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.

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.

Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.

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.

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.

David Croney is the sole advisor at Advanced Financial Analysis, LLC, an independent firm based in Fleming Island, FL. He holds Series 63 and 65 licenses and has 18 years of industry experience. In addition to his advisory work, he prepares taxes under the name Tax Taxi and operates as an independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and investment management primarily to individual clients through a consultative, non-discretionary approach. The firm integrates written investment policies with fundamental, technical, and cyclical analysis, and occasionally offers insurance products as part of its services.

Jason French is the principal of French Capital Management, LLC, with 9 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he serves as president of the Mandarin Republican Club. French Capital Management provides discretionary and non-discretionary investment management, consulting, and financial planning to institutional and retail clients worldwide. The firm emphasizes asset allocation and diversified, long-term portfolios, and offers specialized pension consulting services, including acting as an ERISA fiduciary.

Richard Allison is a CFP® with 24 years of experience in financial advisory services. He is the principal and owner of Marian Financial Services, Inc., an independent firm he has been with since 2008. In addition to his advisory work, Allison is involved in real estate brokerage through INI Referral Realty, Inc., and assists clients with legal document creation via a network of attorneys at Estate Guru. Marian Financial Services provides discretionary portfolio management and financial planning to individuals, trusts, estates, owner-managed businesses, and retirement plans. The firm employs ETF and stock model portfolios within a global tactical asset-allocation framework and offers a distinctive outsourced platform to oversee held-away retirement participant accounts.

Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.

Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.

Justin Kawar is a financial advisor at Matador Financial with a Series 66 designation and 14 years of industry experience. He has worked at Toro Wealth Management LLC, Ambassador, and Edgewater Group, where he is also Director of Accounting and Finance, overseeing financial operations for distressed real estate advisory and acquisition services. Matador Financial Planning serves individual and high-net-worth clients, providing portfolio management and financial planning with a focus on both discretionary and non-discretionary accounts. The firm uses fundamental analysis and modern portfolio theory, manages assets in-house, and employs a range of investment vehicles including mutual funds, equities, fixed income, real estate funds, ETFs, and derivatives.

Kelly Kazmierski is a financial advisor with Legacy Financial Services Group, Inc. in Saint Johns, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Legacy Financial Services Group, LLC since 2004. In addition to her advisory role, she is involved as an independent insurance agent selling fixed annuities, long-term care, and life insurance products. Legacy Financial Services Group is a fee-based investment adviser serving individuals, high-net-worth clients, trusts, and other entities. The firm employs a strategic asset allocation approach with global diversification, using mutual funds, ETFs, and direct-indexing strategies, while providing personalized financial planning and discretionary portfolio management.

Jason Kradman is a financial advisor at Matador Financial with four years of industry experience and holds a Series 65 designation. Prior to his advisory role, he has worked in education and currently serves as the head football coach at Jupiter High School. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, with in-house management of client assets and no stated account minimums.

Jeremy Story is a Series 65 licensed financial advisor with HFG Capital, based in Orange Park, FL, and has two years of industry experience. He previously worked at First Advisors National and Brookstone Wealth Advisors/Hollifield Financial Group. Outside of his advisory role, he is also a licensed insurance agent and sells insurance products with Hollifield Financial Group. HFG Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on long-term trading through a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements and regularly monitors asset allocation and security selection.

Robert Fremont is a financial advisor at Intellicapital Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments for over two decades, as well as at Principal Securities Inc and Principal Life Insurance Company. Intellicapital Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a range of investment strategies and offering both discretionary and non-discretionary advisory solutions. The firm also assists clients with third-party adviser selection and manages held-away employer plan assets through platforms like Pontera.

Michael Mc Alpin is a CFP® with 24 years of industry experience. He has worked at Fidelity Investments for 20 years and Strategic Advisors LLC for 11 years before joining Intellicapital Advisors LLC, where he has been since 2021. Intellicapital Advisors LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary advisory solutions. The firm uses a range of investment strategies and tools, including mutual funds, ETFs, equities, fixed income, and private placements, and supports clients with third-party adviser selection and held-away employer plan management through platforms like Pontera.

Eric Rust is a CFP® with 19 years of industry experience, currently serving as an advisor at Matador Financial Planning LLC since 2014. He holds a Series 66 license and is based in Saint Johns, Florida. Matador Financial Planning serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm uses fundamental analysis and modern portfolio theory to manage discretionary and non-discretionary accounts, investing across a range of asset classes including mutual funds, equities, fixed income, real estate funds, ETFs, TIPS, and non-U.S. securities.

Marco Coleman is a financial advisor at Matador Financial with 13 years of industry experience. He holds the Series 66 designation and has been with Matador Financial since 2014. Prior to his advisory role, Coleman was involved with the Georgia Tech Football Team for five years. He also volunteers as a defensive line and linebackers coach at Morehouse College. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, with a focus on in-house asset management and a broad range of investment instruments.

Kendal Fordham is a financial advisor with Privileged Planning Inc. in Green Cove Springs, FL, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Privileged Planning in 2023, she worked at Planning Solutions International LLC and held roles at Raymond James Financial Services and other firms. Outside of her advisory practice, Ms. Fordham serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit providing flights for veterans, and is a co-author of two books. Privileged Planning serves individual clients, including high-net-worth households, as well as corporations and business entities, offering customized financial management, planning, consulting, and coaching. The firm employs a mixed investment approach using technical and cyclical analysis and emphasizes regular client communication and multi-month coaching packages with ongoing digital access.

Thomas Razzano is a financial advisor at Camarda Wealth Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill and Charles Schwab. Camarda Wealth Advisory Group offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and provides specialized services such as a “Legacy Stock Watch” program and options strategy overlays.