Dustin Cary is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs utilizing a combination of discretionary and non-discretionary strategies supported by third-party managers and AI-enhanced research.

Jeremy Smith is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. before joining Empower in 2024. 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 certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Jamar Bostic is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked at Fidelity Brokerage Services LLC for 11 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a variety of financial planning and asset management services.

Stephen Brantley is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Transamerica, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments for a combined 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversees a large client base with both discretionary and non-discretionary assets.

Denise Page is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. She co-owns two rental properties in Florida with family members. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering both managed and non-discretionary advice through programs supported by Morningstar Investment Management’s portfolio models and software. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement planning guidance.

William Gandert is a CFP® professional with 12 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2018. His prior roles include positions at Victory Capital Management, Symphony Financial Services, Stratos Wealth Partners, and LPL Financial. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jeremy Hill is a financial advisor at Lincoln Investment with a Series 66 registration and four years of industry experience. His prior roles include positions at Capital Analysts, Cetera Advisor Networks, and several financial services firms. He has also worked in non-financial sectors including ALDI, Inc. and Westminster College. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of advisory and investment services, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Christina Jamieson is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Empower Retirement, Transamerica Retirement Solutions, and Diversified Investors Securities Corp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates through both point-in-time planning and managed account solutions.

Abigail Evans is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, she worked at Stable Waters Financial for three years and held various roles in the hospitality and retail sectors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios, algorithmic rebalancing, and a combination of ETFs, mutual funds, individual equities, and fixed income.

Thomas Walker is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at LPL Financial and JAX Federal Credit Union for 17 years each and is currently co-owner of Bishopgate Holdings, LLC, a private entity involved in securities, advisory, and insurance business. He also serves as a consultant for Prism Consulting Services, a non-investment-related activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while offering advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Andre Brown is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Mary Vertner is a CFP® and Series 66 credentialed financial advisor at NewEdge Advisors with 21 years of industry experience. She previously worked at Ameriprise Financial Services LLC for ten years before joining NewEdge Advisors in 2026. She serves as treasurer for the Live for Today Foundation, a support group based in Jacksonville, FL. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence, along with technology tools to support advisors and clients.

Christine Shippey is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF, TD Ameritrade, and H&R Block. Outside of her advisory work, she co-owns a vintage and antiques resale business with her daughter. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers managed account programs, financial planning, and brokerage services. The firm uses Envestnet UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets.

Derik Treuel is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Merrill and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s administrative platforms. The firm focuses on long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

William Wagner is a CFP® with 27 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, Inc, having previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Connor Mcleod is a financial advisor with Empower Advisory Group in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Securities LLC, The Haskell Company, and Deutsche Bank USA Core Corporation. Outside of finance, he owns and operates a landscaping business, Sunstate Professional Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Ryan Poticny is a Series 65-licensed advisor with AE Wealth Management, LLC, based in Jacksonville, FL. He has one year of experience at AE Wealth Management and also works with J Biance Financial. Prior to his financial advisory roles, he was involved in roofing and construction and held positions in real estate and education. Poticny is licensed to write life insurance when suitable and has experience referring clients to real estate professionals. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm primarily uses discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Wesley Hunt is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, GWFS Equities, Inc., and Advised Assets Group, LLC. 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 certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

William Sanford is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, GWFS Equities, and Advised Assets Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Thomas Ventura is a Series 66 licensed advisor with PNC Wealth Management, based in Jacksonville, FL, and has four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, nA. Outside of financial advising, Ventura owns ECO WAY OF LIFE, LLC, a business producing clothing and organic coffee. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven model selection and third-party portfolio implementation.