Marcus Miller is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Mainstay Capital in Lakeland, FL. His background includes nine years in the US Navy and concurrent roles at Mainstay Capital and Origin Financial since 2020 and 2022, respectively. Mainstay Capital provides comprehensive financial planning and discretionary portfolio management for individual clients and small businesses, with a focus on tactical asset allocation and ongoing retainer-based financial planning. The firm integrates tax preparation and education into its services, coordinating closely with outside accountants and offering 401(k) plan administration through a sub-adviser relationship.

Karle Simmons is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. Holding Series 63 and Series 65 licenses, Simmons has prior experience working with TaxMaster and spent 16 years at Tax Defense Network. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and offers features such as AI-supported research, affiliated tax and educational services, and both full-service and streamlined planning options.

Donald Simmons is a CFP® with 34 years of industry experience, currently serving at Steward Advisors Group, LLC since 2022. He previously worked at Purshe Kaplan Sterling Investments and has operated Simmons Capital Group since 1995. Outside of financial advising, he is involved with Legacy Environmental Solutions and Legacy Renewable Resources, holding board positions in these renewable energy-related companies. Steward Advisors Group is a registered investment adviser managing approximately $105 million in discretionary assets for about 100 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, incorporating clients’ faith-based and moral values into investment decisions while utilizing fundamental analysis and asset allocation techniques.

Sheldon Scott Halcrow is a financial advisor at Caleo Capital N.A. LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nedbank Private Wealth for 18 years. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and other investment vehicles, incorporating ESG factors, tax considerations, and insurance and asset-protection planning into its services.

Anna Wunderlich is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Camarda Wealth Advisory Group, where she has been since 2024, and previously worked at Merrill and Bank of America. Prior to her financial services career, she was involved with Study Edge and the University of Florida. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios and offers specialized services such as options overlays and a “Legacy Stock Watch” program, along with operational features including AI-supported research and a range of planning service tiers.

Sunil Misra is a financial advisor with DMK Advisor Group, Inc., holding the ChFC® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior work includes roles at Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance Associates, and Guardian Life Insurance Company. He is a board member of the Rotary Club of Orange Park Sunset and is involved in IT consulting through his own firm. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and conservative non-discretionary consultative relationships, using mutual funds and ETFs with a dual broker-dealer and investment adviser structure that includes wrap accounts and insurance product transactions.

Niklas Brusen is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. He holds the Series 65 designation and has one year of industry experience. Prior to entering the financial field, he worked at Subway for four years. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios and offers specialized services including a “Legacy Stock Watch” program and options overlays, along with AI-supported research and administrative functions.

Adam Drake is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Highland Investment Advisors LLC since 2009. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. Highland Investment Advisors employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and incorporating strategies such as direct indexing and option-based hedging.

Jeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group in Fleming Island, FL, holding a Series 65 designation with five years at the firm and twelve years of industry experience including time as a student. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios incorporating a range of asset types and specialized handling for legacy holdings, and it offers both comprehensive and streamlined planning services.

Jesse Dusablon is a financial advisor at MBM Wealth Consultants, LLC with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MBM Wealth Consultants in 2026, he worked at TIAA-CREF and TIAA from 2017 to 2026 and Axa Advisors, LLC from 2014 to 2017. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios using a combination of individual securities, ETFs, options, and occasional use of mutual funds and independent managers.

Anastasiya Kolodiy is a financial advisor at Highland Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Clark Capital Management, Pershing LLC, Archer IMS, and Comcast. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Beverly Whitman is a CFP® and CPA with 11 years of industry experience. She has been with Highland Investment Advisors LLC since 2020 and previously worked at HD Vest in various capacities from 2014 to 2020. In addition to her advisory role, she operates a sole proprietorship focused on income tax preparation and planning. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profits, using a model portfolio approach based on academic research and Modern Portfolio Theory. The firm emphasizes growth, risk reduction, and inflation protection, and offers unique features such as access to Dimensional Fund Advisors funds, direct indexing, and a subscription-based financial planning option.

Forrest Knopps is a financial advisor at Camarda Wealth Advisory Group with two years of industry experience. He previously worked at Fisher Investments for five years and has held other roles in the financial sector. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and offers specialized programs such as a “Legacy Stock Watch” along with the use of AI tools to support research and administration.

Robert Strange is a Series 65-credentialed advisor with one year of experience, currently with Camarda Wealth Advisory Group. He previously worked at Government Personnel Mutual and Kemper Insurance Company. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses a variety of model portfolios and investment strategies, incorporates AI tools for research and administration, and offers multiple service tiers including a streamlined planning option.

Corey Oliver is a financial advisor at Camarda Wealth Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Nassau County Schools prior to joining his current firm. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and incorporates strategies such as options overlays and a “Legacy Stock Watch” program, supporting a range of client needs with both full-service and streamlined planning options.

Mark Whitman is a CFP® professional at Highland Investment Advisors LLC with one year of industry experience. He has previously worked at Sony Electronics for 15 years and concurrently operates Beverly Whitman CPA, where he serves as an enrolled agent. Highland Investment Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Kimberly Camarda is a financial advisor at Camarda Wealth Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Camarda Brothers Financial since 1999. Outside of her advisory role, she manages a real estate business focused on rental property management and bookkeeping. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and offers specialized services such as legacy stock management and options overlays.

Ljubisa Vrcelj is a CFP® professional with Series 65 and Series 66 licenses and three years of industry experience. He has worked at Camarda Wealth Advisory Group since 2022, following positions at Bank of Montreal and IG Wealth Management. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios across various asset classes and offers specialized programs such as a “Legacy Stock Watch” and options overlays, along with both comprehensive and streamlined planning services.

Jeffrey Camarda is a CFA® charterholder with 40 years of industry experience. He is affiliated with Camarda Wealth Advisory Group and has worked at Camarda Brothers Financial since 1998. He is the founder and instructor of the Family Wealth Education Institute, an educational company that provides wealth education content to both consumers and advisors, and holds an ownership interest in TaxMaster.US, LLC, a consulting firm offering estate planning and tax services. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios that include equities, fixed income, mutual funds, ETFs, and options, and maintains specialized programs such as a “Legacy Stock Watch” to handle unique client holdings.

Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked in various capacities within Navy Federal affiliated firms since 2009. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s approach centers on managed advisory programs using third-party portfolio managers on the Envestnet platform, supported by an investment committee that performs due diligence and ongoing reviews.