Christopher Daunhauer is a CFP® professional with 18 years of industry experience, currently serving at TrustWell Financial Advisors, LLC. He has worked at D. Gary Williams & Company since 2007. Outside of his advisory role, he serves as a non-paid director and assists with administrative and technical tasks for his wife's medical practice. TrustWell Financial Advisors primarily serves individuals, couples, families, and small businesses, offering written financial planning and ongoing asset management. The firm operates as a fee-only fiduciary, emphasizing diversified asset allocations and employing fundamental, technical, and cyclical analysis in portfolio management.

Michael Steele is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, holding a Series 65 license with nine years of industry experience. His previous roles include positions at Sergeant Capital Strategies, LLC, Gerson Lehman Group Inc., and Virtue Capital Management, LLC. Outside of his advisory work, he is an Independent Associate with LegalShield, providing prepaid legal services and identity theft protection. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized approach using fundamental, technical, and macroeconomic analysis, and operates with a mid-sized team structure that includes CFP and CFA professionals alongside licensed insurance and broker-dealer activities.

Daniel Ciez is a financial advisor at Jacksonville Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial and Private Advisor Group, LLC prior to joining Jacksonville Wealth Management. Jacksonville Wealth Management is an SEC-registered advisory firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored investment plans and model allocations, often managing accounts on a discretionary basis with a focus on long-term trading and periodic rebalancing.

Jeffrey Bernardo is a CFA® charterholder with 20 years of industry experience. He has been with Augustine Asset Management, Inc. since 2005. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients, including corporations, retirement plans, charitable nonprofits, and government entities. The firm employs a research-oriented investment process combining top-down macro views with bottom-up fundamental analysis to manage active global equity and fixed-income strategies.

Dawn Nicoles is a CFP® and holds a Series 66 license, with 24 years of experience in the financial services industry. She is currently with Sanchez Wealth Management Group, LLC, joining in 2024 after previous roles at Ameriprise Financial Services and LPL Financial. Dawn also operates a personal business entity for tax and investment purposes. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and charitable organizations. The firm utilizes a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and strategic investment approaches, relying on both internal model portfolios and third-party research to guide decisions.

Thomas Langer is a financial advisor with Uhlmann Investment Management, L.L.C. in Jacksonville, FL. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Uhlmann, Langer worked at Raymond James Financial Services Advisors, Inc. and LPL Financial LLC. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management to individual clients, institutions, and trusts. The firm’s investment approach is based on fundamental analysis and long-term asset allocation, incorporating a mix of stocks, bonds, ETFs, mutual funds, and alternatives tailored to client objectives and risk tolerance.

Kaitlyn Weatherly is a CFP® professional with 12 years of industry experience. She is currently with Atlantic Edge Private Wealth Management and has previously worked at BDO Wealth Advisors, LLC and LBA Wealth Management. Atlantic Edge Private Wealth Management serves individuals, family offices, charitable organizations, and privately held businesses with discretionary portfolio management, financial planning, and consulting services. The firm employs a blended tactical and strategic asset allocation approach and offers a consolidated portfolio overview service that aggregates client assets across custodians and account types.

Tyler Corn is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Headland Capital. He has previously worked at LPL Financial and Maryland Financial Group and has operated as an independent insurance agent for over a decade. Corn is active in nonprofit and public pension board roles, including serving as board chair for Hope Haven and as a board member of the City of St. Augustine General Employees Retirement Board. Headland Capital is a registered investment adviser team of ten advisors serving individuals, family offices, trusts, and a variety of entities. The firm offers personalized financial planning and portfolio management with a client-driven investment process focused on fundamental analysis and long-term orientation.

Heather Gardner is a financial advisor at Beam Wealth Advisors, Inc. in Jacksonville, FL, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience, including roles at Bank of America and Merrill prior to joining Beam Wealth Advisors. Gardner also maintains a licensed fixed insurance agent status and manages a short-term rental property in Auburn, AL. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting, with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Nick Edwards is a CFP®-designated financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 25 years of industry experience. He has been with IMG Wealth Management since 2017 and also serves as President and insurance agent at Allen Edwards & Associates, Inc., where he has been involved in insurance products and sales since 2003. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients through a seven-advisor team. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, using a tailored investment approach based on fundamental, technical, and macroeconomic analysis.

