Jeremy Hill is a financial advisor at Lincoln Investment with a Series 66 credential and four years of industry experience. His prior roles include positions at Capital Analysts, Cetera Advisor Networks, and Capital Financial Strategies. Outside of finance, he has experience working at Aldi, Inc. and Westminster College. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history in education-related 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, while employing an in-house Investment Management & Research team that supports both discretionary and non-discretionary advisor-led client relationships.

Christina Jamieson is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. Her career includes roles at Empower Retirement, Transamerica Retirement Solutions, Diversified Investors Securities Corp., and Truist Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Joseph Bergman is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked exclusively within First Command-affiliated firms since 2019. Outside his advisory role, he serves as treasurer for a community travel softball team, managing sponsorship revenues and related expenses. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved model portfolios and third-party managers.

Laura Golubev is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Valic Financial Advisors since 2014 and also works with Agia as an agent offering non-securities insurance products. Outside of her advisory role, she is involved in managing a home renovation business with her husband. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, implementing discretionary unified managed accounts with a focus on centralized technology and model solutions.

David Eggleston is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding CFP® and Series 66 credentials and 26 years of industry experience. His career includes roles at Capital Investment Group, Future Financial Partners, and New York Life affiliates. He is also an insurance broker, placing non-registered insurance products through outside carriers when appropriate. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and manages a significant portion of assets on a non-discretionary basis.

William Turner is a financial advisor with Eagle Strategies (NY Life) based in Ponte Vedra, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including long-term roles with Nylife Securities Inc. and Franklin Life Insurance Company. Outside of his advisory work, he owns a vending business, is involved in beekeeping through Palm Valley Honey Company, and volunteers with the Boy Scouts of America as a Chartered Organization Representative. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charlotte Bradley is a financial advisor at Cerity Partners LLC with seven years of industry experience. She has held positions at Pacific Investment Management Company LLC and Retirement Wealth Specialists prior to joining Cerity Partners. Her professional credentials include Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm emphasizes tailored asset allocation and portfolio management using proprietary quantitative screens alongside third-party managers and individual securities, and also offers affiliated pension consulting, insurance services, and private-market investment opportunities.

Abigail Evans is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at Stable Waters Financial for three years and held various roles in the hospitality and retail sectors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios, algorithmic rebalancing, and a combination of ETFs, mutual funds, individual equities, and fixed income.

Thomas Walker is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at LPL Financial and JAX Federal Credit Union for 17 years each and is currently co-owner of Bishopgate Holdings, LLC, a private entity involved in securities, advisory, and insurance business. He also serves as a consultant for Prism Consulting Services, a non-investment-related activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while offering advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Andre Brown is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions 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 account holders, offering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kristin Justavino is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Merrill for 19 years and Acorns for one year prior to joining Rockefeller. Outside of her advisory role, she is a minority owner of a Great Clips franchise corporation formed by her family. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer providing a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Steven Hyers is a ChFC® credentialed financial advisor with 26 years of industry experience. He has worked at United Planners Financial Services since 2021 and previously spent 16 years at LPL Financial. Outside of his advisory work, he is involved with Capital Dimensions Wealth Management and holds ownership in Hyvest, a purchaser of tax certificates in Jacksonville, FL. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors.

Camille Noble is a Series 66 licensed financial advisor with Truist Advisory Services, based in Ponte Vedra Beach, FL. She has two years of industry experience, including prior roles at Bank of America and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

James Neel is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years before joining Commonwealth and Aegis Consulting in 2023. Neel is also the owner of Foresight Capital Ventures, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing affiliated advisors discretion in constructing client portfolios.

Blase De Leo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and six years of industry experience. His career includes roles at Truist Investment Services, Merrill, and Solten Corp. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.

Marlin Howley is a financial advisor with Independent Financial Partners, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at LPL Financial for 10 years before joining his current firm in 2019. Howley is also the owner of Postillion Wealth Management, LLC, where he is involved in investment management and insurance services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both advisor-driven and centralized investment approaches.

Keith Lozowski is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, where he has worked since 2020. He has a total of 5 years of industry experience and has also been associated with Bankers Life & Casualty, Inc. since 1999. Lozowski is also an agent with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and periodic rebalancing, with a focus on individual clients rather than corporate or charitable organizations.

Brandon Wilcox is affiliated with Brookstone Capital Management LLC and holds Series 63 and Series 65 licenses. He has over 20 years of experience at AmeriLife and Health, where he serves as a manager and sales agent in a commission-based, profit-sharing role focused on fixed life insurance. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm offers a turnkey asset management platform with a diverse investment approach that includes strategic asset-allocation models, ETFs, options-enhanced strategies, and the use of both proprietary and external sub-advisors.

Matthew Rumble is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Advised Assets Group, LLC, and GWFS Equities, Inc. He is based in Ponte Vedra, Florida. 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 account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Derik Treuel is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.