Andrew Burrell

Kenneth Tucker Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at First Command Advisory Services and related firms for nearly ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research.

Jerry Parrish is the sole advisor at JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior experience includes 15 years at Dempsey Lord Smith, LLC, and he currently operates 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 business entities. The firm utilizes custom portfolio management with tactical allocation, employing fundamental, technical, and cyclical analysis, and leverages third-party managers and TAMP programs, alongside retirement plan consulting and 1031 exchange assistance.

Dalton Boatright is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently the sole advisor at Sovereign Wealth Office LLC, an independent registered investment adviser, and previously worked at Legacy Trust Family Wealth Offices for six years. Sovereign Wealth Office LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm's investment approach combines fundamental, technical, and cyclical analysis with both passive and active portfolio construction, offering diversified access to traditional and alternative investment vehicles, including institutional and pooled vehicle management.

Ulrike Bittenbinder is a CFP® professional with nine years of industry experience. She has worked at Sapphire Wealth Consulting, Inc. since 2016, with a brief period at Ken Zahn / University of North Florida from 2017 to 2021, and also has experience with Paul A Moir M.D. P.A. from 2012 to 2021. Sapphire Wealth Consulting, Inc. provides investment management, financial planning, and retirement consulting services to individuals, families, high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes client-specific policy construction and strategic asset allocation, managing both discretionary and non-discretionary accounts with a range of instruments including equities, fixed income, ETFs, private equity, and private credit.

Jeffrey Mcdermott is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Create Wealth Financial Planning LLC in Saint Johns, FL. His prior experience includes roles at Wealth Mode Financial Planning and TIAA-CREF Individual & Institutional Services. Create Wealth Financial Planning LLC serves individual clients, high-net-worth individuals, and small businesses by providing tailored investment management alongside comprehensive and project-based financial planning. The firm focuses on passive portfolio construction guided by Modern Portfolio Theory, using low-cost index funds and ETFs, and offers subscription-style ongoing planning with a one-year minimum commitment.

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.