Michael Steele is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, holding a Series 65 license with nine years of industry experience. His previous roles include positions at Sergeant Capital Strategies, LLC, Gerson Lehman Group Inc., and Virtue Capital Management, LLC. Outside of his advisory work, he is an Independent Associate with LegalShield, providing prepaid legal services and identity theft protection. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized approach using fundamental, technical, and macroeconomic analysis, and operates with a mid-sized team structure that includes CFP and CFA professionals alongside licensed insurance and broker-dealer activities.

Daniel Ciez is a financial advisor at Jacksonville Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial and Private Advisor Group, LLC prior to joining Jacksonville Wealth Management. Jacksonville Wealth Management is an SEC-registered advisory firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored investment plans and model allocations, often managing accounts on a discretionary basis with a focus on long-term trading and periodic rebalancing.

Dawn Nicoles is a CFP® and holds a Series 66 license, with 24 years of experience in the financial services industry. She is currently with Sanchez Wealth Management Group, LLC, joining in 2024 after previous roles at Ameriprise Financial Services and LPL Financial. Dawn also operates a personal business entity for tax and investment purposes. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and charitable organizations. The firm utilizes a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and strategic investment approaches, relying on both internal model portfolios and third-party research to guide decisions.

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.

Tyler Corn is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Headland Capital. He has previously worked at LPL Financial and Maryland Financial Group and has operated as an independent insurance agent for over a decade. Corn is active in nonprofit and public pension board roles, including serving as board chair for Hope Haven and as a board member of the City of St. Augustine General Employees Retirement Board. Headland Capital is a registered investment adviser team of ten advisors serving individuals, family offices, trusts, and a variety of entities. The firm offers personalized financial planning and portfolio management with a client-driven investment process focused on fundamental analysis and long-term orientation.

Nick Edwards is a CFP®-designated financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 25 years of industry experience. He has been with IMG Wealth Management since 2017 and also serves as President and insurance agent at Allen Edwards & Associates, Inc., where he has been involved in insurance products and sales since 2003. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients through a seven-advisor team. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, using a tailored investment approach based on fundamental, technical, and macroeconomic analysis.

Don Williams is a financial advisor at TrustWell Financial Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with D. Gary Williams & Co. since 1985. Outside of financial advising, he serves as Vice President of Imperial Distributors of Florida, Inc., a storage facility management company. TrustWell Financial Advisors primarily serves individuals, couples, families, and small business clients, offering written financial planning and ongoing asset management. The firm emphasizes diversified, customized portfolios and operates as a fee-only fiduciary using custodial trading through Charles Schwab.

Sunil Misra is a financial advisor at DMK Advisor Group, Inc. with 14 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. Prior to joining DMK Advisor Group in 2020, he worked at Stephen A. Kohn & Associates, Ltd., New Century Financial Group, LLC, and Royal Alliance Associates. Outside of advising, Misra serves as a board member of the Rotary Club of Orange Park Sunset and is involved in IT consulting through his managing partner role at Sunil Misra LLC. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, with optional financial planning. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs guided by technical and fundamental analysis, and all client accounts are managed as wrap accounts through its dual registered broker-dealer and investment adviser structure.

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.

Christopher Cox is a CFP® certificant with 11 years of experience in financial advising. He is currently affiliated with Jacksonville Wealth Management, where he has worked since 2021, and previously served at Private Advisor Group. Cox also holds the Series 66 designation. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm employs tailored investment plans and model allocations, often managing accounts on a discretionary basis, and utilizes custodial and technology services through LPL Financial to support a high client-to-advisor ratio.

Austin Franks is a financial advisor at Financial Independence Advisors, LLC with a Series 65 designation and less than one year of industry experience. He also works as a Tax Associate at Financial Solution Advisors, LLC, a tax and accounting firm, where he assists with corporate and individual income tax return preparation. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, 401(k) investment supervisory services, and financial planning. The firm’s value-driven investment approach emphasizes fundamental analysis, long-term horizons, and diversification, and it operates in affiliation with a public accounting firm.

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.

Christen Sanchez is a financial advisor at Sanchez Wealth Management Group, LLC in Jacksonville, FL, holding CFP®, Series 63, and Series 65 credentials with 29 years of industry experience. Christen has worked previously with LPL Financial from 2000 to 2026 and has been with Sanchez Wealth Management Group since 2010. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and employs customized portfolios with model allocations, third‑party managers, and a variety of investment vehicles.

Eileen Ybanez is a financial advisor at Coyle Capital, LLC with 17 years of industry experience. She holds Series 66, Series 65, and Series 63 credentials. Her prior experience includes roles at Retirement Wealth Advisors, Inc. and Valic Financial Advisors. Ybanez is also the director of customer service at Wolf Retirement Navigation, an investment advisory and insurance firm. Coyle Capital, LLC offers discretionary portfolio management and family office services to individuals, high-net-worth clients, and family office groups. The firm utilizes a variety of analytical methods and incorporates higher-complexity strategies, including options trading and short sales, managing all assets internally while overseeing approximately $925 million in discretionary assets.

Chad Bunnell is an investment advisor representative at IMG Wealth Management, Inc. in Jacksonville, FL, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities, Inc. and Madison Avenue Securities. Outside of his advisory role, he assists with decision-making and logistics for the St. Johns Stingrays swim team. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients through a seven-advisor team. The firm offers discretionary and non-discretionary portfolio management, ongoing financial planning, consulting, and public seminars, with a tailored investment process based on fundamental, technical, and macroeconomic analysis.

Monty Mccurley is a financial advisor with Camarda Wealth Advisory Group, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Quartz Partners, Foundations Investment Advisors, and Secure Insurance Group. He is also the owner of High Point Financial Group, where he offers annuities and various insurance products. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, and business entities. The firm employs model portfolios and specialized programs such as “Legacy Stock Watch,” and incorporates advanced tools including AI to support its services.

Donald Drummond is a financial advisor at Financial Independence Advisors, LLC with three years of industry experience. He holds the PFS™ designation and has worked at Donald L Drummond CPA Firm, PL since 2013 and at GunnChamberlain, PL since 2012. Financial Independence Advisors, LLC serves individual and high-net-worth clients as well as institutional clients including trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a value-driven investment approach grounded in fundamental analysis, emphasizing long-term horizons and diversification, and collaborates with CPS Investment Advisors to implement and supervise portfolios.

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.

Nicholas Coutros is an investment advisor representative at IMG Wealth Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Madison Avenue Securities, Charles Schwab & Co., Inc., and the UCF Athletics Association. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services, utilizing a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and offers educational workshops as part of its client services.

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.