Crayton Adams is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates through point-in-time financial plans and optional managed account solutions.

Mccarthy Crenshaw III is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Advisors LLC and First Allied Advisory Services. Crenshaw is also the owner of Physicians Advantage, LLC, which provides asset protection service scheduling. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to its affiliated advisors.

Madeleine Rose is a CFP® and holds a Series 66 license, currently advising clients at Janney Montgomery Scott with three years of industry experience. She has worked at multiple firms including Equitable Advisors and The Local before joining Janney Montgomery Scott. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a wide range of clients such as individuals, families, trusts, corporate and retirement plans, and offers various brokerage, financial planning, and advisory services.

Gene Maszy is a CFP® with 27 years of experience in the financial industry, currently serving with Truist Advisory Services in Jacksonville, FL. His career includes roles at SunTrust Investment Services and SunTrust Advisory Services since 2009. Outside of financial services, he acts in commercials and print media and serves on the board of Clean Up Today's Society Inc., a nonprofit focused on mentoring at-risk youth. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate resources.

Mark Bergman is a financial advisor at First Command Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2002. Outside of his advisory role, he is president of Bergman Consulting Inc., a non-investment-related business. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Nathan Rogero is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors and Mass Mutual Investors Services. Outside of advising, he is involved in entrepreneurial ventures such as co-owning AR Medical Sales and managing several private holding companies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, and custody services for individual and institutional clients.

Niklas Schaffner is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to his current role, he was a student for ten years. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Michael Siders is a financial advisor at First Command Advisory Services with 14 years of industry experience. He has been with First Command in various capacities since 2011, including his current role since 2015. Siders holds Series 63 and Series 65 licenses. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage portfolios with a range of mutual funds, ETFs, and third-party managers.

Lucius Milam IV is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and UBS Financial Services. Milam serves as a committee member for the 4th Circuit of Florida Unlicensed Practice of Law Committee. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers comprehensive operational, trading, compliance, and practice-management support while allowing advisors discretion to construct client portfolios using various securities and insurance products.

Ronald Scarborough Sr. is a CFP®-certified financial advisor with 25 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and also has long-standing roles with related First Command entities dating back to 2001. First Command Advisory Services, Inc. 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 a range of financial planning and wrap-fee asset management programs, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Charrissa Wright is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior roles include positions at SoFi Wealth LLC, First Command Financial Planning, Inc., and Bank of America, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio management through its proprietary planning methodologies and serves a large participant base relative to its advisory staff.

William Carr is a CFP® professional with eight years of experience at Wealth Enhancement Group and three years at Retirement Strategies Inc, totaling 11 years in the financial industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, based in Jacksonville, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Victoria Hoch is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 63 and 66 licenses. She has 22 years of industry experience, including roles at LPL Financial, Raymond James Financial, and Perrone Financial Group. Hoch provides investment advisory services primarily through Independent Advisor Alliance, a firm she joined in 2025. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines a network model of independent advisory representatives with access to brokerage services through LPL Financial and integrates technology platforms for portfolio management and estate planning.

Timothy Hoffman is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds a Series 66 designation and has worked at GWFS Equities, Inc., Bank of America, N.A., and Merrill. 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 account holders. The firm’s integrated services emphasize long‑term portfolio returns, annual rebalancing, and clients’ savings rates within plans selected by sponsors.

Alexia Gooch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has held roles at several firms, including Alight (now Strada) and NetLaw Inc., and is involved in part-time work discussing Medicare and Medicaid options. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms, managing regulatory assets of approximately $1.7 billion.

Stephen Gansler Jr. is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Janney in 2019, he worked at Bank of America and Merrill. 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, and institutions, offering brokerage services, financial planning, and advisory programs with a mix of in-house and third-party portfolio management.

James De Sanctis is a financial advisor with Lincoln Investment, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Capital Analysts, Empower Financial Services, Merrill, Bank of America, Black Diamond, Charles Schwab, and others. 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 financial planning, ERISA retirement plan advice, and a variety of investment programs managed through both strategic and tactical approaches.

Margaret Wright is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Janney, she held positions at Thomas Head, Skye Hamilton, Stephen Harrison, and Equitable Advisors. 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 brokerage, financial planning, consulting, and various advisory programs.

David Glenn is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and has 10 years of industry experience. He has worked with Bank of America, N.A. and Merrill since 2015, accumulating 11 years in these roles. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a range of portfolio implementation options and tax-aware strategies.

Sianna Soto is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and having 11 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she co-owns Brain Frog Designs LLC, a small business selling custom shirts and crochet items online and at craft fairs. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.