Marc Sturman is a financial advisor with Empower Advisory Group in St. Augustine, FL, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. His prior roles include seven years at Morgan Stanley and three years at Enterprise Iron Financial Industry Solutions, Inc. 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 select retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Cristina Tacettin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Rockefeller Financial in 2022, she worked at Merrill for nine years. Outside of her advisory role, she works as a fashion stylist and consultant for Park Lane Jewelry and serves as an independent contractor for Chalk Couture LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment services and products.

Kyle Vella is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Transamerica-related entities. Outside of advising, he is employed in golf operations at Hampton Golf in Saint Augustine, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education with an emphasis on asset allocation and retirement planning. The firm uses proprietary portfolio construction tools from Morningstar Investment Management and supports a large client base primarily through non-discretionary advisory programs.

Kristopher Edewaard is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Bank of America, 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 retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its financial planning approach.

Abrielle Crowley is a Series 66-licensed advisor with Money Concepts Capital Corp in St. Augustine, FL, with two years of industry experience. Prior to joining Money Concepts in 2020, she held various roles across hospitality and marine industries. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to manage approximately $3.33 billion for about 14,700 clients.

Henry Conlon is a financial advisor at Creative Planning with 22 years of industry experience. He holds the Series 66 designation and has been with Creative Planning since 2014. The firm provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. Creative Planning manages approximately $217 billion in client assets, employing a financial planning‑led investment approach that emphasizes low‑cost indexing and buy‑and‑hold strategies, supplemented by specialized techniques such as direct indexing and tax‑loss harvesting. The firm also offers a broad range of affiliated non-investment services, including legal, trust, and retirement plan recordkeeping businesses.

Dale Mingledorff is a CFP® with 20 years of industry experience, currently affiliated with Lincoln Investment. His work history includes roles at Capital Analysts, Horace Mann Companies, and Horace Mann Investors, INC. He serves as a Lieutenant Colonel and instructor at the U.S. Army Reserve Command & General Staff College. 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 utilizing both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets.

Morris Gordon is a financial advisor with Empower Advisory Group in St. Augustine, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, GWFS Equities, and Advised Assets Groups. Outside of his advisory work, he is involved in entrepreneurial ventures including co-ownership of a vending machine company and property management businesses focusing on short- and long-term rentals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm delivers integrated services aligned with Empower’s recordkeeping platforms, offering point-in-time financial plans and optional managed account solutions.

Joel Bogosh is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Raymond James and Avantax Wealth Management before joining Steward Partners in 2023. Based in Saint Augustine, FL, his background spans advisory roles across multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. It serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a wide range of investment advisory and financial planning services.

Anthony Vignali is a financial advisor with Truist Advisory Services in Saint Augustine, FL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Truist Advisory Services in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary arrangements.

Ralph Tumolo is a financial advisor with Lincoln Investment, holding 44 years of industry experience. He has worked at Lincoln Investment since 2017, following 13 years at Legend Equities Corporation and 12 years at Osaic FA, Inc. Outside of his advisory work, he is president of Teacher's Financial Services, an insurance sales and consulting business. 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, retirement plan advice, and manages a range of model portfolios using both strategic and tactical investment approaches.

Samuel Mc Clure is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at Rocket Mortgage, Bank of America, 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 retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Russell Sykes is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower, he worked in real estate and various other roles including positions at Your Home Sold Guaranteed Realty and Riverside Homes. 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 emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and optional managed account solutions.

Ronald Sulhoff is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 66 designation and has worked previously at Citigroup and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

David Saliger is a financial advisor with Empower Advisory Group in Saint Augustine, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. Prior to joining Empower in 2023, he worked at Fidelity Brokerage Services LLC for 11 years and had a brief tenure at Infosys. Outside of his advisory role, he provides occasional assistance to Saint Augustine Peanut Co., a retail business specializing in boiled peanuts. Empower Advisory Group offers financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Jeremy Barr is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, The Vanguard Group, and New York Life Insurance Co. Barr previously served in the US Army and has experience in various other industries. 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 retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

John Barry III is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent seven years at Voya Financial Advisors. Barry owns and operates Barry Financial Advisors and acts as an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Thomas Muller is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at American Portfolios Financial Services, Inc. for 11 years. In addition to his advisory role, he is involved in insurance sales, including serving as an agent for Medicare insurance targeting seniors. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and various platforms. The firm employs quantitative tools and third-party resources to construct diversified portfolios across multiple asset classes.

Anatoly Sabinin is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2018, following prior roles at Edelman Financial Services, LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management options.

Gail Spindle is a financial advisor at Merrill with 27 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1985. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.