Allen Sasser Jr. is a CFP®-certified financial advisor with 18 years of industry experience, currently with Lincoln Investment since 2026. His prior roles include positions at Brust Wealth Advisors, Raymond James Financial Services, JL Smith Holistic Wealth Management, Petros Financial Group, Bank of America, and Merrill. He is based in Jacksonville, Florida. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a blend of strategic and tactical investment approaches, offering both discretionary and non-discretionary programs across a range of managed portfolios.

Brandon Maresma is a financial advisor at Independent Financial Partners with 23 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 10 years before joining Independent Financial Partners in 2019. In addition to his advisory work, he owns a CPA practice, Postillion Tax Consultants, which provides tax preparation, planning, payroll, and bookkeeping services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base with customizable investment strategies and has notable capabilities in retirement-plan advisory and pension consulting.

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.

Aaron Sheklin is a financial advisor at Farther with one year of industry experience. He holds a Series 65 designation and previously worked at RealPage, Inc., ClickPay, LLC, and NovelPay, LLC. Outside of advising, he is the managing partner of Seaworthy Industries, a maritime consulting firm, and serves as an authorized representative for Beaches Mental Health, providing consulting and administrative support. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and offers discretionary investment management along with retirement plan consulting.

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.

Catherine Livingston is a financial advisor at Valic Financial Advisors with eight years of industry experience. She holds Series 65 and Series 63 licenses and is based in Jacksonville, FL. Outside of her advisory role, she is involved with Agia, providing non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a large network of advisors, utilizing centralized technology and model solutions to manage client assets.

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.

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.

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.

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.

Brooke Lazzarini is a financial advisor with First Command Advisory Services, holding a Series 66 credential and seven years of industry experience. She previously served six years in the United States Army with the 89th Military Police Brigade before transitioning to First Command roles starting in 2017. Lazzarini is also treasurer and board member of Horses In Baja: Equine Assisted Services, Inc., an international nonprofit organization. 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 that use model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

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.

Miguel Arevalo Gonzalez is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivered through platforms linked to Empower’s recordkeeping and administrative services.

William Schneider is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of advising, he is the owner of a local AC repair business, managing administration and marketing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm uses an integrated model tied to Empower’s platforms and offers point-in-time financial plans alongside optional managed account solutions.

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.

Steven Kurosko is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Cerity Partners since 2014. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

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.