Devlin Root is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to his advisory career, he served 27 years in the United States Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Ashley is a CFP® with 16 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2017. Prior to joining MAI, he worked at TIAA-CREF and TIAA from 2016 to 2017. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across a range of strategies and integrates financial planning and tax services into many client relationships.

Stephanie Geisse is a Series 66-licensed financial advisor at Truist Advisory Services with 13 years of industry experience. She has worked with Truist and its predecessor firms in various capacities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Heather Brewer is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Citigroup, Fidelity Investments, Merrill, and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

Alisha White is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Bank of America and Merrill. Outside of her advisory role, she co-owns a family cleaning business in Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as selected IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates.

Jennifer King is a CFP® with 23 years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer in 2023, she held roles at Paragon Wealth Strategies, LLC, Bb&T Securities, LLC, Bbtis, and Bb&T Bank. Outside of her advisory work, she is the Treasurer of the Bartram Trail High School Air Force JROTC Booster Board, supporting local cadets. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and a variety of portfolio implementation strategies.

Matthew Gould is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Bank of America, Merrill, Coopers Hawk Winery, and Florida State College at Jacksonville. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Andrew Ayers is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Private Wealth Management and Consulting LLC. Outside of his advisory work, Ayers volunteers with the VyStar Academy of Business Meetings, mentoring students and supporting educational initiatives. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with considerable institutional scale and specialized market roles.

Jeffrey Albano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His career includes roles at Merrill and Bank of America before joining Citigroup in 2023. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Austin Taylor is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and one year of industry experience. He previously worked at Truist and Fidelity Investments and has experience outside finance as a caregiver. 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 unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Thomas Conaghan is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Jordan Nightingale is a CFP®-designated financial advisor with 14 years of industry experience, currently with MAI Capital Management, LLC since 2021. Prior to joining MAI, he worked at WJ Interests, LLC from 2016 to 2021. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing a range of investment vehicles and affiliated entities.

Henry Conlon is a financial advisor at Creative Planning with 22 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2014. The firm provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning manages approximately $217 billion in client assets, employing a financial planning‑led investment approach that emphasizes low‑cost indexing and buy‑and‑hold strategies, supplemented by specialized techniques such as direct indexing and tax‑loss harvesting. The firm also offers a broad range of affiliated non-investment services, including legal, trust, and retirement plan recordkeeping businesses.

Hector Vargas Rodriguez Jr. is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and in pest control management. Outside of finance, he serves as a director of Broward County Exterminating Group, overseeing administrative and client account functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including research, derivatives, and lending secured by advisory assets.

Dale Mingledorff is a CFP® with 20 years of industry experience, currently affiliated with Lincoln Investment. His work history includes roles at Capital Analysts, Horace Mann Companies, and Horace Mann Investors, INC. He serves as a Lieutenant Colonel and instructor at the U.S. Army Reserve Command & General Staff College. 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 a range of financial planning and investment management services utilizing both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets.

Deborah Necciai is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with various Principal entities since 2003, including Principal Life Insurance Company and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Michael Graves is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he is a referral representative for Melaleuca, Inc., a shopping club. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and various advisory programs.

Chad Gibbons is a financial advisor with Primerica Advisors based in Saint Augustine, FL, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services including lending solutions and donor-advised funds.

Peyton Wylie is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney since 2015 and holds Series 63 and Series 66 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Morris Gordon is a financial advisor with Empower Advisory Group in St. Augustine, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, GWFS Equities, and Advised Assets Groups. Outside of his advisory work, he is involved in entrepreneurial ventures including co-ownership of a vending machine company and property management businesses focusing on short- and long-term rentals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm delivers integrated services aligned with Empower’s recordkeeping platforms, offering point-in-time financial plans and optional managed account solutions.