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.

Anthony Deluca is a CFP® with 54 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He previously worked at Securities America Advisors, Inc. from 2001 to 2006. Deluca also manages fixed investment needs through his own business, DeLuca Wealth Management, focusing on fixed annuity and life insurance sales. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets, serving individuals, institutions, and government clients. The firm uses a structured investment process supported by Envestnet and offers both model-based and advisor-managed portfolio solutions across multiple custodians.

Allen Bronton is a financial advisor with Redhawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at Clear Financial Strategies, LLC, Wealth Preservers, LLC, Cambridge Investment Research Advisors, and Cetera Wealth Services, LLC. He owns and operates Wealth Preservers, LLC, a fixed insurance agency providing risk management solutions. Redhawk Wealth Advisors delivers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach integrates strategic and tactical asset allocation with oversight by a weekly investment committee and incorporates various investment vehicles and third-party signal providers where appropriate.

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.

Aubrey Gibbs is a financial advisor with RFG Advisory, LLC in Ponte Vedra, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining RFG Advisory, Aubrey worked at Silver Oak Securities Inc for five years and served eight years with the Dawson County Board of Education. Aubrey is also the owner and consultant of Beacon Services Group, LLC, which provides education consulting to school districts in Georgia. RFG Advisory serves a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a range of model strategies and third-party platforms.

Clifford Camarda is a CFP® and ChFC® with 30 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has held advisory roles at several firms, including a long tenure at Camarda Wealth Advisory Group. Outside of his advisory work, he is also a licensed real estate agent involved in referring clients interested in real estate transactions. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans with investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios, offers alternative and private investment options, and operates alongside affiliated entities providing platform and referral services.

Charles Gordon IV is a financial advisor with Ally Invest Advisors in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His background includes roles at Ally Invest Securities, Fidelity Brokerage Services, and several other organizations spanning finance, aviation, and political campaign work. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios, automated investing, and Financial Advisor–delivered Personal Advice services.

Richard Meyers is a financial advisor at Advisors Capital Management, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at SAX Wealth Advisors, UBS Financial Services, and Bank of America/Merrill, where he spent over two decades. Outside of advising, Meyers is a managing member and primary investor in a family-owned fishing tackle store and guide service in Green Cove Springs, Florida. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts and model strategies. The firm integrates top-down macro analysis with bottom-up security selection across equity and fixed-income portfolios and manages over $8 billion in discretionary assets.

Shelton King Jr. is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 license and one year of industry experience. He is also the principal agent and owner of P419 Financial Group, LLC, a licensed insurance agency. Shelton has been involved with P4:19 Insurance & Retirement Strategies, LLC since 2013. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

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.

Justin Vestri is an investment advisor representative at Wealthcare Advisory Partners LLC with seven years of industry experience. He has prior experience at Citizens Securities, Citizens Bank, and LPL Financial. Vestri is dually registered with Wealthcare Advisory Partners and LPL Financial and allocates approximately 90% of his time to investment advisory services and 10% to insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by patented Wealthcare software and a behavioral economics framework to align client preferences with long-term strategies.

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.

Donald Wilson is a financial advisor with Calton & Associates, Inc. in Orange Park, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and Ameritas entities. Wilson is also an author with over a decade of writing experience and occasionally speaks publicly; he teaches night classes at a local community college. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through multiple program structures and operates as both a registered investment adviser and broker-dealer.

Gregory Timofeyev is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and VyStar Credit Union. In addition to his advisory role, he assists agents with retirement planning and insurance sales at Stratton and Company. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and select private investments.

David Coughlin is a CFP® professional with over 34 years of experience in financial advising. He is currently with Secure Asset Management, L.L.C. and has held positions at Aurora Securities Inc., SCF Investment Advisors, Inc., and Securities America Advisors, Inc. He also serves as a designated FINRA arbitrator and is involved in insurance sales through several related entities. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management for individual clients, including both non-high-net-worth and high-net-worth households. The firm offers services such as investment policy development, tax and estate planning support, and 401(k) consulting, utilizing a mix of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.

Martin Parlato is a financial advisor at SAX Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 65 designation and has operated MDP, Inc. of Jacksonville, a wholesale distributor of computer supplies, since 1981. Parlato also leads Martin D. Parlato & Associates, LLC, established in 2012. SAX Wealth Advisors delivers investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies primarily using low-cost, passively managed funds, and offers specialized advisory services including employee benefit consulting and alternative investment advisory.

Jacques Cureton is a financial advisor with Interactive Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fortune Financial Services, North FLA Insurance Agency, and Brooklight Place Securities, Inc., in addition to his long tenure at Interactive Financial Advisors since 2005. Outside of his advisory role, Cureton is president of an all-lines insurance agency and provides seasonal income tax preparation services. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and primarily uses ETFs and mutual funds, integrating tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Nathanael Mueller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments. Before entering the financial sector, he held roles at Chick-Fil-A, Nationwide Roofing, and in education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale alongside unique market roles such as a swap dealer and futures commission merchant.

Thomas Johnson is a financial advisor at D.A. Davidson & Co. with 34 years of industry experience, including 21 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a partner and co-owner in a rental property partnership. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing qualitative and quantitative methods.