Mary Mcalpine is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Calton & Associates since 2019 and previously spent over a decade at H.D. Vest Advisory Services. Outside of her advisory role, she owns an accounting and tax service firm and acts as an agent assisting clients with life, annuities, health, and Medicare insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and access to third-party money managers. The firm offers multiple program structures and investment approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

James Vandenheuvel II is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm operates a national network of advisors using multiple investment programs and offers both advisory and private market investment management solutions.

Derrick Yohe is a financial advisor with Larson Financial Group, LLC in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer since 2012. Yohe is also the owner of Hippocratic Financial, LLC, which offers financial advisory services through Larson Financial Group. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs, utilizing strategic and tactical investment approaches, and supports its advisory process with AI-assisted research tools alongside human review.

Joseph Mc Kinley is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Arete Wealth Advisors and related firms since 2020. Outside of his advisory role, he serves as a director and lead sales agent for PV Insurances LLC, focusing on life insurance and annuity products. 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 manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Virginia Schlosser is a financial advisor with Royal Fund Management, LLC in Jacksonville, FL, holding a Series 65 credential and three years of industry experience. She is also involved with Schlosser Insurance Services LLC as an independent licensed insurance agent focusing on life, health, and annuities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and offers both discretionary and held-away account management while operating at enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Lauren Matheu is a financial advisor at 49 Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Oakwood Capital Securities, Inc. and PKS Investments. In addition to her advisory role, Matheu provides fixed insurance services as a licensed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation. The firm provides tiered fractional family office services and access to third-party managers, combining fundamental, cyclical, technical, and behavioral analysis in its investment approach.

Bhagwati Sangani is a financial advisor at Gryphon Wealth with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026 before joining Gryphon Wealth in 2026. 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, trusts, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing for shorter-term trades based on client objectives and security fundamentals.

Stephen Mazer is a financial advisor with Mariner Independent, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at firms including HSBC Securities, United Income, and Sageview Advisory Group. Mazer is also a licensed insurance agent. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives who utilize both firm-built model portfolios and customized discretionary strategies.

Ivan Hernandez is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bank of America, Alive Credit Union, Trinity Wealth Securities, Florida Financial Advisors, Synovus Bank, and Publix. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, and offers customized portfolios using diversified funds, individual securities, independent managers, and specific program structures aligned with client objectives.

Jacquelyn Thorsen is a financial advisor with Advisory Services Network and holds a Series 65 designation. She has five years of industry experience, including roles at Trinity Wealth Securities, Florida Financial Advisors, and other firms. Prior to her advisory career, she worked in non-financial roles including at East Hampton Indoor Tennis and Sam's Bar & Restaurant. Advisory Services Network is a large platform serving individuals, families, corporations, and retirement plans through independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, employing diversified investment strategies and flexible engagement models.

Joseph Steward is a financial advisor at Capital Analysts in Jacksonville, FL, holding a Series 66 license with nine years of industry experience. His prior roles include positions at Lincoln Investment and Fidelity Investments. Outside of his advisory duties, Steward coordinates Financial Peace University classes based on Dave Ramsey’s budgeting and debt management program. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, offering portfolio management through a combination of in-house investment research and third-party managers. The firm supports both discretionary and non-discretionary strategies and provides specialized retirement plan advice.

Austin Ryan is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Merrill, Raymond James Financial Services, and Fidelity Brokerage Services LLC. He is also involved with McAdams Group, LLC, where he works in fixed insurance sales and client acquisition. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, corporations, and other advisers. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of discretionary and non-discretionary services.

Eric Sievert is a financial advisor with Arkadios Wealth Advisors in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Fidelity Investments and has experience in the hospitality sector. Sievert is the manager of Old Goat Club LLC, a social networking group for long-term Jacksonville residents. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party solutions.

Alexander Chandler is a CFP® professional based in Jacksonville, FL, with 17 years of industry experience. He is currently with ON Investment Management Company and has worked previously with firms including Fidelity and Raymond James. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary approaches.

Rene Hernandez is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Merrill, CUNA Brokerage Services, PNC Bank, and Tapfin/EY. Arete Wealth Advisors provides investment advisory and financial planning services to a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm primarily manages assets on a discretionary basis using advisor-driven allocations and proprietary, rule-based models, and it integrates with affiliated financial businesses and product channels.

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.

Jeffrey Thorsen is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 registrations and 27 years of industry experience. His prior roles include positions at Independent Advisor Alliance, Sanchez Wealth Management Group, and LPL Financial. Outside of advisory work, he assists with the accounting and finance of a family business operated by his son and holds a real estate associate license to represent himself, friends, and family. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

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.

Christopher Handlee is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with LPL Financial since 2008. Handlee is involved with Keystone Financial Strategies Group, where he dedicates part of his time to non-variable insurance activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and other portfolio management techniques.

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.