J. Rust Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has served in various roles including at Avantax Advisory Services and Richard Rust CPA, P.A. Rust also owns a CPA firm that provides tax preparation, accounting, and management consulting services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 177 advisors and uses the Hilltop/Hilltop-cleared Envestnet platform to provide a range of advisory programs and third-party money manager options.

Daniel Howell is a CFP® with 12 years of experience in the financial industry, currently serving at CWA Asset Management Group since 2022. He previously worked at Camarda Wealth Advisory Group and Fidelity, and he has been involved in residential real estate sales and management through Florida Homes Realty & Mortgage since 2016. Howell also manages residential real estate rentals for family-held properties. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs in-house research, proprietary models, and a combination of active and quantitative strategies, offering globally diversified portfolios tailored to client objectives.

John Durant is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with American Independent Securities Group, LLC and previously worked at L.M. Kohn & Company and Ameriprise Financial Services, Inc. In addition to his advisory role, Durant is a licensed insurance agent offering life, health, long-term care, and variable annuity insurance products. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

Luke Hinkle is a financial advisor at Navy Federal Investment Services, LLC with the CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, including five years at Merrill and military service in the United States Navy and Navy Reserve. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers a range of layered investment solutions and automated ETF portfolios.

James Vandenheuvel II is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm operates a national network of advisors using multiple investment programs and offers both advisory and private market investment management solutions.

Jesse Bradley is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, progressing through various roles including Investment Management Consultant II, Investment Management Consultant I, Fixed Income Specialist, and Financial Representative positions focused on private clients and high net worth individuals. His professional experience encompasses investment management and fixed income specialization, providing him with a broad understanding of financial planning and asset management. Jesse holds insurance licenses in Arkansas and California, supporting his ability to advise clients in these areas. Jesse emphasizes forming strong relationships with clients and their families, working to understand their unique financial goals and to build customized financial plans. He prioritizes trust, reliability, and competency in his client partnerships.

Virginia Schlosser is a financial advisor with Royal Fund Management, LLC in Jacksonville, FL, holding a Series 65 credential and three years of industry experience. She is also involved with Schlosser Insurance Services LLC as an independent licensed insurance agent focusing on life, health, and annuities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and offers both discretionary and held-away account management while operating at enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

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.

Ivan Hernandez is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bank of America, Alive Credit Union, Trinity Wealth Securities, Florida Financial Advisors, Synovus Bank, and Publix. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, and offers customized portfolios using diversified funds, individual securities, independent managers, and specific program structures aligned with client objectives.

Jeffrey Thorsen is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 66 registrations and 27 years of industry experience. His prior roles include positions at Independent Advisor Alliance, Sanchez Wealth Management Group, and LPL Financial. Outside of advisory work, he assists with the accounting and finance of a family business operated by his son and holds a real estate associate license to represent himself, friends, and family. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Christopher Handlee is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with LPL Financial since 2008. Handlee is involved with Keystone Financial Strategies Group, where he dedicates part of his time to non-variable insurance activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and other portfolio management techniques.

Ty La Victoire is a financial advisor at Portfolio Medics, LLC in Jacksonville, FL, holding a Series 65 designation with three years of industry experience. Prior to joining Portfolio Medics, he worked at Trinity Wealth Securities, Florida Financial Advisors, and the University of San Francisco. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management.

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.

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.

Nicholas Diterlizzi is a financial advisor with MissionSquare Retirement in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at ICMA Retirement Corporation since 2006. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Patrick Evans is a financial advisor with Stonex Advisors Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory work, he manages a rental property in Fort Collins, Colorado. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of investment approaches, including advisor-managed portfolios and third-party money managers, supported by integrated platforms and multiple account structures.

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.

Stephen Schuller is a financial advisor at Prospera Financial Services, Inc. with 37 years of industry experience. He previously worked at Dorsey & Company, Inc. for 30 years before joining Prospera in 2021. Outside of his advisory role, he manages Stephen Schuller, LLC, a business brokerage consulting on the purchase and sale of operating businesses through the Florida Business Exchange. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

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.