Adam Kabat is a financial advisor with Kabat Advisory Group, LLC in Jacksonville, FL, holding a Series 65 designation and 12 years of industry experience. He has worked with Kabat Advisory Group since 2014 and is also involved with Kabat Equity Group, Inc., a related insurance sales business to which he devotes a significant portion of his time. Kabat Advisory Group provides personalized financial planning and consulting to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm conducts public educational seminars and refers clients requiring investment management to third-party money managers, serving as a liaison without accepting discretionary trading authority or custody of assets.

Peter Freidel is a financial advisor at Salvus Wealth Management, LLC with four years of industry experience. He previously worked at Raymond James Financial Services Advisors and the Bank of Colorado. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, offering customized investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and provides ongoing portfolio monitoring with either discretionary or client-approved trading.

William Santillo is a Series 65-licensed advisor with Total Wealth Planning and Management, Inc. in St. Johns, FL, bringing one year of industry experience. He previously worked at JP Morgan Chase for 15 years before joining his current firm. Total Wealth Planning and Management, Inc. offers investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and provides advice through both face-to-face and electronic platforms.

Nicholas Pinelli is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an investment adviser representative and operations manager at Jacksonville Wealth Management, a role he has held since 2021. His prior experience includes positions at LPL Financial LLC and Private Advisors Group LLC. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities. The firm provides ongoing portfolio management and financial planning, utilizing tailored investment plans, model allocations, and discretionary account management supported by custodial and technology services through LPL Financial.

Bradley Miller is a CFP® with six years of industry experience, currently serving as an advisor at TrustWell Financial Advisors, LLC. He has previously worked at River Capital Advisors, L.C. across multiple periods from 2015 to 2022. 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 optional screened strategies such as Biblically Responsible Investing and ESG/SRI.

Nathan Edwards is a financial advisor with IMG Wealth Management, Inc. in Jacksonville, FL, holding the CFP® and CFA® designations and the Series 66 license. He has 14 years of industry experience, including prior roles at Planmember Securities Corporation and operating Edwards Retirement Planning, Inc., an independent financial and insurance services business. Edwards also serves as an expert consultant for JustAnswer LLC, providing advice on finance and Social Security benefits. IMG Wealth Management serves individual and high-net-worth clients with fee-based advisory and financial planning services. The firm creates personalized investment programs using fundamental, technical, and macroeconomic analysis, and offers educational workshops alongside a team-based approach with multiple credentialed professionals.

Michael Wicks is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Synergy Investment Management LLC and has previously worked at Private Advisor Group, LPL Financial, and Independent Financial Partners. Synergy Investment Management LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for more than 1,000 clients, employing a long-term, Modern Portfolio Theory–based investment approach that includes diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments.

Ansley Nicholson is a CFP® professional with two years of industry experience, currently serving at B&C Financial Advisors. Prior to joining B&C, Nicholson worked at Fidelity Investments and has held various roles in hospitality and recreational settings. B&C Financial Advisors is a fee-only registered investment adviser that primarily serves individual clients, including high-net-worth households, trusts, and estates, offering portfolio management and comprehensive financial planning. The firm uses a disciplined, model-based investment approach grounded in modern portfolio theory, combining equities, fixed income, and ETFs, and integrates coordinated financial planning with ongoing investment oversight.

Robert Filosa is a Series 65-licensed advisor with six years of industry experience. He has worked at Atlantic Edge Private Wealth Management since 2024 and previously held roles at BDO Wealth Advisors, LLC and Cambridge Associates. Filosa also served in the United States Navy for ten years. Atlantic Edge Private Wealth Management is an SEC-registered firm that serves individuals, family offices, charitable organizations, and privately held businesses. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing across various investment vehicles.

Robert O'Quinn is a Certified Financial Planner™ with 13 years of industry experience. He is currently affiliated with Salvus Wealth Management, LLC and ThePARTNERS Wealth Management. His prior experience includes roles at Arcus Capital Partners, Scharf Investments, Bank of America, and Merrill. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, providing discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and sub-advisory services. The firm tailors portfolios to client objectives using a combination of investment strategies and analysis techniques, with options for portfolio discretion or client trade approval.

Christopher Bryan is a financial advisor with Blue Horizon Equity, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes positions at Merrill and American Portfolios Financial Services, with over two decades in the field. Bryan serves on the board of the Exchange Club of Jacksonville Beach, a charity focused on the prevention of child abuse. Blue Horizon Equity, Inc. manages approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides discretionary and non-discretionary management through wrap-fee Unified Managed Accounts and third-party money manager programs, operating as a multi-advisor team across multiple offices.

Jeffery Albaneze is a CFP® professional with nine years of experience in financial advising. He currently works at Atlantic Edge Private Wealth Management and has previously been affiliated with BDO Wealth Advisors, LLC and LBA Wealth Management, LLC. Atlantic Edge Private Wealth Management is an SEC-registered firm serving individuals, family offices, charitable organizations, and privately held businesses. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing.

Geffrey Lewis is a financial advisor with Horter Investment Management, LLC and holds a Series 65 designation. He has four years of experience at Horter and has been the owner of an insurance business focusing on retirement income planning since 2013. Horter Investment Management provides investment advisory and financial planning services to individual, high-net-worth, and institutional clients. The firm uses an Investment Committee-driven multi-manager approach with a combination of tactical, passive, and proprietary model portfolios, offering both discretionary and non-discretionary portfolio management.

Kenneth Krey is a financial advisor at Financial Independence Advisors, LLC with 11 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory work, he is the owner and president of Kenneth R. Krey CPA, PLLC, an accounting services firm, and has been a partner at GunnChamberlain, PL since 2014. Financial Independence Advisors provides discretionary portfolio management, financial planning, and 401(k) services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a value-driven investment approach with a long-term focus, serving a diverse client base without imposing a minimum account size.

Joe Baker II is a Series 65-licensed financial advisor at Financial Independence Advisors, LLC in Jacksonville, FL, with one year at the firm. Prior to joining the firm, he worked at the United States Patent and Trademark Office and served sixteen years at the Department of the Navy, Office of General Counsel. Financial Independence Advisors, LLC is a six-advisor team managing discretionary portfolios and providing financial planning, consulting, and 401(k) services to a diverse client base including individuals, trusts, charitable organizations, and corporate clients. The firm employs a value-driven investment approach emphasizing fundamental analysis and integrates tax and accounting services through affiliated CPA firms.

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.

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.

Joel Chamberlain is a financial advisor with Financial Independence Advisors, LLC, holding the PFS™ and Series 65 credentials and bringing five years of industry experience. He is also a partner at GunnChamberlain, PL, an accounting and tax business in Jacksonville, FL, where he manages staff and prepares income tax returns. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, 401(k) investment supervisory services, and financial planning. The firm employs a value-driven investment approach based on fundamental analysis and maintains an operational affiliation with a public accounting firm, enabling reciprocal referrals and educational seminars on investing fundamentals.