Brooke Holden is a CFP® professional with 2 years of industry experience, currently serving with Disciplined Equity Management, Inc. Prior to joining the firm, Brooke held roles at Independent Financial Partners, LPL Financial LLC, and several other financial services companies. Disciplined Equity Management provides discretionary investment supervisory services to individuals, trusts, estates, small business owners, pension plans, and charitable entities, managing approximately $521 million in discretionary assets. The firm employs fundamental analysis and modern portfolio theory to construct diversified, low-cost, passive asset allocation portfolios, using individual stocks, no-load mutual funds, and ETFs, with specialized strategies for taxable accounts through separately managed accounts.

Oisin Thompson is a financial advisor with Fortress Wealth Planning and holds a Series 65 credential. He has one year of industry experience, including prior work at McIlrath & Eck. Fortress Wealth Planning is an SEC-registered firm that serves individuals, charitable organizations, and corporate plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm utilizes a Modern Portfolio Theory-based investment approach, combining active and passive managers with ongoing portfolio supervision and periodic plan updates.

Will Haga is a CFA® charterholder currently with Ullmann Wealth Partners in Jacksonville Beach, FL. He has one year of experience at Ullmann Wealth Partners and previously worked for Ally Financial from 2017 to 2026. Prior to his finance career, he served five years in the United States Army. Ullmann Wealth Partners serves individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm employs a six-step 360 Financial Discipline process and utilizes Modern Portfolio Theory to construct portfolios primarily of mutual funds and ETFs, while coordinating with clients’ other advisors and offering specialized services such as divorce advisory.

Isaac Brohinsky is a financial advisor at Financial Independence Advisors, LLC with nine years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory work, he owns and operates Isaac J. Brohinsky, PLLC, an accounting services firm. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and 401(k) investment supervisory services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term diversification, supported by an operational affiliation with a public accounting firm and the offering of public educational seminars.

Michael O’Keefe is a financial advisor at Vital Capital LLC in Jacksonville, FL, holding CFP® and Series 63 designations with two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, The Green Financial Group, and E*Trade Securities LLC. Vital Capital LLC serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services, managing approximately $71.2 million. The firm makes investment decisions using fundamental and technical analysis tailored to client objectives and incorporates alternative investments and private offerings when appropriate.

Julian Arndt is a financial advisor with Vital Capital LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at NuVenture Financial Group, AE Wealth Management, and Vanguard Marketing Corporation. He is also a licensed insurance agent. Vital Capital LLC serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services, with a focus on tailored investment strategies that incorporate fundamental and technical analysis. The firm manages approximately $71.2 million and integrates alternative investments and private offerings as part of its portfolio management approach.

Jeffrey Hartman is a financial advisor at Blue Horizon Equity, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, Inc. and OSAIC. Hartman is also president of Sawgrass Wealth Management Group, where he is involved in fixed insurance sales and office space subleasing. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm operates as a multi-advisor team and provides wrap-fee Unified Managed Accounts, Advisor-as-Portfolio-Manager programs, and third-party money manager solutions.

Elizabeth Knutson is a financial advisor at Feltl Advisors with 39 years of industry experience. She has held her current position at Feltl and Company since 2009. Knutson holds Series 63 and Series 65 licenses. Feltl Advisors provides investment advisory services primarily to individual investors who are not high-net-worth, as well as to corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its relationship with RBC, delivering advice on a non-discretionary basis.

Reid Winder is a financial advisor with Total Wealth Planning and Management, Inc. in Palmetto, FL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Longboat Key Financial Group, LLC for 15 years before joining his current firm in 2021. Outside of his advisory role, he is the Managing Member of RTW Investments, LLC, which provides life insurance, long-term care insurance, and indexed annuity services. Total Wealth Planning and Management, Inc. offers investment management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and provides services through both traditional and electronic platforms.

