Daniel Fusco is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, LPL Financial, and Charles Schwab. 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 utilizes various investment strategies and program platforms, offering asset management, financial planning, and retirement plan advisory among other services.

Joel Bogosh is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Raymond James and Avantax Wealth Management before joining Steward Partners in 2023. Based in Saint Augustine, FL, his background spans advisory roles across multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. It serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a wide range of investment advisory and financial planning services.

Anthony Vignali is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 credentials. He has 17 years of industry experience, including seven years at Wells Fargo Clearing and nine years at Wells Fargo Bank prior to joining Truist Advisory Services. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Samuel Mc Clure is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Rocket Mortgage, Bank of America, Merrill, and Empower Financial Services, Inc. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Russell Sykes is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower, he worked in real estate and home services, including positions at Your Home Sold Guaranteed Realty and Riverside Homes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns and savings rates, with financial planning tied to Empower’s recordkeeping and administrative platforms.

Ronald Sulhoff is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 66 designation and has worked previously at Citigroup and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

David Saliger is a financial advisor with Empower Advisory Group in Saint Augustine, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Prior to joining Empower in 2023, he worked at Fidelity Brokerage Services LLC for 11 years and had a brief tenure at Infosys. Outside of finance, he assists with product purchasing and marketing strategies for Saint Augustine Peanut Co., a local retailer of boiled peanuts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping platforms, with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeremy Barr is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at LPL Financial LLC, Franklin Mint Federal Credit Union, The Vanguard Group, and New York Life Insurance. Barr also served in the US Army from 2018 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within a scale-driven model connected to Empower’s recordkeeping and administrative platforms.

Gary Conicella is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for over two decades. Conicella also maintains an outside insurance business focused on life, fixed annuities, and disability products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships using advanced analytical tools to develop written recommendations.

Courtney Schlaich is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. She worked at Merrill from 2004 to 2022 before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of services such as custody, underwriting, and securities-backed lending.

John Barry III is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent seven years at Voya Financial Advisors. Barry owns and operates Barry Financial Advisors and acts as an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Anatoly Sabinin is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2018, following prior roles at Edelman Financial Services, LLC and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management options.

Gail Spindle is a financial advisor at Merrill with 27 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1985. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Richard Jordan is a financial advisor with Wells Fargo Advisors in St. Augustine, FL. He holds the Series 66 designation and joined the firm in 2025 following a 28-year career with the US Navy. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to develop tailored recommendations.

Elliot Barry is a financial advisor with Mass Mutual Investors Services in St. Augustine, FL, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has been with Mass Mutual Investors Services since 2016 and has additional affiliation with MassMutual/First Financial Group starting in 2015. Outside of his advisory role, he is a founding partner of The Forward Financial Group, which offers solutions in both insurance and investments. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering event-driven planning services such as divorce and estate settlement planning.

Anthony Rossi is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at TIAA-CREF Individual & Institutional Services and The Vanguard Group. Outside the financial industry, he is a silent partner in Summit Coffee, a coffee shop based in Davidson, North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

Jessica Aull is a CFP®-designated financial advisor with Edward Jones in St. Augustine, FL, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she serves as a board member and executive committee member for Alachua Habitat for Humanity and participates on the planning committee for the Third Thursday Business Luncheon in Gainesville, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 financial advisors.

Arjun Bhandari is a financial advisor with Mass Mutual Investors Services in St. Augustine, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and New York Life Insurance Co. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements and offers educational seminars alongside its investment programs.

John Lynch is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. Lynch is also involved in coaching and advising high school athletes through his ownership of Shamrock Soccer Camps. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution supported by an extensive platform and integration with Bank of America affiliates.

Ryan Todd is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2011. Outside of his advisory role, he consults for Metropolis Comic Books, assisting with conventions and operational support. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.