John Adams is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, Adams is a CPA who provides tax and advisory services and serves as a deacon and secretary of the deacon board at Evangel Temple Assembly of God in Jacksonville, FL. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients through financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Edward Brennan is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market assumptions to tailor client plans.

Scott Schless is a financial advisor with Cambridge Investment Research Advisors in Saint Johns, Florida, holding Series 66 and Series 63 licenses and eight years of industry experience. He has previously worked at First Command Insurance Services and Equity Services, Inc. Schless is also president of Schless Insights, Inc., a paraplanning and trading-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with a range of portfolio management solutions and a combination of proprietary and third-party strategies.

Jay Funyak is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including MassMutual, Northwestern Mutual, and Moralis Technologies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Joseph Budd is a financial advisor with OSAIC in St. Johns, FL, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, Budd is involved in several insurance-related businesses specializing in life, health, annuity products, and premium financing. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios suited to clients' risk tolerance and preferences.

Natalie Haskins is a financial advisor with Edward Jones in Fleming Island, FL. She holds the Series 66 designation and has seven years of experience at Edward Jones. Prior to joining Edward Jones, she worked at Sam's St John's Seafood and Florida's First Coast YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Philip Rogero is a financial advisor with MassMutual Investors Services in St. Augustine, FL, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with MML Investors Services since 2012 and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales and service through Rogero Wealth, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing analytical tools such as Monte Carlo simulations and automated asset-allocation software in collaborative, annual planning engagements.

Martin Burger is a financial advisor at Battalion Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, Burger is an optometrist and LASIK surgery specialist, serving as managing member of Surgery Pros LLC and LASIK Specialists LLC. Battalion Asset Management, LLC is an independent firm providing financial advisory services, with Burger as its sole advisor.