Mitchell Evans Malone

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 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.

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.

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.

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.