Steven Thompson is a financial advisor at Empower Advisory Group with Series 63 and Series 66 registrations and eight years of industry experience. His prior experience includes roles at Bank of America and Merrill. He was also self-employed for three years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and client savings rates.

Miles Evans is a CFP® with four years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in Jacksonville, FL. His prior experience includes roles at Fidelity Investments, MassMutual, Northwestern Mutual Investment Services LLC, and Brust Wealth Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of institutional scale and market roles, including swap dealer and futures commission merchant activities.

Maurice Ruhter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also owns and operates Maury Ruhrer Tax Service, providing income tax preparation services. His professional background includes long-term roles at Wfg and JEA. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment advisory, supported by a large network of advisors and multiple program platforms.

Devlin Root is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to his advisory career, he served 27 years in the United States Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kellie Desrosiers is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she owns KD Inspires, LLC, a company that provides tools and resources aimed at motivation and inspiration. She also has experience as an account executive selling skincare products with Rodan & Fields. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers comprehensive financial planning, portfolio management, and consulting services, delivering advice through various managed account and third-party money manager programs while primarily providing non-discretionary recommendations.

Nick Kostoff is a financial advisor with Fifth Third Securities, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with Fifth Third Securities since 2015 and has also worked at Fifth Third Bank since 2012. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Ryan Ashley is a CFP® with 16 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2017. Prior to joining MAI, he worked at TIAA-CREF and TIAA from 2016 to 2017. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across a range of strategies and integrates financial planning and tax services into many client relationships.

Stephanie Geisse is a Series 66-licensed financial advisor at Truist Advisory Services with 13 years of industry experience. She has worked with Truist and its predecessor firms in various capacities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Jessica Sizemore is a financial advisor with Independent Financial Partners holding a Series 66 designation and three years of industry experience. She has worked at IFP Securities LLC and American Federal Benefits Consultants, and also maintains a role at Sizemore & Associates, CPA's PLLC, providing administrative support for CPAs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Douglas Harp is a financial advisor at First Command Advisory Services with four years of industry experience. He holds Series 66 and Series 63 licenses and has a background that includes five years at Fidelity Investments and over a decade of service in the United States Navy and Navy Reserves. 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 multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved managers and model portfolios.

Heather Brewer is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Citigroup, Fidelity Investments, Merrill, and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

Jennifer King is a CFP® with 23 years of industry experience and currently serves as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer in 2023, she held roles at Paragon Wealth Strategies, LLC, Bb&T Securities, LLC, Bbtis, and Bb&T Bank. Outside of her advisory work, she is the Treasurer of the Bartram Trail High School Air Force JROTC Booster Board, supporting local cadets. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and a variety of portfolio implementation strategies.

Matthew Gould is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Bank of America, Merrill, Coopers Hawk Winery, and Florida State College at Jacksonville. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Andrew Ayers is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Private Wealth Management and Consulting LLC. Outside of his advisory work, Ayers volunteers with the VyStar Academy of Business Meetings, mentoring students and supporting educational initiatives. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with considerable institutional scale and specialized market roles.

Michael Boswell is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower, he worked at First Command Brokerage Services and served multiple terms in the U.S. Air Force from 2017 to 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Melissa Reardon is a financial advisor at Eagle Strategies (NY Life) based in Jacksonville, FL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to her advisory career, she worked for 16 years with Duval County Public Schools. Outside of finance, she is an artist who sells her work online and is an ordained minister performing weddings. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Kristine Gillard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors and WFGIA since 2017 and previously spent a year with Signator Investors, Inc. In addition to advising clients, she performs home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse 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 program options.

Allen Sasser Jr. is a CFP®-certified financial advisor with 18 years of industry experience, currently with Lincoln Investment since 2026. His prior roles include positions at Brust Wealth Advisors, Raymond James Financial Services, JL Smith Holistic Wealth Management, Petros Financial Group, Bank of America, and Merrill. He is based in Jacksonville, Florida. 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 employs a blend of strategic and tactical investment approaches, offering both discretionary and non-discretionary programs across a range of managed portfolios.

Brandon Maresma is a financial advisor at Independent Financial Partners with 23 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 10 years before joining Independent Financial Partners in 2019. In addition to his advisory work, he owns a CPA practice, Postillion Tax Consultants, which provides tax preparation, planning, payroll, and bookkeeping services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base with customizable investment strategies and has notable capabilities in retirement-plan advisory and pension consulting.

Frank Hartsfield IV is a CFP® with 15 years of industry experience, currently serving as a financial advisor at TD Private Client Wealth LLC in Jacksonville, FL. He has been with TD Bank N.A. and its affiliated firms since 2020, following a 15-year tenure at BB&T and BB&T Asset Management, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to various investment products, financial planning support, and custody services, utilizing both affiliated and third-party sub-managers through a discretionary trading authority model.