Jeffrey Jacobs is a financial advisor with Salvus Wealth Management, LLC in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Salvus since 2016 and also operates JJCPA, LLC. Jacobs serves as treasurer of Paradigm Flux Inc, a nonprofit professional dance company. Salvus Wealth Management serves individual clients including high net worth individuals, as well as retirement plans, trusts, estates, corporations, and other businesses. The firm offers tailored investment management and financial planning services using a combination of fundamental, technical, and cyclical analysis.

Matthew Cochran is a CFA® charterholder with 18 years of industry experience. He is currently with Atlantic Edge Private Wealth Management, where he has worked since 2023, and previously held roles at BDO Wealth Advisors and LBA Wealth Management. Atlantic Edge Private Wealth Management serves individuals, family offices, charitable organizations, and privately held businesses with discretionary portfolio management, financial planning, and consulting services. The firm combines tactical and strategic asset allocation with disciplined rebalancing and offers a consolidated portfolio overview covering assets across custodians and account types.

Stuart Impey is a financial advisor with Blue Horizon Equity, Inc. and holds the Series 66 designation. He has 23 years of industry experience with prior roles at Merrill Lynch, American Portfolios Advisors, and ITP Partners, where he also engages in sales activities. Impey is a managing partner at Clear Capital Management. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm operates a multi-advisor team model and provides access to wrap-fee unified managed accounts, third-party money manager programs, and customized plan consulting services.

Nicholas Appelo is a financial advisor at Capco Asset Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at HighSage Ventures, Evercore Group LLC, and The FL Institute for the Commercialization of Public Research. He is based in Jacksonville, FL. Capco Asset Management is a small team adviser that provides discretionary portfolio management to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments in public equities selected for business quality, management quality, and valuation, and offers clients performance-based and asset-based fee structures with principals co-investing alongside them.

Sean Guldi is a CFP® with 16 years of industry experience and has been with Butensky & Cohen Financial Security Inc. since 2013. He is based in Ponte Vedra Beach, FL and holds the Series 66 designation. Outside of his advisory role, he is involved with 110 Professional, LLC, where he manages building operations and accounting functions. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm serves individuals, high-net-worth clients, and entities, providing discretionary portfolio management and comprehensive financial planning using diversified asset-allocation models grounded in modern portfolio theory.

Philip Detlefs is a financial advisor at IMG Wealth Management, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including Investment Management Group, LLC and Madison Avenue Securities, LLC. Outside of his advisory role, he serves as a trustee for a private foundation focused on outreach and is a board member of the Fellowship of Christian Athletes in St. Johns County. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and utilizes third-party sub-advisors while maintaining direct client relationships.

Brett Freese is a financial advisor at Trustwell Financial Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Trustwell since 2009. TrustWell primarily serves individuals, couples, and family members, as well as small businesses, trusts, and estates. The firm offers written financial planning and ongoing asset management with a fee-only fiduciary model, emphasizing diversified, customized portfolios implemented through mutual funds, ETFs, and selected individual securities.

John Burke Jr. is a financial advisor at Total Wealth Planning and Management, Inc. in Ponte Vedra, FL, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 16 years at Starboard Asset Management, Inc. before joining Total Wealth Planning and Management in 2020. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple methods of analysis and offers both traditional and electronic advisory platforms.

Christopher Oshea is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Signator Investors, Inc. and OSAIC. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension plans. The firm manages assets primarily through model asset-allocation portfolios on a non-discretionary basis, with regular client suitability reviews and a focus on mutual fund allocations.

Brian Wright is a financial advisor with Blue Horizon Equity, Inc. holding a Series 66 designation and 24 years of industry experience. He has worked with multiple firms including Cetera Wealth Services and Nassau Wealth Partners. Wright also serves as president of Nassau Wealth Management, a financial services and insurance firm unrelated to securities. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers both discretionary and non-discretionary management through sponsored wrap-fee Unified Managed Accounts and third-party money manager programs, operating as a multi-advisor team across multiple offices.

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.