Barbara Tilka is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. Her background includes roles at Brighthouse Financial and Wealthwave Jax Partners LLC. Outside of advisory work, she is a business owner involved in the hospitality industry as a silent partner and serves as a board member of the Safe and Healthy Duval Coalition. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s approach emphasizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Brett Rogers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to his current role, he worked for over a decade at E Wortmann Machine Works. 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 utilizing model portfolios managed by a centralized Investment Management Team.

Jason Collins is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021, following ten years at Bank of America and sixteen years at Merrill. 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, derivatives services, and bespoke solutions for high-net-worth clients.

Steven Thompson is a financial advisor at Empower Advisory Group with Series 63 and Series 66 registrations and eight years of industry experience. His prior experience includes roles at Bank of America and Merrill. He was also self-employed for three years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and client savings rates.

Miles Evans is a CFP® with four years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in Jacksonville, FL. His prior experience includes roles at Fidelity Investments, MassMutual, Northwestern Mutual Investment Services LLC, and Brust Wealth Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of institutional scale and market roles, including swap dealer and futures commission merchant activities.

Maurice Ruhter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns and operates Maury Ruhrer Tax Service, providing income tax preparation services. His professional background includes long-term roles at Wfg and JEA. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment advisory, supported by a large network of advisors and multiple program platforms.

Devlin Root is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to his advisory career, he served 27 years in the United States Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kellie Desrosiers is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she owns KD Inspires, LLC, a company that provides tools and resources aimed at motivation and inspiration. She also has experience as an account executive selling skincare products with Rodan & Fields. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers comprehensive financial planning, portfolio management, and consulting services, delivering advice through various managed account and third-party money manager programs while primarily providing non-discretionary recommendations.

Nick Kostoff is a financial advisor with Fifth Third Securities, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with Fifth Third Securities since 2015 and has also worked at Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Ryan Ashley is a CFP® with 16 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2017. Prior to joining MAI, he worked at TIAA-CREF and TIAA from 2016 to 2017. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across a range of strategies and integrates financial planning and tax services into many client relationships.

Stephanie Geisse is a Series 66-licensed financial advisor at Truist Advisory Services with 13 years of industry experience. She has worked with Truist and its predecessor firms in various capacities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Jessica Sizemore is a financial advisor with Independent Financial Partners holding a Series 66 designation and three years of industry experience. She has worked at IFP Securities LLC and American Federal Benefits Consultants, and also maintains a role at Sizemore & Associates, CPA's PLLC, providing administrative support for CPAs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Alisha White is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Bank of America and Merrill. Outside of her advisory role, she co-owns a family cleaning business in Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as selected IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates.

Jennifer King is a CFP® with 23 years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer in 2023, she held roles at Paragon Wealth Strategies, LLC, Bb&T Securities, LLC, Bbtis, and Bb&T Bank. Outside of her advisory work, she is the Treasurer of the Bartram Trail High School Air Force JROTC Booster Board, supporting local cadets. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and a variety of portfolio implementation strategies.

Matthew Gould is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Bank of America, Merrill, Coopers Hawk Winery, and Florida State College at Jacksonville. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Andrew Ayers is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Private Wealth Management and Consulting LLC. Outside of his advisory work, Ayers volunteers with the VyStar Academy of Business Meetings, mentoring students and supporting educational initiatives. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with considerable institutional scale and specialized market roles.

Melissa Reardon is a financial advisor at Eagle Strategies (NY Life) based in Jacksonville, FL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to her advisory career, she worked for 16 years with Duval County Public Schools. Outside of finance, she is an artist who sells her work online and is an ordained minister performing weddings. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Frank Hartsfield IV is a CFP® with 15 years of industry experience, currently serving as a financial advisor at TD Private Client Wealth LLC in Jacksonville, FL. He has been with TD Bank N.A. and its affiliated firms since 2020, following a 15-year tenure at BB&T and BB&T Asset Management, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to various investment products, financial planning support, and custody services, utilizing both affiliated and third-party sub-managers through a discretionary trading authority model.

Eugene Cabrera is a financial advisor with PNC Wealth Management in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior roles include various positions at First Command Financial Services and related entities, as well as service in the United States Marine Corps. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for PNC Bank employees. The firm uses algorithm-driven portfolio recommendations and delegates portfolio execution to third parties specializing in mutual funds and ETFs.

Jeffrey Albano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His career includes roles at Merrill and Bank of America before joining Citigroup in 2023. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.