Ryan Bailey is a CFP® with nine years of industry experience. He is currently with Facet in Jacksonville, FL, having previously worked at CovingtonAlsina, Fidelity Investments, Schwab Private Client Investment Advisory, Charles Schwab & Co., and Robinhood Financial. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households through phone, video, and a proprietary web platform. The firm employs technology-driven, model-based asset allocations focusing on ETFs and offers services such as tax-sensitive strategies and direct indexing at certain service levels.

Dale Farmer Jr. is a financial advisor at Arkadios Wealth Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Arkadios Wealth Advisors and its affiliated Arkadios Capital since 2018. Prior to that, he was with Triad Advisors Inc. for seven years. 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 discretionary account management with internal portfolio models and strategies across multiple asset classes and operates an integrated model that includes affiliated broker-dealer services and in-house portfolio support.

Nicholas Rigano is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation and 1 year of industry experience. He has been involved with TEAM N&L Wealth Management since 2011 and Team N&L Wealth Builders since 2013. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and advisory services through advisor-directed model management and sub-advisory arrangements, utilizing third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of analytical approaches to guide portfolio allocations and offers educational seminars alongside co-branded investment advisory representative services.

James Moore Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Timucúan Asset Management Inc. since 2005. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm employs a fundamental, business-oriented value investing approach with concentrated portfolios and multi-year holding periods, and distinguishes itself by managing pooled investment vehicles alongside separate accounts.

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 designations and bringing 37 years of industry experience. His prior roles include positions at Raymond James & Associates, Deutsche Bank Securities Inc., and Coral Reef Advisors LLC. He is also the owner of The Alan R Joyce Company LLC, a consulting firm focused on real estate and structured settlement sellers. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm employs a variety of analytical approaches and diversified strategies, including third-party managers and turnkey asset management platforms, to tailor portfolios according to clients’ stated objectives and risk tolerances.

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 with Global View Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at multiple firms including Transamerica Financial Advisors, Inc., and has roles in Medicare consulting and financial education through her ownership of Rise N Shine Services, LLC. Bush also serves on the boards of Ability Tree First Coast, a nonprofit supporting disabled individuals, and The Bosses Table, a networking group focused on mental health and business growth. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach, leveraging proprietary research and model-driven strategies focused on ETFs and mutual funds, with risk management tools such as stop-loss limits.

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 affiliated with 49 Financial. He holds the Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. He also holds a role as an agent involved in the sales of fixed and traditional insurance products. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term, diversified asset allocation strategy informed by multiple analytical approaches and manages proprietary and external model portfolios with an emphasis on behavioral coaching.

Boston Prachyl is an investment advisor representative at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Oakwood Capital Securities and Thrivent Advisor Network. In addition to his advisory role, he is involved in insurance sales to assist clients with fixed insurance needs. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term asset allocation strategy based on a derivative of Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

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 a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at The Leaders Group, Inc. and Hornor, Townsend & Kent, LLC. He is the managing partner of The Ursrey Companies LLC, which operates as a subchapter S corporation providing insurance and securities services. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and provides a broad array of investment products and specialized offerings while allowing advisors significant discretion in selecting products and platforms from its approved menu.

Jeffrey Wyatt is a financial advisor with Gryphon Wealth in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Wells Fargo Advisors from 2000 to 2026 before joining Gryphon Wealth in 2026. Gryphon Wealth serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm provides personalized financial planning and investment advisory services, employing a fundamental analysis approach with both discretionary and non-discretionary portfolio management strategies.

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.