Travis Dauchy is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has been with Atlas Private Wealth Advisors since 2016 and also maintains an affiliation with LPL Financial. Atlas Private Wealth Advisors serves individual and high-net-worth clients, as well as charities and small businesses, offering portfolio management and financial planning through tailored strategies across multiple LPL Financial-sponsored platforms.

Carrie King is a financial advisor at Ullmann Wealth Partners with eight years of industry experience. She holds a Series 66 designation and has worked at Ullmann Wealth Partners Group since 2017, with prior experience at Sagepoint Financial and Water Street Capital. Ullmann Wealth Partners Group serves individuals, families, and institutional clients by providing wealth management, financial planning, portfolio management, and related services. The firm employs a six-step 360 Financial Discipline process and applies Modern Portfolio Theory to portfolio construction, focusing on mutual funds, ETFs, and selective external managers and private funds.

Donald Simmons is a CFP® with 34 years of industry experience, currently serving at Steward Advisors Group, LLC since 2022. He previously worked at Purshe Kaplan Sterling Investments and has operated Simmons Capital Group since 1995. Outside of financial advising, he is involved with Legacy Environmental Solutions and Legacy Renewable Resources, holding board positions in these renewable energy-related companies. Steward Advisors Group is a registered investment adviser managing approximately $105 million in discretionary assets for about 100 clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, incorporating clients’ faith-based and moral values into investment decisions while utilizing fundamental analysis and asset allocation techniques.

Russell Wingate is a financial advisor at Blue Horizon Equity, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill for 26 years. His other business activities include insurance sales focused on fixed life insurance and annuity products. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, providing portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and other institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs.

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.

Glenn Ullmann is a financial advisor at Ullmann Wealth Partners with 33 years of industry experience. He has held roles at Sagepoint Financial, Inc. and multiple entities under Ullmann Wealth Partners since 2002. Outside of his advisory work, he is the president of a small homeowners association and serves as board president for Beth El The Beaches Synagogue, a nonprofit organization focused on community development. Ullmann Wealth Partners Group is a registered investment adviser serving individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a six-step 360 Financial Discipline process and uses Modern Portfolio Theory to construct diversified portfolios primarily composed of mutual funds and ETFs.

Reagan Wright is a financial advisor with Blue Horizon Equity, Inc. in Ponte Vedra, FL, holding a Series 66 license and having seven years of industry experience. He has worked at several firms including Cetera Wealth Services, Nassau Wealth Partners, and American Portfolios Financial Services. Outside of advising, he is involved in fixed insurance sales through Nassau Wealth Partners and ITP Partners. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager programs, delivering both discretionary and non-discretionary management with customized financial plans and ERISA-focused consulting services.

Jessica Adams is a financial advisor at B&C Financial Advisors with a Series 65 designation and nine years of industry experience. She has been with B&C Financial Advisors since 2016, contributing to the firm’s team of nine advisors based in Ponte Vedra Beach, FL. B&C Financial Advisors is a fee-only registered investment adviser serving individual clients, including high-net-worth households, trusts, and estates. The firm offers portfolio management and financial planning services using a disciplined asset-allocation approach grounded in modern portfolio theory, with discretionary investment management guided by tailored Investment Policy Statements.

Tristen Gadberry is a financial advisor at AdaptFirst Investments LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial Services, Trilogy Financial Services, Trilogy Capital Inc, and OB Sports Management. Outside of advisory work, Gadberry is a licensed real estate agent and a life insurance agent. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO work. The firm employs a value-oriented investment approach using both technical and fundamental analysis, and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Sheldon Scott Halcrow is a financial advisor at Caleo Capital N.A. LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nedbank Private Wealth for 18 years. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and other investment vehicles, incorporating ESG factors, tax considerations, and insurance and asset-protection planning into its services.

Allan Cohen is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He has been associated with Butensky & Cohen Financial Security, Inc. and Butensky & Cohen, Inc. since 1995. In addition to his advisory role, he is involved in property management through a real estate investment management company. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm serves individuals, high-net-worth clients, and entities such as trusts and estates, offering discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

Brian James is a financial advisor at Ullmann Wealth Partners with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ullmann Wealth Partners and Sagepoint Financial, Inc. James serves as Director of Investments on the Baptist Health Systems Investment Committee, reviewing investment options for the hospital system. Ullmann Wealth Partners Group is a registered investment adviser serving individuals, families, and institutional clients with wealth management, financial planning, portfolio management, and specialized services such as divorce advisory. The firm employs a six-step 360 Financial Discipline process and uses Modern Portfolio Theory to construct portfolios primarily composed of mutual funds and ETFs, while coordinating with clients' other advisors and providing tax-aware monitoring.

Thomas Ellis is a financial advisor with B&C Financial Advisors in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Butensky & Cohen Financial Security, Inc. since 2009. Outside of his advisory role, Ellis is co-owner of Howler Monkey Sauce, LLC, a business involved in hot sauce sales and management. B&C Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and entities such as trusts and estates. The firm manages approximately $546 million in client assets through a six-advisor team, offering discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

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.

Patrick Kilbane is a financial advisor with Ullmann Wealth Partners in Jacksonville Beach, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Ullmann Wealth Partners since 2014, including time at both Ullmann Wealth Partners and Ullmann Wealth Partners Group. Kilbane serves on the 4th Judicial Circuit Nominating Commission appointed by the governor and is a board member of JAXPORT, the Jacksonville Board Authority. Ullmann Wealth Partners Group is a registered investment adviser serving individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm employs a six-step 360 Financial Discipline process and Modern Portfolio Theory to construct diversified portfolios, offers tax-aware monitoring, and maintains a Divorce Advisory practice with specialized staff and legal support.

Kim Mortensen is a financial advisor at Total Wealth Planning and Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Total Wealth Planning and Management since 2013 and Raymond James Financial Services from 2012 to 2016. Outside of financial advising, he is a simulation pilot contractor for the FAA through Engineering and Information Technologies, Inc. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and delivers advice through both traditional and electronic platforms.

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.

Jacqueline Bos is a financial advisor with B&C Financial Advisors in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been associated with Butensky & Cohen Financial Security, Inc. since 1995. Outside of her advisory role, she is involved with 110 Professional, LLC, where she manages building operations and accounting tasks. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and entities, utilizing a diversified investment approach based on modern portfolio theory and both fundamental and technical 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.