Maximilian Neumayer is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Formation Wealth Management since 2016. He has prior service in the U.S. Air Force Reserves from 2014 to 2017. In addition to his advisory role, he is a licensed independent insurance agent offering life, health, and variable annuity products in Florida. Formation Wealth Management is an independent, single-advisor RIA managing approximately $41.1 million for individual, high-net-worth, and business clients. The firm delivers discretionary portfolio management and financial planning through diversified model portfolios based on modern portfolio theory, with a focus on long-term investments and periodic rebalancing.

April Murdaugh is the principal advisor at Woman to Woman Financial in Jacksonville, FL, with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Apogee Financial Partners and Equity Services, Inc. In addition to her advisory role, she teaches online and on-campus courses as a professor at St. Johns River State College. Woman to Woman Financial is an independent, single-advisor RIA providing fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a custom, tactical allocation approach focusing on risk reduction and performance, managing primarily non-discretionary portfolios across a range of securities.

Joseph Carey is a financial advisor with Slight Edge Wealth Strategies, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at MVP Financial Services, Dynamique Capital Advisors, and Principal Securities. Carey is also an associate managing director focusing on insurance production activities. Slight Edge Wealth Strategies serves pooled vehicles and institutional accounts and offers portfolio management through third-party separately managed account platforms, retirement plan consulting, and financial-planning webinars. The firm’s investment approach emphasizes fundamental analysis, diversified asset allocation, and risk management, typically utilizing passive mutual funds and ETFs while incorporating fixed income, alternatives, insurance products, or tactical allocations as appropriate.

Thomas Mcguire is a financial advisor with Bert Reames Investment Advisors, Inc. in Jacksonville, FL. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. Mcguire has worked with Bert Reames Investment Advisors since 2005 and is also associated with Walsh Consulting Group, Inc. dba Ashford Investment Advisors, where he facilitates client referrals. Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans, working solely with plan sponsors and their employees to design and support retirement programs. The firm uses a Modern Portfolio Theory framework to construct plan lineups, focusing on no-load mutual funds, and emphasizes ongoing employee education and workshops for plan participants.

Christopher Skinner is the sole advisor at Forrest Investment Management, Inc. in Jacksonville, FL, with 33 years of industry experience. He has been with the firm since 1992. Outside of his advisory role, Mr. Skinner holds directorship and ownership interests in several non-investment businesses, including agricultural and commercial real estate entities. Forrest Investment Management is an independent, fee-only advisory firm serving primarily individual clients and similar private entities. The firm manages a small client base with discretionary portfolio management and wealth-planning services, employing a value-oriented investment approach that combines fundamental, quantitative, technical, and cyclical analysis across diversified asset allocations.

William Newton is a financial advisor at SN Private Wealth Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sterling Newton, Inc. for 19 years. In addition to advising, he conducts seminars on mortgage strategies and assists business owners and affluent families with life and annuity insurance. SN Private Wealth Group provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, pension consulting, and financial planning. The firm uses written Investment Policy Statements and fundamental analysis combined with modern portfolio theory to guide investment decisions.

Dennis Yamasaki is a financial advisor at Affirmative Financial Services in Jacksonville, FL, holding a Series 65 credential with 12 years of industry experience. He has operated Affirmative Financial Services since 2013, managing both investment advisory and insurance brokerage activities focused on life, health, disability, Medicare, and long-term care insurance. Affirmative Financial Services provides investment advisory services to individuals, families, trusts, ERISA plans, and closely held businesses through a solicitor model, helping clients select SEC-registered investment managers for asset allocation and portfolio management. The firm gathers client information through interviews and risk assessments and performs ongoing reviews to monitor and adjust investments, while insurance sales remain a significant part of the principal’s activities.

Hunter Smith is a financial advisor with Cornerstone Investment Services in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services and Smith and Sons Capital Partners LLC. Outside of his advisory work, Smith owns and operates Cornerstone Outfitters LLC, a licensed outdoor guide service offering hunting, fishing, and nature tours. Cornerstone Investment Services serves individual investors, high-net-worth clients, and retirement plans, providing discretionary and non-discretionary asset management along with ERISA plan advisory services. The firm develops investment programs based on documented policy statements tailored to client goals and employs a range of strategies including fundamental and technical analysis, with a focus on asset allocation and portfolio monitoring.

Andrew Crewson is the principal at Crewson Financial in Ponte Vedra, FL, holding a Series 65 credential with one year of industry experience. He previously worked at Bain & Company and currently holds a full-time role as Vice President of Growth at Lovet, a veterinary practice subsidiary of The Aspen Group. Crewson Financial is an independent, advice-only firm serving a diverse client base that includes individuals, families, charitable organizations, small businesses, and several types of institutional clients. The firm employs a passive, evidence-based investment philosophy focused on broad diversification, low-cost index funds and ETFs, tax-efficient implementation, and periodic rebalancing, while emphasizing client education through newsletters and seminars.

James Dehoff is a financial advisor at DeHoff Wealth Advisory LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments, Flagstar, Infinex Investments, and Allen Wealth Strategies. Outside of his advisory work, he serves as a client advocate at SS&C, assisting financial advisors with investment software. DeHoff Wealth Advisory LLC provides wealth management and financial planning services to individuals and high-net-worth clients, focusing on asset allocation and diversification through a combination of passive and active investment vehicles. The firm emphasizes long-term portfolio construction alongside ongoing financial plan reviews.

