Brent Burnett is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with firms including Primerica, Thrivent Financial, and Merrill Lynch. Outside of his advisory role, Brent worked part time as an Ocean Rescue Lifeguard for the City of Neptune Beach. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing asset allocation and retirement guidance through managed and non-discretionary advice programs that incorporate proprietary portfolio oversight and investment education services.

Yacoub Snober is a financial advisor with Independent Financial Partners in Jacksonville, FL, holding a Series 66 credential and 27 years of industry experience. He has previously worked at LPL Financial and IFP Securities, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform managing over $12 billion in assets, with a notable focus on retirement-plan advisory and pension consulting services.

Christopher Gardner is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Lincoln Investment Planning since 2013. Gardner is also Chief Investment Officer at Capital Analysts of Jacksonville, where he conducts research and makes investment recommendations. Additionally, he serves on the investment sub-committee of Mandarin Presbyterian Church, providing expertise on the church’s asset management. 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 a range of financial planning and investment management services, employing both strategic and tactical approaches through an in-house Investment Management & Research team.

James Bradshaw is a financial advisor at Farther with a Series 65 credential and three years of industry experience. Prior to joining Farther Finance Advisors, LLC, he worked for BBVA Bank for 13 years. Outside of his advisory role, Bradshaw is involved in several business ventures including farming and real estate development, managing a medical receivables company, investing in non-publicly traded companies, and overseeing a women's apparel business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing algorithmic model portfolios and automatic rebalancing across a range of asset classes including ETFs, mutual funds, individual equities, and fixed income.

Devan Sef is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Rajendra Donepudi is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Wfgia, Florida Homes Realty and Mortgage, and Florida Blue Inc. In addition to his advisory role, he works as a real estate agent, facilitating property transactions on a part-time basis. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary model portfolios alongside access to third-party money managers and a mix of fee-based and commission-based investment products.

Nicolas Duran is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at TD Bank, N.A., Trustco Bank, WFG Transamerica, and a year at OCPS Timberlake Elementary School. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Michael Armstrong is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Eagle Strategies, he worked for NYLIFE Securities LLC and New York Life Insurance Co, as well as spending 14 years at Dillard's. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and offers tailored advice through multiple program types, working with individual investors, institutional sponsors, and corporate clients within the integrated New York Life affiliate structure.

Felix Ortiz is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Wells Fargo Bank, LPL Financial LLC, Affinity Federal Credit Union, and Fidelity Investments. Citigroup Global Markets 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 discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Robin Howard is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years before joining TD Private Client Wealth LLC and TD Bank N.A. in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through a combination of affiliated and third-party investment managers.

Taylor Lloyd is a financial advisor at Farther with nine years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Lincoln Financial Advisors, and SunTrust Investment Services. Lloyd is also the owner of Lloyd Private Wealth Services, LLC, a private entity facilitating securities, advisory, and insurance business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

John Thompson is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Thompson also manages a separate business entity, JFT Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Mersadi Davis is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her career includes multiple roles at Citibank and a brief period at Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Liam Downs is a financial advisor at Principal Financial Services with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and service with the Jacksonville Sheriff's Office. He is also involved in the sale of various insurance products including life, disability, annuities, health, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Michael Perkins is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to his current role starting in 2022, he worked at Merrill Lynch from 2007 to 2021. He is also co-owner of Ruthies Card Collection LLC, a family-run online sports card and memorabilia business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and manages complex institutional arrangements, including derivatives and futures services.

Patricia Lawrence is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2018, following five years at Retirement Strategies, Inc. in Jacksonville, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Celeste Beale is a financial advisor with Hightower Advisors, holding 27 years of industry experience. She worked at Charles D. Hyman & Company for 25 years before joining Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection through both affiliated and third-party managers, employing proprietary research and a variety of investment strategies.

Mary Beth Neeley is a CFP® professional with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2018. Prior to that, she worked for Retirement Strategies, Inc. from 2005 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Ian Aguilar is a CFP® professional with 13 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked at firms including Paragon Wealth Strategies, Mellen Money Management, UBS Financial Services, and Merrill. Aguilar serves as a board member of the YMCA of Nocatee. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Kyle Boston is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2020. Prior to this, he has held roles at First Coast Financial Group, where he is also Vice President, as well as earlier positions in unrelated industries. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a mix of strategic asset-allocation models, various securities, and sub-advisor relationships to implement client allocations.