Alexander Potenza is a financial advisor at Skyview Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Total Wealth Planning and Management, Inc. Potenza joined Skyview Financial Group in 2020 and has been with the firm for six years. Skyview Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals and high net worth clients. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis to construct tactical asset allocations across various securities, monitoring portfolios on a discretionary basis.

Gregory Carnivale is a financial advisor at Heritage Financial Advisory, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Heritage Financial Advisory and other firms including AE Wealth Management and Global Financial Private Capital. Additionally, he is a licensed insurance professional. Heritage Financial Advisory, LLC provides discretionary investment management services primarily to individual and high-net-worth clients, focusing on diversified portfolios of low-cost mutual funds and ETFs. The firm utilizes a long-term investment approach combined with fundamental, technical, and cyclical analysis.

Marshall Gunn is a financial advisor with Gunn & Company Investment Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has been with Gunn & Company Investment Management since 1996 and also manages a CPA firm, Gunn & Company, P.A., where he serves as president and performs tax and consulting work. Gunn & Company Investment Management 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 utilizes an unaffiliated sub-advisor guided by Investment Policy Statements to implement client strategies, focusing on companies with strong financials and steady dividends, and offers additional services including financial planning and tax considerations.

Carolyn Mcclanahan is a CFP® and holds a Series 66 license with 22 years of experience in financial advising. She has been with Life Planning Partners, Inc. in Jacksonville, FL since 2003. In addition to her advisory role, she speaks at financial planning and securities industry events and writes for a general audience on topics such as health care planning and end-of-life planning, dedicating about 15% of her time to these activities. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through ongoing financial planning, portfolio management, and pension consulting. The firm emphasizes holistic life planning and long-term asset allocation, using broadly diversified, low-cost mutual funds and ETFs, and operates as a small advisory team managing personalized client relationships.

Terri Kimball is a financial advisor at Riverplace Capital Management Inc with 22 years of industry experience. She has been with Riverplace Capital Management since 2001. She holds a Series 63 designation. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

Philip 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 led Kabat Advisory Group since 2014 and also operates Kabat Equity Group, Inc., where he spends a significant portion of his time as a licensed insurance agent. Kabat Advisory Group provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, acting as an intermediary to third-party money managers. The firm focuses on client-specific strategies using fundamental, technical, and cyclical analysis and does not manage or custody client assets directly.

Paxton Driscoll is a financial advisor at Heritage Financial Advisory, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of advisory work, he is active in insurance sales in Jacksonville, FL. Heritage Financial Advisory, LLC provides discretionary investment management and advisory services to individual and high-net-worth clients, focusing on low-cost, diversified mutual funds and ETFs. The firm employs a long-term investment orientation combined with fundamental, technical, and cyclical analysis to guide asset allocation and security selection.

Stephen Sanders is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Life Planning Partners, Inc. since 2025, following roles at Edward Jones and Bank of America NA/Merrill Lynch. Sanders holds a Series 66 license and is based in Jacksonville, FL. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations with comprehensive financial planning and portfolio management. The firm emphasizes holistic life planning and asset allocation using broadly diversified, low-cost funds, and provides pension consulting as a non-discretionary ERISA fiduciary.

Joey Banghart is a financial advisor at CJC Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Northwestern Mutual and Merrill. CJC Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across four advisors. The firm employs both fundamental and quantitative analysis to build diversified portfolios and offers educational seminars on retirement planning and financial literacy.

Annette Campos is a financial advisor at Riverplace Capital Management Inc with eight years of industry experience. She holds the Series 66 designation and has worked previously at BBVA Wealth Solutions, Inc. and BBVA Securities Inc. She started her career with roles at Randstad and Uber. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and uses a dynamic asset allocation investment process supported by fundamental, technical, and cyclical analysis.

David Price is a CFA® charterholder with 22 years of industry experience. He has been with St. Johns Investment Management Company, LLC since 2013. The firm provides continuous portfolio management to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. St. Johns uses a three-factor equity valuation process combining fundamental and technical analysis and typically purchases individual bonds for fixed-income allocations, managing accounts based on client objectives and risk tolerance.

