Kevin Walsh is a financial advisor with McAdam LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with McAdam LLC, Purshe Kaplan Sterling Investments, and JA Bentley & Co since 2014. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model alongside access to alternative and specialized investment strategies.

Rene Hernandez is a financial advisor with Arete Wealth Advisors, LLC in Ponte Vedra Beach, FL, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. His career includes roles at Merrill, Allstate Insurance Company, CUNA Brokerage Services, PNC Bank, and Tapfin/EY. 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 offers discretionary portfolio management and employs proprietary, rule-based models alongside advisor-driven allocation, utilizing third-party sub-advisers and maintaining a comprehensive due-diligence process.

Joseph Kirby is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Gryphon Wealth. He previously worked at Wells Fargo Advisors for 12 years before transitioning to Gryphon Wealth in 2026. Kirby holds Series 63 and Series 65 licenses. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients and family offices. The firm employs fundamental analysis to tailor investment strategies, offering both discretionary and non-discretionary portfolio management across a range of asset types.

Grant Garretson is a financial advisor at Gryphon Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and SunTrust Advisory Services. He is also a notary public in Florida. 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 long-term investment strategies while allowing shorter-term trades aligned with client objectives, managing portfolios that may include a diverse range of asset classes.

Edgar Mclean is a financial advisor at The Fiduciary Alliance with 16 years of industry experience. He holds a Series 65 designation and previously worked for First Financial Advisors, LLC for 11 years before joining his current firm in 2018. Outside of advising, he serves as Vice President of Operations for First Financial Education Centers, a company focused on insurance software and education. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team business model.

Damien Clark is a financial advisor at BFC Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Blue Duck Wealth Management and Foundations Investment Advisors, LLC. Outside of his advisory role, he operates Clark Wealth Management LLC, through which he is licensed as an insurance agent. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, offering a range of investment strategies tailored to client needs.

Sam Magdalein is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 credential and also serves as CEO of Collaborative Financial Strategies, Inc. dba Stratton & Company, where he manages operations and marketing. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs, using a mix of proprietary model portfolios and third-party managers across various investment approaches.

Archester Neil is a financial advisor at Calton & Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Calton & Associates in 2022, he worked at Sagepoint Financial, Inc., PRUCO Securities, LLC, and The Prudential Insurance Company of America. Outside of his advisory role, Neil is the owner and agent of The Neil Agency, Inc., an insurance agency based in Jacksonville Beach, FL. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and combines fee-based services with commissionable brokerage and insurance products.

Jeannette Bajalia is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Petros Advisory Services and JL Smith Holistic Wealth Management. Bajalia is the founder and president of Woman's Worth LLC, through which she speaks on holistic wealth management, and she also conducts financial literacy seminars with the local chapter of the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset providers and platforms.

Jim Williams is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Eversource Wealth Advisors, LLC. His prior experience includes roles at Fortress Wealth Planning, Hightower Advisors, and Wells Fargo. Outside of his advisory work, he has operated a small rental property business since 2001. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs, offering wealth management, financial planning, and investment advisory services. The firm delivers advice through a national network of investment advisors using multiple investment programs and operates a private markets platform alongside advisory and sub-advisory services.

Mitchell Voss is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with Mutual Advisors since 2013 and has an extensive tenure at Mutual Securities, Inc. dating back to 1992. Outside of his advisory roles, he serves on the board of a charitable foundation. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies tailored through multiple analytical approaches and manages significant institutional assets, including relationships with sovereign wealth funds.

Aubrey Gibbs is a financial advisor at RFG Advisory, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Silver Oak Securities Inc and the Dawson County Board of Education. Outside of investing, he consults on education through Beacon Services Group, LLC, assisting school districts in Georgia. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a variety of investment strategies, including active and passive models, direct indexing, and tax-aware approaches, with a focus on risk management and offers services such as portfolio management, financial planning, and retirement plan consulting.

Joyce Walker is a financial advisor at Gryphon Wealth with 13 years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Gryphon Wealth, she worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Outside of her advisory role, she is the treasurer of WEI Trucking, LLC, a business she co-owns with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades based on client objectives, managing a diverse range of asset types through both internal management and recommended external managers.

Emmett Mankin IV is a CFP® professional with 30 years of industry experience, currently affiliated with Eversource Wealth Advisors, LLC. He has held roles at several firms, including Future Financial Partners, Inc., where he serves as President and Owner. Outside of advisory work, Mankin has been an individual insurance agent since 1996 and manages his own personal trading through an LLC. Eversource Wealth Advisors serves a mix of individual and institutional clients, offering wealth management, financial planning, and investment advisory services through multiple platforms and a national network of advisors. The firm operates private pooled investments and provides solutions including turnkey asset management, sub-advisory services, and a private markets platform.

Alan Sievert is a financial advisor at Arkadios Wealth Advisors in Jacksonville, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Arkadios, he held roles at Landmark Title, True Food Kitchen, and Florida State University. Outside of his advisory work, he manages Old Goat Club LLC, a social networking group for long-term Jacksonville residents. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment management through advisor-managed accounts, third-party money managers, and financial planning services. The firm employs an integrated operating model with an in-house portfolio team and affiliated broker-dealer to support its advisory network.

Tyler Sullivan is a financial advisor with CreativeOne Securities, LLC in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked for Edward Jones from 2007 to 2019 before joining CreativeOne Securities. Outside of his advisory role, he is a partner in Sully & Sully LLC, a pass-through entity related to his activities at DS Drelich & Associates. 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, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.

Alexander Bateh is a financial advisor at Gryphon Wealth in Jacksonville, FL, holding a Series 66 designation. He has recent experience at several firms, including Wells Fargo Advisors and MML Investors Services, LLC. His background also includes roles outside the financial industry, such as positions at the University of North Florida and U.S. Legal Services. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental analysis to develop tailored investment strategies with a focus on long-term allocations, offering both discretionary and non-discretionary portfolio management.

Stanton Wheeler is a financial advisor at Arkadios Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advisory services, he is the proprietor and CEO of Wheeler Benefits, LLC, which sells various types of insurance including life, long-term care, and disability insurance. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans deployed through a range of managed accounts and incorporates diverse investment analysis techniques while accommodating client-specific restrictions.

Sean Backs is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Corbett Road Wealth Management, Spire Wealth Management, Fisher Investments, and Total Planning. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Melissa Storch is a financial advisor at Gryphon Wealth with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, she performs bookkeeping for a dental practice. 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 long-term investment strategies while allowing shorter-term trades to align with client objectives.