Alexis Beasley

Jerry Parrish is an independent financial advisor with JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His career includes roles at Dempsey Lord Smith, LLC, Edward Jones, and Hornor, Townsend & Kent, LLC. He also operates the Parrish Insurance Agency, a licensed insurance producer affiliated with his investment firm. JLP Investments provides fee-based advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses custom portfolio management with a tactical allocation approach, employing fundamental, technical, and cyclical analysis, and implements client accounts via monitored third-party managers. The firm's licensed insurance agency status and combined retirement plan consulting and 1031 exchange services further differentiate its offerings.

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

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.

Joshua Krafchick is a financial advisor at 369 Financial LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Cambridge Investment Research. In addition to his advisory role, he is an author and public speaker. 369 Financial is an independent, state-registered investment adviser serving individuals, high-net-worth households, businesses, and institutional clients. The firm provides portfolio management, wealth management, financial planning, and pension consulting services, utilizing a combination of asset allocation, fundamental and technical analysis, and a range of investment vehicles including ETFs, mutual funds, bonds, and limited cryptocurrency exposure.

Anthony Kurnellas is a financial advisor with OmniTrust Wealth Management, Inc. in Jacksonville, FL, holding a Series 65 designation and 21 years of industry experience. He has worked at OmniTrust Wealth Management since 2018 and previously held roles at Global Financial Private Capital, LLC and GF Investment Services, LLC. Kurnellas is also a licensed insurance agent and occasionally offers insurance products to clients. OmniTrust Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with portfolio management, third-party model-portfolio implementation, and financial planning. The firm uses a combination of analytical approaches and emphasizes long-term trading aligned with client risk tolerances, managing a large client base through a single advisor.