Alan Joyce is a financial advisor with Rossby Financial, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include 21 years at Raymond James & Associates and leadership positions at Coral Reef Advisors LLC and The Alan R Joyce Company LLC, a consulting business serving real estate and structured settlement sellers. He is also a partner in The Britus Group LLC, a management company with no current operations. Rossby Financial provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and corporate clients. The firm employs multiple analytical methods to tailor investment strategies to clients’ risk tolerance and uses various platforms, including third-party managers and direct-indexing solutions, to implement customized portfolios.

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.

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.

Lea Bush is a financial advisor at Global View Capital Management LLC with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with several firms including Florida Care Assurance Group and MMA Group, Inc. Outside of her advisory role, she is involved in financial education through her ownership of Rise N Shine Services, LLC, and serves on the boards of nonprofit organizations Ability Tree First Coast and The Bosses Table. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, utilizing a quantitative and technical investment approach supported by proprietary algorithmic research.

Michael Maddock is a financial advisor with Principal Advised Services in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, Fidelity Brokerage Services LLC, and CitiBank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and benefits from its integration within the Principal Financial Group family, providing access to affiliated products and services.

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.

Boston Prachyl is a financial advisor at 49 Financial based in Jacksonville, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Oakwood Capital Securities, Inc., Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments. He is also involved in insurance sales, assisting clients with fixed insurance needs. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering services such as financial planning, investment management, and tiered fractional family office solutions. The firm employs a disciplined, long-term investment approach utilizing diversified asset allocation and model portfolios composed mainly of mutual funds and ETFs.

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.

Jackson Hulgan is a financial consultant with Advisory Services Network and holds a Series 65 license. He has four years of industry experience, including roles at Florida Financial Advisors and Trinity Wealth Securities. Prior to his financial career, he worked at Weathers True Value and Albertville High School. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a range of securities and third-party managers.

De Quan Loveless is a financial advisor with CoreCap Advisors in Jacksonville, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. His work history includes roles at CoreCap Investments, Consumer Direct of Florida, and founding Loveless Financial Group, LLC. CoreCap Advisors serves a diverse clientele including high-net-worth individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm emphasizes a relationship-oriented, long-term investment approach with a range of strategies involving mutual funds, ETFs, equities, and bonds.

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.

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.

Emmanuel Rivers is a financial advisor at Advisory Services Network with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Florida Financial Advisors, Trinity Wealth Securities, and Rivers of Wealth LLC, which he owns. Outside of advisory roles, Rivers serves as a durable power of attorney and co-owns a property rental business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, with a flexible engagement model and a platform of over 200 advisors managing more than $10 billion in discretionary assets.

Andre West is a financial advisor with Global View Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at National Life Group, Primerica, and Equity Services Inc. West is also active as an insurance agent, marketing and selling life and Medicare insurance products through Experior Financial Group, Inc. and Hollenbacher Insurance. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses algorithm-driven technical and quantitative methods for investment selection and offers a range of managed account solutions, including a low-cost ETF-only option.

Stephen Leggett is a financial advisor at Advisory Services Network with a Series 65 designation and one year of industry experience. He has worked at firms including Trinity Wealth Securities, Florida Financial Advisors, and Bank of America. Outside of advisory roles, he has experience in fixed insurance sales. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent adviser representatives, offering services such as portfolio management, financial planning, and investment consulting with a range of securities and third-party manager options.

Christopher Schmachtenberger is a CFA® charterholder with 29 years of industry experience. He has been with Timucúan Asset Management Inc. in Jacksonville, FL since 1993. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm focuses on fundamental, business-oriented value investing through concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.

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.

Tavarus Hogans is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, he worked at True Seven Life for six years and at Pernod Ricard for eight years. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

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.