Alexis Beasley is an investment advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. She has experience in financial services roles since 2020, including positions at Wells Fargo and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, combining multiple investment strategies and portfolio management options.

Eduardo Ortega is a financial advisor with Empower Advisory Group in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Empower Advisory Group, he served in multiple roles including with State Farm and First Command Advisory Services, and spent 23 years in the United States Navy. 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 retail brokerage account holders. The firm’s integrated approach emphasizes long‑term portfolio returns and annual rebalancing, delivering services through Empower’s recordkeeping and administrative platforms.

Lisa Berndt is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. In addition to her advisory role, she is involved in several other activities including administrative and brand ambassador positions across multiple companies, such as Adamis Group and Trident Consulting and Services, as well as roles related to college loan repayment assistance and festival organization. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Elaine Anna Gavlinski is a financial advisor with Lincoln Investment in Jacksonville, FL, holding a Series 66 designation and bringing three years of industry experience. She has worked with Capital Analysts and Lincoln Investment Planning since 2011. Outside of financial advising, she serves as a bookkeeper for a local mulch and landscaping business. Lincoln Investment serves individuals, nonprofit 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 that include both discretionary and non-discretionary programs, employing strategic and dynamic investment approaches.

Amanda Jordan is a CFP® with nine years of experience in financial advisory, currently with Truist Advisory Services. She previously worked for Bank of America for ten years before joining SunTrust Advisory Services in 2017. Outside of finance, she is involved in several entrepreneurial activities including a lifestyle consulting business and co-ownership of a home services company. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing discretionary and non-discretionary investment approaches supported by third-party platforms and AI-enhanced research.

Jeffrey Osteen is a financial advisor with Cetera Planning Partners in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Charles Schwab, Avantax, and Citigroup. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified portfolios built from mutual funds and ETFs tailored to client objectives and risk tolerance, complemented by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Zachary Cohen is a financial advisor with J. W. Cole Advisors, Inc. in Jacksonville, FL, holding Series 65 and Series 63 credentials with 13 years of industry experience. He has worked at J.W. Cole Advisors, J.W. Cole Financial, St. Johns Asset Management, and Guardian. Cohen is involved in wealth management services targeting medical and dental professionals through Douglas & Cohen Doctor's Wealth, focusing on insurance and wealth management for this niche market. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary account management using fundamental and technical analysis, model or manager-based strategies, and digital advice solutions.

Richard Rudinger is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes long tenure at Avantax Advisory Services and Avantax Investment Services, as well as operating his own CPA firm, R. J. Rudinger CPA, PLLC, where he serves as managing partner focused on tax preparation and accounting. He is also involved in the sales and service of fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to various investment programs, utilizing a range of portfolio management approaches and custodial platforms.

Wayne Dedrick is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at UBS Financial Services from 2005 to 2017 and at BB&T Securities and SunTrust Advisory Services since 2017. He serves as a member of the Board of Trustees at Saint Francis University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Rhonda Monroe is a Series 66-credentialed financial advisor with eight years of industry experience. She currently works at Empower Advisory Group and has previously held roles at Jackson National Life Distributors and Infinity Sales Group LLC. Monroe’s background includes a brief tenure with the State of Michigan. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through a scale-integrated model connected to Empower’s recordkeeping and administrative platforms.

James Wellman is a financial advisor with Empower Advisory Group based in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes positions at GWFS Equities, Bank of America, Merrill, and W.W. Grainger Inc. Outside of his advisory role, he owns Sweetie Bee Honey LLC, where he manages an apiary, and he has an ongoing limited partnership with Google Inc. related to revenue from YouTube advertisements. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage and IRA clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Duane Hall is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. His background also includes roles outside the financial industry, including work in logistics and retail. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal oversight and in-house research capabilities.

Francis Goyette is a financial advisor with Principal Financial Services in Jacksonville, FL, holding a Series 63 designation and 31 years of industry experience. He has been with Principal Life Insurance Company since 2007. In addition to his advisory role, he is involved in fixed insurance brokerage activities, including life, annuities, disability income, health, long-term care, and Medicare supplements. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

William Beck is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Commonwealth since 2008 and previously at Total Business Planning, Inc. and Advantis Wealth Partners. Beck also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Joel Spencer is a financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked with Bankers Life Advisory Services since 2023 and has additional experience at Bankers Life Securities, Inc., Joel Spencer Inc., and Bankers Life & Casualty, Inc., where he also serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios with periodic rebalancing and performance reviews.

John Hess is a CFP® professional with over 21 years of experience in financial advising. He has been with First Command Advisory Services since 2015 and has held various roles within the First Command network since 1993. Outside of his advisory work, he owns and operates a small office rental business in addition to an investment-related financial firm he started in 2008. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and manage model portfolios and third-party manager selections.

William Barnett Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His background includes roles at TWZ II Inc DBA US Processing Solutions and College Loan Freedom, alongside ongoing ownership of Theatre Partners LLC, a professional dinner theatre. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

John Langley Jr. is a CFP® professional with 16 years of industry experience, currently serving at Principal Financial Services. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2019, and previously spent 10 years with Fidelity Brokerage Services LLC. Outside of his advisory role, Langley serves as a board member of the Bolles School Alumni Board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brad Braithwaite Jr. is a financial advisor with First Command Advisory Services in Orange Park, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with First Command Insurance Services, Brokerage Services, and Advisory Services since 2015. Outside of his advisory role, he is the owner of BRAD HB, LLC, a business established to employ staff for First Command OSJ. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and approved third-party managers under discretionary authority.

Quintrell Mc Creary is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Principal, Mc Creary served eight years in the United States Navy. Outside of financial advising, he owns a logistics and trucking business that partners with Amazon to deliver freight between distribution centers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions delivered primarily on a discretionary basis.