Regina Davis is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. She has been with Valic Financial Advisors since 2006 and concurrently serves as an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages discretionary unified managed accounts through Envestnet’s platform and uses a combination of technology and model solutions to serve a large client base across more than 1,200 advisors.

John Tyrrell is a financial advisor at MAI Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, sports professionals, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services into many client relationships.

Keola Elobt is a financial advisor at MAI Capital Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Principal Securities, West Point Business Group, and Principal Life Insurance. Outside of his advisory work, he is involved with community organizations, serving on the YMCA board and participating in fundraising for Blessing In A Backpack. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and administrative services, managing over $72 billion in assets as of May 2026.

Joel Spencer is a financial advisor with Bankers Life Advisory Services, Inc. in Jacksonville, FL, holding Series 65 and Series 63 credentials and eight years of industry experience. He has worked with Bankers Life Advisory Services since 2023 and has additional experience at Bankers Life Securities, Inc., Joel Spencer Inc., and Bankers Life & Casualty, Inc., where he also serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and manages portfolios with periodic rebalancing and performance reviews.

Robin Wahby is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville Beach, FL. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has worked at New York Life Insurance Company and Nylife Securities since 1990 and has operated Wahby Financial Group LLC since 2014. Outside of his advisory work, Wahby is involved as an investor in multiple minor league sports teams and serves as an emeritus member and finance committee chair for a nonprofit helping developmentally disabled children. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types tailored to client objectives, with most regulatory assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Adam Fannin is a CFP® professional with 25 years of industry experience. He is currently with Truist Advisory Services and has previously worked at Trust Investment Services, Inc. and Suntrust Securities, Inc. Fannin holds the Series 66 designation and is based in Ponte Vedra Beach, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Trevor Harkness is a CFP® professional with 30 years of industry experience, currently serving with Kestra Advisory. He has worked with Kestra Advisory since 2016 and Kestra Investment Services since 2010, and more recently joined The Baldwin Group Securities, LLC. Outside of his advisory roles, he provides employee benefits consulting through Montoya Benefits Group and participates in insurance-related activities as a partner at BKS-Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary services, plan design and compliance support, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Pete Sullivan serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has extensive experience navigating clients through various market cycles and focuses on empowering them to make informed financial decisions aimed at risk reduction and wealth building. Sullivan acts as a strategic financial partner, working closely with clients to help them gain confidence as they plan toward their financial goals. His career at Fidelity Investments began in 2006, progressing through multiple roles including Financial Representative, Private Access Relationship Manager, and Private Client Specialist before attaining his current position. In 2019, he briefly held the role of Regional Vice President at Fisher Investments. Throughout his career, Sullivan has developed expertise in financial consulting and regional planning. Outside of his professional work, Sullivan engages in family activities, football, outdoor adventures, snowboarding, traveling, and volunteering.

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.

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.

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® and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with ROCKEFELLER FINANCIAL LLC and Rockefeller Capital Management, having previously spent nine years at UBS Financial Services. ROCKEFELLER FINANCIAL LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services within an integrated advisory platform.

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.

Christina Charbonneau is a financial advisor at Lincoln Investment with 33 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Valic Financial Advisors for 15 years and Agia for 3 years. 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 both advisor-managed and firm-managed investment programs, employing a mix of strategic and tactical approaches overseen by its Investment Management & Research team.

Mason Harry is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He previously worked at Fidelity Investments and has held positions in both educational institutions and hospitality. 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, operating both as a registered broker-dealer and through its consolidated investment platform that provides discretionary and non-discretionary solutions across various asset classes.

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.