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 a financial advisor with Consolidated Portfolio Review Corp holding Series 65 and Series 63 licenses. She has one year of industry experience, previously working at Ameri-Force and maintaining a current role as a broker-associate with Great Expectations Realty. Outside of advisory services, she co-owns and manages a short-term rental property. Consolidated Portfolio Review serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a range of investment strategies implemented by independent advisors, offering model portfolios, financial planning, and access to third-party asset managers through major custodians.

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 firms including Bank of America, Merrill, New England Securities, and Ameriprise. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion on a discretionary basis and employs a diversified investment approach spanning public and private markets, incorporating institutional research, manager due diligence, and multiple asset classes.

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.

Thomas Johnson is a financial advisor at D.A. Davidson & Co. with 34 years of industry experience, including 21 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a partner and co-owner in a rental property partnership. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing qualitative and quantitative methods.

Jared Dollar is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 26 years of industry experience and has worked with Truist Advisory Services since 2016 and Truist Investment Services since 2011. Outside of his advisory work, he has joint ownership of a condominium with his son. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Nicholas Poe is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. He is also the owner of Nick Poe & Associates, LLC, an investment-related business used to support his First Command practice. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families, offering financial planning and multiple wrap-fee asset management programs managed through a centralized investment team.

Michael Lysenko is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He also has over three decades as an independent insurance agent and offers tax advice and preparation services through a separate business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Karleienny Medina Sojo is a financial advisor with Truist Advisory Services in St. Augustine, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked with Truist Investment Services and Vystar Credit Union, among other firms. Outside of her advisory role, she is president of D&K Markets LLC, an online clothing resale business operating on eBay. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Timothy Von Ebers is a ChFC® credentialed financial advisor with 36 years of industry experience. He currently works with Ameritas Advisory Services, LLC, having joined the firm and its affiliates in 2022. His prior experience includes roles at The ON Equity Sales Company, Ohio National Financial Services, and Guardian Life. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple platforms.

Christopher Hett is a CFA® charterholder and Series 63 licensee with nine years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been employed with SunTrust Bank since 2006. He is based in Saint Augustine, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies.

John Stine is a financial advisor with Commonwealth Financial Network in St. Johns, FL, holding a Series 66 designation and with 10 years of industry experience. He is the owner and wealth manager of Nine Pillars, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing over $210 billion in assets. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Zachary Alder is a financial advisor with Empower Advisory Group in Saint Augustine, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Citigroup, Bank of America, Merrill, and other financial institutions. 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 clients, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Matthew Tarantino is a financial advisor with PNC Wealth Management in St. Augustine, FL, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at Citigroup, Fidelity Brokerage Services, and Merrill, among others. Outside of his advisory work, he manages a non-investment related business, M and S Rental Properties LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only pilot for PNC employees. The firm uses algorithm-driven risk assessments and approved model strategies managed internally or by third parties, with portfolio implementation delegated to external entities.

Michael Smith is a financial advisor with Farther in St. Augustine, FL, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Rock Creek Wealth Planners and Advisors, Coliseum Wealth Management, United Planners Financial Services, Cambridge Investment Research Advisors, and others. Outside of financial advising, he works as a real estate agent and provides general notary and loan signing services. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary models and algorithmic rebalancing, and incorporates a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.