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.

Karle Simmons is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. She holds Series 65 and Series 63 licenses and has experience working with TaxMaster and Tax Defense Network prior to joining her current firm. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios, incorporates specialized handling for legacy holdings, and offers both comprehensive and streamlined planning services.

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 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.

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.

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.