Daniel Dearing is a financial advisor with SPC in Jacksonville, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Parkland Securities since 2014 and has been involved with Professional Retirement Services since 2005. Outside of his advisory work, he owns a company that buys and sells sports cards online. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

Harrison Jordan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Wealth Enhancement Group, he gained experience at iCapital and Pathward Financial. His background also includes roles outside finance, such as employment at Hodges Mazda and Julington Creek Golf Club. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, with oversight from an internal Investment Committee and offers a wide range of implementation tools and program options.

Mike Vivas is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 29 years and PNC Investments LLC for one year. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing a range of investment services through a consolidated investment platform.

Tiffany Beard is a CFP® and holds a Series 66 license with 17 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2018, following four years at Retirement Strategies Inc. Beard serves on the boards of the Financial Planning Association of Florida and the local Cub Scouts organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Dwight Larkin is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and Series 65 licenses, with 22 years of industry experience. His prior roles include positions at Northwestern Mutual and Associated Bank. Outside of his advisory work, he plays bass in a rock band called The Dad Bodz. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Carnley Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently associated with Truist Advisory Services. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 1999. Outside of his advisory role, he owns and manages an aircraft for personal use. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Clell Tatum is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity Brokerage Services. He is also a co-owner and silent partner of Upfresh Kitchen, a meal prep service. 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 clients. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

William Hart is a CFP® with 25 years of experience in financial advising. He has worked with Wealth Enhancement Advisory Services, LLC and its predecessor firms since 2018 and previously spent 24 years at Retirement Strategies, Inc. Hart also serves as an adjunct professor at the University of North Florida. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

James Hargis is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Morgan Keegan & Company, and Empower. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Wendy Delp is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 1998 to 2022. Outside of her advisory role, she co-owns a rental property in Jacksonville, Florida, with her spouse. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and a variety of advisory, execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

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.

Christine Helms is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has worked at PNC Investments LLC since 2024 and previously held roles at PNC Bank and BBVA entities spanning from 2005 to 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered via an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and delegates portfolio implementation and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.