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.

Jeffrey Rait is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds a Series 66 designation and previously worked at Deutsche Bank Securities and Merrill. 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 employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including research, security pricing, and derivatives services.

Tasha Mcnealy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing five years of industry experience. Her prior work includes roles at Merrill, Florida State Community College Jacksonville, and GE Capital Finance. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments with multi-asset, multi-manager investment strategies implemented through discretionary and non-discretionary programs. The firm offers broad advisory programs, execution and custody services, and maintains unique market roles such as swap dealer and futures commission merchant.

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.

Christopher Morrison is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Nuventure Financial Group and IMG Wealth Management. Morrison is also president of The Legacy Retirement Group, where he offers retirement planning and insurance-based products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios and discretionary management, supporting advisors with investment consulting and specialized programs.

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.

Adrian Ferrero Asensio is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Enterprise Bank & Trust, Citizens Bank, and Amazon.com. Outside of his advisory role, he owns and operates Barbudo’s Pro Detailing LLC, a vehicle detailing business, and works as a food delivery driver for UberEats. 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, swap dealer and futures commission merchant operations, and collaboration with external managers and technology providers.

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.

Gerald Day is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to entering financial services, he served in the United States Navy for six years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Adam Rutstein is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, bringing nine years of industry experience. He has been with Bankers Life Securities, Inc. since 2017 and is involved in several business ventures including co-ownership of a sports bar and a touchless drive-through car wash. Rutstein also supports his family’s commercial real estate business and serves on the Alzheimer's Association Central/North Florida Chapter. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.