Leigh Chandler is a financial advisor at Advanced Financial Strategists Inc with Series 65 credentials and 30 years of industry experience. Chandler has been with Advanced Financial Strategists since 1996. Advanced Financial Strategists provides comprehensive investment management to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages about $60.6 million in assets using a combination of Modern Portfolio Theory, quantitative screening tools, and tax-aware portfolio construction tailored to client objectives.

John Holden is the sole advisor at Advanced Financial Strategists Inc, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Advanced Financial Strategists since 1991. Advanced Financial Strategists provides investment management services to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages approximately $60.6 million in assets, focusing on a relatively small client base with personalized portfolio construction using Modern Portfolio Theory, tax-aware strategies, and quantitative screening methods.

Brian Sweeney is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at several firms including BG Worldwide Securities, Honey Badger Investment Securities, and Cadaret, Grant & Co., Inc. Outside of his advisory role, Sweeney is an attorney who provides legal services primarily outside market hours, and he also engages in business consulting, product development, and speaking. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations with comprehensive financial planning and consulting, incorporating clients’ religious or ethical values into tailored investment approaches. The firm acts mainly as a solicitor and referral source to third-party asset managers while providing ongoing advice and planning services.

Hairold Lopez is a financial advisor at Harmony Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation for six years. Outside of his advisory role, he manages Yulee Health LLC, a medical device sales business. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and nonprofit organizations. The firm employs a long-term, risk-aware investment approach combining fundamental analysis and proprietary technical indicators across multiple asset classes.

Stacy Summerlin is a financial advisor at Gibbs Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has also been involved with Summerlin Benefits Consulting Inc since 2012. Outside of advisory work, Summerlin is the owner and president of SBC Financial LLC, a non-investment-related business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that uses third-party platforms and strategists to implement model portfolios. The firm focuses on assessing clients' financial situations, goals, and risk tolerance to select and monitor model portfolios rather than managing individual securities.

Stephen Brantley is a financial advisor at Transamerica Retirement Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Transamerica, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments for a combined 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice programs and investment education. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and oversees a large client base with both discretionary and non-discretionary assets.

Denise Page is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. She co-owns two rental properties in Florida with family members. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering both managed and non-discretionary advice through programs supported by Morningstar Investment Management’s portfolio models and software. The firm operates at scale with over 300 advisors and focuses on asset allocation and retirement planning guidance.

Charles Woodward IV is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial, LLC. Woodward is the sole owner of Performance Wealth LLC, a business involved in the sales and service of fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on formal retirement-plan advisory and pension consulting.

Jonathan Sizemore is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Gulfstream Aerospace, Florida Financial Advisors, Probe Domain, and Sizemore Academy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with options for discretionary and non-discretionary account management and has notable retirement-plan advisory and pension consulting capabilities.

Tabbatha Manning is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Financial and Western & Southern Life. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Edwin Reynolds is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Community First Credit Union of Florida, Cuso Financial Services, Pruco Securities, and The Prudential Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jodi Collins is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Trend Offset Printing for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Victoria Fitzmorris is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Raymond James Financial Services and Fidelity Brokerage Services, as well as positions in higher education and healthcare prior to entering the financial sector. She is also involved with Community First Credit Union of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Carolyn Pozzi is a CFP® with 35 years of experience in the financial industry. She is currently with Cetera, where she has worked since 2019, following prior roles at firms including LPL, VyStar Credit Union, Regions Bank, Woodbury Financial Services, and Questar Capital Corporation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Angelina Pratt is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously held positions at Fred Meyer Jewelers and West Texas A&M University. Outside of her advisory role, she is a partner at Macoan LLC, where she writes articles and develops a website. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Laura Michaud is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, John Hancock Life Insurance Company, Deutsche Bank, and Merrill Lynch. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by the firm’s integrated platform and model portfolios.

Timothy Gardner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Fidelity and its related entities since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Deidre Knott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, COMPASS Bank, PNC Bank, and CUSO Financial Services. She is involved with Community First Credit Union of Florida alongside her work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

Andrew Smith is a CFP® and ChFC® with 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously with Family Wealth Advisors, Inc. In addition to his advisory role, he volunteers as the treasurer for a local Girl Scouts council troop. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing a variety of portfolio and platform strategies, including proprietary and third-party models.