Clinton Dosio

Jerry Parrish is a financial advisor at JLP Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for 15 years before founding JL Parrish Investments Inc. and Parrish Insurance Agency, where he is a licensed insurance producer. JLP Investments serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing fee-based portfolio management, financial planning, retirement plan consulting, and 1031 exchange assistance. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various instruments and manages many client accounts on a non-discretionary basis, often through monitored third-party managers.

Hani Hajje is a financial advisor at Harbor Fort Financial Advisors LLC with a Series 65 designation and over one year of experience at the firm. He has held roles with Hagen Pay Inc. since 2023 and Deleon Trio Ventures LLC since 2012. Harbor Fort Financial Advisors provides investment advisory services and financial planning to individuals and high-net-worth clients, offering tailored portfolio management and fixed-fee financial planning engagements. The firm uses both fundamental and technical analysis with periodic rebalancing and reviews managed accounts quarterly.

Dalton Boatright is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently leads Sovereign Wealth Office LLC, having previously worked at Legacy Trust Family Wealth Offices and several other financial firms. Sovereign Wealth Office LLC provides investment management and financial planning services to pooled vehicles, institutional clients, and corporate treasury functions, as well as wealth management and non-trustee investment advice for individuals, charities, and businesses. The firm employs an asset-allocation driven approach that integrates both passive and active strategies and emphasizes selecting and supervising third-party managers while keeping its advisory fees separate from those managers’ fees.

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.

Peter Laliberte is a financial advisor at Liberty Advisory Group, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Foundations Investment Advisors, LLC and Retirement Wealth Advisors. Laliberte is also a licensed insurance agent and engages in insurance sales alongside his advisory work. Liberty Advisory Group, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers managed accounts, discretionary management programs, and may recommend third-party sub-advisors, tailoring advice based on clients’ goals, time horizons, and risk tolerance.