Jeffrey Albano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. His career includes roles at Merrill and Bank of America before joining Citigroup in 2023. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Aaron Sheklin is a financial advisor at Farther with one year of industry experience. He holds a Series 65 designation and previously worked at RealPage, Inc., ClickPay, LLC, and NovelPay, LLC. Outside of advising, he is the managing partner of Seaworthy Industries, a maritime consulting firm, and serves as an authorized representative for Beaches Mental Health, providing consulting and administrative support. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm applies Modern Portfolio Theory using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and offers discretionary investment management along with retirement plan consulting.

Austin Taylor is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and one year of industry experience. He previously worked at Truist and Fidelity Investments and has experience outside finance as a caregiver. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Thomas Conaghan is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Clayton Bobinger is a financial advisor with PNC Wealth Management in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Bank of America, N.A. and Merrill from 2016 to 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees. The firm uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Jordan Nightingale is a CFP®-designated financial advisor with 14 years of industry experience, currently with MAI Capital Management, LLC since 2021. Prior to joining MAI, he worked at WJ Interests, LLC from 2016 to 2021. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing a range of investment vehicles and affiliated entities.

Paul Pannell IV is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments and New York Life, as well as work in audio-video security and engineering staffing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and selected retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model linked to Empower’s administrative platforms.

Christopher Hargis is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TD Ameritrade, Inc., TD Bank N.A., and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Hector Vargas Rodriguez Jr. is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and in pest control management. Outside of finance, he serves as a director of Broward County Exterminating Group, overseeing administrative and client account functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including research, derivatives, and lending secured by advisory assets.

Michael Cox is a financial advisor at PNC Wealth Management in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. Before joining PNC Wealth Management in 2026, he worked at Bank of America and Merrill from 2023 to 2026. Outside of finance, he has experience in retail roles including at Timeless Sneaker Boutique and Spirit Halloween. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm utilizes algorithm-driven portfolio selection and delegates execution and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jessica Lang is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of advising, she is a joint owner of Willow Crest Holdings, LLC, which sells herbal health products under the Barefoot Herbals brand, and works part-time as a delivery driver for Door Dash on weekends. 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 retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Michael Graves is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he is a referral representative for Melaleuca, Inc., a shopping club. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and various advisory programs.

Chad Gibbons is a financial advisor with Primerica Advisors based in Saint Augustine, FL, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services including lending solutions and donor-advised funds.

Peyton Wylie is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney since 2015 and holds Series 63 and Series 66 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Brooke Lazzarini is a financial advisor with First Command Advisory Services, holding a Series 66 credential and seven years of industry experience. She previously served six years in the United States Army with the 89th Military Police Brigade before transitioning to First Command roles starting in 2017. Lazzarini is also treasurer and board member of Horses In Baja: Equine Assisted Services, Inc., an international nonprofit organization. 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 that use model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

James Carr Jr. is a CFP® professional with 36 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC since 2018. He previously worked at Retirement Strategies, Inc. for 24 years. Carr is a board member of the Firehouse Subs Safety Foundation and Global Jax, both non-compensated roles. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified investment process that combines passive and active management overseen by an internal Investment Committee.

Kevin Neu is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2023 before joining Citigroup in 2023. Outside of his advisory role, he operates as a self-employed photographer, selling prints and providing commissioned portrait services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm emphasizes multi-asset, multi-manager strategies supported by internal standards and oversight, combining large institutional scale with specialized market roles and arrangements.

Miguel Arevalo Gonzalez is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivered through platforms linked to Empower’s recordkeeping and administrative services.

William Schneider is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of advising, he is the owner of a local AC repair business, managing administration and marketing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm uses an integrated model tied to Empower’s platforms and offers point-in-time financial plans alongside optional managed account solutions.

Jacob Neuhofer is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Neuhofer is based in Jacksonville, FL. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including serving as a swap dealer and futures commission merchant.