Jason Hyrne is a CFP® with 27 years of industry experience. He is currently with Gryphon Wealth in Jacksonville, FL, having joined the firm in 2026. Prior to that, he held roles at Wells Fargo Advisors and its affiliates from 2009 through 2026. Outside of advisory work, he is a co-owner of Gryphon Wealth, LLC. 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 investment strategies that typically focus on long-term allocations while accommodating shorter-term trades when appropriate.

Melissa Huang is a financial advisor at CG Advisory Services with a Series 65 designation. She has one year of industry experience, having previously worked at Ark Wealth Advisors, Lake Road Advisors, Penobscot Financial Advisors, Camden National Bank, Maine Savings Federal Credit Union, Northern Light Eastern Maine Medical Center, and The Home Depot. CG Advisory Services is an SEC-registered adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management using proprietary models and custom Adviser-as-Portfolio-Manager arrangements, alongside financial planning and consulting services, employing both fundamental and technical research supported by AI tools.

Giosefin Tonej is a financial advisor at Gryphon Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors, Nebula Energy, and Macquarie Group. Outside of finance, Tonej is involved in a family-owned residential construction business where he assists with client communications and project estimates. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients and family offices. The firm employs fundamental analysis to tailor investment strategies, offering both discretionary and non-discretionary portfolio management across a range of asset types.

Kevin Krieg is a financial advisor at Advisory Solutions Group with 19 years of industry experience. He holds a Series 66 designation and has previously worked at CS Planning Corp., Next Financial Group, Inc., and Questar Asset Management. Krieg is also involved as a life and health insurance agent and owns Wealth & Income Solutions, LLC, an investment advisory business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies alongside model portfolios and detailed research support.

Angelo Esposito Jr. is a CFP® with 20 years of industry experience. He is currently with Elevation Point Wealth Partners, LLC, where he has worked since 2026. His prior experience includes roles at UBS Financial Services, Bank of America, and Merrill. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities, using model portfolios with tactical asset allocation across various investment vehicles and incorporates insurance distribution and annuity servicing within its advisory services.

Roberto Fortuna is a CFP® and Series 65 credentialed advisor with one year of industry experience, currently with Core Planning. His prior roles include positions at Imagine Financial Security LLC and Nationwide Investment Services Corporation. Outside of advising, he provides tax preparation services as an independent contractor. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Alan Kirchner is a financial advisor with Crawford Investment Counsel Inc. in Ponte Vedra Beach, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Kirchner has been with Crawford Investment Counsel since 2008. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities across equity and fixed income strategies.

Richard Bartholomew II is a CFP® professional with over 21 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held roles at Wealthcare Capital Management LLC, AdvicePeriod, LLC, and Farther. Wealthcare Advisory Partners LLC serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses, offering a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics to develop long-term strategies. The firm combines quantitative metrics with fundamental, technical, and behavioral analysis, implementing both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Mark Rosenlof is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, JPMorgan Chase Bank, N.A., and Wells Fargo. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, employing fundamental and technical analysis to manage portfolios, and offers specialized services such as family-office and special-needs planning.

Michael Stanis is a financial advisor at Johnson Investment Counsel, Inc. with 12 years of industry experience. He holds the CFP® and CFA® designations. His prior work includes a two-year period at Johnson & Johnson between his tenures at Johnson Investment Counsel. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers services such as discretionary portfolio management, financial planning, and fiduciary services for retirement plans.

Benjamin Weber is an advisor with Arete Wealth Advisors, LLC holding a Series 66 designation. He has prior experience at Anchored Wealth Advisors, Anduril Industries, and served in the US Navy for 14 years. He is based in Ponte Vedra Beach, FL. 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 employs discretionary portfolio management and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.

Peter Kotos is a financial advisor at Blackridge Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Wells Fargo Clearing. Outside of his work at Blackridge, he is involved with Apostolos, LLC, where he also provides financial advisory services. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through financial planning, investment management, and consulting. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management with access to model portfolios, third-party managers, and estate-planning referrals.

Edward Spaulding is a financial advisor at KCD Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Investment Management Services LLC and PGIM Investments, LLC for over two decades. Outside of his advisory role, he works part-time as a bartender at a Florida water park. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individual, corporate, and charitable clients. The firm offers customized investment strategies and access to third-party management programs while maintaining a dual broker-dealer and advisory business model.

Richard Brown Jr. is a Series 65 credentialed financial advisor with four years of industry experience. He is currently with Advisory Services Network and previously worked at Florida Financial Advisors, among other roles in financial services and education. He serves as a board member and strategic advisor for MasterMind Wellness, a nutrition and health supplements 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 portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Wesley Whitten is a financial advisor at The Fiduciary Alliance with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Encompass More Asset Management LLC and Trusted Risk Management. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, and cyclical analysis, alongside third-party managers, to build individualized investment policies and offers discretionary portfolio management, estate planning support, and risk management reviews.

Robert Zeiner is a ChFC® with 43 years of industry experience, currently serving as an advisor at Virtue Capital Management, LLC since 2019. His prior roles include positions at Stratton and Co. Retirement Investment Strategies, Tlg Advisors, Inc., The Leaders Group Inc., SPC, and Principal Financial Services. Outside of his advisory work, he is involved as a sales owner in an insurance business. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning through a multi-team model, combining tactical, strategic, and dynamic investment approaches with due diligence on third-party managers and model strategies.

Joshua Smith is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 65 and Series 66 licenses and eight years of industry experience. Prior to joining Strategic Wealth Investment Group in 2018, he spent two years at MH Equipment and operated a self-employed advisory practice for ten years. He is also involved in executive benefits and insurance services outside of his advisory role. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, and its investment analysis incorporates fundamental, technical, cyclical, and charting methods.

Shaunak Tripathi is a Series 65-licensed advisor at Gryphon Wealth with one year of industry experience. His prior roles include positions at Leaf Group of NY, the University of Rochester, Blink Digital, and AWS, as well as educational experience at Savitribai Phule Pune University and Podar International School. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, high net worth clients, and various entities, including family offices and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies and offers discretionary and non-discretionary portfolio management alongside standalone financial planning.

Cole Alexander is a CFP® at Waverly Advisors, LLC with experience beginning in 2024. Prior to joining Waverly Advisors, he held positions in education and banking, as well as roles at Western Kentucky University and Independence Bank. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations, offering a range of financial planning and investment management services.

Christopher Wright is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Inspire Advisors, LLC and previously held roles at AAFMAA Wealth Management & Trust, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, the City of Lafayette, and Merrill. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and combines fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often using proprietary ETFs and sub-advisors.