Devlin Root is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to his advisory career, he served 27 years in the United States Marine Corps. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Heather Brewer is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds Series 63 and Series 66 registrations and has worked at firms including Citigroup, Fidelity Investments, Merrill, and Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

Alisha White is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Bank of America and Merrill. Outside of her advisory role, she co-owns a family cleaning business in Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as selected IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates.

Matthew Gould is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Bank of America, Merrill, Coopers Hawk Winery, and Florida State College at Jacksonville. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Andrew Ayers is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Private Wealth Management and Consulting LLC. Outside of his advisory work, Ayers volunteers with the VyStar Academy of Business Meetings, mentoring students and supporting educational initiatives. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with considerable institutional scale and specialized market roles.

Kristine Gillard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors and WFGIA since 2017 and previously spent a year with Signator Investors, Inc. In addition to advising clients, she performs home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Jeffrey Albano is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill, Bank of America, and Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm combines large institutional scale with specialized market roles and utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Austin Taylor is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Truist and Fidelity Investments. Prior to his advisory career, he attended Oregon State University and has experience outside finance as a caregiver. 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 implements multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Paul Pannell IV is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments and New York Life, as well as work in audio-video security and engineering staffing. 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 selected retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model linked to Empower’s administrative platforms.

Hector Vargas Rodriguez Jr. is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and in pest control management. Outside of finance, he serves as a director of Broward County Exterminating Group, overseeing administrative and client account functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including research, derivatives, and lending secured by advisory assets.

Deborah Necciai is a financial advisor with Principal Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with various Principal entities since 2003, including Principal Life Insurance Company and Principal Securities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Jessica Lang is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of advising, she is a joint owner of Willow Crest Holdings, LLC, which sells herbal health products under the Barefoot Herbals brand, and works part-time as a delivery driver for Door Dash on weekends. 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 account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Chad Gibbons is a financial advisor with Primerica Advisors based in Saint Augustine, FL, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services including lending solutions and donor-advised funds.

Kevin Neu is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2023 before joining Citigroup in 2023. Outside of his advisory role, he operates as a self-employed photographer, selling prints and providing commissioned portrait services. 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 emphasizes multi-asset, multi-manager strategies supported by internal standards and oversight, combining large institutional scale with specialized market roles and arrangements.

Alexander Nosal is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with both firms since 2006. Outside of his advisory role, he is involved with Physician Advisory Associates, LLC, a business related to physician services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Jacob Neuhofer is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Neuhofer is based in Jacksonville, FL. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including serving as a swap dealer and futures commission merchant.

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.

Michael Liverano is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2024, and previously worked at Merrill from 2015 to 2024. 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 operates at large institutional scale with notable roles including swap dealing and futures commission merchant activities.

Steven Dodge is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments LLC. 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, swap dealing, and futures commission merchant activities.

Alexis Beasley is an investment advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Fifth Third Securities, she worked at Wells Fargo, ADT Security, and Community First Credit Union. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types, including wrap-fee platforms and separately managed accounts, supported by various third-party portfolio managers.