Karle Simmons is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. She holds Series 65 and Series 63 licenses and has experience working with TaxMaster and Tax Defense Network prior to joining her current firm. 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 employs proprietary and sourced model portfolios, incorporates specialized handling for legacy holdings, and offers both comprehensive and streamlined planning services.

Steven Fromm is a financial advisor at Oakwood Capital, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James, DB USA Core Corp, and LPL Enterprise. Since 2026, he has been with Oakwood Capital Securities, Inc. Oakwood Capital provides investment advisory, financial planning, and retirement plan consulting services to individuals, trusts, estates, and small business retirement plans. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party managers and model portfolios, conducting at least annual reviews and reporting for client accounts.

Janak Desai is a financial advisor with DMK Advisor Group, Inc. in St. Augustine, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Compass Financial Management LLC and Royal Alliance. Outside of advisory work, he is involved with the Indous Chamber of Commerce as a membership director. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers discretionary and non-discretionary management using mutual funds and ETFs, combining technical and fundamental analysis, and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

Donald Simmons is a CFP® with 34 years of industry experience, currently serving at Steward Advisors Group, LLC since 2022. He previously worked at Purshe Kaplan Sterling Investments and has operated Simmons Capital Group since 1995. Outside of financial advising, he is involved with Legacy Environmental Solutions and Legacy Renewable Resources, holding board positions in these renewable energy-related companies. Steward Advisors Group is a registered investment adviser managing approximately $105 million in discretionary assets for about 100 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, incorporating clients’ faith-based and moral values into investment decisions while utilizing fundamental analysis and asset allocation techniques.

Sheldon Scott Halcrow is a financial advisor at Caleo Capital N.A. LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nedbank Private Wealth for 18 years. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and other investment vehicles, incorporating ESG factors, tax considerations, and insurance and asset-protection planning into its services.

David Wray is a CFA® charterholder with six years of industry experience. He is currently with Catalyst Financial Partners, where he has worked since 2022. His prior experience includes roles at KLR Wealth Management, LLC and BNY Mellon Private Wealth Management. Catalyst Financial Partners serves high-net-worth individuals, family offices, businesses, and other entities with discretionary and non-discretionary investment supervisory and wealth management services. The firm manages just over $1 billion in assets and utilizes diversified portfolio strategies tailored to client objectives, combining various investment vehicles and maintaining both discretionary and non-discretionary management options.

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.

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.

Adam Drake is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Highland Investment Advisors LLC since 2009. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. Highland Investment Advisors employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and incorporating strategies such as direct indexing and option-based hedging.

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.

Jesse Dusablon is a financial advisor at MBM Wealth Consultants, LLC with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MBM Wealth Consultants in 2026, he worked at TIAA-CREF and TIAA from 2017 to 2026 and Axa Advisors, LLC from 2014 to 2017. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios using a combination of individual securities, ETFs, options, and occasional use of mutual funds and independent managers.

Anastasiya Kolodiy is a financial advisor at Highland Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Clark Capital Management, Pershing LLC, Archer IMS, and Comcast. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Brian Von Hein Jr. is a financial advisor at Element Wealth, LLC in St. Augustine, FL, holding a Series 65 designation with seven years of industry experience. Prior to joining Element Wealth in 2026, he worked for Keyes Stange and Wooten Wealth Management, LLC, and is involved in a family business, Take Home Charlys, where he contributes around 15 hours weekly. Element Wealth provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of mutual funds, ETFs, and individual securities in portfolio construction, employing an intermediate-term relative strength approach and technical 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.

Paula Deitering is a financial advisor at Prairie Wealth Advisors, Inc. in St. Augustine, FL, with 25 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Prairie Wealth Advisors since 2014. Outside of her advisory role, she serves on the board of the Bellevue Senior Center Endowment Fund, where she participates in fund management and event volunteering. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting, using a tailored investment approach that includes ETFs, mutual funds, equities, bonds, options, and third-party managers, with regular account reviews and a flexible trading strategy.

Beverly Whitman is a CFP® and CPA with 11 years of industry experience. She has been with Highland Investment Advisors LLC since 2020 and previously worked at HD Vest in various capacities from 2014 to 2020. In addition to her advisory role, she operates a sole proprietorship focused on income tax preparation and planning. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profits, using a model portfolio approach based on academic research and Modern Portfolio Theory. The firm emphasizes growth, risk reduction, and inflation protection, and offers unique features such as access to Dimensional Fund Advisors funds, direct indexing, and a subscription-based financial planning option.

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.

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.

James Minich is a financial advisor at MinichMacGregor Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MinichMacGregor since 2009. Minich previously worked at Purshe Kaplan Sterling Investments from 2009 to 2022. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of analytical approaches and proprietary strategies, offering participant education and enrollment assistance as part of its retirement-plan services.