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.

Francis Demeno is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also leads Demeno & Associates, Inc. Outside of his advisory role, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach with third-party managers and platform sub-advisors and operates an integrated retirement plan ecosystem involving affiliated entities.

Howard Newman is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Janney Montgomery Scott since 2001. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, and offers a combination of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Juan Martinez is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Empower Financial Services, and E*TRADE. Martinez is based in Jacksonville, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm emphasizes strategic and tactical asset allocation through portfolios combining affiliated and third-party managers, supported by a comprehensive advisory and technology platform.

Gerald Nassif is a financial advisor with Empower Advisory Group in Ponte Vedra, FL, holding CFP® and ChFC® credentials along with Series 65 and 66 licenses. He has 22 years of industry experience, including prior roles at Fidelity Investments, PricewaterhouseCoopers, and USAA Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms closely tied to Empower’s recordkeeping and administrative services.

Mia Estrada Broadnax is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank and Cracker Barrel. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary strategies and integrates inter-affiliate resources and AI-enabled tools in its manager selection and oversight processes.

Angela Winburn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple wrap and advisory programs.

William Hunt is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 26 years of industry experience. His prior work includes roles at Cetera Advisors LLC and First Allied Advisory Services. Outside of advising, he is a co-owner of several private entities including The NeuroGenesis Project, Inc., which involves medical practice, and Doctor Media Group, LLC, focused on medical digital media. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, compliance, and practice-management support to affiliated advisors.

Gary Rome is a financial advisor with Independent Financial Partners in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, with prior roles at LPL Financial and IFP Securities, LLC. Rome also manages his own financial advisory activities through entities such as Rome G Capital LLC and Rome Financial LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model while also providing formal retirement-plan advisory and pension consulting services, serving a diverse client base including individuals, charities, corporations, and high-net-worth clients.

Christopher Haley is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and five years of industry experience. His work history includes roles at Citibank, Merrill, and Centaurus Financial. Outside of finance, he spent seven years involved with The Blue Crab. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Morgan Christiansen is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Pinnacle Insurance & Financial Services, LLC and The Beaches Needs, LLC since 2016, with prior experience at Levy Restaurants. Outside of his advisory role, he owns a consulting firm specializing in business development. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management, employing manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, and also offers a direct-to-consumer digital investment program.

Rogers Joseph Jr. is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including more than three decades with Guardian Life and its affiliates. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory services using both proprietary and third-party model portfolios, supported by technology-driven solutions like VestWise™.