Joey Loss is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Planning Officer / Chief Operating Officer of Strivus Wealth Partners. Joey hosts the Wealth Unplugged Podcast, available on all major podcast platforms and on our website. Joey offers comprehensive financial planning, issue-based consulting, and asset allocation and management services to his clients. Joey has been a student and practitioner of financial planning for over 10 years and has spoken at conferences for other planners on the topics of planning process and raising great advisors. He founded and built a financial planning firm in Jacksonville for several years before collaborating with Adam’s firm to launch Strivus Wealth Partners in 2025. Joey received his B.S. in Applied Economic Management with a concentration in Financial Planning from Virginia Tech in 2014. He is currently an Executive Board member for the Genesis group of the National Associate of Personal Financial Planners. He served many years on the Executive Board for the Financial Planning Association (FPA) of Northeast Florida. Fun fact – the FPA executive board is where he and Adam first met in 2018. Joey lives with his wife Elizabeth, daughter Ellis, and dog Harlan in the historic Springfield district near downtown Jacksonville. When he’s not serving clients, Joey enjoys traveling, cooking, reading, fishing, golfing, and anything related to classic rock/blues music or baseball.

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.

Troy Davis is a financial advisor at Davis Capital Management in Jacksonville, FL, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Davis Capital Management since 2008. Outside of his advisory role, Mr. Davis manages several family-owned business entities focused on property management. Davis Capital Management serves individual investors, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, customized financial planning, and qualified plan consulting. The firm emphasizes capital preservation through a top-down macroeconomic sector weighting and bottom-up security selection, with specific risk controls on sector and security exposure.

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.

Brian Adcock is a financial advisor at Rollingwave Capital with a Series 65 license and one year of industry experience. Prior to joining Rollingwave Capital in 2026, he worked for 26 years at Medline Industries and spent one year retired. Rollingwave Capital is a small, independent advisory firm serving primarily individual and some corporate clients, managing approximately $21 million across about 67 accounts. The firm employs client-specific investment policies and a range of active strategies, including option strategies and short sales, using fundamental, technical, and cyclical analysis to guide portfolio 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.

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.

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.

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.

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.