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.

Owen Schrum is a financial advisor with Schrum Private Wealth Management, LLC in St. Augustine, FL. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to his current role, he has been with Spire Investment Partners since 2011. Outside of advising, Schrum is involved with Gallatin Ventures, an LLC established to develop a general insurance agency. Schrum Private Wealth Management provides investment and wealth management services primarily to individual and high-net-worth clients. The firm employs a strategy combining Modern Portfolio Theory with fundamental and behavioral finance to build globally diversified, low-cost portfolios, emphasizing long-term investing and tax-aware techniques.

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.

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.

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.

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 Inc. in 2023, Ms. Fordham worked at Planning Solutions International LLC dba TOAMS Financial and Raymond James Financial Services, among other firms. Outside of advisory work, she serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit organization that provides flights for veterans to Washington, DC, 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 by offering customized financial management, planning, consulting, and coaching services. The firm uses a mix of technical and cyclical analysis to manage discretionary accounts across various asset classes, emphasizing regular client engagement and multi-month coaching packages with ongoing digital access.

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.

Connor Bates is a financial advisor at Revere Asset with a Series 65 designation and two years of industry experience. His prior work includes roles at Protiviti and Stetson University. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis across a range of asset classes.

Joseph Ciliberti Jr. is a CFP®-designated financial advisor at Thayer Partners LLC with 23 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, TD Ameritrade, and Scottrade. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, and business advisory services. The firm employs a long-term investment approach grounded in fundamental analysis and offers both discretionary and non-discretionary portfolio management alongside consulting engagements.

James Belliston is a CFP® with 24 years of industry experience. He is currently with Tanara Wealth Management LLC in St. Augustine, FL, where he has worked since 2026. Prior to Tanara, he was with Andina Capital Management for 13 years. Outside his advisory role, Mr. Belliston serves as a managing member and general partner in several private funds, including Andina Partners, Blue Field Income I GP, and Mercatus Partners, and consults for an events center company. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations, incorporating public equities, fixed income, ETFs, structured products, and alternative investments accessed through private funds and third-party managers.

Blake Oliver is a financial advisor at MariPau Wealth Management LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Comcast and operated his own investment-related business, Oliver Wealth Management. Outside of his role at MariPau, he is involved in life, health, and annuity sales through Oliver Wealth Management. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities. The firm offers discretionary portfolio management, financial planning, consulting, and educational seminars, operating as a fiduciary and managing accounts primarily on a discretionary, asset-based basis.