Daniel Goddard is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm utilizes an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jennifer Mcmillan is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and has prior experience at Fidelity Investments and several other firms. 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. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing, and provides a broad range of advisory, execution, and custody services.

Joseph Hubbard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and operates Hubbard Financial Planners and Hubbard Planning Group Inc., where he serves as president. Hubbard is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.

Charles Hyman is a financial advisor with Hightower Advisors, holding a Series 63 designation and 27 years of industry experience. He was previously principal at Charles D. Hyman & Co for 40 years before joining Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment strategies and operational features.

Michael Dvorkin is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fortius Financial Advisors, LLC for 11 years. Outside of advising, he is president of Dvorkin Investments Inc., an S-corporation managing business and family assets, and is a member of Citius Ventures, LLC, which holds multiple private equity positions. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio strategies across a range of asset classes and serves in both advisory and product-sponsor roles, managing over $72 billion in assets.

Raymond Chase is a CFP® with 39 years of industry experience, currently serving at Rockefeller Financial LLC since 2025. Prior to this, he spent 13 years at UBS Financial Services. He is involved with the Fort Ticonderoga Association, advising and supporting the executive director of the historic museum and educational organization. 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 offers a range of portfolio management and financial planning services, operating as both a registered investment adviser and broker-dealer, with a client model centered on a consolidated investment platform delivering diverse discretionary and non-discretionary solutions.

Morgan Everett is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Brighton Jones, RBC Capital Markets, Bank of America, Merrill, and Charles Schwab. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active managers, with portfolio oversight by an internal Investment Committee.

Guzman Castro is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville Beach, FL. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His career includes roles at Eagle Strategies since 2017 and Wahby Financial Group since 2016. Castro serves as a consultant for an international wine importing business and is involved in nonprofit activities, including serving on the finance committee of The Discovery School and as a board member of Beaches Town Center Agency. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Corrine Voight is a financial advisor with Truist Advisory Services in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Merrill and Bank of America before joining Truist in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research and integrated inter-affiliate resources.

Sebastian Storaci is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory work, he is the managing partner of 4SM Consulting LLC, which supports business operations and digital marketing strategies. 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 employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary portfolio solutions.

Todd Eastman is a CFP®, CFA®, and Series 66 licensed advisor with 15 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Bank since 2009. He is based in Ponte Vedra, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager‑selection program through its AMC Advantage offering.

Philip Corrales is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at the University of Miami and Compass Management and Consulting. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor managers and combines large institutional scale with unique market roles and commercial arrangements.

Reginald Tolbert is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, LLC since 2016 and Independent Financial Partners from 2016 to 2018. Outside of his advisory work, he is involved with Tolbert Healthcare Solutions and Sixth Man Sports Management & Financial Planning. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering various asset management and financial planning services. The firm supports both discretionary and non-discretionary portfolio management, utilizing multiple investment strategies and technology platforms while combining a network model of independent advisors with connections to LPL Financial.

Jenna Simpson is a CFP® professional at AE Wealth Management, LLC with four years of industry experience. She has held roles at Ashwood Metrics, where she is currently owner and creative director, and has operated as an operations manager in insurance sales at NuVenture Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services to manage assets for a large number of clients through discretionary model portfolios and multiple investment strategies.

Kinley Harrison is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to joining Commonwealth, Harrison was associated with Executive Planning Solutions, LLC, Deavel Wealth Advisors, LLC, and several other firms. Outside of finance, Harrison has experience with The White Magnolia Bridal Collection and has held roles in education and hospitality. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including customized portfolio solutions, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct portfolios from a broad array of securities and insurance products.

Mini Jewahar is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to joining Citigroup in 2022, she worked at Merrill from 2017 to 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. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Moritz Mews is a financial advisor at Fifth Third Securities, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Empower, GWFS Equities, and Advised Assets Group. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining various portfolio management strategies and tax-efficiency techniques.

David Mainster is a financial advisor with First Command Advisory Services in Jacksonville Beach, FL, holding a Series 66 designation and five years of industry experience. He previously served in the United States Navy for eight years before joining multiple First Command entities in 2020. He is also the owner of Mainster Consulting, LLC, a financial business created to facilitate First Command-related activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from approved lists.

Jason Hamilton is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Voya Financial Partners from 2014 to 2022. Outside of his advisory role, he serves on the board of directors for St. Johns Academy and is also involved in songwriting, having released a music album. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and others. The firm employs a range of portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Sarah Glenn Waters is a financial advisor at Citigroup Global Markets with 5 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Farah & Farah, PA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside its roles as a swap dealer and futures commission merchant.