Rene Hernandez is a financial advisor with Arete Wealth Advisors, LLC in Ponte Vedra Beach, FL, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. His career includes roles at Merrill, Allstate Insurance Company, CUNA Brokerage Services, PNC Bank, and Tapfin/EY. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs proprietary, rule-based models alongside advisor-driven allocation, utilizing third-party sub-advisers and maintaining a comprehensive due-diligence process.

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.

Sam Magdalein is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 credential and also serves as CEO of Collaborative Financial Strategies, Inc. dba Stratton & Company, where he manages operations and marketing. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs, using a mix of proprietary model portfolios and third-party managers across various investment approaches.

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.

Aubrey Gibbs is a financial advisor at RFG Advisory, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Silver Oak Securities Inc and the Dawson County Board of Education. Outside of investing, he consults on education through Beacon Services Group, LLC, assisting school districts in Georgia. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a variety of investment strategies, including active and passive models, direct indexing, and tax-aware approaches, with a focus on risk management and offers services such as portfolio management, financial planning, and retirement plan consulting.

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 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.

Stanton Wheeler is a financial advisor at Arkadios Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advisory services, he is the proprietor and CEO of Wheeler Benefits, LLC, which sells various types of insurance including life, long-term care, and disability insurance. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans deployed through a range of managed accounts and incorporates diverse investment analysis techniques while accommodating client-specific restrictions.

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.

Chandler Moeller is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 66 credential with two years of industry experience. Prior to joining EverSource, he worked at Equitable Advisors and held various roles outside the financial industry. He is also the managing member of Moe's Landscaping Co., an LLC unrelated to investment advisory services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment platforms and manages private pooled investment funds alongside providing consulting and sub-advisory services.

Angela Riddle is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 designation and has worked previously as an independent agent and as part of Riddle Financial Corp. Outside of her advisory role, she is involved in life insurance sales and recruitment through Riddle Financial Corp. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms to manage approximately $1.1 billion in client assets.

Shelton King Jr. is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 license and one year of industry experience. He is also the principal agent and owner of P419 Financial Group, LLC, a licensed insurance agency. Shelton has been involved with P4:19 Insurance & Retirement Strategies, LLC since 2013. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

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.

Matthew Brady is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm. Outside of his advisory role, Brady serves as treasurer for the Las Palmas HOA and is a board member of the Palmetto Landing Condominium Association. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management, combining internally developed and third-party models, and requires its advisors to use the Amplify Platform for trading and portfolio management.

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.

Kyle Brady is a financial advisor at The Partners Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining The Partners Wealth Management, Brady worked at Fidelity Investments. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of custom portfolios, model-based management, and third-party investment managers, with a required use of the Amplify Platform for operational support.