Gregory Chapman is a financial advisor at Flood Tide Financial LLC in Jacksonville, FL, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch from 2012 to 2018. He is also a licensed insurance agent. Flood Tide Financial LLC provides ongoing portfolio management to individual and high-net-worth clients, focusing on asset allocation and selection across a range of investment vehicles. The firm employs a combination of cyclical and fundamental analysis and offers discretionary management with regular portfolio reviews.

Brandon Arthurs is a financial advisor with Arthurs Wealth Management in Ponte Vedra Beach, FL, holding a Series 66 designation and 18 years of industry experience. Prior to founding his independent firm in 2019, he worked at Merrill Lynch and Bank of America, each for about a decade. Arthurs Wealth Management serves individual and high-net-worth clients as well as business development companies, managing approximately $94.9 million across 129 accounts. The firm offers discretionary and non-discretionary portfolio management with a model-driven approach that incorporates fundamental analysis and Modern Portfolio Theory, including option-writing strategies and exposure to leveraged ETFs and derivatives.

Alberto Crespo is the sole advisor at Crespo Capital LLC in Jacksonville, FL, holding a Series 65 designation with nine years of industry experience. His work history includes two separate one-year periods at the University of Miami prior to and during the early years of Crespo Capital. Crespo Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a combination of fundamental, quantitative, and technical analysis. The firm uses a variety of investment strategies, including active use of derivatives and options, and conducts regular portfolio reviews while accommodating client-imposed restrictions.

David Gottschalk is the sole advisor at Capital Asset Advisory, Inc. in Jacksonville, FL, holding a Series 63 designation and with 24 years of industry experience. He has worked at Capital Asset Advisory since 2000. He is also the owner and president of Guana View Properties, LLC, a holding company established to own the building housing his advisory firm. Capital Asset Advisory, Inc. provides fee-only financial planning and investment management services to individuals, trusts, small businesses, and institutional clients. The firm manages portfolios on a discretionary basis using documented investment policies and primarily invests in no-load or low-load mutual funds, ETFs, stocks, and bonds, with regular account reviews and custodial relationships through Schwab Advisor Services.

Jason French is the principal of French Capital Management, LLC, with 9 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he serves as president of the Mandarin Republican Club. French Capital Management provides discretionary and non-discretionary investment management, consulting, and financial planning to institutional and retail clients worldwide. The firm emphasizes asset allocation and diversified, long-term portfolios, and offers specialized pension consulting services, including acting as an ERISA fiduciary.

Rodney Cooper Jr. is a financial advisor at R. Cooper Investments in Jacksonville, FL, holding a Series 65 credential with two years of industry experience. His prior roles include positions at National Life Group, NYLife Securities LLC, and Equity Services, Inc. R. Cooper Investments provides financial planning and advisory services to individuals, high-net-worth clients, and institutional entities, including pension and profit-sharing plans. The firm emphasizes pension plan consulting and offers non-discretionary investment recommendations based on fundamental analysis across equity, fixed income, and options strategies.

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.

Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.

Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.

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.