inc., Harbor View Advisors, and service in the U.S. Navy. Outside of finance, he manages a photography business, Cassie Cotroneo Photography. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, utilizing a variety of analysis methods and strategies, and operates as an SEC-registered investment adviser, FINRA-registered broker-dealer, and licensed insurance agency.

Michael Sievert is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and previously spent six years at Triad Advisors, Inc. He is also appointed with multiple companies for fixed life and health insurance activities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services. The firm employs an integrated model combining advisor-managed accounts, third-party money managers, and an in-house portfolio team to develop customized investment strategies.

Douglas Drelich is a financial advisor with CreativeOne Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with CreativeOne Securities since 2011. Outside of his advisory role, Drelich serves as a family committee chair at New Life Christian Fellowship and is a board member of Len Ministries, both of which are Christian organizations focused on volunteer coordination and ministry training. 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, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and access to proprietary advisory platforms and third-party managers.

Randal Trinidad Ambar is a financial advisor at Gryphon Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he teaches dance classes in Jacksonville Beach. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients, family offices, and private foundations. The firm utilizes fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management across a diverse range of asset classes.

Jason Hyrne is a CFP® with 27 years of industry experience. He is currently with Gryphon Wealth in Jacksonville, FL, having joined the firm in 2026. Prior to that, he held roles at Wells Fargo Advisors and its affiliates from 2009 through 2026. Outside of advisory work, he is a co-owner of Gryphon Wealth, LLC. 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 investment strategies that typically focus on long-term allocations while accommodating shorter-term trades when appropriate.

Angelo Esposito Jr. is a CFP® with 20 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC, where he has worked since 2026. His prior experience includes roles at UBS Financial Services, Bank of America, and Merrill. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, using model portfolios with tactical asset allocation across various investment vehicles and incorporates insurance distribution and annuity servicing within its advisory services.