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.

Thomas Cannistra is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked within various entities of Navy Federal since 2014 and also operates Sand Dollar Consulting and Business Services, which provides auditing, business consulting, and tutoring services. Additionally, he serves as co-conservator for a family member’s assets and assists with financial record-keeping for a local photography business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs and third-party portfolio managers.

Matthew Brady is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm. Outside of his advisory role, Brady serves as treasurer for the Las Palmas HOA and is a board member of the Palmetto Landing Condominium Association. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management, combining internally developed and third-party models, and requires its advisors to use the Amplify Platform for trading and portfolio management.

Shannon Castaneda is a financial advisor at Gryphon Wealth with nine years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she operates a photography business focused on equine subjects and co-owns an equine training and care business with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, using fundamental analysis to tailor long-term investment strategies while accommodating shorter-term trades as needed. The firm manages over $3.2 billion in assets with a small advisory team and offers both discretionary and non-discretionary portfolio management across a broad range of asset classes.

Emmanuel Rivers is a financial advisor at Advisory Services Network with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Florida Financial Advisors, Trinity Wealth Securities, and Rivers of Wealth LLC, which he owns. Outside of advisory roles, Rivers serves as a durable power of attorney and co-owns a property rental business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, with a flexible engagement model and a platform of over 200 advisors managing more than $10 billion in discretionary assets.

Andre West is a financial advisor with Global View Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at National Life Group, Primerica, and Equity Services Inc. West is also active as an insurance agent, marketing and selling life and Medicare insurance products through Experior Financial Group, Inc. and Hollenbacher Insurance. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses algorithm-driven technical and quantitative methods for investment selection and offers a range of managed account solutions, including a low-cost ETF-only option.

Stephen Leggett is a financial advisor at Advisory Services Network with a Series 65 designation and one year of industry experience. He has worked at firms including Trinity Wealth Securities, Florida Financial Advisors, and Bank of America. Outside of advisory roles, he has experience in fixed insurance sales. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent adviser representatives, offering services such as portfolio management, financial planning, and investment consulting with a range of securities and third-party manager options.

Kyle Brady is a financial advisor at The Partners Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining The Partners Wealth Management, Brady worked at Fidelity Investments. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of custom portfolios, model-based management, and third-party investment managers, with a required use of the Amplify Platform for operational support.

Christopher Schmachtenberger is a CFA® charterholder with 29 years of industry experience. He has been with Timucúan Asset Management Inc. in Jacksonville, FL since 1993. 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 focuses on fundamental, business-oriented value investing through concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.

Daniel Southworth is a financial advisor with Arete Wealth Advisors, LLC and holds the Series 66 designation. He has 14 years of industry experience and has worked with firms including Summit Financial Group and CETERA Advisor Networks LLC. Outside of his advisory role, he serves as a youth pastor at Atlantic Beach Assembly of God. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, along with third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Tim Jenkins is a financial advisor at Kestra Private Wealth Services, LLC with 45 years of industry experience. His prior roles include positions at Merrill and Bank of America. Jenkins serves on the boards of several nonprofit organizations, including the Exchange Club of the Jacksonville Beaches and the Mayport Florida Chapter of the U.S. Navy League. Kestra Private Wealth Services offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm provides access to a wide range of investment products and solutions, serving both individual and institutional clients.

Stephen Frick Jr. is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PKS Investments, LPL Financial, and Synovus Securities. In addition to his advisory role, he provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by an Investment Management team and committee overseeing portfolio models and rebalancing.

Brian Cotroneo is a financial advisor with Moors & Cabot, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes roles at Aviance Capital Partners LLC, Aspen Group, Inc., Harbor View Advisors, and service in the U.S. Navy. Outside of finance, he manages a photography business, Cassie Cotroneo Photography. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, utilizing a variety of analysis methods and strategies, and operates as an SEC-registered investment adviser, FINRA-registered broker-dealer, and licensed insurance agency.

Tavarus Hogans is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, he worked at True Seven Life for six years and at Pernod Ricard for eight years. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.