Austin Taylor is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and one year of industry experience. He previously worked at Truist and Fidelity Investments and has experience outside finance as a caregiver. 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 unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Thomas Conaghan is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2009. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Clayton Bobinger is a financial advisor with PNC Wealth Management in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2016 to 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees. The firm uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Jordan Nightingale is a CFP®-designated financial advisor with 14 years of industry experience, currently with MAI Capital Management, LLC since 2021. Prior to joining MAI, he worked at WJ Interests, LLC from 2016 to 2021. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated 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 a range of investment vehicles and affiliated entities.

Christopher Hargis is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TD Ameritrade, Inc., TD Bank N.A., and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Hector Vargas Rodriguez Jr. is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and in pest control management. Outside of finance, he serves as a director of Broward County Exterminating Group, overseeing administrative and client account functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including research, derivatives, and lending secured by advisory assets.

Michael Cox is a financial advisor at PNC Wealth Management in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. Before joining PNC Wealth Management in 2026, he worked at Bank of America and Merrill from 2023 to 2026. Outside of finance, he has experience in retail roles including at Timeless Sneaker Boutique and Spirit Halloween. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm utilizes algorithm-driven portfolio selection and delegates execution and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Deborah Necciai is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with various Principal entities since 2003, including Principal Life Insurance Company and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Michael Graves is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he is a referral representative for Melaleuca, Inc., a shopping club. Janney Montgomery Scott LLC is a 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 charitable organizations, offering brokerage services, financial planning, and various advisory programs.

Chad Gibbons is a financial advisor with Primerica Advisors based in Saint Augustine, FL, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services including lending solutions and donor-advised funds.

Peyton Wylie is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney since 2015 and holds Series 63 and Series 66 licenses. 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 plans, and charitable and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

James Carr Jr. is a CFP® professional with 36 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC since 2018. He previously worked at Retirement Strategies, Inc. for 24 years. Carr is a board member of the Firehouse Subs Safety Foundation and Global Jax, both non-compensated roles. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified investment process that combines passive and active management overseen by an internal Investment Committee.

Kevin Neu is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2023 before joining Citigroup in 2023. Outside of his advisory role, he operates as a self-employed photographer, selling prints and providing commissioned portrait services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm emphasizes multi-asset, multi-manager strategies supported by internal standards and oversight, combining large institutional scale with specialized market roles and arrangements.

Alexander Nosal is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been affiliated with both firms since 2006. Outside of his advisory role, he is involved with Physician Advisory Associates, LLC, a physician-related business venture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs including proprietary and third-party model portfolios.

Jacob Neuhofer is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Neuhofer is based in Jacksonville, FL. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including serving as a swap dealer and futures commission merchant.

Linda Wall is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 63 designation and has worked at Janney Montgomery Scott since 2021. Prior to that, she was with Wells Fargo Clearing for four years and INVEST Financial Corp for 17 years. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Temple Waltemeyer is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021, following prior experience at AXA Advisors. Outside of his advisory role, he has been involved with The Valley Inn for over a decade. 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, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Daniel Fusco is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previous experience at Morgan Stanley, UBS Financial Services, Charles Schwab, and LPL Financial LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by multiple custodial platforms and third-party portfolio tools.

Stuart Winfree is a CFP® professional with 39 years of experience in the financial industry. He currently works at NewEdge Advisors and previously spent 15 years with Cambridge Investment Research Advisors, INC. He serves as a board member for multiple local associations and nonprofit organizations, including Prisoners of Christ and a homeowners association in Jacksonville, FL. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection, third-party models, and advisor discretion.

Jamie Rodgers is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked with Independent Financial Partners and IFP Securities since 2019, and previously spent over a decade at First Command in various advisory roles. Rodgers is also associated with a wealth planning business, JTR Financial LLC, though it is currently not operational. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with customizable investment strategies and is notable for its formal retirement-plan advisory and pension consulting capabilities.