Brian Von Hein Jr. is a financial advisor at Element Wealth, LLC in St. Augustine, FL, holding a Series 65 designation with eight years of industry experience. He previously worked at Keyes Stange and Wooten Wealth Management, LLC and is involved in a family business called Take Home Charlys'. Element Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm uses a mix of mutual funds, ETFs, and individual securities with asset allocation strategies that incorporate relative strength and technical analysis.

Paula Deitering is a financial advisor at Prairie Wealth Advisors, Inc. in St. Augustine, FL, with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Prairie Wealth Advisors since 2014. Outside of her advisory role, she serves on the board of the Bellevue Senior Center Endowment Fund, where she participates in fund management and event volunteering. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting, using a tailored investment approach that includes ETFs, mutual funds, equities, bonds, options, and third-party managers, with regular account reviews and a flexible trading strategy.

Donald Vandenbord is a Series 65-licensed advisor with 11 years of industry experience, currently serving at Revere Asset Management, Inc. since 2016. He is also the owner of Grotection, Inc., where he manages his own portfolio and finances. Revere Asset provides discretionary investment management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a trend-following, rules-based investment approach that combines technical, fundamental, and cyclical analysis, emphasizing systematic risk control and transparency.

James Minich is a financial advisor at MinichMacGregor Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MinichMacGregor since 2009. Minich previously worked at Purshe Kaplan Sterling Investments from 2009 to 2022. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of analytical approaches and proprietary strategies, offering participant education and enrollment assistance as part of its retirement-plan services.

Matthew Mccloghry is a financial advisor at Headland Capital with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Colonial Church, and Weeden & Co. LP. Outside of his advisory role, he is involved with Rose Bay Capital LLC and maintains employment with Colonial Church. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, and various entities such as family offices, trusts, and private foundations. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, employing a client-driven investment process focused on fundamental analysis and a predominately long-term orientation.

Alexander Barned is a financial advisor with Absolute Capital Management, LLC in St. Augustine, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Northern Lights Distributors, LLC, Hanlon Investment Management, Inc., and Cetera Advisor Networks LLC. Outside of advisory work, he owns a general insurance agency and a college admissions consulting business. Absolute Capital Management provides fee-based investment management and supervisory services primarily to individual investors, retirement plans, corporations, and investment companies. The firm utilizes model portfolios and program-based solutions, including advisory roles to proprietary mutual funds, focusing on programmatic portfolio management delivered through various custodial platforms.

Brian Gilroy is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Confidence Wealth Management, Inc. and has previously worked at firms including Morgan Stanley, Financial Engines Advisors, and Fidelity Brokerage Services. His credentials include Series 63, 65, and 66 licenses. Confidence Wealth Management is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities with approximately $344 million in discretionary assets under management. The firm employs a generally long-term, buy-and-hold investment approach, utilizing ETF/ETP-based strategies for diversification and downside protection, and offers a range of portfolio management and financial planning services.

Cary Cowan Sr. is a CFP® and ChFC® with over 53 years of experience in the financial industry. He currently serves at ARCH Global Advisors, LLC and previously held roles at LPL Financial, Cadaret Grant & Co., Inc., and Next Financial Group Inc. Outside of his advisory work, Cary is involved as an author and business owner of Lifetime Financial Strategies, LLC. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm takes a long-term, customized approach to portfolio construction using ETFs, equities, mutual funds, and occasionally options and margin.

Christopher Patterson is a financial advisor at Lifeworks Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Innovative Wealth Strategies, LLC, St. Johns Wealth Advisors, LLC, The Patterson CPA Group, Inc., and Wells Fargo Clearing. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and traditional risk-based investment approaches, integrating tax and accounting capabilities through affiliated entities and utilizing a proprietary client portal to support coordination of planning, tax, and reporting.

Douglas Smith is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Tiaa, and TD Ameritrade. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that includes mutual funds, ETFs, individual securities, and alternative investments such as private funds and cryptocurrency exposure.

Ronald Odom is a financial advisor at Archer Investment Corporation with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Archer since 2015. Prior to that, he was affiliated with Accupro Accounting, PLLC for 12 years. He is also involved in limited tax preparation services. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm offers a range of advisory services from comprehensive financial planning to limited-scope model portfolios and manages approximately $1.01 billion in discretionary assets.

Jordan Wright is a financial advisor with Gradient Advisors, LLC in St Augustine, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Gradient Advisors in 2026, he worked at Bankers Life and related entities from 2021 to 2025. Outside of his advisory roles, Wright volunteers as a softball coach with the Creeks Softball Association. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model with client approval for transactions.

Kevin Walsh is a financial advisor with McAdam LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at McAdam LLC and affiliated firms since 2014 and spent one year at VOYA Financial Advisors. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a blend of traditional and alternative investments while incorporating technology solutions like AI policies and estate-document services.

Edgar Mclean is a financial advisor at The Fiduciary Alliance with 16 years of industry experience. He holds a Series 65 designation and previously worked for First Financial Advisors, LLC for 11 years before joining his current firm in 2018. Outside of advising, he serves as Vice President of Operations for First Financial Education Centers, a company focused on insurance software and education. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team business model.

Alan Bratic is a CFP® with 26 years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC since 2020. His prior roles include positions at Vigil Wealth Management, LPL Financial, Cetera Advisors LLC, and Thompsonbaker Financial, LLC. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combined fundamental, technical, and cyclical investment analysis approach with various management strategies and third-party models.

Steven Futoran is a financial advisor at Manning & Napier Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Voya Investment Management and Wells Fargo Funds Management. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering strategies that combine top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services and customized wealth management solutions, supported by a team-based investment process overseen by an Investment Policy Group.

Patrick Lamb is a financial advisor at IFG Advisory, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services, Fidelity Investments, and LPL Financial. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting using a combination of fundamental, technical, and cyclical analysis along with multiple management strategies.

Ryan Wharton is a CFP® with 21 years of industry experience, currently serving as a financial advisor at CWA Asset Management Group. His prior experience includes roles at Fidelity Investments, TDAmeritrade, FIFTH THIRD SECURITIES, and Waddell & Reed. Outside of his advisory work, he is a managing member of Sandbox Capital LLC, involved in real estate and special situation investing, and serves as a director on the board of the Jacksonville Area Golf Association. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs in-house research and proprietary models, integrating active and quantitative strategies with the selective use of artificial intelligence and offers globally diversified portfolios tailored to client objectives.

Dale Mingledorff is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Capital Analysts. His prior roles include positions at Lincoln Investment and Horace Mann Companies. He is also a Lieutenant Colonel in the US Army Reserve, where he instructs at the Command & General Staff College. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, access to third-party managers, and retirement plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team.

Hardev Goswami is a CFP® professional with 26 years of industry experience, currently serving at ON Investment Management Company. He has worked with The O.N. Equity Sales Company since 2016 and Ohio National Financial Services since 2002. Outside of his advisory role, he owns a business related to disability, life, accident, and health insurance sales. ON Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.