Christina Jamieson is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Empower Retirement, Transamerica Retirement Solutions, and Diversified Investors Securities Corp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates through both point-in-time planning and managed account solutions.

Joseph Steward is a financial advisor with Lincoln Investment in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Investments and Charles Schwab before joining Lincoln Investment in 2019. In addition to his advisory role, Steward coordinates Financial Peace University classes based on Dave Ramsey's budgeting and debt management program. 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 range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Laura Golubev is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Valic Financial Advisors since 2014 and also works with Agia in a non-securities insurance capacity. Outside of her advisory role, she is involved in personal resale of goods online and assists with managing a family rental property. She is also a managing member of a home renovation LLC with minimal involvement. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and other financial services, utilizing Envestnet-developed UMA models and operating at scale with a large advisor network.

David Eggleston is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding CFP® and Series 66 credentials and 26 years of industry experience. His career includes roles at Capital Investment Group, Future Financial Partners, and New York Life affiliates. He is also an insurance broker, placing non-registered insurance products through outside carriers when appropriate. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and manages a significant portion of assets on a non-discretionary basis.

Charlotte Bradley is a financial advisor at Cerity Partners LLC with seven years of industry experience. She has held positions at Pacific Investment Management Company LLC and Retirement Wealth Specialists prior to joining Cerity Partners. Her professional credentials include Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm emphasizes tailored asset allocation and portfolio management using proprietary quantitative screens alongside third-party managers and individual securities, and also offers affiliated pension consulting, insurance services, and private-market investment opportunities.

Abigail Evans is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at Stable Waters Financial for three years and held various roles in the hospitality and retail sectors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios, algorithmic rebalancing, and a combination of ETFs, mutual funds, individual equities, and fixed income.

Thomas Walker is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at LPL Financial and JAX Federal Credit Union for 17 years each and is currently co-owner of Bishopgate Holdings, LLC, a private entity involved in securities, advisory, and insurance business. He also serves as a consultant for Prism Consulting Services, a non-investment-related activity. 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, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while offering advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Andre Brown is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Steven Hyers is a ChFC® credentialed financial advisor with 26 years of industry experience. He has worked at United Planners Financial Services since 2021 and previously spent 16 years at LPL Financial. Outside of his advisory work, he is involved with Capital Dimensions Wealth Management and holds ownership in Hyvest, a purchaser of tax certificates in Jacksonville, FL. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

James Neel is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years before joining Commonwealth and Aegis Consulting in 2023. Neel is also the owner of Foresight Capital Ventures, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing affiliated advisors discretion in constructing client portfolios.

Mary Vertner is a CFP® and Series 66 credentialed financial advisor at NewEdge Advisors with 21 years of industry experience. She previously worked at Ameriprise Financial Services LLC for ten years before joining NewEdge Advisors in 2026. She serves as treasurer for the Live for Today Foundation, a support group based in Jacksonville, FL. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence, along with technology tools to support advisors and clients.

Keith Lozowski is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, where he has worked since 2020. He has a total of 5 years of industry experience and has also been associated with Bankers Life & Casualty, Inc. since 1999. Lozowski is also an agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and periodic rebalancing, with a focus on individual clients rather than corporate or charitable organizations.

Christine Shippey is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF, TD Ameritrade, and H&R Block. Outside of her advisory work, she co-owns a vintage and antiques resale business with her daughter. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers managed account programs, financial planning, and brokerage services. The firm uses Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets.

Brandon Wilcox is affiliated with Brookstone Capital Management LLC and holds Series 65 and Series 63 licenses. He has 23 years of experience with AmeriLife and Health, serving as a manager and sales agent primarily focused on fixed life insurance. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through various platforms and sub-advisory relationships.

David Fox is a financial advisor with NewEdge Advisors in Jacksonville, FL, holding a Series 63 designation and 26 years of industry experience. His prior experience includes 20 years at Ameriprise and Ameriprise Financial Services. Outside of his advisory role, he co-owns a boat rental business and a nonprofit foundation focused on pediatric heart conditions and sports awareness created in memory of his son. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm provides a wide range of services including portfolio management, financial planning, retirement consulting, and access to diverse advisory programs, emphasizing centralized due diligence and technology-supported solutions.

Shawn Drake is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 20 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, College Loan Freedom since 2018, and ownership and management positions at Shawn Drake LLC and Wealthwave Jax Partner LLC. He is involved in student loan forgiveness services through College Loan Freedom and participates in benefit fairs via the Enroller Resource Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, managing billions in assets across discretionary and non-discretionary accounts.

William Wagner is a CFP® with 27 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc, having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. 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 account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Connor Mcleod is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Securities LLC, The Haskell Company, and Deutsche Bank USA Core Corporation. Outside of finance, he owns and operates a landscaping business, Sunstate Professional Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Ryan Poticny is a Series 65-licensed advisor with AE Wealth Management, LLC, based in Jacksonville, FL. He has one year of experience at AE Wealth Management and also works with J Biance Financial. Prior to his financial advisory roles, he was involved in roofing and construction and held positions in real estate and education. Poticny is licensed to write life insurance when suitable and has experience referring clients to real estate professionals. 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 primarily uses discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Vivienne Ather is a financial advisor with Eagle Strategies (New York Life) based in Jacksonville, FL, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She previously worked at firms including Western & Southern Life, Prudential Insurance Company of America, and Ameriprise. Outside of her advisory role, she serves as an officer for the local Toastmasters International chapter, helping to schedule meetings and evaluate speakers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.