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.

Derek Beirne is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services and Plaza Home Mortgage. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Laura Mcgowan is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2023, following 12 years at Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains distinctive market roles including acting as a swap dealer and futures commission merchant.

Jeffrey Rait is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds a Series 66 designation and previously worked at Deutsche Bank Securities and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including research, security pricing, and derivatives services.

Tasha Mcnealy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing five years of industry experience. Her prior work includes roles at Merrill, Florida State Community College Jacksonville, and GE Capital Finance. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments with multi-asset, multi-manager investment strategies implemented through discretionary and non-discretionary programs. The firm offers broad advisory programs, execution and custody services, and maintains unique market roles such as swap dealer and futures commission merchant.

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.

Adrian Ferrero Asensio is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Enterprise Bank & Trust, Citizens Bank, and Amazon.com. Outside of his advisory role, he owns and operates Barbudo’s Pro Detailing LLC, a vehicle detailing business, and works as a food delivery driver for UberEats. 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. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant operations, and collaboration with external managers and technology providers.

Jacob Luther is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience and holds a Series 66 designation. He has worked at several firms, including Cetera Investment Advisors LLC, Regions Bank, and Merrill. His current tenure at Fifth Third Securities and Fifth Third Bank began in 2024. Fifth Third Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional clients. The firm offers investment advisory and brokerage services through multiple programs on the Passageway Managed Account Platform, with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

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.

Gerald Day is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to entering financial services, he served in the United States Navy for six years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Mikonis is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Paragon Wealth Strategies, LLC and LPL Financial. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and regular rebalancing.

Adam Rutstein is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, bringing nine years of industry experience. He has been with Bankers Life Securities, Inc. since 2017 and is involved in several business ventures including co-ownership of a sports bar and a touchless drive-through car wash. Rutstein also supports his family’s commercial real estate business and serves on the Alzheimer's Association Central/North Florida Chapter. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Robert Bryan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, following an 11-year tenure at Bank of America, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and implements investment strategies through both discretionary and non-discretionary platforms.

Joe Townsend is a ChFC® credentialed financial advisor with Principal Financial Services in Jacksonville, FL, bringing 51 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Princor Financial Services Corporation since 1989. Townsend serves as Director of Partnership Review for International Cooperating Ministries, focusing on Russia and Former Soviet Republics, and holds board positions with nonprofit organizations including First Coast Women's Services and the Samuel C. Taylor Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Michael Reed is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at North Florida Financial Strategic Wealth Specialist and George Moore Chevrolet. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Brandon Danielson is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. He has three years of industry experience and previously worked at Edward Jones and New York Life. Prior to his financial services career, he served 17 years in the U.S. Navy. Outside of advising, he is involved in the sale of various insurance products including life, disability, annuities, and health 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 overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.