William Barnett Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His background includes roles at TWZ II Inc DBA US Processing Solutions and College Loan Freedom, alongside ongoing ownership of Theatre Partners LLC, a professional dinner theatre. Transamerica Financial Advisors serves a wide client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Meeks is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has three years of industry experience. Prior to joining Citigroup, he worked at Fidelity Investments, T-Mobile, Exp Realty, SkillStorm, and Appen Butler Hill Inc. 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 with internal oversight and provides bespoke discretionary solutions for large relationships.

Dawn Padgett is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Infinite Computer Solutions. Outside of her advisory role, she owns and operates a longarm quilting business called Suzette's Stitches. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Joshua Broadhurst is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, alongside comprehensive financial planning and retirement consulting.

Orlando Arauz is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has been with Truist and its affiliated entities since 2018, including roles at Truist Bank and Truist Investment Services. Prior to his financial industry career, he worked briefly at Gametality Computers. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary services supported by extensive inter-affiliate integration.

John Langley Jr. is a CFP® professional with 16 years of industry experience, currently serving at Principal Financial Services. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2019, and previously spent 10 years with Fidelity Brokerage Services LLC. Outside of his advisory role, Langley serves as a board member of the Bolles School Alumni Board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Lynch is a CFP® with 19 years of industry experience, currently affiliated with Rockefeller Financial LLC. His prior roles include positions at UBS Financial Services, J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform delivering a range of portfolio solutions across equities, fixed income, and alternatives.

Luis Muniz is a CFP® professional with over 32 years of experience in financial services. He is currently with First Command Advisory Services and has held various roles within affiliated First Command entities since 1993. Luis also operates Luis A. Muniz, Inc., a business he established in 2003. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage approved investment strategies.

Rodger Goldman is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. He is based in Ponte Vedra Beach, FL. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Loren Eggleston is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co., and AllState Benefits. He is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with both retail investors and institutional plan sponsors.

Quintrell Mc Creary is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Principal, Mc Creary served eight years in the United States Navy. Outside of financial advising, he owns a logistics and trucking business that partners with Amazon to deliver freight between distribution centers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions delivered primarily on a discretionary basis.

Zachary Kleiman is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at PNC Private Bank and Robin Lloyd & Associates, and spent three years at the University of Florida. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and family office services uncommon at a firm of its size.

Cynthia Handmaker is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where she serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves 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 unified managed accounts using a centralized technology platform and a large network of advisors.

John Mills is a financial advisor with Empower Advisory Group in Jacksonville Beach, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior work includes positions at Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade, Inc. Mills has been with Empower since 2026. 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 certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Andrew Woods is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has a background in law, having worked at several law firms including Hahn Loeser & Parks LLP and Grant Fridkin Pearson, P.A. Woods also operates his own legal practice, Andrew M. Woods, P.A., in Jacksonville, FL. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, compliance, and practice-management support. The firm offers advisors access to discretionary portfolio construction and proprietary model portfolios, along with various program structures tailored to client needs.

David Avila Angarita is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Deutsche Bank, Bank of America, N.A., and Merrill. 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 through discretionary and non-discretionary programs, leveraging internal oversight and external partnerships to manage and monitor investments.

Michael Bosl is a financial advisor with SPC, holding Series 66 and Series 63 licenses and 23 years of industry experience. His career includes roles at Sigma Financial Corporation, Northwestern Mutual, MassMutual, and Deutsche Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, with custody and execution primarily provided by Fidelity/NFS.

Lawrence Thompson Jr. is a ChFC® credentialed financial advisor with 10 years of industry experience, currently with VALIC Financial Advisors in Jacksonville, FL. His prior roles include positions at Thrivent Financial, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he assists with packaging and vendor events for a small artisanal bath products business. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts with technology-driven model solutions and operates at scale with access to a broad product shelf through its affiliation with Corebridge/VALIC.

Khadijah Jenkins is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2022, following eight years at Merrill. Based in Jacksonville, FL, Jenkins operates within a firm that serves a diverse client base across private banking and wealth management segments. Citigroup Global Markets Inc. provides investment advisory programs, broker‑dealer execution, and custody services to individual and institutional clients. The firm employs multi‑asset, multi‑manager strategies with a combination of discretionary and non‑discretionary programs, supporting a broad range of financial products and maintaining significant institutional scale and market roles.

Edgar Morales Jr. is a financial advisor with TLG Advisors, Inc. based in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with The Leaders Group, Inc. and Capitas Financial/Pinnacle since 2010, and he is involved with Strategic Diversity Solutions, LLC since 2008. Morales also serves as president and chief marketing officer of Pinnacle IFS, an insurance business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent advisors, sub-advisors, and platform affiliates using fundamental analysis and Modern Portfolio Theory.