Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.

Bryan Klein is a CFP® with 22 years of industry experience, currently serving as an advisor at Klein Wealth Management, LLC since 2019. He previously worked at Fidelity Personal and Workplace Advisors for eight years. Outside of his advisory role, he is a product manager at SSC Advent, a financial technology firm, where he provides software support and consulting. Klein Wealth Management serves individual investors, pension plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and integrated financial planning. The firm employs a flexible investment approach combining low-cost indexed funds with opportunistic active allocations, utilizing asset-allocation strategies informed by modern portfolio theory, business-cycle analysis, and technical factors.

David Croney is the sole advisor at Advanced Financial Analysis, LLC, an independent firm based in Fleming Island, FL. He holds Series 63 and 65 licenses and has 18 years of industry experience. In addition to his advisory work, he prepares taxes under the name Tax Taxi and operates as an independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and investment management primarily to individual clients through a consultative, non-discretionary approach. The firm integrates written investment policies with fundamental, technical, and cyclical analysis, and occasionally offers insurance products as part of its services.

Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.

Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.

Kendal Fordham is a financial advisor with Privileged Planning Inc. in Green Cove Springs, FL, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Privileged Planning in 2023, she worked at Planning Solutions International LLC and held roles at Raymond James Financial Services and other firms. Outside of her advisory practice, Ms. Fordham serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit providing flights for veterans, and is a co-author of two books. Privileged Planning serves individual clients, including high-net-worth households, as well as corporations and business entities, offering customized financial management, planning, consulting, and coaching. The firm employs a mixed investment approach using technical and cyclical analysis and emphasizes regular client communication and multi-month coaching packages with ongoing digital access.

Marcus Miller is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Mainstay Capital in Lakeland, FL. His background includes nine years in the US Navy and concurrent roles at Mainstay Capital and Origin Financial since 2020 and 2022, respectively. Mainstay Capital provides comprehensive financial planning and discretionary portfolio management for individual clients and small businesses, with a focus on tactical asset allocation and ongoing retainer-based financial planning. The firm integrates tax preparation and education into its services, coordinating closely with outside accountants and offering 401(k) plan administration through a sub-adviser relationship.

Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked in various capacities within Navy Federal affiliated firms since 2009. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s approach centers on managed advisory programs using third-party portfolio managers on the Envestnet platform, supported by an investment committee that performs due diligence and ongoing reviews.

Clifford Camarda is a CFP® and ChFC® with 30 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has held advisory roles at several firms, including a long tenure at Camarda Wealth Advisory Group. Outside of his advisory work, he is also a licensed real estate agent involved in referring clients interested in real estate transactions. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans with investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios, offers alternative and private investment options, and operates alongside affiliated entities providing platform and referral services.

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.

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.

Nicholas Poe is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command Advisory Services since 2015. He is also the owner of Nick Poe & Associates, LLC, an investment-related business used to support his First Command practice. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families, offering financial planning and multiple wrap-fee asset management programs managed through a centralized investment team.

Jacob Luther is a financial advisor at Fifth Third Securities, Inc. with 12 years of industry experience and holds a Series 66 designation. He has worked at several firms, including Cetera Investment Advisors LLC, Regions Bank, and Merrill. His current tenure at Fifth Third Securities and Fifth Third Bank began in 2024. Fifth Third Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional clients. The firm offers investment advisory and brokerage services through multiple programs on the Passageway Managed Account Platform, with options ranging from mutual fund and ETF models to separately managed accounts and direct indexing strategies.

John Hargraves is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with Integrity Alliance, LLC, where he has worked since 2019. His prior experience includes roles at J.W. Cole Advisors, Valic Financial Advisors, LPL Financial, and Merrill, among others. Outside of his work at Integrity Alliance, he owns Island Wealth Advisors, LLC, through which he provides securities, advisory, and insurance services. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and platforms, while also providing operational support and insurance distribution services.

Jody Ayotte is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Lincoln Investment since 2017 and is also associated with Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Klaudia Maslo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at LPL Financial since 2011 and has been with Private Advisor Group since 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while working with third-party managers and tactical asset management programs.

Andrew Benvenuto is a financial advisor with Truist Advisory Services in Saint Augustine, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. His career has been primarily with Truist and its predecessor entities, including Truist Investment Services and SunTrust. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches alongside third-party platform partnerships.

Brett Rogers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various First Command entities since 2025. Prior to joining First Command, he spent 11 years at E Wortmann Machine Works. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

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.

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.