Brett Lozowski is a CFP® professional at Life Planning Partners, Inc. in Jacksonville, FL, with six years of industry experience. He previously worked at Truist Advisory Services, Inc. and Merrill. Outside of his advisory role, he has been involved with the Tuscaloosa United Soccer Club. Life Planning Partners advises individual clients, including high-net-worth households, as well as retirement plans, trusts, and charitable entities. The firm offers comprehensive financial planning with portfolio management and pension consulting, focusing on broadly diversified, long-term asset allocation using low-cost, tax-efficient investments.

James Murphy is a financial advisor at St. Nicholas Private Asset Management, Inc. in Jacksonville, FL, with nine years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Wells Fargo Advisors. He serves on the finance committee of Holy Family Catholic Church. St. Nicholas Private Asset Management provides discretionary portfolio management and investment advice primarily to high-net-worth individuals, trusts, foundations, endowments, and charitable institutions. The firm employs a Growth-At-a-Reasonable-Price equity strategy combined with investment-grade fixed-income management and offers active account oversight.

Danny Worrell is a financial advisor at Truewater Wealth with 26 years of industry experience. He previously worked at Ringeisen & Worrell, P.A. for 31 years before joining Ponte Vedra Wealth, P.A. in 2025. Truewater Wealth serves individual and business clients with portfolio management, financial planning, pension consulting, and tax and accounting services. The firm combines discretionary investment management with tax preparation and other accounting engagements, operating as both a registered investment adviser and a certified public accounting practice.

Joseph Smith is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Stillblue Financial Partners, LLC since 2013, and previously worked at Independent Financial Partners, Morgan Stanley, and Citigroup Global Markets. His other business activities include serving as an independent insurance agent. Stillblue Financial Partners provides portfolio management, financial planning, and pension/retirement consulting to individuals and business entities. The firm manages approximately $107.1 million in assets across discretionary and non-discretionary accounts and uses model portfolios combined with tailored adjustments to serve about 200 clients.

David Strohecker is a CFP® with 14 years of industry experience and has been with D2 Capital Management since 2001. He is based in Jacksonville, FL, and is one of two advisors at the firm. D2 Capital Management is a fee-only, state-registered investment adviser serving individuals, trusts, and charitable organizations. The firm employs a fundamental analysis and proprietary valuation process to manage tailored portfolios using a blend of growth-at-a-reasonable-price and value-oriented stock selection, incorporating strategies such as ETFs, individual bonds, and selective use of options and margin.

Michael Ellis is a CFP® professional with nine years of industry experience. He has worked at Madden Advisory Services, Inc. since 2018 and previously held roles at Bank of America and Merrill Lynch. Madden Advisory Services provides financial planning, discretionary portfolio management, and pension consulting to individuals, trusts, estates, and other entities. The firm combines personalized wealth management with an online, model-driven ETF and mutual fund platform, employing a dual delivery approach that integrates fundamental, technical, and cyclical analysis.

Troy Lerche is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Davis Capital Management and previously spent seven years at Firstwave Financial Inc (formerly CPA Wealth Management Services). Davis Capital Management serves individual investors, trusts, foundations, corporations, and employer-sponsored retirement plans, providing discretionary portfolio management, customized financial planning, and qualified plan consulting. The firm emphasizes capital preservation through a combination of top-down macroeconomic sector weighting and bottom-up security selection, maintaining risk controls to limit exposure by sector and security.

Shawn Mccabe is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He is currently with Gunn & Company Investment Management, Inc. and also serves as Owner and President of McCabe Gunn, CPA, PA, a non-investment related CPA firm. His prior roles include positions at CPS Investment Advisors and various consulting and financial firms. Gunn & Company Investment Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, small business owners, pension plans, foundations, and other charitable entities. The firm manages approximately $194.5 million across about 164 client accounts and offers services including financial planning, tax and estate considerations, and a 401(k) Daily Valuation program.

Christopher Knight is a Series 66-licensed financial advisor with The Palmer Knight Company in Jacksonville, FL, where he has worked since 2003. He has 23 years of industry experience. The Palmer Knight Company is a fee-for-service registered investment adviser managing approximately $296 million for individual clients, including both high-net-worth and non-high-net-worth households. The firm employs diversified equity and fixed-income portfolios based on fundamental and technical analysis, offering multiple model allocation frameworks tailored to different investment goals.