Ty La Victoire is a financial advisor at Portfolio Medics, LLC in Jacksonville, FL, holding a Series 65 designation with three years of industry experience. Prior to joining Portfolio Medics, he worked at Trinity Wealth Securities, Florida Financial Advisors, and the University of San Francisco. 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 range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management.

Archester Neil is a financial advisor at Calton & Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Calton & Associates in 2022, he worked at Sagepoint Financial, Inc., PRUCO Securities, LLC, and The Prudential Insurance Company of America. Outside of his advisory role, Neil is the owner and agent of The Neil Agency, Inc., an insurance agency based in Jacksonville Beach, FL. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and combines fee-based services with commissionable brokerage and insurance products.

Jeannette Bajalia is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Petros Advisory Services and JL Smith Holistic Wealth Management. Bajalia is the founder and president of Woman's Worth LLC, through which she speaks on holistic wealth management, and she also conducts financial literacy seminars with the local chapter of the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset providers and platforms.

Jim Williams is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Eversource Wealth Advisors, LLC. His prior experience includes roles at Fortress Wealth Planning, Hightower Advisors, and Wells Fargo. Outside of his advisory work, he has operated a small rental property business since 2001. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs, offering wealth management, financial planning, and investment advisory services. The firm delivers advice through a national network of investment advisors using multiple investment programs and operates a private markets platform alongside advisory and sub-advisory services.

Mitchell Voss is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with Mutual Advisors since 2013 and has an extensive tenure at Mutual Securities, Inc. dating back to 1992. Outside of his advisory roles, he serves on the board of a charitable foundation. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies tailored through multiple analytical approaches and manages significant institutional assets, including relationships with sovereign wealth funds.

Brad Matos is a financial advisor with McAdam LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Achieving Veritas LLC, Totus Tuus Consulting, and Finch Investment Group. Outside of advisory work, Matos is involved with International Languages Service, Inc., where he manages operations, payroll, and accounting. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, employing a discretionary investment approach that includes traditional and specialized asset exposures tailored to client objectives.

Joyce Walker is a financial advisor at Gryphon Wealth with 13 years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Gryphon Wealth, she worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Outside of her advisory role, she is the treasurer of WEI Trucking, LLC, a business she co-owns with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades based on client objectives, managing a diverse range of asset types through both internal management and recommended external managers.

Emmett Mankin IV is a CFP® and holds a Series 66 license, with 30 years of experience in the financial industry. He is currently an advisor at Eversource Wealth Advisors, LLC and has previously worked at firms including Future Financial Partners, Inc., Della Porta Financial Advisors, and Capital Investment Group, Inc. Since 1996, he has also been an individual insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves a mix of individual and institutional clients, providing wealth management, financial planning, investment advisory, consulting, and turnkey asset management services through a national network of investment advisor representatives and multiple investment programs.

Nicholas Diterlizzi is a financial advisor with MissionSquare Retirement in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at ICMA Retirement Corporation since 2006. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Patrick Evans is a financial advisor with Stonex Advisors Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory work, he manages a rental property in Fort Collins, Colorado. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of investment approaches, including advisor-managed portfolios and third-party money managers, supported by integrated platforms and multiple account structures.

Alan Sievert is a financial advisor at Arkadios Wealth Advisors in Jacksonville, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Arkadios, he held roles at Landmark Title, True Food Kitchen, and Florida State University. Outside of his advisory work, he manages Old Goat Club LLC, a social networking group for long-term Jacksonville residents. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment management through advisor-managed accounts, third-party money managers, and financial planning services. The firm employs an integrated operating model with an in-house portfolio team and affiliated broker-dealer to support its advisory network.

Tyler Sullivan is a financial advisor with CreativeOne Securities, LLC in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked for Edward Jones from 2007 to 2019 before joining CreativeOne Securities. Outside of his advisory role, he is a partner in Sully & Sully LLC, a pass-through entity related to his activities at DS Drelich & Associates. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.

Alexander Bateh is a financial advisor at Gryphon Wealth in Jacksonville, FL, holding a Series 66 designation. He has recent experience at several firms, including Wells Fargo Advisors and MML Investors Services, LLC. His background also includes roles outside the financial industry, such as positions at the University of North Florida and U.S. Legal Services. 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 and private foundations. The firm uses fundamental analysis to develop tailored investment strategies with a focus on long-term allocations, offering both discretionary and non-discretionary portfolio management.

Stanton Wheeler is a financial advisor at Arkadios Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advisory services, he is the proprietor and CEO of Wheeler Benefits, LLC, which sells various types of insurance including life, long-term care, and disability insurance. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans deployed through a range of managed accounts and incorporates diverse investment analysis techniques while accommodating client-specific restrictions.

Stephen Schuller is a financial advisor at Prospera Financial Services, Inc. with 37 years of industry experience. He previously worked at Dorsey & Company, Inc. for 30 years before joining Prospera in 2021. Outside of his advisory role, he manages Stephen Schuller, LLC, a business brokerage consulting on the purchase and sale of operating businesses through the Florida Business Exchange. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Melissa Storch is a financial advisor at Gryphon Wealth with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, she performs bookkeeping for a dental practice. 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 to align with client objectives.

James Scheper is a financial advisor with 49 Financial in Jacksonville, FL, holding a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, he worked at Pueblo Restaurant and has a background that includes roles at the University of Florida and the Law Offices of J. Scott Scheper. Outside of finance, he operates a personal photography business. 49 Financial serves individual and institutional clients, providing a range of financial planning and investment management services. The firm employs a disciplined, long-term, diversified asset allocation approach and offers tiered fractional family office services alongside access to third-party managers.

Donald Sullivan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with CreativeOne Securities since 2015 and also serves as president of Don Sullivan Ministries, a nonprofit organization involved in ministry and overseas mission trips. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.

Shannon Shehorn is a CFP® with 25 years of industry experience, currently serving at CL Wealth Management LLC and Cabot Lodge Securities. She has been self-employed since 1980 and engages in the sale of life insurance and fixed annuities. Additionally, she provides free tax preparation services to select financial planning clients as an enrolled agent. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio advisory services, financial planning, and client education, utilizing a combination of fundamental and technical analysis along with custom model portfolios.

Jason Griggs is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and over 21 years of industry experience. Prior to joining Arkadios in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. He serves on the supervisory committee of Alive Credit Union, contributing to its policy development and program continuity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports tailored investment plans with an internal portfolio team and employs fundamental, technical, and cyclical analysis, also acting as a fiduciary for retirement plan consulting.