Charles Armstrong is a financial advisor at D2 Capital Management in Jacksonville, FL, holding a Series 66 designation with 15 years of industry experience. He has been with D2 Capital Management since 2012. D2 Capital Management is a fee-only, state-registered investment adviser serving individuals, trusts, and charitable organizations with discretionary and non-discretionary portfolio management and financial planning services. The firm employs a valuation-driven investment approach combining growth-at-a-reasonable-price and value-oriented stock selection, offering tailored portfolios that incorporate individual stocks, fixed income, ETFs, and selective use of options and other strategies.

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.

John Plaugher is a financial advisor at Headland Capital with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Maryland Financial Group, LPL Financial, and Barnett Wealth Advisors. Plaugher is also active as an insurance agent through Barnett Wealth Advisors. Headland Capital is an investment advisory firm with a team of ten advisors serving individuals, high-net-worth clients, and various entities including family offices and corporate entities. The firm emphasizes a client-driven investment process grounded in fundamental analysis and offers personalized financial planning, portfolio management, and retirement plan advisory services.

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.

Nathan Edwards is a financial advisor with IMG Wealth Management, Inc. in Jacksonville, FL, holding the CFP® and CFA® designations and the Series 66 license. He has 14 years of industry experience, including prior roles at Planmember Securities Corporation and operating Edwards Retirement Planning, Inc., an independent financial and insurance services business. Edwards also serves as an expert consultant for JustAnswer LLC, providing advice on finance and Social Security benefits. IMG Wealth Management serves individual and high-net-worth clients with fee-based advisory and financial planning services. The firm creates personalized investment programs using fundamental, technical, and macroeconomic analysis, and offers educational workshops alongside a team-based approach with multiple credentialed professionals.

Robert Filosa is a Series 65-licensed advisor with six years of industry experience. He has worked at Atlantic Edge Private Wealth Management since 2024 and previously held roles at BDO Wealth Advisors, LLC and Cambridge Associates. Filosa also served in the United States Navy for ten years. Atlantic Edge Private Wealth Management is an SEC-registered firm that serves individuals, family offices, charitable organizations, and privately held businesses. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing across various investment vehicles.

Robert O'Quinn is a Certified Financial Planner™ with 13 years of industry experience. He is currently affiliated with Salvus Wealth Management, LLC and ThePARTNERS Wealth Management. His prior experience includes roles at Arcus Capital Partners, Scharf Investments, Bank of America, and Merrill. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, providing discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and sub-advisory services. The firm tailors portfolios to client objectives using a combination of investment strategies and analysis techniques, with options for portfolio discretion or client trade approval.

Jeffery Albaneze is a CFP® professional with nine years of experience in financial advising. He currently works at Atlantic Edge Private Wealth Management and has previously been affiliated with BDO Wealth Advisors, LLC and LBA Wealth Management, LLC. Atlantic Edge Private Wealth Management is an SEC-registered firm serving individuals, family offices, charitable organizations, and privately held businesses. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing.

Kenneth Krey is a financial advisor at Financial Independence Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory work, he is the owner and president of Kenneth R. Krey CPA, PLLC, an accounting services firm, and has been a partner at GunnChamberlain, PL since 2014. Financial Independence Advisors provides discretionary portfolio management, financial planning, and 401(k) services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a value-driven investment approach with a long-term focus, serving a diverse client base without imposing a minimum account size.

Joe Baker II is a Series 65-licensed financial advisor at Financial Independence Advisors, LLC in Jacksonville, FL, with one year at the firm. Prior to joining the firm, he worked at the United States Patent and Trademark Office and served sixteen years at the Department of the Navy, Office of General Counsel. Financial Independence Advisors, LLC is a six-advisor team managing discretionary portfolios and providing financial planning, consulting, and 401(k) services to a diverse client base including individuals, trusts, charitable organizations, and corporate clients. The firm employs a value-driven investment approach emphasizing fundamental analysis and integrates tax and accounting services through affiliated CPA firms.

Tammara Toton is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding a Series 65 designation and bringing 23 years of industry experience. She has worked at Allegiance Financial Advisors since 2015 and was previously with Signator Investors, Inc. from 2000 to 2018. Toton serves as Chief Compliance Officer at Allegiance Financial Advisors, overseeing compliance and operational duties. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension/profit-sharing plans. The firm manages assets primarily through model asset-allocation portfolios on a non-discretionary basis, with regular client suitability reviews and a focus on model-level investment decisions.

Milena Kolcheva Spasova is a CFA® charterholder with one year of industry experience. She has been with Augustine Asset Management Inc in Jacksonville, FL since 2016. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients including corporations, retirement plans, and government entities. The firm uses a research-oriented investment process combining top-down macro views with bottom-up fundamental analysis to manage active global equity and fixed-income strategies.

Sonja Elia is a financial advisor at Salvus Wealth Management, LLC in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience and has been with Salvus Wealth Management since 2016, currently also affiliated with ThePARTNERS Wealth Management since 2026. Salvus Wealth Management serves a diverse client base including high net worth individuals, retirement plans, trusts, estates, corporations, and other businesses. The firm provides tailored investment management, financial planning, and retirement plan consulting services using a combination of fundamental, technical, charting, and cyclical analysis.

Joel Chamberlain is a financial advisor with Financial Independence Advisors, LLC, holding the PFS™ and Series 65 credentials and bringing five years of industry experience. He is also a partner at GunnChamberlain, PL, an accounting and tax business in Jacksonville, FL, where he manages staff and prepares income tax returns. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, 401(k) investment supervisory services, and financial planning. The firm employs a value-driven investment approach based on fundamental analysis and maintains an operational affiliation with a public accounting firm, enabling reciprocal referrals and educational seminars on investing fundamentals.

Cody Emerson is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Peak Financial Planning, where he has been since 2026. His prior experience includes roles at BrightPlan LLC, MDRN Capital, Ameriprise, AE Wealth Management, and Fidelity, as well as service in the United States Marine Corps. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning. The firm’s investment approach incorporates Modern Portfolio Theory with tactical asset allocation, utilizing diverse strategies and instruments to tailor portfolios, while offering ongoing planning through a fixed-fee subscription model and emphasizing client education.

Tanner Doudna is a financial advisor at Trustwell Financial Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch prior to joining Trustwell in 2017. 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 strategies including Biblically Responsible Investing and ESG/SRI screens.