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.

Robert Bryan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, following an 11-year tenure at Bank of America, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and implements investment strategies through both discretionary and non-discretionary platforms.

Joe Townsend is a ChFC® credentialed financial advisor with Principal Financial Services in Jacksonville, FL, bringing 51 years of industry experience. He has been with Principal Life Insurance Company since 1998 and Princor Financial Services Corporation since 1989. Townsend serves as Director of Partnership Review for International Cooperating Ministries, focusing on Russia and Former Soviet Republics, and holds board positions with nonprofit organizations including First Coast Women's Services and the Samuel C. Taylor Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Michael Reed is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at North Florida Financial Strategic Wealth Specialist and George Moore Chevrolet. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Katherine Perkner is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with seven years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at firms including Morgan Stanley Private Bank, Principal Securities, and West Point Business Group. MAI Capital Management, LLC 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 offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing substantial assets and affiliated investment entities.

Brandon Danielson is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. He has three years of industry experience and previously worked at Edward Jones and New York Life. Prior to his financial services career, he served 17 years in the U.S. Navy. Outside of advising, he is involved in the sale of various insurance products including life, disability, annuities, and health 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 overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Priti Choudhary is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville, FL, holding the ChFC® and Series 63 designations. She has three years of industry experience, including roles at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Prior to her advisory career, she worked in real estate and other sectors. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored advice through various program types and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ethan Robertson is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining AE Wealth Management, he worked for over a decade at Coggin Honda St Augustine within the Asbury Automotive Group. He also serves as a financial advisor at NuVenture Financial Group, where he sells life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Jacob Mcleod is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and one year of industry experience. He has worked at AE Wealth Management and NuVenture Financial Group since 2023. Outside of advisory work, he has experience in several industries including roofing, retail jewelry, and food service. 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 employs discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Vicheth Chhay is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked with Citigroup Global Markets since 2023 and previously was employed at Bank of America and Merrill Lynch from 2012 to 2021. Between 2021 and 2023, he took time away from the industry as a homemaker. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and provides a range of investment products including separately managed accounts, mutual funds, ETFs, and alternative investments.

Jason Kozoloski is a financial advisor at Citigroup Global Markets with a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, and Fidelity Investments. Outside of his advisory work, he also works as a delivery driver for Door Dash. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research, derivative services, and bespoke solutions for large relationships.

Nelson Hernandez is a financial advisor with Citigroup Global Markets, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He serves on the Board of Directors for the First Coast Hispanic Chamber of Commerce, focusing on membership and event support. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services.

William Gandert is a CFP® professional with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2018. His prior roles include positions at Victory Capital Management, Symphony Financial Services, Stratos Wealth Partners, and LPL Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.