James Wolter is the sole advisor at Broadreach Capital, LLC, an independent firm based in Ponte Vedra Beach, FL. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Wolter has been with Broadreach Partners, LLC and Broadreach Capital, LLC since 2009. Broadreach Capital, LLC is a fee-only registered investment adviser serving primarily individual clients seeking long-term growth and capital appreciation. The firm employs a consultative onboarding process and manages a small client base with customized investment plans that combine fundamental and technical analysis, asset allocation principles, and modern portfolio theory.

Michael Lawrence is a CFP® and ChFC® with 45 years of industry experience. He is affiliated with LPL Financial and has operated Lawrence Financial Services, Inc., a registered investment advisor, since 1993. Lawrence also has a longstanding relationship with Linsco/Private Ledger Corp. outside of his work at LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies tailored to client needs.

David Boardman is a CFP® with 12 years of experience in financial advising and is the sole advisor at Diablo Investment Advisors, LLC. He has worked as an airline pilot for American Airlines since 1991. Diablo Investment Advisors serves individual and high-net-worth clients focused on retirement planning, offering discretionary asset management and financial planning with a passive, allocation-driven investment approach emphasizing tax efficiency and low turnover.

Anthony Kurlas is a financial advisor with HK Funds who holds Series 63 and Series 65 designations and has 30 years of industry experience. He previously worked at Bank of America/Merrill Lynch for 30 years before joining HK Funds in 2025. HK Funds provides discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other investment advisers. The firm primarily manages concentrated portfolios of large-cap equities using fundamental, technical, and quantitative analyses aligned with the HKCDXT index methodology.

Claudio Skilnik is a CFA® charterholder currently serving at Baluarte Capital US with one year of industry experience. He has been associated with Baluarte Capital Gestao de Recursos Ltda. since 2016. Baluarte Capital US provides portfolio management and investment advisory services primarily to high-net-worth individuals. The firm employs a blend of quantitative, fundamental, and cyclical analysis along with modern portfolio theory, emphasizing long-term strategies and the use of specialized outside managers across various asset classes.

Ritesh Upadhyaya is a financial advisor at Vigil Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, SunTrust Advisory Services, and Morgan Stanley. Outside of his advisory role, he is a partner in a children's fashion and clothing business. Vigil Wealth Management advises individuals, trusts, businesses, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs while maintaining flexibility to use various financial instruments and independent managers.

Brittany Salman is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Madden Advisory Services, Inc. since 2021 and previously spent 11 years at Bank of America, N.A. and Merrill. Madden Advisory Services serves individual investors, trusts, estates, retirement plans, and other entities with financial planning, discretionary portfolio management, model portfolio programs, and pension consulting. The firm offers both high-touch custom portfolio management and lower-cost automated model options, managing approximately $291.7 million in discretionary assets for over 300 client relationships.

Adam Van Wie is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Investment Officer / Chief Executive Officer of Strivus Wealth Partners. Adam is the co-host of the Van Wie Financial Hour, a weekly radio show and podcast. Adam offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Adam has been a practitioner of financial planning for over 10 years and has run his own firm for almost all of that time. He ran his own firm under the name Van Wie Financial for 10 years before merging with Joey Loss and launching Strivus Wealth Partners in 2025. Adam received his B.S. in Engineering with a Business Minor from Tulane in 1998. He then went on to receive his MBA from Emory University in 2002. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida, including a stint as the President of that board. Fun fact – the FPA executive board is where he and Joey first met in 2018. Adam lives with his wife Jessica, son Justin, and daughter Taylor in Jacksonville Beach, FL. When he’s not serving clients, Adam enjoys traveling, boating, reading, fishing, surfing, and spending time outdoors with his wife and kids.

Joey Loss is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Planning Officer / Chief Operating Officer of Strivus Wealth Partners. Joey hosts the Wealth Unplugged Podcast, available on all major podcast platforms and on our website. Joey offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Joey has been a student and practitioner of financial planning for over 10 years and has spoken at conferences for other planners on the topics of planning process and raising great advisors. He founded and built a financial planning firm in Jacksonville for several years before collaborating with Adam’s firm to launch Strivus Wealth Partners in 2025. Joey received his B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech in 2014. He is currently an Executive Board member for the Genesis group of the National Associate of Personal Financial Planners. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida. Fun fact – the FPA executive board is where he and Adam first met in 2018. Joey lives with his wife Elizabeth, daughter Ellis, and dog Harlan in the historic Springfield district near downtown Jacksonville. When he’s not serving clients, Joey enjoys traveling, cooking, reading, fishing, golfing, and anything related to classic rock/blues music or baseball.

Lauren Schultz is a financial advisor at Mint Asset Management LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Vystar Investment Services, LPL Financial, Stratton & Co., CreativeOne Wealth, and ValuTeachers, National Life Group. Schultz also serves as Vice President of Operations for Stratton & Company, a financial services firm. Mint Asset Management LLC primarily serves individual and high-net-worth clients, as well as trusts, foundations, and small businesses. The firm provides discretionary portfolio management using diversified, rules-based model portfolios and integrates employer-sponsored retirement and tuition accounts through a third-party linkage service.