William Guthrie is a CFP® with 11 years of industry experience, currently affiliated with Prosperity Capital Advisors. His prior roles include positions at Merrill, Bank of America, and Community First Credit Union. He is a member of the American Financial Education Alliance and conducts financial literacy seminars without compensation or product sales. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm utilizes a model-driven, multi-sleeved investment approach incorporating mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Stanley Lewandoski is a financial advisor at Arkadios Wealth Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Arkadios Wealth Advisors since 2018, following five years at Triad Advisors, Inc. He is also the managing partner of Phantoms of Summer, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies, including advisor-managed accounts, third-party money managers, and financial planning. The firm’s integrated operating model combines an in-house portfolio team, affiliated broker-dealer services, and a large network of advisory entities.

Alek Wyatt is a CFP® professional at Gryphon Wealth with five years of industry experience. He previously worked at Wells Fargo Advisors, RBC Capital Markets, and Equitable Advisors, and co-managed the Wyatt/Hyrne Private Wealth Management Group. Outside of advisory roles, he owned and operated All About Floors LLC for five years. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, high net worth clients, and entities such as family offices and trusts. The firm employs fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning.

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.

Farrin Schetter is a financial advisor at Prosperity Capital Advisors with one year of industry experience. She holds a Series 65 credential and has prior experience working at JL Smith Holistic Wealth Management and JL Trent's Seafood and Grill, where she also worked as a server. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies using core and specialized model suites, with services that include Turnkey Asset Manager Programs, sub-advisory roles, and separately managed accounts.

Matthew Foxhall is a financial advisor with 22 years of industry experience, currently practicing at 49 Financial. He holds Series 63 and Series 65 designations and has previously worked at firms including Equitable Advisors, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach primarily through mutual funds, ETFs, and selected third-party managers.

Jeffrey Wyatt is a financial advisor at Gryphon Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors in various capacities from 2000 to 2026 before joining Gryphon Wealth. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as to family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to build long-term investment strategies while allowing for shorter-term trades aligned with client objectives.

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.

Thomas Cannistra is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked within various entities of Navy Federal since 2014 and also operates Sand Dollar Consulting and Business Services, which provides auditing, business consulting, and tutoring services. Additionally, he serves as co-conservator for a family member’s assets and assists with financial record-keeping for a local photography business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs and third-party portfolio managers.

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.

Shannon Castaneda is a financial advisor at Gryphon Wealth with nine years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she operates a photography business focused on equine subjects and co-owns an equine training and care business with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, using fundamental analysis to tailor long-term investment strategies while accommodating shorter-term trades as needed. The firm manages over $3.2 billion in assets with a small advisory team and offers both discretionary and non-discretionary portfolio management across a broad range of asset classes.

Stephen Frick Jr. is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PKS Investments, LPL Financial, and Synovus Securities. In addition to his advisory role, he provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by an Investment Management team and committee overseeing portfolio models and rebalancing.

Michael Sievert is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2018 and previously spent six years at Triad Advisors, Inc. He is also appointed with multiple companies for fixed life and health insurance activities. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with a range of investment and wealth management services. The firm employs an integrated model combining advisor-managed accounts, third-party money managers, and an in-house portfolio team to develop customized investment strategies.

Douglas Drelich is a financial advisor with CreativeOne Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with CreativeOne Securities since 2011. Outside of his advisory role, Drelich serves as a family committee chair at New Life Christian Fellowship and is a board member of Len Ministries, both of which are Christian organizations focused on volunteer coordination and ministry training. 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, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and access to proprietary advisory platforms and third-party managers.

Randal Trinidad Ambar is a financial advisor at Gryphon Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he teaches dance classes in Jacksonville Beach. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients, family offices, and private foundations. The firm utilizes fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management across a diverse range of asset classes.

Jason Hyrne is a CFP® with 27 years of industry experience. He is currently with Gryphon Wealth in Jacksonville, FL, having joined the firm in 2026. Prior to that, he held roles at Wells Fargo Advisors and its affiliates from 2009 through 2026. Outside of advisory work, he is a co-owner of Gryphon Wealth, LLC. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor investment strategies that typically focus on long-term allocations while accommodating shorter-term trades when appropriate.

Donald Wilson is a financial advisor with Calton & Associates, Inc. in Orange Park, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, and Ameritas entities. Wilson is also an author with over a decade of writing experience and occasionally speaks publicly; he teaches night classes at a local community college. Calton & Associates serves individual investors, retirement plans, trusts, and estates, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through multiple program structures and operates as both a registered investment adviser and broker-dealer.

David Coughlin is a CFP® professional with over 34 years of experience in financial advising. He is currently with Secure Asset Management, L.L.C. and has held positions at Aurora Securities Inc., SCF Investment Advisors, Inc., and Securities America Advisors, Inc. He also serves as a designated FINRA arbitrator and is involved in insurance sales through several related entities. Secure Asset Management, L.L.C. provides personalized financial planning and discretionary investment management for individual clients, including both non-high-net-worth and high-net-worth households. The firm offers services such as investment policy development, tax and estate planning support, and 401(k) consulting, utilizing a mix of fundamental, technical, and cyclical analysis alongside third-party money managers and held-away account management.