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.

Damian Ferguson is a financial advisor at Uhlmann Investment Management, L.L.C. in Jacksonville, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Uhlmann, he worked at Fidelity Investments for three years and held roles at Florida State College at Jacksonville and JAX Federal Credit Union. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, emphasizing fundamental analysis and long-term asset allocation across a variety of asset classes. The firm offers a range of managed-account solutions and incorporates client-specific restrictions and third-party managers in its investment approach.

Donald Drummond is a financial advisor at Financial Independence Advisors, LLC with three years of industry experience. He holds the PFS™ designation and has worked at Donald L Drummond CPA Firm, PL since 2013 and at GunnChamberlain, PL since 2012. Financial Independence Advisors, LLC serves individual and high-net-worth clients as well as institutional clients including trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a value-driven investment approach grounded in fundamental analysis, emphasizing long-term horizons and diversification, and collaborates with CPS Investment Advisors to implement and supervise portfolios.

Adam Howard is a CFP® professional with 14 years of experience in financial advising. He is currently with Beam Wealth Advisors, Inc., where he has worked since 2021, following prior roles at B&C Financial Advisors from 2016 to 2023. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in assets for individuals, businesses, trusts, estates, and retirement plans. The firm focuses on asset allocation, diversification, and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance, offering integrated wealth management and consulting services through affiliated tax, CPA, and insurance entities.

Erik Brooks is a financial advisor at Allegiance Financial Advisors, Inc. with 39 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for over three decades. Brooks serves on the Board of Directors at Williston Central Christian Academy and is a member of the Leadership Council at the Church of God in Williston, FL. Allegiance Financial Advisors, Inc. offers model portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm manages client accounts on a non-discretionary basis, focusing on asset allocation and mutual fund/ETF analysis with a long-term approach.

Joseph Maltese is a CFP® with 30 years of industry experience, currently serving as an advisor at Allegiance Financial Advisors, Inc. since 2007. His prior experience includes roles at Signator Investors, Inc. and ownership of Joseph J. Maltese Financial Services, LLC. Outside of financial advising, he is the Commander of the Sons of the American Legion, a veterans nonprofit, where he organizes educational programs and veteran support events. 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, contacting clients quarterly for suitability reviews while allowing client control over securities and transactions.

Nicholas Coutros is an investment advisor representative at IMG Wealth Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Madison Avenue Securities, Charles Schwab & Co., Inc., and the UCF Athletics Association. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services, utilizing a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and offers educational workshops as part of its client services.

Adam Wolf is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Coyle Capital, LLC since 2021 and previously worked at Retirement Wealth Advisors, Inc. He is also the owner of Wolf Retirement Navigation LLC and Wolf Tax LLC, and teaches retirement-related financial education through the Jacksonville Retirement Academy. Coyle Capital is a six-advisor team managing approximately $800 million in client assets, offering discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm uses a combination of fundamental, technical, and quantitative analysis with both long- and short-term trading strategies, including options and margin transactions, and provides a comprehensive family office service suite including estate planning, trustee oversight, and integrated tax planning.

Jeffrey Kopp is a financial advisor at Cardea Capital Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cardea Capital Advisors since 2020 and Lindner Capital Advisors, Inc. since 2006. Outside of his advisory work, he serves as the Prison Ministry Director for the Church of Eleven22, coordinating prison chapel sermons for the Florida Department of Corrections. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm employs a Modern Portfolio Theory-based investment approach using diversified, risk-based model portfolios composed of low-cost institutional mutual funds and ETFs, supplemented by separately managed accounts and alternative investments, with regular portfolio monitoring and rebalancing.

John Giehrl is a financial advisor at Financial Independence Advisors, LLC with six years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Gunn Chamberlain since 2020 and Smoak Davis & Nixon from 2013 to 2020. In addition to his advisory work, he serves as Treasurer for the Woodlands Creek Homeowners Association in Ponte Vedra Beach, FL. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, 401(k) supervisory services, and financial planning. The firm employs a value-driven investment approach focused on fundamental analysis, long-term horizons, and diversification, and offers educational seminars on investing fundamentals.

Frederick Blum is a financial advisor at Augustine Asset Management Inc with 20 years of industry experience. He has been with Augustine since 2003 and holds Series 63 and Series 66 licenses. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients, including corporations, retirement plans, charitable nonprofits, and government entities. The firm uses a research-oriented investment process combining macro views and fundamental analysis to manage active global equity and fixed-income strategies, with a focus on larger private-client and institutional mandates.

Isaac Brohinsky is a financial advisor at Financial Independence Advisors, LLC with nine years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory work, he owns and operates Isaac J. Brohinsky, PLLC, an accounting services firm. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and 401(k) investment supervisory services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term diversification, supported by an operational affiliation with a public accounting firm and the offering of public educational seminars.

Michael O’Keefe is a financial advisor at Vital Capital LLC in Jacksonville, FL, holding CFP® and Series 63 designations with two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, The Green Financial Group, and E*Trade Securities LLC. Vital Capital LLC serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services, managing approximately $71.2 million. The firm makes investment decisions using fundamental and technical analysis tailored to client objectives and incorporates alternative investments and private offerings when appropriate.

Julian Arndt is a financial advisor with Vital Capital LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at NuVenture Financial Group, AE Wealth Management, and Vanguard Marketing Corporation. He is also a licensed insurance agent. Vital Capital LLC serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services, with a focus on tailored investment strategies that incorporate fundamental and technical analysis. The firm manages approximately $71.2 million and integrates alternative investments and private offerings as part of its portfolio management approach.

Elizabeth Knutson is a financial advisor at Feltl Advisors with 39 years of industry experience. She has held her current position at Feltl and Company since 2009. Knutson holds Series 63 and Series 65 licenses. Feltl Advisors provides investment advisory services primarily to individual investors who are not high-net-worth, as well as to corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its relationship with RBC, delivering advice on a non-discretionary basis.

Jeffrey Jacobs is a financial advisor with Salvus Wealth Management, LLC in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Salvus since 2016 and also operates JJCPA, LLC. Jacobs serves as treasurer of Paradigm Flux Inc, a nonprofit professional dance company. Salvus Wealth Management serves individual clients including high net worth individuals, as well as retirement plans, trusts, estates, corporations, and other businesses. The firm offers tailored investment management and financial planning services using a combination of fundamental, technical, and cyclical analysis.