Paul Groeschel Johnson is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 66 registrations. He has four years of industry experience with prior roles at firms including CreativeOne Wealth, Stratton & Company, and Principal Securities Inc. Johnson also serves as a Planning Associate at Stratton & Company, focusing on life insurance and annuity services. Sequent Planning, LLC operates as Futurity First Wealth Management and serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement services through a multi-team model that incorporates firm-developed and third-party strategies within a structured risk framework.

Christopher Patterson is a financial advisor at Lifeworks Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Innovative Wealth Strategies, St. Johns Wealth Advisors, and The Patterson CPA Group. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management and financial planning services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based “tranche” investment approach combined with factor-based and smart-beta strategies.

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.

Derrick Yohe is a financial advisor with Larson Financial Group, LLC in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer since 2012. Yohe is also the owner of Hippocratic Financial, LLC, which offers financial advisory services through Larson Financial Group. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs, utilizing strategic and tactical investment approaches, and supports its advisory process with AI-assisted research tools alongside human review.

Joseph Mc Kinley is a financial advisor at Arete Wealth Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Arete Wealth Advisors and related firms since 2020. Outside of his advisory role, he serves as a director and lead sales agent for PV Insurances LLC, focusing on life insurance and annuity products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it employs third-party sub-advisers while acting as an ERISA fiduciary when applicable.

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.

Lauren Matheu is a financial advisor at 49 Financial with two years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and PKS Investments. She also has experience working at the University of Florida. In addition to her advisory work, she provides fixed insurance services as a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm emphasizes a disciplined, long-term, diversified asset allocation approach using proprietary and platform model portfolios, and operates as a multi-team adviser with approximately $1.4 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.

Eric Sievert is a financial advisor with Arkadios Wealth Advisors in Jacksonville, FL, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2023, he worked at Fidelity Investments from 2021 to 2023. Outside of his advisory role, he manages Old Goat Club LLC, a social networking group for long-term Jacksonville residents focused on networking and referrals. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various account structures and combines fundamental, technical, and cyclical analysis, allowing client-specific restrictions and inclusion of alternative assets.

Richard Wilkins is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Principal Securities and Principal Life Insurance Company for 14 years before joining The Partners Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, Wilkins is involved in baseball coaching and consulting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of custom and model-based portfolios, including both in-house and third-party managers, and requires its advisors to use the Amplify Platform for portfolio management and trading.

Allen Bronton is a financial advisor with Redhawk Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has also been the owner of Wealth Preservers, LLC since 2010 and Clear Financial Strategies, LLC since 2016. At Wealth Preservers, he designs risk management solutions tailored to client needs, and through Clear Financial Strategies, he manages office operations and client relations. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across a range of investment vehicles, supported by a weekly investment committee and incorporates insurance services through affiliated entities.

Kevin Walsh is a financial advisor with McAdam LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with McAdam LLC, Purshe Kaplan Sterling Investments, and JA Bentley & Co since 2014. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning model alongside access to alternative and specialized investment strategies.

Rene Hernandez is a financial advisor with Arete Wealth Advisors, LLC in Ponte Vedra Beach, FL, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. His career includes roles at Merrill, Allstate Insurance Company, CUNA Brokerage Services, PNC Bank, and Tapfin/EY. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs proprietary, rule-based models alongside advisor-driven allocation, utilizing third-party sub-advisers and maintaining a comprehensive due-diligence process.

Edgar Mclean is a financial advisor at The Fiduciary Alliance with 16 years of industry experience. He holds a Series 65 designation and previously worked for First Financial Advisors, LLC for 11 years before joining his current firm in 2018. Outside of advising, he serves as Vice President of Operations for First Financial Education Centers, a company focused on insurance software and education. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team business model.

Damien Clark is a financial advisor at BFC Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Blue Duck Wealth Management and Foundations Investment Advisors, LLC. Outside of his advisory role, he operates Clark Wealth Management LLC, through which he is licensed as an insurance agent. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and third-party managers, offering a range of investment strategies tailored to client needs.

Sam Magdalein is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds a Series 65 credential and also serves as CEO of Collaborative Financial Strategies, Inc. dba Stratton & Company, where he manages operations and marketing. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs, using a mix of proprietary model portfolios and third-party managers across various investment approaches.

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.

Mitchell Voss is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with Mutual Advisors since 2013 and has an extensive tenure at Mutual Securities, Inc. dating back to 1992. Outside of his advisory roles, he serves on the board of a charitable foundation. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies tailored through multiple analytical approaches and manages significant institutional assets, including relationships with sovereign wealth funds.