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.

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.

Michael Faraj is a financial advisor with TD Private Client Wealth LLC in Jacksonville, Florida, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at TD Private Client Wealth LLC and TD Bank N.A. since 2019, as well as prior experience with Kensington Church Orlando. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, and separately managed accounts. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and serves clients through a range of managed portfolios and advisory platforms.

James Aldrich II is a financial advisor with Brookstone Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Brookstone since 2018 and also serves as president of First Coast Financial Group Inc, an independent insurance agency focused on fixed insurance products, a role he has held since 2004. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering a range of discretionary investment strategies and support services.

Michael Caira is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Regions Bank, Tactile Medical, Ricci Insurance Group, and Valic Financial Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Paul Testa is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 and has prior experience at Principal Securities, Principal Life Insurance Co, ADP, Wolters Kluwer, Thompson Baker Agency, and iSolved HCM. He is also involved in outside insurance sales, including life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Samantha Levin is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 designations and 12 years of industry experience. She previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies with oversight committees to select and monitor managers and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Luis Chevez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, he worked at J.P. Morgan Securities LLC and JPMorgan Chase from 2016 to 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities with unique market roles, including operation as a swap dealer and futures commission merchant.

Lindsay Sawicki is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Principal Securities Inc., West Point Business Group, and Principal Life Insurance Company prior to joining MAI Capital Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of investment strategies and offers trust and insurance administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Paul Fibbe is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thanarat Metrius is a CFA® charterholder associated with TD Private Client Wealth LLC in Jacksonville, FL, with six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019, following a brief tenure at Equitable Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a multi-manager approach.