Buford Knight is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Knight Financial Investments, LLC since 2014. The firm provides discretionary portfolio management primarily focused on equity investments for individual and high-net-worth clients. Knight Financial Investments manages over $10 million in discretionary assets, employing fundamental analysis and long-term purchase strategies tailored to each client's investment goals.

James Richard is a financial advisor at Coral Reef Advisors LLC with 30 years of industry experience. His prior roles include positions at Private Client Services, Snowden Lane Partners, and J.P. Morgan. He holds Series 63 and Series 65 licenses. Coral Reef Advisors is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a tactical allocation strategy utilizing fundamental and technical analysis, including option writing and both long- and short-term investments, with customized portfolios tailored to client objectives and restrictions.

Steven Van Wie is a CFP® with 22 years of experience in financial advising. He is currently a principal at Strivus Wealth Partners LLC and previously operated SVW Consulting LLC and Van Wie Financial. His business activities include operating under the name Steven H. Van Wie, LLC. Strivus Wealth Partners provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The fee-only firm manages approximately $159 million in assets and employs a variety of investment analysis methods to develop personalized portfolios that often include stocks, bonds, mutual funds, ETFs, and digital asset advice.

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.

Jillian Martin O'neil is a financial advisor with Mos Capital, Inc. in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Mos Capital since 2003. Mos Capital provides fee-only portfolio management and financial planning services to individuals, trusts, endowments, foundations, corporations, and other money managers. The firm manages approximately $209 million in client assets, focusing on a "Growth & Income" investment approach that emphasizes income-producing equities and investment-grade fixed income, with a preference for diversified, large-company holdings and long-term ownership.

Richard Zanghetti is a financial advisor with Lionsbridge Wealth Management LLC in Jacksonville Beach, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Zanghetti has worked with Signet Securities, LLC, and has been involved with Lionsbridge Insurance, LLC and Lionsbridge Wealth Management since 2009, serving as managing member of the insurance firm in a limited administrative capacity. Lionsbridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses. The firm employs an active Core Plus equity approach combining proprietary VGQ selection methods with tactical and long/short ETF strategies, and manages approximately $122 million in regulatory assets under management.

Alexander Potenza is a financial advisor at Skyview Financial Group, LLC, holding a Series 65 designation with three years of industry experience. He has worked at Skyview Financial Group since 2022 and also serves as a Digital Marketing Manager for Stride Inc, an online educational company. Skyview Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals and high net worth clients. The firm employs a customized, long-term investment approach using a mix of asset classes and offers portfolio oversight and financial planning on a discretionary basis.

Alan Hartley is a CFA® charterholder with 16 years of industry experience. He has been with Black Cypress Capital Management, LLC since 2009. The firm serves individuals—including high-net-worth clients—family offices, trusts, businesses, charitable organizations, and institutions by providing investment advisory services for both discretionary and non-discretionary accounts. Black Cypress Capital follows a concentrated, long-term, value-oriented equity approach supported by independent research and artificial intelligence tools, emphasizing margins of safety and strong cash flow.

Scott Grant is the sole advisor at Standfast Asset Management, LLC, based in Jacksonville Beach, FL, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has led Standfast Asset Management since 2005. Standfast Asset Management provides investment advisory and consulting services to individuals, trusts, estates, charitable organizations, and business entities, including pension consulting and participant education for retirement plans. The firm uses a value and contrarian investment approach focused on fundamental analysis of large- and mid-cap U.S. and foreign stocks, supplemented by ETFs, mutual funds, fixed income, and cash equivalents.

Alexander Potenza is a financial advisor at Skyview Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Total Wealth Planning and Management, Inc. Potenza joined Skyview Financial Group in 2020 and has been with the firm for six years. Skyview Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals and high net worth clients. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis to construct tactical asset allocations across various securities, monitoring portfolios on a discretionary basis.

Gregory Carnivale is a financial advisor with Heritage Financial Advisory, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Heritage Financial Advisory since 2001, including his current tenure starting in 2021, and previously held roles at AE Wealth Management and Global Financial Private Capital. He is also a licensed insurance professional. Heritage Financial Advisory, LLC provides discretionary investment management and advisory services to individual and high-net-worth clients, focusing on portfolios built from low-cost, diversified mutual funds and ETFs. The firm employs a primarily long-term investment approach with active monitoring and uses fundamental, technical, and cyclical analysis to guide asset allocation and security selection.

