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.

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.

Clayton Thompson is a financial advisor with Lincoln Investment in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Charles Schwab and Fidelity. He also serves as a class coordinator for Financial Peace University, facilitating classes focused on budgeting and debt management. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of advisory programs, utilizing a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Christopher Reuschle is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, he is an owner and partner at Black Creek Retirement Plans Inc. and hosts and contributes to several Florida-based radio shows and podcasts. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides a wide range of portfolio management and consulting services and uses technology tools and centralized due diligence to support advisor and client needs.

Shane Pipher is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Outside of his advisory role, he serves as a durable power of attorney for his mother. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies alongside financial and business consulting.

Scott Cadwell is a CFP® professional with 33 years of industry experience. He is currently with CWM, LLC and has previously worked at Carson Group, Cetera Advisor Networks LLC, Cadwell Wealth Asset Management, LLC, and LPL Financial, LLC. Outside of advisory roles, Cadwell serves as a board member for One More Child, an organization that supports vulnerable children and struggling families. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts using model portfolios with input from an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, placing emphasis on fiduciary processes and retirement plan services.

Christopher Kelly is a financial advisor with United Planners Financial Services of America and holds Series 66 and Series 63 licenses. He has 13 years of industry experience, including roles at Bank of America and Merrill from 2014 to 2022. In addition to his advisory work, he operates as an independent insurance agent and serves as president of Coast to Coast Wealth Advisors, a marketing DBA. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individual investors, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and uses multiple custodians and third-party managers to implement a primarily non-discretionary investment approach.

Jeremy Smith is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. before joining Empower in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Michael Beaulieu is a CFP® and CFA® with 27 years of industry experience. He has been with MAI Capital Management, LLC since 2015 and is also affiliated with Foreside Fund Services, LLC. He serves as a managing director focusing on investments and trading. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning, tax, and administrative services across client relationships.

Jason Mangum is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank and Appreciation Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

Timothy Seward is a financial advisor with PNC Wealth Management, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His career includes roles at BBVA Wealth Solutions, Fifth Third Securities, and Merrill Lynch. Outside of finance, he was involved with Upward Sports for four years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently in an employee-only pilot phase that uses algorithm-driven risk assessments and implements investment strategies via mutual funds and ETFs.

George Hayden is a financial advisor with Eagle Strategies (New York Life) holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including roles at Carl E. Johanason & Associates since 1987 and New York Life since 1998. Hayden is also the owner of Hayden Financial & Insurance Solutions and involved with Mahoney Financial Organization, LLC, where he focuses on insurance brokering and related investment activities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and maintains a predominantly non-discretionary asset base.

Carolyn Lyman is a ChFC® credentialed financial advisor with 15 years of industry experience. She has been with Eagle Strategies (NY Life) since 2018 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC for over a decade. She is based in Jacksonville, FL. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Diane Dewolfe is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. She previously worked at Debtmerica LLC for four years and has operated Foxx Business Consulting, Inc., a business providing accounting process consulting and software setup, since 2002. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Jamar Bostic is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked at Fidelity Brokerage Services LLC for 11 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a variety of financial planning and asset management services.

Ryan Schafer is a financial advisor with Truist Advisory Services and holds the Series 65 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Deutsche Bank Securities Inc. and Morgan Keegan & Company, LLC. Schafer has been with Truist Advisory Services since 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Jenny Castro is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville Beach, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, she worked at Wahby Financial Group LLC and NYLIFE Securities LLC, and has financial services experience dating back to 2007 with roles at several banks including First Citizens Bank and Trust Co. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mikonis is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Paragon Wealth Strategies, LLC and LPL Financial. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and regular rebalancing.

Michael Wallace is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Rock & Co LLC. He holds Series 63 and Series 66 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.