Priti Choudhary is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville, FL, holding the ChFC® and Series 63 designations. She has three years of industry experience, including roles at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Prior to her advisory career, she worked in real estate and other sectors. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored advice through various program types and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ethan Robertson is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for over a decade at Coggin Honda St Augustine within the Asbury Automotive Group. He also serves as a financial advisor at NuVenture Financial Group, where he sells life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Jacob Mcleod is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. He has worked at AE Wealth Management and NuVenture Financial Group since 2023. Outside of advisory work, he has experience in several industries including roofing, retail jewelry, and food service. 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 employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Vicheth Chhay is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked with Citigroup Global Markets since 2023 and previously was employed at Bank of America and Merrill Lynch from 2012 to 2021. Between 2021 and 2023, he took time away from the industry as a homemaker. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and provides a range of investment products including separately managed accounts, mutual funds, ETFs, and alternative investments.

Jason Kozoloski is a financial advisor at Citigroup Global Markets with a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, and Fidelity Investments. Outside of his advisory work, he also works as a delivery driver for Door Dash. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research, derivative services, and bespoke solutions for large relationships.

Nelson Hernandez is a financial advisor with Citigroup Global Markets, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He serves on the Board of Directors for the First Coast Hispanic Chamber of Commerce, focusing on membership and event support. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services.

William Gandert is a CFP® professional with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2018. His prior roles include positions at Victory Capital Management, Symphony Financial Services, Stratos Wealth Partners, and LPL Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Nathan Sabattini is a financial advisor with Commonwealth Financial Network in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Aegis Consulting and teaching positions at the University of North Florida and Fernandina Beach schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ryan Mc Caffery is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and four years of industry experience. He has worked at Citigroup since 2021 and previously spent time at Equitable Advisors and Florida State University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary programs.

Jeremy Hill is a financial advisor at Lincoln Investment with a Series 66 registration and four years of industry experience. His prior roles include positions at Capital Analysts, Cetera Advisor Networks, and several financial services firms. He has also worked in non-financial sectors including ALDI, Inc. and Westminster College. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of advisory and investment services, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

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.

Darwin Torres is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Equitrade, as well as academic involvement with the University of North Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Geena Walters is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Fidelity Investments and DoorDash, as well as operating a bed and breakfast, Carriage Way Bed and Breakfast, from 2019 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains specialized market roles such as swap dealer and futures commission merchant.

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.

Ben Jamin Wooten is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Red Robin. Outside of finance, Wooten creates social media content focused on DIY home renovations, furniture projects, and musical performances. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

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.