Keri Shaw is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Moritz Mews is a financial advisor at Fifth Third Securities, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Empower, GWFS Equities, and Advised Assets Group. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining various portfolio management strategies and tax-efficiency techniques.

David Mainster is a financial advisor with First Command Advisory Services in Jacksonville Beach, FL, holding a Series 66 designation and five years of industry experience. He previously served in the United States Navy for eight years before joining multiple First Command entities in 2020. He is also the owner of Mainster Consulting, LLC, a financial business created to facilitate First Command-related activities. 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 offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from approved lists.

Jason Hamilton is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Voya Financial Partners from 2014 to 2022. Outside of his advisory role, he serves on the board of directors for St. Johns Academy and is also involved in songwriting, having released a music album. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and others. The firm employs a range of portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Christopher Cazalas is a financial advisor at Transamerica Retirement Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Advised Assets Group, among other firms. In addition to his advisory role, Cazalas is the owner and president of the Congressional Information Bureau, a company that publishes a daily newsletter focused on the maritime industry. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, offering managed advice and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance through various advisory programs.

Michael Faraj is a financial advisor with TD Private Client Wealth LLC in Jacksonville, Florida, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at TD Private Client Wealth LLC and TD Bank N.A. since 2019, as well as prior experience with Kensington Church Orlando. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, and separately managed accounts. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and serves clients through a range of managed portfolios and advisory platforms.

James Aldrich II is a financial advisor with Brookstone Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Brookstone since 2018 and also serves as president of First Coast Financial Group Inc, an independent insurance agency focused on fixed insurance products, a role he has held since 2004. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering a range of discretionary investment strategies and support services.

Paul Testa is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 and has prior experience at Principal Securities, Principal Life Insurance Co, ADP, Wolters Kluwer, Thompson Baker Agency, and iSolved HCM. He is also involved in outside insurance sales, including life, disability, annuities, health, long-term care, dental, Medicare, and medical 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 abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Lindsay Sawicki is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Principal Securities Inc., West Point Business Group, and Principal Life Insurance Company prior to joining MAI Capital Management. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of investment strategies and offers trust and insurance administrative services, with $72.3 billion in assets under management as of May 31, 2026.

Paul Fibbe is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Thanarat Metrius is a CFA® charterholder associated with TD Private Client Wealth LLC in Jacksonville, FL, with six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019, following a brief tenure at Equitable Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a multi-manager approach.

Jeffrey Giannone is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Bank of America, and Merrill. 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 select retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Francis Demeno is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also leads Demeno & Associates, Inc. Outside of his advisory role, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach with third-party managers and platform sub-advisors and operates an integrated retirement plan ecosystem involving affiliated entities.

Howard Newman is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Janney Montgomery Scott since 2001. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, and offers a combination of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Juan Martinez is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Empower Financial Services, and E*TRADE. Martinez is based in Jacksonville, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm emphasizes strategic and tactical asset allocation through portfolios combining affiliated and third-party managers, supported by a comprehensive advisory and technology platform.

Gerald Nassif is a financial advisor with Empower Advisory Group in Ponte Vedra, FL, holding CFP® and ChFC® credentials along with Series 65 and 66 licenses. He has 22 years of industry experience, including prior roles at Fidelity Investments, PricewaterhouseCoopers, and USAA Financial Advisors. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms closely tied to Empower’s recordkeeping and administrative services.

Mia Estrada Broadnax is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and previously worked at Truist Bank and Cracker Barrel. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary strategies and integrates inter-affiliate resources and AI-enabled tools in its manager selection and oversight processes.

Angela Winburn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple wrap and advisory programs.

William Hunt is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 26 years of industry experience. His prior work includes roles at Cetera Advisors LLC and First Allied Advisory Services. Outside of advising, he is a co-owner of several private entities including The NeuroGenesis Project, Inc., which involves medical practice, and Doctor Media Group, LLC, focused on medical digital media. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, compliance, and practice-management support to affiliated advisors.

Gary Rome is a financial advisor with Independent Financial Partners in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, with prior roles at LPL Financial and IFP Securities, LLC. Rome also manages his own financial advisory activities through entities such as Rome G Capital LLC and Rome Financial LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model while also providing formal retirement-plan advisory and pension consulting services, serving a diverse client base including individuals, charities, corporations, and high-net-worth clients.