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.

Christopher Haley is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and five years of industry experience. His work history includes roles at Citibank, Merrill, and Centaurus Financial. Outside of finance, he spent seven years involved with The Blue Crab. 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 employs multi-asset, multi-manager strategies and leverages its large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

James Blackwell Jr. is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at various Truist and BB&T affiliated firms since 2012. Outside of his advisory role, he serves on the boards of the Hayes-Taylor Memorial YMCA and the Renae Kimble Academy Elementary Charter School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integration.

Morgan Christiansen is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Pinnacle Insurance & Financial Services, LLC and The Beaches Needs, LLC since 2016, with prior experience at Levy Restaurants. Outside of his advisory role, he owns a consulting firm specializing in business development. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management, employing manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, and also offers a direct-to-consumer digital investment program.

Rogers Joseph Jr. is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including more than three decades with Guardian Life and its affiliates. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory services using both proprietary and third-party model portfolios, supported by technology-driven solutions like VestWise™.

Michele Wolfe is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her career includes roles at Morgan Stanley, Fidelity, Bankers Life, and Prudential. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of proprietary and third-party investment strategies and provides portfolio management, financial planning, and custody services through a technology platform supported by Envestnet and Pershing.

Jeffrey Tidwell is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a joint owner of a rental property in Ponte Vedra Beach, Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, and institutions, offering a range of brokerage services, financial planning, and advisory programs.

Andrew Benvenuto is a financial advisor with Truist Advisory Services in Saint Augustine, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. His career has been primarily with Truist and its predecessor entities, including Truist Investment Services and SunTrust. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches alongside third-party platform partnerships.

Logan Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Citigroup, he worked at Fidelity Investments and held roles at several other firms and business ventures. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Marico Walker is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. His background includes roles related to estate planning services and client referrals, and he serves as a board member of Hopewell Church. Walker is also involved in community and estate planning activities outside his advisory role. Transamerica Financial Advisors serves a broad client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Alicia Lathrop is a Series 66-registered financial advisor at Citigroup Global Markets with seven years of industry experience. She previously worked at Merrill and has been involved with Pie Daddy LLC. Outside of her advisory work, she is an owner of a rental property in Jacksonville, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates both discretionary and non-discretionary programs with proprietary oversight and manager selection processes.

Deidre Williams is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 11 years of industry experience. She has worked at several firms, including Fidelity Brokerage Services LLC, Bank of America, Merrill, and currently at Truist Investment Services and Truist Advisory Services since 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Bradley Teasdale is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and two years of industry experience. Before joining Citigroup in 2025, he worked at Fidelity Investments and United Routes LLC, among other positions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, implementing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, offering a broad range of advisory, execution, and custody services.

Kara Bailys is a financial advisor at Citigroup Global Markets with a Series 66 designation and 21 years of industry experience. Her prior experience includes nine years at Merrill Lynch before joining Citigroup in 2022. Outside of her advisory role, she serves as the District Commissioner for the River Oaks Pony Club, where she oversees club activities and supports equestrian education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

Andrew Shaffer is a financial advisor with Janney Montgomery Scott in Ponte Vedra Beach, FL. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior work includes positions at Fidelity Investments, Alo Yoga, LuluLemon Athletica, Sunglass Hut, and Cellular Sales. 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, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Margaret Holt is a financial advisor with Truist Advisory Services in Jacksonville, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her career includes roles at Truist Investment Services, BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and manager arrangements, supported by AI-enabled research tools and supervisory oversight.

Eric Lathrop is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Bank of America, and Merrill. Outside of finance, he works part-time as a grocery replenishment specialist at Publix Supermarkets and assists with food preparation and service on a food truck for Trini Pie Company LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Blake Brewer is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Fidelity Brokerage Services LLC, Bank of America, and Merrill. Brewer is based in Orange Park, Florida. 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 select retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within defined plan lineups.

William Grub is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Eagle Strategies since 2019 and has worked with NYLife Securities Inc. and New York Life Insurance Company since 1997. He serves as a board member of NAIFA Northeast Florida, an organization focused on legislative advocacy and professional development for its members. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various programs tailored to client objectives and maintains a predominately non-discretionary asset base, working closely within the New York Life affiliate structure.