Kenneth Tucker Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2023, following eight years at First Command Advisory Services and related affiliates. He also manages Tucker Financial Services, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of research and portfolio management options.

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.

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.

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.

Michael Crough is an investment advisor with Legatum Services LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Highland Financial Advisors and Strategic Sales and Marketing, and owns Crough Financial Services LLC. Legatum Services provides investment supervisory services and financial planning to clients including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm offers tailored investment strategies based on documented risk analyses and Investment Policy Statements, providing both discretionary and client-directed portfolio management.

Jorge Gallego is a financial advisor at Fideleon Wealth Advisors LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Cetera and Cetera Advisor Networks. He has worked at IBM since 2006. Fideleon Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm offers customized advice using asset allocation, fundamental analysis, and manager due diligence, serving clients including business owners and real estate investors through discretionary and non-discretionary account management.

John Ginn is a financial advisor at Parable Wealth Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at Parable since 2020, following two years at Naples Wealth Planning. Ginn is also a 50% owner and shareholder of Ginn & Patrou, PA, a law firm, and holds ownership and management interests in related title and real estate development companies. Parable Wealth Advisors provides discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away asset management to individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. The firm manages approximately $176 million in discretionary assets and offers tailored investment advice using a range of securities while supporting integrated planning alongside its affiliated legal and real estate businesses.

Tonia Peasley is a financial advisor at C.L. Sheldon & Company, LLC with a ChFC® designation and seven years of industry experience. Her prior roles include positions at Drucker Wealth and Zeiders Enterprise. C.L. Sheldon & Company is a small, fee-only advisory firm serving individual and high-net-worth clients with services such as bundled financial planning, wealth management, and financial coaching. The firm focuses on asset-allocation-driven portfolios primarily composed of mutual funds, ETFs, and individual fixed-income securities, providing ongoing monitoring and rebalancing on a non-discretionary basis.

Allan Harkness is a financial advisor with Peak Wealth Group LLC in St. Augustine, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at Quantum Capital, LLC, Dempsey Lord Smith, LLC, and Peak Brokerage Services LLC, and has been with Peak Wealth Group since 2009. Outside of his advisory role, Mr. Harkness is the owner and president of Highland Financial Advisors, LLC, an insurance agency, and serves as Director, Chairman, and CEO of the Foundation For Legacy Planning, Inc. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client risk analyses and written investment policy statements to guide investment decisions and employs a combination of fundamental, technical, and cyclical analysis in security selection.

Shaun Callahan is a CFP® with six years of industry experience, currently advising at Achieving Veritas LLC since 2025. His prior roles include positions at Wealth Enhancement Group, Bank of America, and Wells Fargo. Outside of his advisory work, he is involved in a campus ministry organization. Achieving Veritas LLC is a small advisory firm with four advisors managing approximately $70 million across 86 client relationships. The firm serves individuals, trusts, estates, and business entities, providing discretionary asset management and comprehensive financial planning with a tailored investment approach that incorporates multiple analysis methods and often delegates portfolio management to sub-advisors.

Thomas Haggerty is a CFA® charterholder with 10 years of experience in the financial advisory industry. He has worked at Parable Wealth Advisors since 2019 and previously held roles at Wealth Enhancement Group and Retirement Strategies, Inc. He holds a Series 63 license and is based in Jacksonville Beach, FL. Parable Wealth Advisors is a SEC-registered investment adviser that serves individuals, corporations, and retirement plans with portfolio management, retirement-plan consulting, and financial planning. The firm employs a range of investment vehicles and uses a specialized order management platform to provide tax-efficient asset location and opportunistic rebalancing, operating as a small, team-based practice with additional legal and real estate services offered separately by some principals.

Kristopher Schnell is a financial advisor at Cogent Independent Advisors, Inc. in St. Augustine, FL, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with Cogent Independent Advisors since 2012. In addition to his advisory role, Schnell facilitates tax return preparation through Cogent Tax Strategies LLC, a related but non-investment business established in 2023. Cogent Independent Advisors, operating as Cogent Private Wealth, provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $81.6 million on a discretionary basis and employs a combination of fundamental, technical, and cyclical analysis to construct portfolios, incorporating alternative and private investments as appropriate.

Steven Brennan is a financial advisor at AJF Capital Management, Inc. in St. Augustine, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior experience includes roles at Cambridge Investment Research, American Portfolios Financial Services, and Morgan Stanley Smith Barney. AJF Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation approach based on Modern Portfolio Theory, supplemented by thematic strategies including ESG integration and actively managed portfolios.

Thomas Carstens is a financial advisor at Pelion Investment Advisors, Inc. with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Carstens has been with Pelion since 2016 and is also associated with First Liberties Financial, an affiliated broker-dealer. Pelion Investment Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, including high-net-worth clients, 401(k) plan trustees and participants, and institutional clients. The firm combines fundamental macro analysis with tactical overlays to manage multi-asset portfolios tailored to client risk profiles and reviewed regularly.

Francis Benischeck is a financial advisor at Achieving Veritas LLC with three years of industry experience. He holds the Series 65 designation and serves as president of Totus Tuus Consulting, Inc., an insurance sales and service business, as well as founder and president of Catholic Fellowship Inc., a campus ministry nonprofit. Achieving Veritas LLC is a small advisory practice with four advisors managing approximately $70 million for about 86 client relationships. The firm serves individuals, trusts, estates, and business entities, offering discretionary asset management and comprehensive financial planning by combining various analytical approaches and utilizing third-party sub-advisors and platform managers to implement client portfolios.

Jordi Bakovic Quiroga is a CFP® professional with nine years of experience at TQM Wealth Partners. Prior to joining the firm, he worked at Boston Children’s Hospital and Salem State University. He is based in Marblehead, MA. TQM Wealth Partners is a small, supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm provides financial planning and investment management using a globally diversified, long-term approach that incorporates fundamental, technical, and cyclical analysis.

Jonathan Hermes is a financial advisor at Parable Wealth Advisors with one year of industry experience. He holds a Series 65 designation and is also a partner with a 10% equity stake in Ginn & Patrou, a law firm based in St. Augustine, FL. Additionally, he serves as a bar grader for the Florida Board of Bar Examiners. Parable Wealth Advisors is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm provides portfolio management, retirement-plan consulting, and financial planning, tailoring portfolios with a range of investment vehicles and employing tax-efficient strategies for held-away retirement accounts.

Stephen Kyle is a CFP® professional with 10 years of industry experience. He is currently with Parable Wealth Advisors in St. Augustine, FL, where he has worked since 2024. Prior to that, he held multiple roles at River Capital Advisors, LC from 2015 to 2023. Parable Wealth Advisors serves individuals, corporations, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm customizes portfolios using a range of investment vehicles and employs tax-efficient strategies, including the use of an order management platform for held-away retirement accounts.

Eugene Novitski is a CFP®-certified financial advisor with over 21 years of industry experience. He currently works at Investment Advisor Group, where he has been since 2021. Prior to that, he spent six years at Investment Advisor Alliance and nearly four decades as a self-employed advisor at Resource Capital Services. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm manages approximately $72 million across 128 client relationships, emphasizing asset allocation and diversification aligned with modern portfolio theory.

David Upchurch is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at firms including LPL Financial, Maryland Financial Group, and Barnett Wealth Advisors before joining Headland Capital, where he is currently part of a team of ten advisors. Upchurch also operates Upchurch & Corn Advisors. Headland Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as various entities such as family offices and private foundations. The firm employs a client-driven investment approach focused on fundamental analysis with a long-term orientation, managing approximately $559 million across about 637 clients.