Klaudia Maslo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at LPL Financial since 2011 and has been with Private Advisor Group since 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while working with third-party managers and tactical asset management programs.

Christopher Haley is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and five years of industry experience. His work history includes roles at Citibank, Merrill, and Centaurus Financial. Outside of finance, he spent seven years involved with The Blue Crab. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Morgan Christiansen is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Pinnacle Insurance & Financial Services, LLC and The Beaches Needs, LLC since 2016, with prior experience at Levy Restaurants. Outside of his advisory role, he owns a consulting firm specializing in business development. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management, employing manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, and also offers a direct-to-consumer digital investment program.

Andrew Benvenuto is a financial advisor with Truist Advisory Services in Saint Augustine, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. His career has been primarily with Truist and its predecessor entities, including Truist Investment Services and SunTrust. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches alongside third-party platform partnerships.

Alicia Lathrop is a Series 66-registered financial advisor at Citigroup Global Markets with seven years of industry experience. She previously worked at Merrill and has been involved with Pie Daddy LLC. Outside of her advisory work, she is an owner of a rental property in Jacksonville, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates both discretionary and non-discretionary programs with proprietary oversight and manager selection processes.

Bradley Teasdale is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Fidelity Investments and has experience in entrepreneurial ventures including United Routes LLC and The UPS Store. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory and execution services.

Kara Bailys is a financial advisor at Citigroup Global Markets with a Series 66 designation and 21 years of industry experience. Her prior experience includes nine years at Merrill Lynch before joining Citigroup in 2022. Outside of her advisory role, she serves as the District Commissioner for the River Oaks Pony Club, where she oversees club activities and supports equestrian education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

Eric Lathrop is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Bank of America, and Merrill. Outside of finance, he works part-time as a grocery replenishment specialist at Publix Supermarkets and assists with food preparation and service on a food truck for Trini Pie Company LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Blake Brewer is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Fidelity Brokerage Services LLC, Bank of America, and Merrill. Brewer is based in Orange Park, Florida. 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 select retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within defined plan lineups.

James Ketron is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and operated Ketron Health LLC, where he served as president providing health coaching. He is also a minority partner in Huntington Addiction Wellness Center, an addiction treatment center. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies supported by in-house research and operates with large institutional scale and distinctive market roles.

Neal Bailey is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Fidelity Investments, TD Ameritrade, UBS Financial Services, and TIAA-CREF. 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 delivers services through an integrated model connected with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Markwalter II is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian Life and its affiliates since 1999, as well as Northwestern Mutual Life Insurance from 1997. He is involved in a group health and disability insurance business outside of his advisory role. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering brokerage services, financial planning, and investment advisory programs.

Emily Lewis is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Lululemon, where she educated guests on product selection related to athletic clothing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Anna Arribas is a financial advisor at Citigroup Global Markets with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and The Prudential Insurance Company of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs that include separately managed accounts, mutual funds, ETFs, and alternative investments. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Harold Hobbs II is a financial advisor with Empower Advisory Group holding a Series 66 license and one year of industry experience. His prior work includes roles at Amplify Life and various insurance firms, as well as independent consulting and positions outside finance such as with Times Union and Web.com. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, along with IRA and retail brokerage clients. The firm’s approach integrates planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Zachary Bishop is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Brokerage Services and Bank of America, as well as positions outside the financial sector. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Karen Smith is a Series 65 licensed advisor with Wealthspire Advisors in Saint Johns, FL, where she has worked since 2018. She has 16 years of industry experience, including ten years at Convergent Wealth Advisors and a brief tenure with Montgomery County Government. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and trust-administration services to a diverse client base, including individuals, corporations, retirement plans, and nonprofits. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio reviews.

Brett Rogers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various First Command entities since 2025. Prior to joining First Command, he spent 11 years at E Wortmann Machine Works. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

Jason Collins is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021, following ten years at Bank of America and sixteen years at Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Miles Evans is a CFP® with four years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in Jacksonville, FL. His prior experience includes roles at Fidelity Investments, MassMutual, Northwestern Mutual Investment Services LLC, and Brust Wealth Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of institutional scale and market roles, including swap dealer and futures commission merchant activities.