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.

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.

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.

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.

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.

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.

Jeremy Story is a Series 65 licensed financial advisor with HFG Capital, based in Orange Park, FL, and has two years of industry experience. He previously worked at First Advisors National and Brookstone Wealth Advisors/Hollifield Financial Group. Outside of his advisory role, he is also a licensed insurance agent and sells insurance products with Hollifield Financial Group. HFG Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on long-term trading through a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements and regularly monitors asset allocation and security selection.