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 Series 65 licenses and has 17 years of industry experience. In addition to his advisory role, he operates a tax preparation business under the name Tax Taxi and is a licensed independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and non-discretionary investment management primarily to individual clients. The firm combines a consultative investment process with affiliated insurance services, maintaining a small client base and a solo-practitioner structure.

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 Inc. in 2023, Ms. Fordham worked at Planning Solutions International LLC dba TOAMS Financial and Raymond James Financial Services, among other firms. Outside of advisory work, she serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit organization that provides flights for veterans to Washington, DC, 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 by offering customized financial management, planning, consulting, and coaching services. The firm uses a mix of technical and cyclical analysis to manage discretionary accounts across various asset classes, emphasizing regular client engagement 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 licenses and 16 years of industry experience. She has been with Navy Federal Financial Group and its affiliated entities since 2009. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides additional services such as account monitoring, rebalancing, and tax and impact overlay options.

Clifford Camarda is a CFP®, ChFC®, and Series 65-licensed advisor at Advisor Share Wealth Management, LLC with 30 years of industry experience. He has held advisory roles at multiple firms including Camarda Wealth Advisory Group and Peak Alpha Wealth Management. Outside of advisory work, he is a licensed real estate agent affiliated with Park Place Realty Inc. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers.

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 with FIFTH THIRD SECURITIES, Inc., holding a Series 66 designation and bringing 12 years of industry experience. His career includes roles at Cetera Investment Advisors, Regions Bank, and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through various programs on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets across multiple affiliated entities.

John Hargraves is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Brokers International Financial Services, J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Valic Financial Advisors. Outside of his advisory role, he owns Island Wealth Advisors, LLC, which provides securities, advisory, and insurance services, and he is also an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Andrew Benvenuto is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked within the Truist organization and its predecessor, SunTrust, since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Brett Rogers is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to his current role, he worked for over a decade at E Wortmann Machine Works. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs utilizing 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.

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.

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.