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 66 and Series 63 credentials 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, delivering services through an integrated model tied to Empower’s administrative platforms. The firm focuses on long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

David Fox is a financial advisor with NewEdge Advisors in Jacksonville, FL, holding a Series 63 designation and 26 years of industry experience. His prior experience includes 20 years at Ameriprise and Ameriprise Financial Services. Outside of his advisory role, he co-owns a boat rental business and a nonprofit foundation focused on pediatric heart conditions and sports awareness created in memory of his son. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm provides a wide range of services including portfolio management, financial planning, retirement consulting, and access to diverse advisory programs, emphasizing centralized due diligence and technology-supported solutions.

Michelle Ash is a CFP® professional with 21 years of industry experience. She is currently an advisor at Mercer Global Advisors Inc., having joined the firm in 2023 after 15 years at Paragon Wealth Strategies LLC. In addition to her advisory role, she serves as a Notary Public in the State of Florida. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with strategies that include low-cost index vehicles, multi-factor tilts, and tax management.

Shawn Drake is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 20 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, College Loan Freedom since 2018, and ownership and management positions at Shawn Drake LLC and Wealthwave Jax Partner LLC. He is involved in student loan forgiveness services through College Loan Freedom and participates in benefit fairs via the Enroller Resource Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party investment models, managing billions in assets across discretionary and non-discretionary accounts.

Donald Jurgens is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Gwfs Equities, Inc. since 2014. Outside of his advisory role, he serves as the Board Treasurer for the Spinnakers Reach II Condo Association. 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 are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates over short-term forecasts.

William Wagner is a CFP® with 27 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc, having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Connor Mcleod is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Securities LLC, The Haskell Company, and Deutsche Bank USA Core Corporation. Outside of finance, he owns and operates a landscaping business, Sunstate Professional Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

John Linge is a CFP® professional with 38 years of experience in financial advisory and planning. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2017. His prior experience includes roles at LPL Financial, National Planning Corporation, and ownership of CPA Retirement Planning, Inc. He also has a background in life insurance and real estate-related business activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic allocation investment process combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Ryan Poticny is a Series 65-licensed advisor with AE Wealth Management, LLC, based in Jacksonville, FL. He has one year of experience at AE Wealth Management and also works with J Biance Financial. Prior to his financial advisory roles, he was involved in roofing and construction and held positions in real estate and education. Poticny is licensed to write life insurance when suitable and has experience referring clients to real estate professionals. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm primarily uses discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Antonia Proctor is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and has worked in various roles within First Command and prior firms, including Edward Jones and Bankers Life and Casualty. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Vivienne Ather is a financial advisor with Eagle Strategies (New York Life) based in Jacksonville, FL, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She previously worked at firms including Western & Southern Life, Prudential Insurance Company of America, and Ameriprise. Outside of her advisory role, she serves as an officer for the local Toastmasters International chapter, helping to schedule meetings and evaluate speakers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Kevin Delvalle is a CFP® professional with 13 years of experience in the financial services industry. He is currently with PNC Wealth Management and has previously worked at firms including Merrill Lynch, BKS Partners, Kestra Investment Services, Raymond James, and Cetera. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that employs algorithm-driven risk assessments and uses mutual funds and ETFs for portfolio management.

John Griffis is a CFP® and holds a Series 66 license, with 15 years of experience in the financial advisory industry. He has worked with Truist Advisory Services since 2021, following ten years at SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support investment decisions.

Stephanie Naylor is a financial advisor with Empower Advisory Group in Ponte Vedra, FL, holding a Series 66 designation and 17 years of industry experience. She has worked previously at Bank of America, N.A., Merrill, Advised Assets Group, LLC, and GWFS Equities, Inc. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

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.