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.

Daniel Abel is a financial advisor at Blue Horizon Equity, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and American Portfolios Financial Services. Outside of his advisory work, he serves as a charter sailboat captain for St. Augustine Sailing Enterprises, Inc. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million. The firm provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions, using a multi-advisor team approach and offering both discretionary and non-discretionary management through various programs including wrap-fee Unified Managed Accounts.

Kellie Kelleher is a financial advisor at B&C Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining B&C Financial Advisors, she worked at Fairlane Consulting and held roles with the Jewish Federation & Foundation of NEFL and the American Cancer Society. 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 such as trusts and estates, providing discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

Nick Riscigno is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IMG Wealth Management since 2017. He is also involved with Riscigno & Associates, Inc., an independent insurance agency operating since 2006. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and public educational seminars, with an investment approach tailored to clients’ objectives, time horizon, and risk tolerance.

Alfred Dellaporta is a financial advisor at Allegiance Financial Advisors, Inc. in Jacksonville, FL, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Allegiance Financial Advisors since 2001 and Royal Alliance Associates since 2018. Outside of his advisory role, he is involved in managing health insurance and fixed insurance products through his ownership of related insurance brokerage entities. Allegiance Financial Advisors, Inc. serves individuals, corporations, and retirement plans by providing model portfolio management, financial planning, and consulting. The firm focuses on asset allocation using mutual funds and ETFs, managing accounts on a non-discretionary basis with an emphasis on long-term strategies and periodic client contact.

Adam Oerther is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with B&C Financial Advisors in Ponte Vedra Beach, FL, where he has worked since 2016. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets with a six-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and entities, using diversified asset allocation models based on modern portfolio theory.

Joseph Peck Jr. is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Zacks & Company and Zacks Investment Management since 2006 and has been affiliated with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001. Zacks Investment Management provides discretionary portfolio management for a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis driven by proprietary models, offering a wide range of strategies and operating across retail, institutional, and third-party distribution channels.

Ronald Hodge is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he is an independent insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform to meet clients’ varied needs.

Heather Meyers is a financial advisor at John Hancock Personal Financial Services, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at L.M. Kohn & Company and Business Planning Concepts, Inc. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, and business entities. The firm uses third-party software to generate written financial recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Robert Lee is a financial advisor at Asset Allocation Strategies, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Orchard Kingdom and Florida Financial Advisors. Lee is also involved with ValuTeachers Inc. as an independent insurance agent, focusing on marketing fixed and indexed annuity products to public school employees. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors as well as plan sponsors and trustees. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.