Jacques Cureton is a financial advisor with Interactive Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fortune Financial Services, North FLA Insurance Agency, and Brooklight Place Securities, Inc., in addition to his long tenure at Interactive Financial Advisors since 2005. Outside of his advisory role, Cureton is president of an all-lines insurance agency and provides seasonal income tax preparation services. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, integrating tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Christopher Lein is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked with Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he operates the Coastal Collegiate Baseball League, a summer college baseball league based in Jacksonville, FL. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs both customized portfolios and model-based management using internally developed and third-party models, supported by the Amplify Platform for trading and portfolio oversight.

Akhil Iyengar is a financial advisor at Moors & Cabot, Inc. with three years of industry experience. He previously worked at Goldman Sachs & Co. for four years before joining Moors & Cabot. Iyengar holds the Series 66 designation and is based in Jacksonville, FL. 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 consulting services using a range of analysis methods and strategies, drawing on both third-party and affiliated sub-advisors.

Cody Blevins is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Jacksonville, FL. His prior roles include positions at FORVIS Wealth Advisors LLC, BKD Wealth Advisors LLC, and Beyond Wealth Advisors, a subsidiary of Raymond James. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, managing approximately $12 billion in assets. The firm serves individuals, families, retirement plans, institutions, and nonprofits with financial planning, investment management, and consulting services, often integrating tax and accounting solutions through its affiliation with a national professional services parent.

Robert Simon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2024. He previously worked at River Capital Advisors, L.C. from 2011 to 2023. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing about $29.9 billion in assets. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services for individual clients, retirement plans, and pooled investment vehicles using both discretionary and non-discretionary strategies.

Wesley Martin is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked in roles at Fidelity Investments and River Capital Advisors, LLC prior to joining Waverly. His background also includes positions outside the financial industry, including work at Georgia Southern University and Durden Banking Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm offers both discretionary and non-discretionary portfolio management and integrates traditional equity and fixed-income strategies with alternative and private markets.

Todd Middleton is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 25 years with New York Life. Outside of his advisory role, Mr. Middleton owns an insurance brokering business and is a member of Reciprocal Ministries International, an organization focused on facilitating cross-cultural church partnerships. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm specializes in tailored advisory solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Brenna Mullaney is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2024. Prior to her financial career, she was employed at Papa Johns. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and various investment advisory programs.

Kristina Danese is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding a Series 66 license and eight years of industry experience. She has been with Commonwealth Financial Network’s Total Business Planning division since 2014 and also works with Advantis Wealth Partners. Outside of her advisory role, she is involved as a gymnastics coach at the Jacksonville Academy of Gymnastics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Nathanael Mueller is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Fidelity Investments and has a diverse background including roles outside finance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment programs and execution services. The firm employs internal standards and oversight committees to manage a range of investment products and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Gary Rosenstone is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Independent Advisor Alliance since 2018, Independent Financial Partners from 2009 to 2018, and LPL Financial since 2009. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management and uses a network model combined with access to technology platforms and third-party resources.

Teneshia La Faye is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has three years of industry experience. She is involved in estate planning education through Lspn Pro LLC and co-owns Affordable Care Agency, which assists clients with health insurance enrollment on the marketplace. She also provides referrals for will and trust documents through Net Law Group Inc. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement its advisory approach, supported by a large advisor network and multiple program platforms.

Ryan Santiago is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Citigroup in 2024, he worked at Fidelity Investments for one year. His background includes diverse roles outside finance, such as positions at Books-A-Million and Valkyrie Designs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and unique market roles.

Luz Cardona Rosario is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. Her career includes fifteen years at Morgan Stanley before joining TD Bank and TD Private Client Wealth LLC. Outside of finance, she is an officer in a family-run limousine business, Twins Luxury Group LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a mix of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and third-party custody and reporting.

Mainul Hassan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Bryant Marcy is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments and Northwestern Mutual. Marcy’s background also includes experience outside of finance, such as a role in hospital parking management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm employs an integrated model linked to Empower’s administrative platforms and focuses on long-term portfolio management with an emphasis on clients’ savings rates.

Benjamin Wuerffel is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2012. He serves on the board of the BlueClaws Baseball Foundation, a youth baseball organization, and is president of the Cornerstone Study Group, which focuses on professional development for advisors. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment advisory services, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Wesley Skarpness is a financial advisor at Citigroup Global Markets with three years of industry experience. He has been with Citigroup since 2005. He holds the Series 66 designation and is based in Jacksonville, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages complex arrangements including derivatives and futures services.

Leslie Theilacker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also involved with several other ventures, including College Loan Freedom, Florida Notary Public, Net Law Group Incorporated, and Continuous Process Improvement Consulting LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party model portfolios, serving clients with discretionary and non-discretionary program options.

Craig Koproski is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Trust Portfolios L.P. and The Koproski Agency, which he owns and operates as an insurance agency. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving a diverse client base and offers both advisor-driven and centralized investment management options, with notable expertise in retirement-plan advisory and pension consulting.