Marshall Gunn is a financial advisor with Gunn & Company Investment Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has been with Gunn & Company Investment Management since 1996 and also manages a CPA firm, Gunn & Company, P.A., where he serves as president and performs tax and consulting work. Gunn & Company Investment Management provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, pension plans, and charitable entities, managing approximately $194.5 million across about 164 client accounts. The firm utilizes an unaffiliated sub-advisor guided by Investment Policy Statements to implement client strategies, focusing on companies with strong financials and steady dividends, and offers additional services including financial planning and tax considerations.

Robert Fremont is a financial advisor with Intellicapital Advisors LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Fidelity Investments, where he worked for over two decades. Intellicapital Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small business owners with portfolio management and comprehensive financial planning. The firm uses a goals-based investment process incorporating model portfolios, third-party asset management platforms, and tax-aware strategies, supported by advanced technology tools alongside human oversight.

Philip Kabat is a Series 65-licensed advisor with 12 years of industry experience. He is the principal of Kabat Advisory Group, LLC, where he has worked since 2014, and is also involved with Kabat Equity Group, Inc., an insurance sales and services business to which he dedicates a significant portion of his time. Kabat Advisory Group provides personalized financial planning and consulting to individuals, organizations, and business entities, offering educational seminars and workshops. The firm refers clients requiring investment management to third-party money managers and acts as a liaison without discretionary authority over client assets.

Paxton Driscoll is a financial advisor at Heritage Financial Advisory, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of advisory work, he is active in insurance sales in Jacksonville, FL. Heritage Financial Advisory, LLC provides discretionary investment management and advisory services to individual and high-net-worth clients, focusing on low-cost, diversified mutual funds and ETFs. The firm employs a long-term investment orientation combined with fundamental, technical, and cyclical analysis to guide asset allocation and security selection.

Stephen Sanders is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Life Planning Partners, Inc. since 2025, following roles at Edward Jones and Bank of America NA/Merrill Lynch. Sanders holds a Series 66 license and is based in Jacksonville, FL. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations with comprehensive financial planning and portfolio management. The firm emphasizes holistic life planning and asset allocation using broadly diversified, low-cost funds, and provides pension consulting as a non-discretionary ERISA fiduciary.

David Price is a CFA® charterholder with 22 years of industry experience. He has been with St. Johns Investment Management Company, LLC since 2013. The firm provides continuous portfolio management to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. St. Johns uses a three-factor equity valuation process combining fundamental and technical analysis and typically purchases individual bonds for fixed-income allocations, managing accounts based on client objectives and risk tolerance.

Brett Lozowski is a CFP® professional at Life Planning Partners, Inc. in Jacksonville, FL, with six years of industry experience. He previously worked at Truist Advisory Services, Inc. and Merrill. Outside of his advisory role, he has been involved with the Tuscaloosa United Soccer Club. Life Planning Partners advises individual clients, including high-net-worth households, as well as retirement plans, trusts, and charitable entities. The firm offers comprehensive financial planning with portfolio management and pension consulting, focusing on broadly diversified, long-term asset allocation using low-cost, tax-efficient investments.

James Murphy is a financial advisor at St. Nicholas Private Asset Management, Inc. in Jacksonville, FL, with nine years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Wells Fargo Advisors. He serves on the finance committee of Holy Family Catholic Church. St. Nicholas Private Asset Management provides discretionary portfolio management and investment advice primarily to high-net-worth individuals, trusts, foundations, endowments, and charitable institutions. The firm employs a Growth-At-a-Reasonable-Price equity strategy combined with investment-grade fixed-income management and offers active account oversight.

Danny Worrell is a financial advisor at Truewater Wealth with 26 years of industry experience. He previously worked at Ringeisen & Worrell, P.A. for 31 years before joining Ponte Vedra Wealth, P.A. in 2025. Truewater Wealth serves individual and business clients with portfolio management, financial planning, pension consulting, and tax and accounting services. The firm combines discretionary investment management with tax preparation and other accounting engagements, operating as both a registered investment adviser and a certified public accounting practice.