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.

Benjamin Wuerffel is a financial advisor with Capital Analysts in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has been associated with multiple firms, including Lincoln Investment since 2012 and Krier Wealth Management since 2009. Outside of his advisory work, he serves on the board of the BlueClaws Baseball Foundation and is president of the Cornerstone Study Group, a professional development organization. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, leveraging a proprietary mutual-fund screening process and partnerships with third-party managers, while providing retirement-plan advice through a nationwide network of independent advisors.

Clayton Thompson is a financial advisor with Capital Analysts in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Lincoln Investment Planning, Charles Schwab, and Fidelity. Thompson also serves as a class coordinator for Financial Peace University, facilitating budgeting and debt management classes. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice. The firm uses a proprietary mutual-fund screening process and delivers investment management through both discretionary and non-discretionary models via an in-house team and third-party managers.

Luke Hinkle is a financial advisor at Navy Federal Investment Services, LLC with the CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, including five years at Merrill and military service in the United States Navy and Navy Reserve. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers a range of layered investment solutions and automated ETF portfolios.

Jesse Bradley is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, progressing through various roles including Investment Management Consultant II, Investment Management Consultant I, Fixed Income Specialist, and Financial Representative positions focused on private clients and high net worth individuals. His professional experience encompasses investment management and fixed income specialization, providing him with a broad understanding of financial planning and asset management. Jesse holds insurance licenses in Arkansas and California, supporting his ability to advise clients in these areas. Jesse emphasizes forming strong relationships with clients and their families, working to understand their unique financial goals and to build customized financial plans. He prioritizes trust, reliability, and competency in his client partnerships.

Anthony Deluca is a CFP® with 54 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He previously worked at Securities America Advisors, Inc. from 2001 to 2006. Deluca also manages fixed investment needs through his own business, DeLuca Wealth Management, focusing on fixed annuity and life insurance sales. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets, serving individuals, institutions, and government clients. The firm uses a structured investment process supported by Envestnet and offers both model-based and advisor-managed portfolio solutions across multiple custodians.

Joseph Steward is a financial advisor at Capital Analysts in Jacksonville, FL, holding a Series 66 license with nine years of industry experience. His prior roles include positions at Lincoln Investment and Fidelity Investments. Outside of his advisory duties, Steward coordinates Financial Peace University classes based on Dave Ramsey’s budgeting and debt management program. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, offering portfolio management through a combination of in-house investment research and third-party managers. The firm supports both discretionary and non-discretionary strategies and provides specialized retirement plan advice.

Tyler Sullivan is a financial advisor with CreativeOne Securities, LLC in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked for Edward Jones from 2007 to 2019 before joining CreativeOne Securities. Outside of his advisory role, he is a partner in Sully & Sully LLC, a pass-through entity related to his activities at DS Drelich & Associates. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.

Clifford Camarda is a CFP® and ChFC® with 30 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has held advisory roles at several firms, including a long tenure at Camarda Wealth Advisory Group. Outside of his advisory work, he is also a licensed real estate agent involved in referring clients interested in real estate transactions. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans with investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios, offers alternative and private investment options, and operates alongside affiliated entities providing platform and referral services.

Donald Sullivan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with CreativeOne Securities since 2015 and also serves as president of Don Sullivan Ministries, a nonprofit organization involved in ministry and overseas mission trips. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.

Richard Meyers is a financial advisor at Advisors Capital Management, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at SAX Wealth Advisors, UBS Financial Services, and Bank of America/Merrill, where he spent over two decades. Outside of advising, Meyers is a managing member and primary investor in a family-owned fishing tackle store and guide service in Green Cove Springs, Florida. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts and model strategies. The firm integrates top-down macro analysis with bottom-up security selection across equity and fixed-income portfolios and manages over $8 billion in discretionary assets.

Shelton King Jr. is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 license and one year of industry experience. He is also the principal agent and owner of P419 Financial Group, LLC, a licensed insurance agency. Shelton has been involved with P4:19 Insurance & Retirement Strategies, LLC since 2013. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Thomas Cannistra is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked within various entities of Navy Federal since 2014 and also operates Sand Dollar Consulting and Business Services, which provides auditing, business consulting, and tutoring services. Additionally, he serves as co-conservator for a family member’s assets and assists with financial record-keeping for a local photography business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs and third-party portfolio managers.

Justin Vestri is an investment advisor representative at Wealthcare Advisory Partners LLC with seven years of industry experience. He has prior experience at Citizens Securities, Citizens Bank, and LPL Financial. Vestri is dually registered with Wealthcare Advisory Partners and LPL Financial and allocates approximately 90% of his time to investment advisory services and 10% to insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by patented Wealthcare software and a behavioral economics framework to align client preferences with long-term strategies.

Stephen Frick Jr. is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PKS Investments, LPL Financial, and Synovus Securities. In addition to his advisory role, he provides insurance advice tailored to client needs. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, supported by an Investment Management team and committee overseeing portfolio models and rebalancing.

Elaine Anna Gavlinski is a financial advisor at Capital Analysts with three years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment and Lincoln Investment Planning. Outside of her advisory role, she also serves as a bookkeeper for a local mulch and landscaping business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Douglas Drelich is a financial advisor with CreativeOne Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with CreativeOne Securities since 2011. Outside of his advisory role, Drelich serves as a family committee chair at New Life Christian Fellowship and is a board member of Len Ministries, both of which are Christian organizations focused on volunteer coordination and ministry training. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and access to proprietary advisory platforms and third-party managers.