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.

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.

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.

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.

Thomas Razzano is a financial advisor at Camarda Wealth Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill and Charles Schwab. Camarda Wealth Advisory Group offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and provides specialized services such as a “Legacy Stock Watch” program and options strategy overlays.

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.

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.

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.

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.

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.