Matthew Anthony Tarantino

Kenneth Tucker Jr. is a CFP® and ChFC® professional with 12 years of experience in financial advisory. He currently works at LPL Financial and previously spent nearly a decade with First Command in various advisory and financial planning roles. Outside of his advisory work, he operates Tucker Financial Services, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing a broad network of investment adviser representatives and advanced research tools.

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, an independent investment management firm he founded after working at UBS Securities for 12 years. Dignum et Justum offers discretionary, fee-only investment management and customized financial planning to individuals, families, trusts, corporations, and charitable organizations. The firm employs bottom-up fundamental research to manage concentrated equity portfolios and incorporates values-based screens alongside several active equity strategies and a global multi-asset option.