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.

Dustin Smith is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, J.P. Morgan Securities, and Fidelity Investments. Smith also served as a medic in the Florida Army National Guard from 2018 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles such as swap dealer and futures commission merchant.

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.

John Noel is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Merrill and Wells Fargo. His background also includes roles at MassMutual Life Insurance Co., MML Investors Services LLC, and Advised Assets Group, LLC. Citigroup Global Markets serves individual and institutional clients across a broad spectrum including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

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.

Kevin Garcia is a financial advisor with Citigroup Global Markets in Jacksonville, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Citigroup in 2020, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2012 to 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a unique combination of large institutional scale and specialized market roles.

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.

Brian Hoffman is a financial advisor with Citigroup Global Markets. He holds a Series 66 designation and has three years of industry experience, including time at Citibank NA. His prior work includes roles outside finance at First Baptist Church of Orange Park and 1-800-PackRat. 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 specialized market roles, including in-house research and derivative services.

Christina Dodson is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for nine years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services.

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.

Manuel Gonzalez is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Willie Edwards is a financial advisor with Citigroup Global Markets holding a Series 66 designation and two years of industry experience. Prior to joining Citi Bank in 2022, he worked in various educational roles at the University of Central Florida, Florida International University, Valencia College, and Oakleaf High School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services supported by in-house research and extensive institutional capabilities.

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.

Heather Roark is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked with Citigroup Global Markets since 2022 and was previously with Merrill for 15 years. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and commercial arrangements.

Michael Mccabe is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with TD Bank N.A. and TD Ameritrade, Inc. for a combined total of 14 years prior to his current role. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.