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.

Michael Mc Alpin is a CFP®-designated financial advisor with 24 years of industry experience. He currently works at Intellicapital Advisors LLC, where he has been since 2021. His prior experience includes roles at Strategic Advisors LLC and Fidelity Investments. Intellicapital Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small business owners with portfolio management and comprehensive financial planning. The firm employs a goals-based investment process integrating model portfolios, third-party platforms, and tax-aware services, supported by technology tools and human oversight.

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.

Brian Hughes is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is currently with River City Wealth Management, where he has worked since 2019, following prior roles at Advisory Services Network, LLC and Madden Advisory Services, Inc. River City Wealth Management provides discretionary wealth management and financial planning services to individuals, professionals, business owners, and retirement plans. The firm employs a macroeconomic, long-term asset allocation approach utilizing third-party research and manager due diligence to construct diversified portfolios, typically implementing strategic allocations through mutual funds, ETFs, and individual securities.

Gregory Chapas is a financial advisor at Truewater Wealth with four years of industry experience. He holds a Series 66 designation and has worked at Ponte Vedra Wealth and Fortress Wealth Planning, among other firms. Outside of his advisory role, he coaches middle school lacrosse for Bolles Prep and the Bolles Bombers Summer Lacrosse league. Truewater Wealth serves individual and business clients with portfolio management, financial planning, pension consulting, and tax and accounting services. The firm operates an integrated RIA and CPA model, providing discretionary investment management alongside comprehensive accounting and tax services.

Luiz Cunha is a CFA® charterholder affiliated with Baluarte Capital US, where he has worked since 2025. He has prior experience at Baluarte Capital Gestão de Recursos Ltda and worked in the fitness training industry with 4Perform Treinamento & Fitness. Baluarte Capital US provides portfolio management and investment advisory services primarily to high-net-worth individuals, emphasizing client-specific Investment Policy Statements and both discretionary and non-discretionary account management. The firm uses a blend of quantitative, fundamental, and cyclical analysis alongside modern portfolio theory and often employs specialized outside managers for various asset classes.

Michelle Barron is a CFP® and Series 66-licensed advisor with 17 years of industry experience. She has worked at River City Wealth Management since 2021 and previously at Advisory Services Network and Madden Advisory Services. Outside of financial advising, she manages a property management business in Jacksonville, Florida. River City Wealth Management provides discretionary wealth management and financial planning to individuals, professionals, business owners, and retirement plans. The firm employs a macroeconomic, long-term asset allocation approach using third-party research and manager due diligence to build diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Thomas Boyd is a financial advisor with Coral Reef Advisors LLC in Ponte Vedra Beach, FL, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Snowden Lane Partners, and Private Client Services, LLC. Coral Reef Advisors is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a tactical allocation strategy that incorporates fundamental and technical analysis and includes long- and short-term purchases and option writing, tailoring portfolios to client objectives while allowing investment restrictions.

Christopher Johns is a financial advisor at Spark Wealth Advisors in Jacksonville, FL, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Ally Invest Securities and TradeKing. Johns is also the owner of Spark Tax Advisors, where he provides tax preparation and accounting services. Spark Wealth Advisors serves individuals, small business owners, and employer-sponsored retirement plans with financial planning and portfolio management. The firm uses a passive investment approach focused on low costs, tax efficiency, and long-term market exposure.

David Vigil is a CFP® and holds a Series 66 license with 21 years of industry experience. He currently serves as an advisor at Vigil Wealth Management, LLC, where he has worked since 2018, including its predecessor entities. Prior to that, he held positions at LPL Financial and SunTrust Advisory Services. In addition to his advisory role, he is a licensed insurance agent. Vigil Wealth Management advises individuals, trusts, estates, businesses, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a long-term investment approach focused on low-cost, diversified mutual funds and ETFs while maintaining flexibility to include a range of other investment vehicles and regularly monitors client accounts.

Inga Timmerman is a CFP® professional with 10 years of experience in financial advising. She is affiliated with Attainable Wealth and has served as an Assistant Professor of Finance at the University of North Florida since 2022. Her prior academic experience includes a seven-year tenure at California State University, Northridge. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment strategy with index mutual funds and ETFs, incorporating factor tilts, and works with third-party money managers to implement client portfolios.

Bradley Ridinger is a CFA® charterholder with 24 years of industry experience. He has worked at Lionsbridge Securities, LLC since 2010 and Lionsbridge Asset Management, LLC since 2008. He is based in Jacksonville Beach, FL, and holds the Series 66 designation. LionsBridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses. The firm offers discretionary portfolio management with an active Core Plus equity approach that incorporates proprietary strategies for U.S. large-cap selection and ETF management, alongside fixed-income allocations determined by top-down quality and maturity assessments.

Jared Knight is a Certified Financial Planner (CFP®) with over 11 years of experience in financial advising. He is the owner of Knight Financial Investments, LLC, where he has worked since 2014, and also operates a part-time accounting practice, Jared B. Knight, CPA, preparing income tax returns. Additionally, he works full time as an audit manager at Florida Blue. Knight Financial Investments provides discretionary portfolio management primarily focused on equity investments for individual and high-net-worth clients. The firm employs fundamental analysis and long-term purchase strategies tailored to each client’s goals and risk tolerance.

Carolyn Ham is a financial advisor with Lionsbridge Wealth Management LLC in Jacksonville Beach, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Lionsbridge Wealth Management since 2008 and also holds authorized member roles at Lionsbridge Insurance, LLC and Lionsbridge Capital, LLC, where she performs limited administrative tasks. Lionsbridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses, offering discretionary portfolio management along with retirement planning and IRA rollover advice. The firm employs an active Core Plus equity approach combined with proprietary strategies and manages approximately $122 million in regulatory assets.

Tanner Merritt is a CFP® with four years of industry experience currently advising at Keen Capital, Ltd. He previously worked at Life Planning Partners, Inc., Magellan Federal, Zeiders' Enterprises LLC, The Vanguard Group, Inc., and Cypress Point Wealth Management. Keen Capital serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations with financial planning, investment management, and integrated wealth management services. The firm’s investment approach is long-term and grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs alongside individual equities and legacy positions.

Melanie Magners is a financial advisor at St. Johns Investment Management Company, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with St. Johns Investment Management Company since 2013. St. Johns Investment Management Company provides portfolio management services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a three-factor equity valuation process emphasizing fundamental and technical analysis and typically invests in large-cap U.S. equities, ETFs, fixed-income securities, and short-term cash investments.

Susan Hughes is a financial advisor at Gunn & Company Investment Management, Inc. with 26 years of industry experience and a Series 65 designation. She has worked at several related firms, including Gunnchamberlain CPA Firm, P.L., and currently serves in an administrative role at McCabe Gunn, CPA, PA. Gunn & Company Investment Management, Inc. 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 engages an unaffiliated sub-advisor to implement client strategies based on Investment Policy Statements, focusing on companies with strong balance sheets, steady dividends, and international exposure.