Alexander Nosal is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been affiliated with both firms since 2006. Outside of his advisory role, he is involved with Physician Advisory Associates, LLC, a physician-related business venture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs including proprietary and third-party model portfolios.

Jacob Neuhofer is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Neuhofer is based in Jacksonville, FL. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including serving as a swap dealer and futures commission merchant.

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.

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.

Daniel Fusco is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previous experience at Morgan Stanley, UBS Financial Services, Charles Schwab, and LPL Financial LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by multiple custodial platforms and third-party portfolio tools.

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.

Michael Liverano is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2024, and previously worked at Merrill from 2015 to 2024. 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 operates at large institutional scale with notable roles including swap dealing and futures commission merchant activities.

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.

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.

Steven Dodge is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments LLC. 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. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

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.

Alexis Beasley is an investment advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. She has experience in financial services roles since 2020, including positions at Wells Fargo and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, combining multiple investment strategies and portfolio management options.

Danielle Nantz is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Citigroup Global Markets, Danielle worked at Ally Invest Securities, Morgan Stanley, and E*TRADE Securities among other firms. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

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.

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.