Gregory Chapas is a financial advisor at Truewater Wealth with four years of industry experience. He holds a Series 66 designation and has worked at Ponte Vedra Wealth and Fortress Wealth Planning, among other firms. Outside of his advisory role, he coaches middle school lacrosse for Bolles Prep and the Bolles Bombers Summer Lacrosse league. Truewater Wealth serves individual and business clients with portfolio management, financial planning, pension consulting, and tax and accounting services. The firm operates an integrated RIA and CPA model, providing discretionary investment management alongside comprehensive accounting and tax services.

Michelle Barron is a CFP® and Series 66-licensed advisor with 17 years of industry experience. She has worked at River City Wealth Management since 2021 and previously at Advisory Services Network and Madden Advisory Services. Outside of financial advising, she manages a property management business in Jacksonville, Florida. River City Wealth Management provides discretionary wealth management and financial planning to individuals, professionals, business owners, and retirement plans. The firm employs a macroeconomic, long-term asset allocation approach using third-party research and manager due diligence to build diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Thomas Boyd is a financial advisor with Coral Reef Advisors LLC in Ponte Vedra Beach, FL, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Snowden Lane Partners, and Private Client Services, LLC. 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 that incorporates fundamental and technical analysis and includes long- and short-term purchases and option writing, tailoring portfolios to client objectives while allowing investment restrictions.

David Vigil is a CFP® and holds a Series 66 license with 21 years of industry experience. He currently serves as an advisor at Vigil Wealth Management, LLC, where he has worked since 2018, including its predecessor entities. Prior to that, he held positions at LPL Financial and SunTrust Advisory Services. In addition to his advisory role, he is a licensed insurance agent. Vigil Wealth Management advises individuals, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs while maintaining flexibility to include a range of other investment vehicles and regularly monitors client accounts.

Bradley Ridinger is a CFA® charterholder with 24 years of industry experience. He has worked at Lionsbridge Securities, LLC since 2010 and Lionsbridge Asset Management, LLC since 2008. He is based in Jacksonville Beach, FL, and holds the Series 66 designation. LionsBridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses. The firm offers discretionary portfolio management with an active Core Plus equity approach that incorporates proprietary strategies for U.S. large-cap selection and ETF management, alongside fixed-income allocations determined by top-down quality and maturity assessments.

Jared Knight is a Certified Financial Planner (CFP®) with over 11 years of experience in financial advising. He is the owner of Knight Financial Investments, LLC, where he has worked since 2014, and also operates a part-time accounting practice, Jared B. Knight, CPA, preparing income tax returns. Additionally, he works full time as an audit manager at Florida Blue. Knight Financial Investments provides discretionary portfolio management primarily focused on equity investments for individual and high-net-worth clients. The firm employs fundamental analysis and long-term purchase strategies tailored to each client’s goals and risk tolerance.

Carolyn Ham is a financial advisor with Lionsbridge Wealth Management LLC in Jacksonville Beach, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Lionsbridge Wealth Management since 2008 and also holds authorized member roles at Lionsbridge Insurance, LLC and Lionsbridge Capital, LLC, where she performs limited administrative tasks. Lionsbridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses, offering discretionary portfolio management along with retirement planning and IRA rollover advice. The firm employs an active Core Plus equity approach combined with proprietary strategies and manages approximately $122 million in regulatory assets.

Melanie Magners is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with St. Johns Investment Management Company since 2013. St. Johns Investment Management Company provides portfolio management services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation process emphasizing fundamental and technical analysis and typically invests in large-cap U.S. equities, ETFs, fixed-income securities, and short-term cash investments.

Susan Hughes is a financial advisor at Gunn & Company Investment Management, Inc. with 26 years of industry experience and a Series 65 designation. She has worked at several related firms, including Gunnchamberlain CPA Firm, P.L., and currently serves in an administrative role at McCabe Gunn, CPA, PA. Gunn & Company Investment Management, Inc. 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 engages an unaffiliated sub-advisor to implement client strategies based on Investment Policy Statements, focusing on companies with strong balance sheets, steady dividends, and international exposure.

Stephanie Price is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding a Series 65 designation with 10 years of industry experience. She has been with St. Johns Investment Management since 2016. St. Johns Investment Management Company provides portfolio management and advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation framework and generally purchases individual fixed-income securities, offering services that include discretionary and non-discretionary separately managed accounts.

