Todd L Middleton

Michael Macke is a CFP® professional with 23 years of experience in financial advisory. He is the sole advisor at Wealth 73, LLC, an independent firm based in Jacksonville, FL. His career includes roles at several firms such as Petros Advisory Services, Payne Capital Management, and Valic Financial Advisors. Wealth73, LLC is a fee-only independent investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a mix of strategic and tactical asset allocation supported by various analytical methods and both passive and active investment vehicles.

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

Christine Shippey is a CFP® professional with 20 years of industry experience, currently serving at Valic Financial Advisors. Her prior roles include positions at TIAA-CREF and TD Ameritrade. Outside of financial advising, she co-owns a vintage and antiques resale business with her daughter. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers.

Erin Eiras is a Wealth Mamager at InVestra holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her firms RIA is Visoinary Square - Independent Advisor Alliance since 2018 and concurrently brokers through LPL Financial since 2012. InVestra serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

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.