Bhagwati Sangani is a financial advisor at Gryphon Wealth with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026 before joining Gryphon Wealth in 2026. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing for shorter-term trades based on client objectives and security fundamentals.

Anthony Deluca is a CFP® with 53 years of industry experience, currently serving as an advisor at Kovack Advisors, Inc. since 2006. He also manages client fixed investment needs through his outside business activity, Deluca Wealth Management, which focuses on fixed annuity and life insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base nationwide, offering discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure primarily through mutual funds and ETFs.

Eric Sievert is a financial advisor with Arkadios Wealth Advisors in Jacksonville, FL, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Fidelity Investments from 2021 to 2023. Outside of his advisory role, he manages Old Goat Club LLC, a social networking group for long-term Jacksonville residents focused on networking and referrals. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account structures and combines fundamental, technical, and cyclical analysis, allowing client-specific restrictions and inclusion of alternative assets.

Joseph Kirby is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Gryphon Wealth. He previously worked at Wells Fargo Advisors for 12 years before transitioning to Gryphon Wealth in 2026. Kirby holds Series 63 and Series 65 licenses. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients and family offices. The firm employs fundamental analysis to tailor investment strategies, offering both discretionary and non-discretionary portfolio management across a range of asset types.

Grant Garretson is a financial advisor at Gryphon Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and SunTrust Advisory Services. He is also a notary public in Florida. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades aligned with client objectives, managing portfolios that may include a diverse range of asset classes.

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.

Jeannette Bajalia is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Petros Advisory Services and JL Smith Holistic Wealth Management. Bajalia is the founder and president of Woman's Worth LLC, through which she speaks on holistic wealth management, and she also conducts financial literacy seminars with the local chapter of the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset providers and platforms.

Jim Williams is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Eversource Wealth Advisors, LLC. His prior experience includes roles at Fortress Wealth Planning, Hightower Advisors, and Wells Fargo. Outside of his advisory work, he has operated a small rental property business since 2001. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs, offering wealth management, financial planning, and investment advisory services. The firm delivers advice through a national network of investment advisors using multiple investment programs and operates a private markets platform alongside advisory and sub-advisory services.

Joyce Walker is a financial advisor at Gryphon Wealth with 13 years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Gryphon Wealth, she worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Outside of her advisory role, she is the treasurer of WEI Trucking, LLC, a business she co-owns with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades based on client objectives, managing a diverse range of asset types through both internal management and recommended external managers.

Emmett Mankin IV is a CFP® professional with 30 years of industry experience, currently affiliated with Eversource Wealth Advisors, LLC. He has held roles at several firms, including Future Financial Partners, Inc., where he serves as President and Owner. Outside of advisory work, Mankin has been an individual insurance agent since 1996 and manages his own personal trading through an LLC. Eversource Wealth Advisors serves a mix of individual and institutional clients, offering wealth management, financial planning, and investment advisory services through multiple platforms and a national network of advisors. The firm operates private pooled investments and provides solutions including turnkey asset management, sub-advisory services, and a private markets platform.

Alan Sievert is a financial advisor at Arkadios Wealth Advisors in Jacksonville, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Arkadios, he held roles at Landmark Title, True Food Kitchen, and Florida State University. Outside of his advisory work, he manages Old Goat Club LLC, a social networking group for long-term Jacksonville residents. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment management through advisor-managed accounts, third-party money managers, and financial planning services. The firm employs an integrated operating model with an in-house portfolio team and affiliated broker-dealer to support its advisory network.

Tyler Sullivan is a financial advisor with CreativeOne Securities, LLC in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked for Edward Jones from 2007 to 2019 before joining CreativeOne Securities. Outside of his advisory role, he is a partner in Sully & Sully LLC, a pass-through entity related to his activities at DS Drelich & Associates. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.

Alexander Bateh is a financial advisor at Gryphon Wealth in Jacksonville, FL, holding a Series 66 designation. He has recent experience at several firms, including Wells Fargo Advisors and MML Investors Services, LLC. His background also includes roles outside the financial industry, such as positions at the University of North Florida and U.S. Legal Services. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental analysis to develop tailored investment strategies with a focus on long-term allocations, offering both discretionary and non-discretionary portfolio management.

Melissa Storch is a financial advisor at Gryphon Wealth with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, she performs bookkeeping for a dental practice. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades to align with client objectives.

James Scheper is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience in the restaurant industry and legal services. Outside of his advisory role, Scheper is involved in personal photography. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and family office services through a disciplined, long-term, diversified asset allocation approach using model portfolios and discretionary management.

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.

Donald Sullivan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with CreativeOne Securities since 2015 and also serves as president of Don Sullivan Ministries, a nonprofit organization involved in ministry and overseas mission trips. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.

Jason Griggs is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and over 21 years of industry experience. Prior to joining Arkadios in 2018, he worked at Triad Advisors, Inc. from 2016 to 2018. He serves on the supervisory committee of Alive Credit Union, contributing to its policy development and program continuity. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports tailored investment plans with an internal portfolio team and employs fundamental, technical, and cyclical analysis, also acting as a fiduciary for retirement plan consulting.

Dale Farmer Jr. is a financial advisor at Arkadios Wealth Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Arkadios Wealth Advisors and its affiliated Arkadios Capital since 2018. Prior to that, he was with Triad Advisors Inc. for seven years. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary account management with internal portfolio models and strategies across multiple asset classes and operates an integrated model that includes affiliated broker-dealer services and in-house portfolio support.

Nicholas Rigano is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation and 1 year of industry experience. He has been involved with TEAM N&L Wealth Management since 2011 and Team N&L Wealth Builders since 2013. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and advisory services through advisor-directed model management and sub-advisory arrangements, utilizing third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of analytical approaches to guide portfolio allocations and offers educational seminars alongside co-branded investment advisory representative services.