Robert Lee is a financial advisor at Asset Allocation Strategies, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Orchard Kingdom and Florida Financial Advisors. Lee is also involved with ValuTeachers Inc. as an independent insurance agent, focusing on marketing fixed and indexed annuity products to public school employees. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors as well as plan sponsors and trustees. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.

J. Rust Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has served in various roles including at Avantax Advisory Services and Richard Rust CPA, P.A. Rust also owns a CPA firm that provides tax preparation, accounting, and management consulting services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 177 advisors and uses the Hilltop/Hilltop-cleared Envestnet platform to provide a range of advisory programs and third-party money manager options.

Daniel Howell is a CFP® with 12 years of experience in the financial industry, currently serving at CWA Asset Management Group since 2022. He previously worked at Camarda Wealth Advisory Group and Fidelity, and he has been involved in residential real estate sales and management through Florida Homes Realty & Mortgage since 2016. Howell also manages residential real estate rentals for family-held properties. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs in-house research, proprietary models, and a combination of active and quantitative strategies, offering globally diversified portfolios tailored to client objectives.

John Durant is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with American Independent Securities Group, LLC and previously worked at L.M. Kohn & Company and Ameriprise Financial Services, Inc. In addition to his advisory role, Durant is a licensed insurance agent offering life, health, long-term care, and variable annuity insurance products. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

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.

Paul Groeschel Johnson is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 66 registrations. He has four years of industry experience with prior roles at firms including CreativeOne Wealth, Stratton & Company, and Principal Securities Inc. Johnson also serves as a Planning Associate at Stratton & Company, focusing on life insurance and annuity services. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement services through a multi-team model that incorporates firm-developed and third-party strategies within a structured risk framework.

Luke Hinkle is a financial advisor at Navy Federal Investment Services, LLC with the CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, including five years at Merrill and military service in the United States Navy and Navy Reserve. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers a range of layered investment solutions and automated ETF portfolios.

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.

Jesse Bradley is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, progressing through various roles including Investment Management Consultant II, Investment Management Consultant I, Fixed Income Specialist, and Financial Representative positions focused on private clients and high net worth individuals. His professional experience encompasses investment management and fixed income specialization, providing him with a broad understanding of financial planning and asset management. Jesse holds insurance licenses in Arkansas and California, supporting his ability to advise clients in these areas. Jesse emphasizes forming strong relationships with clients and their families, working to understand their unique financial goals and to build customized financial plans. He prioritizes trust, reliability, and competency in his client partnerships.

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. Her prior roles include positions at Oakwood Capital Securities, Inc. and PKS Investments. She also has experience working at the University of Florida. In addition to her advisory work, she provides fixed insurance services as a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm emphasizes a disciplined, long-term, diversified asset allocation approach using proprietary and platform model portfolios, and operates as a multi-team adviser with approximately $1.4 billion in assets under management.

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.

Anthony Deluca is a CFP® with 53 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2006. He also manages client fixed investment needs through his outside business activity, Deluca Wealth Management, which focuses on fixed annuity and life insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base nationwide, offering discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure primarily through mutual funds and ETFs.

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.

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 credentials and five years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Fidelity Investments from 2021 to 2023. Outside of his advisory role, he manages Old Goat Club LLC, a social networking group for long-term Jacksonville residents focused on networking and referrals. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account structures and combines fundamental, technical, and cyclical analysis, allowing client-specific restrictions and inclusion of alternative assets.

Richard Wilkins is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Principal Securities and Principal Life Insurance Company for 14 years before joining The Partners Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, Wilkins is involved in baseball coaching and consulting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of custom and model-based portfolios, including both in-house and third-party managers, and requires its advisors to use the Amplify Platform for portfolio management and trading.

Allen Bronton is a financial advisor with Redhawk Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has also been the owner of Wealth Preservers, LLC since 2010 and Clear Financial Strategies, LLC since 2016. At Wealth Preservers, he designs risk management solutions tailored to client needs, and through Clear Financial Strategies, he manages office operations and client relations. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across a range of investment vehicles, supported by a weekly investment committee and incorporates insurance services through affiliated entities.