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.

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.

Anna Wunderlich is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Camarda Wealth Advisory Group, where she has been since 2024, and previously worked at Merrill and Bank of America. Prior to her financial services career, she was involved with Study Edge and the University of Florida. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios and offers specialized services such as options overlays and a “Legacy Stock Watch” program, along with operational features including AI-supported research and a range of planning service tiers.

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.

Sunil Misra is a financial advisor at DMK Advisor Group, Inc. with 14 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. Prior to joining DMK Advisor Group in 2020, he worked at Stephen A. Kohn & Associates, Ltd., New Century Financial Group, LLC, and Royal Alliance Associates. Outside of advising, Misra serves as a board member of the Rotary Club of Orange Park Sunset and is involved in IT consulting through his managing partner role at Sunil Misra LLC. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, with optional financial planning. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs guided by technical and fundamental analysis, and all client accounts are managed as wrap accounts through its dual registered broker-dealer and investment adviser structure.

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.