Nora Wilson is a Series 65-licensed financial advisor at TrueWater Wealth with 12 years of industry experience. She previously worked at Ringeisen & Worrell, P.A. for 13 years before joining Ponte Vedra Wealth, P.A. in 2025. TrueWater Wealth serves individual and business clients with a combination of portfolio management, financial planning, pension consulting, and tax and accounting services. The firm operates as both a registered investment adviser and a certified public accounting practice, offering integrated solutions that include discretionary investment management and specialized retirement-plan consulting.

Kevin Driscoll is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and over 40 years of industry experience. He has been affiliated with Raymond James since 1987 and leads The Driscoll Group, Inc., which he founded in 1983. His business activities include ownership roles in DRISC Financial LLC and investments in art through several Masterworks LLC entities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations developed through detailed client risk profiling and supported by a broad affiliate network.

Matthew Riggins is a CFP® and holds a Series 66 license with 10 years of experience in financial services. He operates as the sole advisor at MASH Financial Planning and has prior experience at Roy Miller & Associates and Merit Financial Group. Outside of advising, he serves as a managing partner at Riggins & Forsyth Properties, where he is involved in property acquisition and rehabilitation. MASH Financial Planning provides comprehensive financial planning, investment management, employee benefit plan consulting, and tax preparation primarily for individual and high-net-worth clients as well as employer plan sponsors. The firm employs a passive investment approach using index funds and ETFs, supplemented by fundamental and technical analysis, and integrates ongoing financial planning and portfolio supervision into its advisory services.

Thomas Da Mour is a financial advisor at Davis Capital Management with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors. Prior to his advisory roles, he was employed by the University of Florida and had work experience in the hospitality sector. Davis Capital Management serves individual and institutional clients, including high-net-worth individuals, corporate retirement plans, trusts, and foundations. The firm focuses on capital preservation through diversified, disciplined active management and provides comprehensive financial planning and qualified plan consulting.

John Murphy is a CFP® with 20 years of industry experience, currently serving as an advisor at Davis Capital Management since 2016. He holds Series 63 and Series 66 licenses and is based in Jacksonville, FL. Davis Capital Management serves individual and institutional clients, offering discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs a diversified, disciplined active management approach focused on capital preservation, with tailored advice and comprehensive financial planning for clients managing $100,000 or more.

Adam Kabat is a financial advisor with Kabat Advisory Group, LLC in Jacksonville, FL, holding a Series 65 designation and 12 years of industry experience. He has worked with Kabat Advisory Group since 2014 and is also involved with Kabat Equity Group, Inc., a related insurance sales business to which he devotes a significant portion of his time. Kabat Advisory Group provides personalized financial planning and consulting to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm conducts public educational seminars and refers clients requiring investment management to third-party money managers, serving as a liaison without accepting discretionary trading authority or custody of assets.

Peter Freidel is a financial advisor at Salvus Wealth Management, LLC with four years of industry experience. He previously worked at Raymond James Financial Services Advisors and the Bank of Colorado. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, offering customized investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and provides ongoing portfolio monitoring with either discretionary or client-approved trading.

William Santillo is a Series 65-licensed advisor with Total Wealth Planning and Management, Inc. in St. Johns, FL, bringing one year of industry experience. He previously worked at JP Morgan Chase for 15 years before joining his current firm. Total Wealth Planning and Management, Inc. offers investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and provides advice through both face-to-face and electronic platforms.

Nicholas Pinelli is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an investment adviser representative and operations manager at Jacksonville Wealth Management, a role he has held since 2021. His prior experience includes positions at LPL Financial LLC and Private Advisors Group LLC. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities. The firm provides ongoing portfolio management and financial planning, utilizing tailored investment plans, model allocations, and discretionary account management supported by custodial and technology services through LPL Financial.

Bradley Miller is a CFP® with six years of industry experience, currently serving as an advisor at TrustWell Financial Advisors, LLC. He has previously worked at River Capital Advisors, L.C. across multiple periods from 2015 to 2022. TrustWell Financial Advisors primarily serves individuals, couples, families, and small businesses, providing written financial planning and ongoing asset management. The firm operates as a fee-only fiduciary, emphasizing diversified asset allocations and offering optional screened strategies such as Biblically Responsible Investing and ESG/SRI.