David Whittle Upchurch

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.

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.

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.

Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management.
Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.

Mitchell Malone is the sole advisor at Riverwood Capital Advisors, LLC in Saint Johns, FL, with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill for 19 years before joining Riverwood Capital Advisors. Riverwood Capital Advisors is a state-registered, single-advisor firm providing discretionary, customized separately managed accounts to high-net-worth individuals, trusts, estates, corporations, partnerships, non-profits, and endowments. The firm uses a fundamental analysis framework combined with technical, cyclical, and statistical methods to construct portfolios tailored to clients’ asset allocations, risk tolerances, and income needs, offering a range of investment strategies including long-only growth, long/short equity, options trading, and short selling.

Damian Karas is a CFA charterholder with 12 years of industry experience. He is the principal of Dignum et Justum Investments, LLC, an independent firm based in Saint Augustine, FL. Prior to founding Dignum et Justum, he spent 12 years at UBS Securities in various roles. Dignum et Justum is a fee-only registered investment adviser offering discretionary portfolio management and customized financial planning to individuals, families, trusts, corporate entities, and charitable organizations. The firm applies a fundamental, bottom-up research process to build concentrated, long-term portfolios with an emphasis on smaller and mid-sized companies considered undervalued, while incorporating values-based investment reviews and the use of plain-vanilla options to manage risk or enhance returns.