Don Williams is a financial advisor at TrustWell Financial Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with D. Gary Williams & Co. since 1985. Outside of financial advising, he serves as Vice President of Imperial Distributors of Florida, Inc., a storage facility management company. TrustWell Financial Advisors primarily serves individuals, couples, families, and small business clients, offering written financial planning and ongoing asset management. The firm emphasizes diversified, customized portfolios and operates as a fee-only fiduciary using custodial trading through Charles Schwab.

Brenda Barrett is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior work includes roles at Osaic Wealth, Inc. and Jhfn Sii. She also maintains involvement as an insurance broker through DELLA PORTA AGENCY, LLC. 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 on a non-discretionary basis using model asset-allocation portfolios and serves approximately 309 clients.

Ethan Caldarelli is a financial advisor at Atlantic Edge Private Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC. Atlantic Edge Private Wealth Management is an SEC-registered advisory firm that serves individuals, family offices, charitable organizations, and privately held businesses. The firm provides discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing.

Christopher Cox is a CFP® certificant with 11 years of experience in financial advising. He is currently affiliated with Jacksonville Wealth Management, where he has worked since 2021, and previously served at Private Advisor Group. Cox also holds the Series 66 designation. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm employs tailored investment plans and model allocations, often managing accounts on a discretionary basis, and utilizes custodial and technology services through LPL Financial to support a high client-to-advisor ratio.

Austin Franks is a financial advisor at Financial Independence Advisors, LLC with a Series 65 designation and less than one year of industry experience. He also works as a Tax Associate at Financial Solution Advisors, LLC, a tax and accounting firm, where he assists with corporate and individual income tax return preparation. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, 401(k) investment supervisory services, and financial planning. The firm’s value-driven investment approach emphasizes fundamental analysis, long-term horizons, and diversification, and it operates in affiliation with a public accounting firm.

Margaret Emmet is a financial advisor at Headland Capital with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Barnett Wealth Advisors and LPL Financial. Emmet serves on the executive board of the Jacksonville History Center. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, high-net-worth clients, and various entities such as family offices and private foundations. The firm employs a client-driven investment process focused on fundamental analysis and a long-term orientation, managing approximately $559 million across diverse asset classes.

Michael Della Porta is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Osaic Wealth, Inc., Signator Investors, Inc., and John Hancock. He is also an insurance broker for Della Porta Agency, LLC, and DP Brokerage. Allegiance Financial Advisors, Inc. serves individual and corporate clients with model portfolio management, financial planning, and consulting. The firm manages client accounts on a non‑discretionary basis, focusing on asset allocation through mutual funds and ETFs, and operates as a seven-advisor team overseeing approximately $181.9 million in assets.

Christen Sanchez is a financial advisor at Sanchez Wealth Management Group, LLC in Jacksonville, FL, holding CFP®, Series 63, and Series 65 credentials with 29 years of industry experience. Christen has worked previously with LPL Financial from 2000 to 2026 and has been with Sanchez Wealth Management Group since 2010. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and employs customized portfolios with model allocations, third‑party managers, and a variety of investment vehicles.

Eileen Ybanez is a financial advisor at Coyle Capital, LLC with 17 years of industry experience. She holds Series 66, Series 65, and Series 63 credentials. Her prior experience includes roles at Retirement Wealth Advisors, Inc. and Valic Financial Advisors. Ybanez is also the director of customer service at Wolf Retirement Navigation, an investment advisory and insurance firm. Coyle Capital, LLC offers discretionary portfolio management and family office services to individuals, high-net-worth clients, and family office groups. The firm utilizes a variety of analytical methods and incorporates higher-complexity strategies, including options trading and short sales, managing all assets internally while overseeing approximately $925 million in discretionary assets.

Chad Bunnell is an investment advisor representative at IMG Wealth Management, Inc. in Jacksonville, FL, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities, Inc. and Madison Avenue Securities. Outside of his advisory role, he assists with decision-making and logistics for the St. Johns Stingrays swim team. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients through a seven-advisor team. The firm offers discretionary and non-discretionary portfolio management, ongoing financial planning, consulting, and public seminars, with a tailored investment process based on fundamental, technical, and macroeconomic analysis.