William Braude is a financial advisor with Lanark Financial, Inc. He holds Series 63 and Series 65 designations and has 41 years of industry experience. Since 2012, he has been affiliated with NBC Securities, Inc. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms.

William Guthrie is a CFP® with 11 years of industry experience, currently affiliated with Prosperity Capital Advisors. His prior roles include positions at Merrill, Bank of America, and Community First Credit Union. He is a member of the American Financial Education Alliance and conducts financial literacy seminars without compensation or product sales. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm utilizes a model-driven, multi-sleeved investment approach incorporating mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Robert Larios is a financial advisor with Saxony Capital Management, LLC in Jacksonville, FL. He holds Series 63, Series 65, and Series 66 designations and has 31 years of industry experience, including 20 years with Saxony Securities. Saxony Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm employs a multi-team model, offering discretionary asset management alongside hourly or flat-fee planning, utilizing various investment techniques including fundamental, technical, and quantitative analysis.

Stanley Lewandoski is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Arkadios Wealth Advisors since 2018, following five years at Triad Advisors, Inc. He is also the managing partner of Phantoms of Summer, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies, including advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model combines an in-house portfolio team, affiliated broker-dealer services, and a large network of advisory entities.

Alan Joyce is a financial advisor with Rossby Financial, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include 21 years at Raymond James & Associates and leadership positions at Coral Reef Advisors LLC and The Alan R Joyce Company LLC, a consulting business serving real estate and structured settlement sellers. He is also a partner in The Britus Group LLC, a management company with no current operations. Rossby Financial provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and corporate clients. The firm employs multiple analytical methods to tailor investment strategies to clients’ risk tolerance and uses various platforms, including third-party managers and direct-indexing solutions, to implement customized portfolios.

Alek Wyatt is a CFP® professional at Gryphon Wealth with five years of industry experience. He previously worked at Wells Fargo Advisors, RBC Capital Markets, and Equitable Advisors, and co-managed the Wyatt/Hyrne Private Wealth Management Group. Outside of advisory roles, he owned and operated All About Floors LLC for five years. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, high net worth clients, and entities such as family offices and trusts. The firm employs fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning.

Farrin Schetter is a financial advisor at Prosperity Capital Advisors with one year of industry experience. She holds a Series 65 credential and has prior experience working at JL Smith Holistic Wealth Management and JL Trent's Seafood and Grill, where she also worked as a server. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies using core and specialized model suites, with services that include Turnkey Asset Manager Programs, sub-advisory roles, and separately managed accounts.

Lea Bush is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with several firms including Florida Care Assurance Group and MMA Group, Inc. Outside of her advisory role, she is involved in financial education through her ownership of Rise N Shine Services, LLC, and serves on the boards of nonprofit organizations Ability Tree First Coast and The Bosses Table. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a quantitative and technical investment approach supported by proprietary algorithmic research.

Michael Maddock is a financial advisor with Principal Advised Services in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, Fidelity Brokerage Services LLC, and CitiBank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and benefits from its integration within the Principal Financial Group family, providing access to affiliated products and services.

Matthew Foxhall is a financial advisor with 22 years of industry experience, currently practicing at 49 Financial. He holds Series 63 and Series 65 designations and has previously worked at firms including Equitable Advisors, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach primarily through mutual funds, ETFs, and selected third-party managers.

Boston Prachyl is a financial advisor at 49 Financial based in Jacksonville, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Oakwood Capital Securities, Inc., Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments. He is also involved in insurance sales, assisting clients with fixed insurance needs. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering services such as financial planning, investment management, and tiered fractional family office solutions. The firm employs a disciplined, long-term investment approach utilizing diversified asset allocation and model portfolios composed mainly of mutual funds and ETFs.

John Weisser is an advisor at Signal Advisors Wealth, LLC with Series 63 and Series 65 credentials. He has experience spanning roles in insurance and retirement solutions since 2009, including positions at U.S. Tax and Insurance Service and FIRST COAST RETIREMENT SOLUTIONS, Inc. prior to joining Signal Advisors Wealth in 2026. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs and co-branded investment adviser representatives. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis while supporting a high client load per advisor.

Gerald Ursrey is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He previously worked at The Leaders Group, Inc. for 17 years before joining Kestra. Ursrey is also the managing partner of The Ursrey Companies LLC, through which he operates his insurance and securities business. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specialized services, with approximately $13.45 billion in client assets managed across roughly 208 advisors.

Jeffrey Wyatt is a financial advisor at Gryphon Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors in various capacities from 2000 to 2026 before joining Gryphon Wealth. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as to family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to build long-term investment strategies while allowing for shorter-term trades aligned with client objectives.

David Mckechnie is a financial advisor with Beauport Financial Services, LLC in Gloucester, MA, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked with Valmark Advisors, Inc. and Valmark Securities, Inc. for more than two decades. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Essex County Community Foundation and the North Shore YMCA, and is a member of the Gloucester Rotary Club. Beauport Financial Services provides financial planning and consulting to individuals and families through comprehensive and modular engagements. The firm focuses on goals- and risk-based planning, using tools like MoneyGuidePro and Morningstar, and typically refers clients to ValMark Advisers’ Wealth Solutions programs for asset management.

Chandler Moeller is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 66 credential with two years of industry experience. Prior to joining EverSource, he worked at Equitable Advisors and held various roles outside the financial industry. He is also the managing member of Moe's Landscaping Co., an LLC unrelated to investment advisory services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment platforms and manages private pooled investment funds alongside providing consulting and sub-advisory services.

Angela Riddle is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 designation and has worked previously as an independent agent and as part of Riddle Financial Corp. Outside of her advisory role, she is involved in life insurance sales and recruitment through Riddle Financial Corp. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms to manage approximately $1.1 billion in client assets.

Jackson Hulgan is a financial consultant with Advisory Services Network and holds a Series 65 license. He has four years of industry experience, including roles at Florida Financial Advisors and Trinity Wealth Securities. Prior to his financial career, he worked at Weathers True Value and Albertville High School. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a range of securities and third-party managers.

De Quan Loveless is a financial advisor with CoreCap Advisors in Jacksonville, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at CoreCap Investments, Consumer Direct of Florida, and founding Loveless Financial Group, LLC. CoreCap Advisors serves a diverse clientele including high-net-worth individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm emphasizes a relationship-oriented, long-term investment approach with a range of strategies involving mutual funds, ETFs, equities, and bonds.

Shelton King Jr. is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 license and one year of industry experience. He is also the principal agent and owner of P419 Financial Group, LLC, a licensed insurance agency. Shelton has been involved with P4:19 Insurance & Retirement Strategies, LLC since 2013. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.