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.

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.

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.

Troy Davis is a financial advisor at Davis Capital Management in Jacksonville, FL, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Davis Capital Management since 2008. Outside of his advisory role, Mr. Davis manages several family-owned business entities focused on property management. Davis Capital Management serves individual investors, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, customized financial planning, and qualified plan consulting. The firm emphasizes capital preservation through a top-down macroeconomic sector weighting and bottom-up security selection, with specific risk controls on sector and security exposure.

Melissa Manley is a financial advisor at Stillblue Financial Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and has been with Stillblue Financial Partners since 2013. She operates in Boca Raton, FL, and has previously conducted business under the DBA The Palms Financial Group and Liberated Capital Advisors. Stillblue Financial Partners serves individual investors, including high-net-worth clients, and business entities with portfolio management, financial planning, and pension/retirement plan consulting. The firm uses model portfolios developed by an internal Investment Committee and offers both discretionary and non-discretionary asset management, emphasizing diversified mutual funds and ETFs.

Jennifer Harris is a Certified Financial Planner® with 22 years of experience in the financial services industry. She has worked at The Driscoll Group, Inc. since 2020 and previously held roles at BBVA Investments and Compass Bank. Based in Jacksonville, FL, Harris engages in developing and presenting financial plans to clients. The Driscoll Group, Inc. provides financial planning and consulting services to individuals, business owners, and institutional clients, focusing on holistic written plans and non-discretionary allocation advice. The firm emphasizes analysis and portfolio structure recommendations rather than active security selection or discretionary management.

Thiago Pacheco is a financial advisor at Baluarte Capital US with a Series 65 designation and one year of industry experience. He has previously worked at Baluarte Capital Gestaode Recursos Ltda. and AZ Quest Investimentos, and has academic experience from the University of São Paulo. 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 alongside modern portfolio theory, offering both discretionary and non-discretionary account management with ongoing monitoring and monthly reporting.

Ann Covington is a CFP® with 22 years of experience in financial advising. She is a principal of CovingtonAlsina, a Jacksonville-based advisory firm, and has previously worked at Great Valley Advisor Group and LPL Financial. Outside of advising, she operates The Annapolis Cotillion, LLC, which offers dance and etiquette lessons. CovingtonAlsina serves individuals, high-net-worth clients, and pension or profit-sharing plans, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory, offers tailored Investment Policy Statements, and provides in-house tax preparation services through a CPA.

Jeffrey Driscoll is a CFP®-certified financial advisor with Raymond James Financial Services Advisors Inc. in Jacksonville, FL, bringing 11 years of industry experience. He is also co-owner of The Driscoll Group Inc., an independent registered investment advisor. His career includes roles at Raymond James Financial Services since 2014. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes advisory and implementation-support services, utilizing firm research and a broad affiliate network to meet varied client needs.

Cory Driscoll is a financial advisor with The Driscoll Group, Inc. in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Raymond James Financial Services since 2012 and has been with The Driscoll Group, Inc. since 2015 as a co-owner and advisor. Outside of his advisory role, he is the CEO and President of CDRISC Financial LLC, an entity formed to hold revenue from Raymond James within an LLC framework. The Driscoll Group, Inc. provides financial planning and consulting services to individuals, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes holistic written financial plans and recommended portfolio structures rather than discretionary management, with many planners also registered representatives of Raymond James involved in securities and insurance sales.

Peter Hunt is a financial advisor at HK Funds with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at North Point Advisors since 2014. Hunt joined HK Funds in 2025, where he is one of two advisors at the firm. HK Funds provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other advisers. The firm focuses on concentrated large-cap equity portfolios using a combination of fundamental, technical, and quantitative analyses aligned with the HK Funds Capital Appreciation Index methodology.

David Price is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding a Series 65 designation and having 17 years of industry experience. He has been with St. Johns Investment Management Company since 2013 and is also affiliated with St. Johns Country Day School. St. Johns Investment Management Company provides continuous portfolio management to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation process combining fundamental and technical analysis, focuses on individual bond purchases for fixed-income allocations, and offers discretionary and non-discretionary services tailored to client objectives and risk tolerance.

Peter Bower is a financial advisor at Riverplace Capital Management Inc in Jacksonville, FL, holding a Series 63 designation and with 22 years of industry experience. He has been with Riverplace Capital Management since 2001. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

Marshall Gunn is a financial advisor with Gunn & Company Investment Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has been with Gunn & Company Investment Management since 1996 and also manages a CPA firm, Gunn & Company, P.A., where he serves as president and performs tax and consulting work. Gunn & Company Investment Management provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, pension plans, and charitable entities, managing approximately $194.5 million across about 164 client accounts. The firm utilizes an unaffiliated sub-advisor guided by Investment Policy Statements to implement client strategies, focusing on companies with strong financials and steady dividends, and offers additional services including financial planning and tax considerations.

Carolyn Mcclanahan is a CFP® and holds a Series 66 license with 22 years of experience in financial advising. She has been with Life Planning Partners, Inc. in Jacksonville, FL since 2003. In addition to her advisory role, she speaks at financial planning and securities industry events and writes for a general audience on topics such as health care planning and end-of-life planning, dedicating about 15% of her time to these activities. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through ongoing financial planning, portfolio management, and pension consulting. The firm emphasizes holistic life planning and long-term asset allocation, using broadly diversified, low-cost mutual funds and ETFs, and operates as a small advisory team managing personalized client relationships.

Terri Kimball is a financial advisor at Riverplace Capital Management Inc with 22 years of industry experience. She has been with Riverplace Capital Management since 2001. She holds a Series 63 designation. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

Philip Kabat is a Series 65-licensed advisor with 12 years of industry experience. He is the principal of Kabat Advisory Group, LLC, where he has worked since 2014, and is also involved with Kabat Equity Group, Inc., an insurance sales and services business to which he dedicates a significant portion of his time. Kabat Advisory Group provides personalized financial planning and consulting to individuals, organizations, and business entities, offering educational seminars and workshops. The firm refers clients requiring investment management to third-party money managers and acts as a liaison without discretionary authority over client assets.

Stephen Sanders is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Life Planning Partners, Inc. since 2025, following roles at Edward Jones and Bank of America NA/Merrill Lynch. Sanders holds a Series 66 license and is based in Jacksonville, FL. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations with comprehensive financial planning and portfolio management. The firm emphasizes holistic life planning and asset allocation using broadly diversified, low-cost funds, and provides pension consulting as a non-discretionary ERISA fiduciary.

Joey Banghart is a financial advisor at CJC Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and The Gantt Group. CJC Wealth Management provides ongoing portfolio management and financial planning to individual and high-net-worth clients, managing approximately $122 million across four advisors. The firm employs fundamental and quantitative analysis alongside modern portfolio theory to construct diversified portfolios tailored to clients' goals and risk tolerance.