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.

Faris Sabic is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Aegis Consulting Group, LLC and has a background that includes roles at the University of North Florida, Target Corporation, and local schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Kevin Humphrey is a financial advisor at Lincoln Investment with six years of industry experience. His background includes service in the United States Air Force and Florida Air National Guard, along with roles in the New York Air National Guard and firms such as Linquest/KBR and Cornerstone Educators Insurance. He is also co-owner and president of Humphrey Nation, Inc., a tax and accounting entity. 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 offers financial planning, retirement plan advice, and a variety of model portfolios, managing both discretionary and non-discretionary assets through a combination of strategic and dynamic investment approaches.

Patricia Yager is a financial advisor at Empower Advisory Group with three years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments, Merrill, and Bank of America. Outside of her advisory work, she owns and operates two small businesses focused on photo prints and custom apparel design. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Rob Snyder is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA since 2012. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account options, applying a fiduciary standard to its advisory services.

Jonathan Sizemore is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Gulfstream Aerospace, Florida Financial Advisors, Probe Domain, and Sizemore Academy. 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 options for discretionary and non-discretionary account management and has notable retirement-plan advisory and pension consulting capabilities.

Scott Snider is a CFP® professional with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and has worked previously at firms including Paragon Wealth Strategies, Mellen Money Management, and The Huntington Investment Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services as well as financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and provides additional specialized services and educational content.

Chelsae Carmickle is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at Guardian Life Insurance Company and First Command Advisory Services. Outside of her advisory work, she is involved in selling insurance products beyond those offered through Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, employing a variety of investment strategies including proprietary model portfolios and third-party managers.

Jesse Crews is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group and its advisory services since 2018, and previously spent six years at Retirement Strategies, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Derek Hodson is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program available by invitation to PNC employees. The firm utilizes algorithmic risk assessment and delegates portfolio implementation to approved strategists and third parties.

Benjamin Davis is a Certified Financial Planner® with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2018. Prior to that, he was employed at Retirement Strategies, Inc. from 2015 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Eduardo Ortega is a financial advisor with Empower Advisory Group in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Empower Advisory Group, he served in multiple roles including with State Farm and First Command Advisory Services, and spent 23 years in the United States Navy. 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 retail brokerage account holders. The firm’s integrated approach emphasizes long‑term portfolio returns and annual rebalancing, delivering services through Empower’s recordkeeping and administrative platforms.

Zachary Bond Stefo is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Adams Bank and Trust. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services within a Private Advisor model and consolidated investment platform.

Todd Bernstein is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent seven years with BB&T Securities. Outside of his advisory role, he serves as a board member of the Maserati Club of the Southeast, where he assists in planning events. Janney Montgomery Scott 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs that combine in-house and third-party portfolio management.

Scott Jacobs is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and 16 years of industry experience. He has worked with several firms including First Florida Financial and JTB Tax LLC, and is involved in outside business activities such as insurance sales through Benefits Management LLC and financial services with Florida Wealth Managers. PlanMember provides retirement-plan advisory services to employers and plan participants, focusing on ERISA fiduciary responsibilities and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Kirk Gravelle is a CFP® professional with over 31 years of experience in financial services. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2022. Prior to that, he spent 13 years at Morgan Stanley Smith Barney and 7 years at Morgan Stanley Private Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering a range of solutions including asset allocation, fiduciary support, and a manager-selection program through its AMC Advantage platform.

Lisa Berndt is a financial advisor with Transamerica Financial Advisors in Jacksonville, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. In addition to her advisory role, she is involved in several other activities including administrative and brand ambassador positions across multiple companies, such as Adamis Group and Trident Consulting and Services, as well as roles related to college loan repayment assistance and festival organization. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Elaine Anna Gavlinski is a financial advisor with Lincoln Investment in Jacksonville, FL, holding a Series 66 designation and bringing three years of industry experience. She has worked with Capital Analysts and Lincoln Investment Planning since 2011. Outside of financial advising, she serves as a bookkeeper for a local mulch and landscaping business. Lincoln Investment serves individuals, nonprofit organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services that include both discretionary and non-discretionary programs, employing strategic and dynamic investment approaches.

Bethany Tanner is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 65 and Series 66 designations and has worked previously at firms including Morgan Stanley, JPMorgan Securities LLC, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management approaches supported by third-party platform relationships and an Equity Research team that employs AI-enabled tools.