John Burke Jr. is a financial advisor at Total Wealth Planning and Management, Inc. in Ponte Vedra, FL, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 16 years at Starboard Asset Management, Inc. before joining Total Wealth Planning and Management in 2020. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple methods of analysis and offers both traditional and electronic advisory platforms.

Christopher Oshea is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Signator Investors, Inc. and OSAIC. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension plans. The firm manages assets primarily through model asset-allocation portfolios on a non-discretionary basis, with regular client suitability reviews and a focus on mutual fund allocations.

Brian Wright is a financial advisor with Blue Horizon Equity, Inc. holding a Series 66 designation and 24 years of industry experience. He has worked with multiple firms including Cetera Wealth Services and Nassau Wealth Partners. Wright also serves as president of Nassau Wealth Management, a financial services and insurance firm unrelated to securities. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers both discretionary and non-discretionary management through sponsored wrap-fee Unified Managed Accounts and third-party money manager programs, operating as a multi-advisor team across multiple offices.

Joshua Mandelkorn is a CFP® with 15 years of industry experience. He has been with Sanchez Wealth Management Group, LLC since 2013 and previously worked at LPL Financial during the same period. He also has involvement in investor relations activities related to the firm’s business. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a Proactive Holistic Wealth Management Process, using customized portfolios and a range of investment vehicles, combining internally developed models with third-party research and managers.

Daniel Abel is a financial advisor at Blue Horizon Equity, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and American Portfolios Financial Services. Outside of his advisory work, he serves as a charter sailboat captain for St. Augustine Sailing Enterprises, Inc. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million. The firm provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions, using a multi-advisor team approach and offering both discretionary and non-discretionary management through various programs including wrap-fee Unified Managed Accounts.

Kellie Kelleher is a financial advisor at B&C Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining B&C Financial Advisors, she worked at Fairlane Consulting and held roles with the Jewish Federation & Foundation of NEFL and the American Cancer Society. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm serves individuals, high-net-worth clients, and entities such as trusts and estates, providing discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

Nick Riscigno is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IMG Wealth Management since 2017. He is also involved with Riscigno & Associates, Inc., an independent insurance agency operating since 2006. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and public educational seminars, with an investment approach tailored to clients’ objectives, time horizon, and risk tolerance.

Alfred Dellaporta is a financial advisor at Allegiance Financial Advisors, Inc. in Jacksonville, FL, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Allegiance Financial Advisors since 2001 and Royal Alliance Associates since 2018. Outside of his advisory role, he is involved in managing health insurance and fixed insurance products through his ownership of related insurance brokerage entities. Allegiance Financial Advisors, Inc. serves individuals, corporations, and retirement plans by providing model portfolio management, financial planning, and consulting. The firm focuses on asset allocation using mutual funds and ETFs, managing accounts on a non-discretionary basis with an emphasis on long-term strategies and periodic client contact.

Adam Oerther is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with B&C Financial Advisors in Ponte Vedra Beach, FL, where he has worked since 2016. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets with a six-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and entities, using diversified asset allocation models based on modern portfolio theory.

Joseph Peck Jr. is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Zacks & Company and Zacks Investment Management since 2006 and has been affiliated with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001. Zacks Investment Management provides discretionary portfolio management for a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis driven by proprietary models, offering a wide range of strategies and operating across retail, institutional, and third-party distribution channels.

Ronald Hodge is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he is an independent insurance agent selling non-variable insurance products. 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, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform to meet clients’ varied needs.

Heather Meyers is a financial advisor at John Hancock Personal Financial Services, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at L.M. Kohn & Company and Business Planning Concepts, Inc. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, and business entities. The firm uses third-party software to generate written financial recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

J. Rust Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has served in various roles including at Avantax Advisory Services and Richard Rust CPA, P.A. Rust also owns a CPA firm that provides tax preparation, accounting, and management consulting services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 177 advisors and uses the Hilltop/Hilltop-cleared Envestnet platform to provide a range of advisory programs and third-party money manager options.

Mary Mcalpine is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Calton & Associates since 2019 and previously spent over a decade at H.D. Vest Advisory Services. Outside of her advisory role, she owns an accounting and tax service firm and acts as an agent assisting clients with life, annuities, health, and Medicare insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and access to third-party money managers. The firm offers multiple program structures and investment approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

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.

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.

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.

Bhagwati Sangani is a financial advisor at Gryphon Wealth with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026 before joining Gryphon Wealth in 2026. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing for shorter-term trades based on client objectives and security fundamentals.