Mason Harry is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at Fidelity Investments and the University of North Florida. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Rodger Goldman is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. He is based in Ponte Vedra Beach, FL. 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 plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Loren Eggleston is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co., and AllState Benefits. He is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with both retail investors and institutional plan sponsors.

Quintrell Mc Creary is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Principal, Mc Creary served eight years in the United States Navy. Outside of financial advising, he owns a logistics and trucking business that partners with Amazon to deliver freight between distribution centers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions delivered primarily on a discretionary basis.

Zachary Kleiman is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. Prior to joining Mariner, he worked at PNC Private Bank and Robin Lloyd & Associates, and spent three years at the University of Florida. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and family office services uncommon at a firm of its size.

Cynthia Handmaker is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at Valic Financial Advisors since 2014 and is also associated with Agia, where she serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using a centralized technology platform and a large network of advisors.

John Mills is a financial advisor with Empower Advisory Group in Jacksonville Beach, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior work includes positions at Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade, Inc. Mills has been with Empower since 2026. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Keith Henriquez is a financial advisor at Empower Advisory Group with 11 years of industry experience. He has previously worked at Bank of America and Merrill. His credentials include the Series 63 and Series 66 licenses. 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 certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Daniel Gilham is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors totaling nine years. Outside of his advisory work, he co-owns an investment-related LLC with his spouse, focusing on investments including real estate. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Andrew Woods is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has a background in law, having worked at several law firms including Hahn Loeser & Parks LLP and Grant Fridkin Pearson, P.A. Woods also operates his own legal practice, Andrew M. Woods, P.A., in Jacksonville, FL. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, compliance, and practice-management support. The firm offers advisors access to discretionary portfolio construction and proprietary model portfolios, along with various program structures tailored to client needs.

David Avila Angarita is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Deutsche Bank, Bank of America, N.A., and Merrill. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal oversight and external partnerships to manage and monitor investments.

Michael Bosl is a financial advisor with SPC, holding Series 66 and Series 63 licenses and 23 years of industry experience. His career includes roles at Sigma Financial Corporation, Northwestern Mutual, MassMutual, and Deutsche Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, with custody and execution primarily provided by Fidelity/NFS.

Lawrence Thompson Jr. is a ChFC® credentialed financial advisor with 10 years of industry experience, currently with VALIC Financial Advisors in Jacksonville, FL. His prior roles include positions at Thrivent Financial, The Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of his advisory work, he assists with packaging and vendor events for a small artisanal bath products business. VALIC Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts with technology-driven model solutions and operates at scale with access to a broad product shelf through its affiliation with Corebridge/VALIC.

Jeffrey Simmons is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, GWFS Equities, Advised Assets Group, Bank of America, and Merrill. 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 retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Khadijah Jenkins is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2022, following eight years at Merrill. Based in Jacksonville, FL, Jenkins operates within a firm that serves a diverse client base across private banking and wealth management segments. Citigroup Global Markets Inc. provides investment advisory programs, broker‑dealer execution, and custody services to individual and institutional clients. The firm employs multi‑asset, multi‑manager strategies with a combination of discretionary and non‑discretionary programs, supporting a broad range of financial products and maintaining significant institutional scale and market roles.

Edgar Morales Jr. is a financial advisor with TLG Advisors, Inc. based in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with The Leaders Group, Inc. and Capitas Financial/Pinnacle since 2010, and he is involved with Strategic Diversity Solutions, LLC since 2008. Morales also serves as president and chief marketing officer of Pinnacle IFS, an insurance business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent advisors, sub-advisors, and platform affiliates using fundamental analysis and Modern Portfolio Theory.

Bruce Schilling is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and possessing 41 years of industry experience. His career includes roles at Lincoln Financial Advisors, Purshe Kaplan Sterling Investments, and leadership positions at his own firms, Schilling Private Wealth Services, LLC, and The Schilling Group. He is also co-owner of Farb and Schilling, LLC, involved in commercial real estate management. 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, retirement plan consulting, and access to third-party asset managers. The firm emphasizes operational support, compliance, and technology platforms while offering various discretionary model portfolios and customized investment solutions.

Laura Dowe is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work history includes positions at Fidelity Investments, Synovus Bank, and involvement with Young Life Ministry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and specialized market roles.

Alan Sejalbo is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds the Series 66 designation and has worked at Advised Assets Group, LLC, 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 certain retail brokerage clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s planning emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

Michael Cirino is a financial advisor at Commonwealth Financial Network with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Commonwealth in 2023, he spent 25 years at Lincoln Financial Advisors Corporation. Cirino is also co-owner of Aegis Consulting Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while offering a variety of customizable portfolio solutions.