Dawn Nicoles is a CFP® and holds a Series 66 license, with 24 years of experience in the financial services industry. She is currently with Sanchez Wealth Management Group, LLC, joining in 2024 after previous roles at Ameriprise Financial Services and LPL Financial. Dawn also operates a personal business entity for tax and investment purposes. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and charitable organizations. The firm utilizes a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and strategic investment approaches, relying on both internal model portfolios and third-party research to guide decisions.

Christen Sanchez is a financial advisor at Sanchez Wealth Management Group, LLC in Jacksonville, FL, holding CFP®, Series 63, and Series 65 credentials with 29 years of industry experience. Christen has worked previously with LPL Financial from 2000 to 2026 and has been with Sanchez Wealth Management Group since 2010. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and employs customized portfolios with model allocations, third‑party managers, and a variety of investment vehicles.

Joshua Mandelkorn is a CFP® with 15 years of industry experience. He has been with Sanchez Wealth Management Group, LLC since 2013 and previously worked at LPL Financial during the same period. He also has involvement in investor relations activities related to the firm’s business. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a Proactive Holistic Wealth Management Process, using customized portfolios and a range of investment vehicles, combining internally developed models with third-party research and managers.