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.

Robert Horne Jr. is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NuVenture Financial Group and IMG Wealth Management. He is also president and owner of NuVenture Financial Group, where he is involved in the sale of fixed insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and programs that license models to other RIAs.

Amanda Jordan is a CFP® with nine years of experience in financial advisory, currently with Truist Advisory Services. She previously worked for Bank of America for ten years before joining SunTrust Advisory Services in 2017. Outside of finance, she is involved in several entrepreneurial activities including a lifestyle consulting business and co-ownership of a home services company. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing discretionary and non-discretionary investment approaches supported by third-party platforms and AI-enhanced research.

Jeffrey Osteen is a financial advisor with Cetera Planning Partners in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Charles Schwab, Avantax, and Citigroup. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified portfolios built from mutual funds and ETFs tailored to client objectives and risk tolerance, complemented by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Zachary Cohen is a financial advisor with J. W. Cole Advisors, Inc. in Jacksonville, FL, holding Series 65 and Series 63 credentials with 13 years of industry experience. He has worked at J.W. Cole Advisors, J.W. Cole Financial, St. Johns Asset Management, and Guardian. Cohen is involved in wealth management services targeting medical and dental professionals through Douglas & Cohen Doctor's Wealth, focusing on insurance and wealth management for this niche market. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs both discretionary and non-discretionary account management using fundamental and technical analysis, model or manager-based strategies, and digital advice solutions.

Richard Rudinger is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes long tenure at Avantax Advisory Services and Avantax Investment Services, as well as operating his own CPA firm, R. J. Rudinger CPA, PLLC, where he serves as managing partner focused on tax preparation and accounting. He is also involved in the sales and service of fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to various investment programs, utilizing a range of portfolio management approaches and custodial platforms.

Arthur Porcelli is a financial advisor at First Command Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command in various capacities since 2003. Outside of his advisory role, he is president of Porcelli INC and a silent partner in Friars Legacy LLC. 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 managed by centralized investment teams using a range of mutual funds, ETFs, and third-party managers.

Christopher Walshe is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 credentials. He has eight years of industry experience, including roles at Credit Suisse Securities (USA and Europe), UBS Securities LLC, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, combining discretionary and non-discretionary approaches with various third-party platform and manager arrangements.

Wayne Dedrick is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at UBS Financial Services from 2005 to 2017 and at BB&T Securities and SunTrust Advisory Services since 2017. He serves as a member of the Board of Trustees at Saint Francis University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Rhonda Monroe is a Series 66-credentialed financial advisor with eight years of industry experience. She currently works at Empower Advisory Group and has previously held roles at Jackson National Life Distributors and Infinity Sales Group LLC. Monroe’s background includes a brief tenure with the State of Michigan. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through a scale-integrated model connected to Empower’s recordkeeping and administrative platforms.

James Wellman is a financial advisor with Empower Advisory Group based in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. His work history includes positions at GWFS Equities, Bank of America, Merrill, and W.W. Grainger Inc. Outside of his advisory role, he owns Sweetie Bee Honey LLC, where he manages an apiary, and he has an ongoing limited partnership with Google Inc. related to revenue from YouTube advertisements. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage and IRA clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

James Deats is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and BofA Securities. He serves as vice president of a homeowners association and is a board member of Junior Achievement of North Florida, a nonprofit focused on youth financial literacy and career readiness. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals and institutional clients, often connected to employer retirement plans. The firm offers a fiduciary standard for its RIA services and manages customized and model portfolios within a vertically integrated structure that includes affiliated funds.