Harrison Jordan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Wealth Enhancement Group, he gained experience at iCapital and Pathward Financial. His background also includes roles outside finance, such as employment at Hodges Mazda and Julington Creek Golf Club. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, with oversight from an internal Investment Committee and offers a wide range of implementation tools and program options.

Mike Vivas is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 29 years and PNC Investments LLC for one year. 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, consulting, and operates as a registered broker-dealer providing a range of investment services through a consolidated investment platform.

Tiffany Beard is a CFP® and holds a Series 66 license with 17 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2018, following four years at Retirement Strategies Inc. Beard serves on the boards of the Financial Planning Association of Florida and the local Cub Scouts organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Dwight Larkin is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and Series 65 licenses, with 22 years of industry experience. His prior roles include positions at Northwestern Mutual and Associated Bank. Outside of his advisory work, he plays bass in a rock band called The Dad Bodz. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Carnley Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 1999. Outside of his advisory role, he owns and manages an aircraft for personal use. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Clell Tatum is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity Brokerage Services. He is also a co-owner and silent partner of Upfresh Kitchen, a meal prep service. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

William Hart is a CFP® with 25 years of experience in financial advising. He has worked with Wealth Enhancement Advisory Services, LLC and its predecessor firms since 2018 and previously spent 24 years at Retirement Strategies, Inc. Hart also serves as an adjunct professor at the University of North Florida. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Brent Burnett is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with firms including Primerica, Thrivent Financial, and Merrill Lynch. Outside of his advisory role, Brent worked part time as an Ocean Rescue Lifeguard for the City of Neptune Beach. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing asset allocation and retirement guidance through managed and non-discretionary advice programs that incorporate proprietary portfolio oversight and investment education services.

Yacoub Snober is a financial advisor with Independent Financial Partners in Jacksonville, FL, holding a Series 66 credential and 27 years of industry experience. He has previously worked at LPL Financial and IFP Securities, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform managing over $12 billion in assets, with a notable focus on retirement-plan advisory and pension consulting services.

Christopher Gardner is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment Planning since 2013. Gardner is also Chief Investment Officer at Capital Analysts of Jacksonville, where he conducts research and makes investment recommendations. Additionally, he serves on the investment sub-committee of Mandarin Presbyterian Church, providing expertise on the church’s asset management. 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 a range of financial planning and investment management services, employing both strategic and tactical approaches through an in-house Investment Management & Research team.

James Bradshaw is a financial advisor at Farther with a Series 65 credential and three years of industry experience. Prior to joining Farther Finance Advisors, LLC, he worked for BBVA Bank for 13 years. Outside of his advisory role, Bradshaw is involved in several business ventures including farming and real estate development, managing a medical receivables company, investing in non-publicly traded companies, and overseeing a women's apparel business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing algorithmic model portfolios and automatic rebalancing across a range of asset classes including ETFs, mutual funds, individual equities, and fixed income.

Devan Sef is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. 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 certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Rajendra Donepudi is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Wfgia, Florida Homes Realty and Mortgage, and Florida Blue Inc. In addition to his advisory role, he works as a real estate agent, facilitating property transactions on a part-time basis. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary model portfolios alongside access to third-party money managers and a mix of fee-based and commission-based investment products.

Nicolas Duran is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at TD Bank, N.A., Trustco Bank, WFG Transamerica, and a year at OCPS Timberlake Elementary School. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Michael Armstrong is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Eagle Strategies, he worked for NYLIFE Securities LLC and New York Life Insurance Co, as well as spending 14 years at Dillard's. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and offers tailored advice through multiple program types, working with individual investors, institutional sponsors, and corporate clients within the integrated New York Life affiliate structure.

Robin Howard is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years before joining TD Private Client Wealth LLC and TD Bank N.A. in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through a combination of affiliated and third-party investment managers.

Taylor Lloyd is a financial advisor at Farther with nine years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Lincoln Financial Advisors, and SunTrust Investment Services. Lloyd is also the owner of Lloyd Private Wealth Services, LLC, a private entity facilitating securities, advisory, and insurance business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

John Thompson is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Thompson also manages a separate business entity, JFT Ventures, LLC. 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 advisers. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Liam Downs is a financial advisor at Principal Financial Services with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and service with the Jacksonville Sheriff's Office. He is also involved in the sale of various insurance products including life, disability, annuities, health, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Patricia Lawrence is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2018, following five years at Retirement Strategies, Inc. in Jacksonville, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.