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.

Leigh Chandler is a financial advisor at Advanced Financial Strategists Inc with Series 65 credentials and 30 years of industry experience. Chandler has been with Advanced Financial Strategists since 1996. Advanced Financial Strategists provides comprehensive investment management to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages about $60.6 million in assets using a combination of Modern Portfolio Theory, quantitative screening tools, and tax-aware portfolio construction tailored to client objectives.

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.

John Holden is the sole advisor at Advanced Financial Strategists Inc, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Advanced Financial Strategists since 1991. Advanced Financial Strategists provides investment management services to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages approximately $60.6 million in assets, focusing on a relatively small client base with personalized portfolio construction using Modern Portfolio Theory, tax-aware strategies, and quantitative screening methods.

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.

Robert Hall is a financial advisor at Hall Capital Management Company, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Hall Capital since 1997. Hall Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm’s investment approach combines fundamental analysis with model portfolios focused on long-term capital appreciation and dividend income, complemented by active fixed-income management, and integrates accounting and tax expertise within its advisory services.

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.

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.

Annette Campos is a financial advisor at Riverplace Capital Management Inc with eight years of industry experience. She holds the Series 66 designation and has worked previously at BBVA Wealth Solutions, Inc. and BBVA Securities Inc. She started her career with roles at Randstad and Uber. 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 uses a dynamic asset allocation investment process supported by fundamental, technical, and cyclical analysis.

Joseph Smith is a CFP® professional with 18 years of industry experience. He has been with Stillblue Financial Partners, LLC since 2013. Outside of his advisory role, he is also licensed as an independent insurance agent. Stillblue Financial Partners serves individual investors, including high-net-worth clients, and business entities by providing portfolio management, financial planning, selection of other advisers, and pension/retirement plan consulting. The firm uses model portfolios developed by an internal Investment Committee but allows for individualized portfolio construction through its network of Investment Adviser Representatives.

David Strohecker is a CFP® with 14 years of industry experience and has been with D2 Capital Management since 2001. He is based in Jacksonville, FL, and is one of two advisors at the firm. D2 Capital Management is a fee-only, state-registered investment adviser serving individuals, trusts, and charitable organizations. The firm employs a fundamental analysis and proprietary valuation process to manage tailored portfolios using a blend of growth-at-a-reasonable-price and value-oriented stock selection, incorporating strategies such as ETFs, individual bonds, and selective use of options and margin.

Christopher Knight is a Series 66-licensed financial advisor with The Palmer Knight Company in Jacksonville, FL, where he has worked since 2003. He has 23 years of industry experience. The Palmer Knight Company is a fee-for-service registered investment adviser managing approximately $296 million for individual clients, including both high-net-worth and non-high-net-worth households. The firm employs diversified equity and fixed-income portfolios based on fundamental and technical analysis, offering multiple model allocation frameworks tailored to different investment goals.

Luiz Cunha is a CFA® charterholder affiliated with Baluarte Capital US, where he has worked since 2025. He has prior experience at Baluarte Capital Gestão de Recursos Ltda and worked in the fitness training industry with 4Perform Treinamento & Fitness. Baluarte Capital US provides portfolio management and investment advisory services primarily to high-net-worth individuals, emphasizing client-specific Investment Policy Statements and both discretionary and non-discretionary account management. The firm uses a blend of quantitative, fundamental, and cyclical analysis alongside modern portfolio theory and often employs specialized outside managers for various asset classes.

Christopher Johns is a financial advisor at Spark Wealth Advisors in Jacksonville, FL, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Ally Invest Securities and TradeKing. Johns is also the owner of Spark Tax Advisors, where he provides tax preparation and accounting services. Spark Wealth Advisors serves individuals, small business owners, and employer-sponsored retirement plans with financial planning and portfolio management. The firm uses a passive investment approach focused on low costs, tax efficiency, and long-term market exposure.

Inga Timmerman is a CFP® professional with 10 years of experience in financial advising. She is affiliated with Attainable Wealth and has served as an Assistant Professor of Finance at the University of North Florida since 2022. Her prior academic experience includes a seven-year tenure at California State University, Northridge. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment strategy with index mutual funds and ETFs, incorporating factor tilts, and works with third-party money managers to implement client portfolios.

Tanner Merritt is a CFP® with four years of industry experience currently advising at Keen Capital, Ltd. He previously worked at Life Planning Partners, Inc., Magellan Federal, Zeiders' Enterprises LLC, The Vanguard Group, Inc., and Cypress Point Wealth Management. Keen Capital serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations with financial planning, investment management, and integrated wealth management services. The firm’s investment approach is long-term and grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs alongside individual equities and legacy positions.

Charles Armstrong is a financial advisor at D2 Capital Management in Jacksonville, FL, holding a Series 66 designation with 15 years of industry experience. He has been with D2 Capital Management since 2012. D2 Capital Management is a fee-only, state-registered investment adviser serving individuals, trusts, and charitable organizations with discretionary and non-discretionary portfolio management and financial planning services. The firm employs a valuation-driven investment approach combining growth-at-a-reasonable-price and value-oriented stock selection, offering tailored portfolios that incorporate individual stocks, fixed income, ETFs, and selective use of options and other strategies.

Brian Sweeney is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at several firms including BG Worldwide Securities, Honey Badger Investment Securities, and Cadaret, Grant & Co., Inc. Outside of his advisory role, Sweeney is an attorney who provides legal services primarily outside market hours, and he also engages in business consulting, product development, and speaking. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations with comprehensive financial planning and consulting, incorporating clients’ religious or ethical values into tailored investment approaches. The firm acts mainly as a solicitor and referral source to third-party asset managers while providing ongoing advice and planning services.

Robert Filosa is a Series 65-licensed advisor with six years of industry experience. He has worked at Atlantic Edge Private Wealth Management since 2024 and previously held roles at BDO Wealth Advisors, LLC and Cambridge Associates. Filosa also served in the United States Navy for ten years. Atlantic Edge Private Wealth Management is an SEC-registered firm that serves individuals, family offices, charitable organizations, and privately held businesses. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing across various investment vehicles.

Jeffery Albaneze is a CFP® professional with nine years of experience in financial advising. He currently works at Atlantic Edge Private Wealth Management and has previously been affiliated with BDO Wealth Advisors, LLC and LBA Wealth Management, LLC. Atlantic Edge Private Wealth Management is an SEC-registered firm serving individuals, family offices, charitable organizations, and privately held businesses. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing.