Jordan Wright is a financial advisor with Gradient Advisors, LLC in St Augustine, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Gradient Advisors in 2026, he worked at Bankers Life and related entities from 2021 to 2025. Outside of his advisory roles, Wright volunteers as a softball coach with the Creeks Softball Association. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model with client approval for transactions.

Kevin Walsh is a financial advisor with McAdam LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with McAdam LLC, Purshe Kaplan Sterling Investments, and JA Bentley & Co since 2014. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model alongside access to alternative and specialized investment strategies.

Edgar Mclean is a financial advisor at The Fiduciary Alliance with 16 years of industry experience. He holds a Series 65 designation and previously worked for First Financial Advisors, LLC for 11 years before joining his current firm in 2018. Outside of advising, he serves as Vice President of Operations for First Financial Education Centers, a company focused on insurance software and education. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team business model.

Alan Bratic is a CFP® with 26 years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC since 2020. His prior roles include positions at Vigil Wealth Management, LPL Financial, Cetera Advisors LLC, and Thompsonbaker Financial, LLC. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combined fundamental, technical, and cyclical investment analysis approach with various management strategies and third-party models.

Clifford Camarda is a CFP®, ChFC®, and Series 65-licensed advisor at Advisor Share Wealth Management, LLC with 30 years of industry experience. He has held advisory roles at multiple firms including Camarda Wealth Advisory Group and Peak Alpha Wealth Management. Outside of advisory work, he is a licensed real estate agent affiliated with Park Place Realty Inc. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers.

Steven Futoran is a financial advisor at Manning & Napier Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Voya Investment Management and Wells Fargo Funds Management. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering strategies that combine top-down macro analysis with bottom-up security selection. The firm also delivers retirement plan services and customized wealth management solutions, supported by a team-based investment process overseen by an Investment Policy Group.

Patrick Lamb is a financial advisor at IFG Advisory, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services, Fidelity Investments, and LPL Financial. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting using a combination of fundamental, technical, and cyclical analysis along with multiple management strategies.

Richard Meyers is a financial advisor at Advisors Capital Management, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at SAX Wealth Advisors, UBS Financial Services, and Bank of America/Merrill, where he spent over two decades. Outside of advising, Meyers is a managing member and primary investor in a family-owned fishing tackle store and guide service in Green Cove Springs, Florida. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts and model strategies. The firm integrates top-down macro analysis with bottom-up security selection across equity and fixed-income portfolios and manages over $8 billion in discretionary assets.

Ryan Wharton is a CFP® with 21 years of industry experience, currently serving as a financial advisor at CWA Asset Management Group. His prior experience includes roles at Fidelity Investments, TDAmeritrade, FIFTH THIRD SECURITIES, and Waddell & Reed. Outside of his advisory work, he is a managing member of Sandbox Capital LLC, involved in real estate and special situation investing, and serves as a director on the board of the Jacksonville Area Golf Association. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs in-house research and proprietary models, integrating active and quantitative strategies with the selective use of artificial intelligence and offers globally diversified portfolios tailored to client objectives.

Justin Vestri is an investment advisor representative at Wealthcare Advisory Partners LLC with seven years of industry experience. He has prior experience at Citizens Securities, Citizens Bank, and LPL Financial. Vestri is dually registered with Wealthcare Advisory Partners and LPL Financial and allocates approximately 90% of his time to investment advisory services and 10% to insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by patented Wealthcare software and a behavioral economics framework to align client preferences with long-term strategies.

Hardev Goswami is a CFP® professional with 26 years of industry experience, currently serving at ON Investment Management Company. He has worked with The O.N. Equity Sales Company since 2016 and Ohio National Financial Services since 2002. Outside of his advisory role, he owns a business related to disability, life, accident, and health insurance sales. ON Investment Management Company is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary accounts and maintains a dual-registration model involving broker-dealer activities.

Christopher Draughon is a CFP® professional with 19 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2012 and previously worked at First Coast Wealth Advisors and Heffernan Financial. Outside of his advisory role, he is involved in photography through Chris Draughon Photography. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and institutional plans. The firm offers financial planning, portfolio management, and access to third-party money managers using a range of strategies including fundamental, technical, and tactical asset allocation.

Ira Baron is a financial advisor at Cumberland Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Eaton Vance Distributors, Inc., Canon Financial, and IGB Consulting. He is based in St. Augustine, Florida. Cumberland Advisors serves individual investors, high-net-worth households, and a range of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team approach to managing separately managed accounts with an emphasis on active fixed-income strategies, ETF-based equity exposures, and a tactical trend strategy that incorporates market-timing techniques.

Rosa Shala is a CFP® professional with eight years of industry experience, currently serving as an advisor at Tucker Asset Management LLC. She previously worked at Wealth Watch Advisors, LLC and Sound Income Strategies, LLC. In addition to her advisory role, she owns Shala Financial, where she acts as an independent insurance agent specializing in fixed and indexed annuities and fixed insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent advisers. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments and model portfolios.

Jeffrey Helms is a CFA® charterholder with 38 years of industry experience. He is currently with Geneos Wealth Management, Inc. and has previously worked at First Coast Wealth Advisors and Heffernan Financial. Helms serves as an arbitration panelist for FINRA and NYSE and is a board member of the St. Augustine General Employees Pension Fund. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis.

Tiffany Carrion is an investment advisor representative at Consolidated Portfolio Review Corp with one year of industry experience. She holds Series 65 and Series 63 licenses and has a background working at Ameri-Force and in residential real estate as a broker-associate with Great Expectations Realty. Outside of her advisory role, she is co-owner of an Airbnb rental property. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis tailored to client objectives.

Yaniv Rubina is a financial advisor at OpenArc Corporate Advisory, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill prior to joining OpenArc. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement services, utilizing a broad range of investment options and emphasizing institutional research and fiduciary governance for its retirement plan sponsors.

Ronald Ware is a CFP® with 28 years of experience in the financial industry, currently serving at ValMark Advisers, Inc. since 2007. He is also an of counsel attorney specializing in estate, asset protection, and elder law at Borchers Trust Law Group and is an author of books unrelated to investing. Ware serves as a board member for Give Send Go Charities, a nonprofit organization focused on sharing the gospel through generosity. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, integrating proprietary and third-party platforms to deliver customized solutions.

Julian Lefiles Jr. is a ChFC® credentialed financial advisor with 16 years of experience at Interactive Financial Advisors in St. Augustine, FL. He has been with the firm since 2010. Interactive Financial Advisors serves individuals, including high-net-worth and non-HNW clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, utilizing asset-allocation models with ETFs and mutual funds, and employs tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios on a discretionary basis.

Matthew Holibaugh is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. His prior experience includes roles at Cetera, Capital Financial Strategies, Securian Financial Services, and Fidelity. Holibaugh is also the owner of Infinite Investment Strategies, an investment management and financial planning business based in St. Augustine, FL. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and integrates retirement plan consulting with advisory services through a formal partnership with benefits firms.