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.

Gregory Lewis is a financial advisor with Transamerica Retirement Advisors, LLC based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors, Inc. since 2004. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice, advisor managed advice, and investment education services. The firm emphasizes asset allocation and retirement planning, using proprietary technology and third-party model portfolios to deliver personalized recommendations to a broad client base.

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.

Zachary Brown is a financial advisor with Focus Partners Wealth, LLC in Jacksonville, FL, holding a Series 65 designation and two years of industry experience. He previously worked at The Colony Group, LLC and has longstanding experience with McClow Clark and Berk PA since 2010. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.

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.

James Ketron is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and operated Ketron Health LLC, where he served as president providing health coaching. He is also a minority partner in Huntington Addiction Wellness Center, an addiction treatment center. 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 supported by in-house research and operates with large institutional scale and distinctive market roles.

Loretta Beardeaux Proulx is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 16 years. She is based in Ponte Vedra Beach, Florida. 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 range of clients, including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Mark Thomas is a financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been associated with the Bankers Life family of companies since 2010. Outside of his advisory role, he serves as a minister conducting occasional weddings and funerals, and holds a leadership position as corporate secretary and trustee of a Christian discipleship ministry. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Emily Lewis is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Lululemon, where she educated guests on product selection related to athletic clothing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Titus Pittman is a CFP® professional affiliated with Independent Advisor Alliance, LLC, based in Jacksonville, FL, with 24 years of industry experience. He has been with Independent Advisor Alliance since 2018 and also has extensive tenure with Independent Financial Partners and LPL Financial. His business activities include serving as president of a tax-related entity established for administrative purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management and utilizes various investment strategies and technology platforms to support client needs.

John Gosztyla is a CFP® professional with 18 years of industry experience, currently serving at Independent Financial Partners. His prior roles include positions at LPL Financial and First Command Advisory Services. He also serves as a trustee on the Jacksonville Beach police pension board and consults on tax matters through Postillion Tax Consultants, LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both individualized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Jon Fletcher is a financial advisor with Money Concepts Capital Corp in Jacksonville, FL, holding Series 63, 65, and 66 licenses and having 40 years of industry experience. His prior roles include positions at Eagle Strategies, NYLife Securities LLC, New York Life Insurance Co, and Ausdal Financial Partners. Outside of financial advising, he is a 50% owner of a family-run fast-service bagel business in Jacksonville. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers to manage approximately $3.33 billion across about 14,700 clients.

Jesse Ruda is a financial advisor at Farther with a Series 66 designation and three years of industry experience. Prior to joining Farther in 2025, he worked at Fidelity Investments for three years. Outside of finance, he has been involved in acting and film production, and he is a partner in a boutique wagyu cattle business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios with automatic rebalancing and focuses primarily on personal fiduciary clients.

Anna Arribas is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Merrill, The Prudential Insurance Company of America, and Pruco Securities, LLC. Before entering financial services, she spent ten years in home management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm’s approach includes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Joshua King is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Advised Assets Group, LLC and GWFS Equities, Inc., both since 2022, as well as nearly a decade at Bank of America and Merrill from 2013 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, rebalancing, and savings rates through both point-in-time financial plans and optional managed account solutions.

William Laird Jr. is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023, following roles at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Outside of his advisory career, Mr. Laird is active in several community and nonprofit organizations, including serving on the boards of Lutheran Social Services, Clarke School for the Deaf, and Stetson University Alumni Board of Directors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent investment adviser representatives, utilizing multiple program structures and technology tools to support diverse client needs.

Zachary Bishop is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution, custody services, and derivatives trading capabilities.