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.

Niklas Brusen is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. He holds the Series 65 designation and has one year of industry experience. Prior to entering the financial field, he worked at Subway for four years. 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 including a “Legacy Stock Watch” program and options overlays, along with AI-supported research and administrative functions.

Craig Meldahl is a financial advisor at Total Wealth Planning and Management, Inc. in Ponte Vedra, FL, with 51 years of industry experience. He holds the Series 63 designation and previously worked at Longboat Key Financial Group, LLC for 16 years. Total Wealth Planning and Management, Inc. provides 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 offers both traditional and electronic advice delivery platforms.

Caitlin Frederick is a CFP® and CFA® with six years of experience in financial services. She currently works at Ullmann Wealth Partners Group, where she has been since 2020. Prior to that, she held positions at Business Valuations Inc. and PwC. 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, while offering specialized services including tax-aware monitoring and a Divorce Advisory practice.

Adam Drake is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Highland Investment Advisors LLC since 2009. The firm provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, estates, and non-profit organizations. Highland Investment Advisors employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios informed by academic research and incorporating strategies such as direct indexing and option-based hedging.

Jonathan Bottaro is a CFP® professional at B&C Financial Advisors with four years of industry experience. He has held roles at SoFi Wealth LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Bottaro is based in Ponte Vedra Beach, FL, and holds Series 63 and Series 65 licenses. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in assets across a six-advisor team. The firm serves individuals, high-net-worth clients, and entities such as trusts and estates, employing a diversified investment approach grounded in modern portfolio theory and disciplined asset allocation.

Ryan Grady is a financial advisor at Paradigm Wealth Advisory LLC with five years of industry experience. He holds a Series 65 designation and has worked at Paradigm Wealth Advisory since 2019. Prior to that, he was involved with CrossFit KLEW for five years. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and, when appropriate, individual equities, bonds, and options.

William Tomes Jr. is a CFP® professional with 30 years of industry experience, currently serving at Total Wealth Planning and Management, Inc. in Ponte Vedra, FL. He worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2012 to 2016 before joining Total Wealth Planning and Management, where he has been since 2012. Total Wealth Planning and Management provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs long-term trading strategies based on fundamental, technical, charting, and cyclical analysis, offering discretionary asset management alongside one-time and educational consulting services.

Jeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group in Fleming Island, FL, holding a Series 65 designation with five years at the firm and twelve years of industry experience including time as a student. 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 uses proprietary and sourced model portfolios incorporating a range of asset types and specialized handling for legacy holdings, and it offers both comprehensive and streamlined planning services.

Jesse Dusablon is a financial advisor at MBM Wealth Consultants, LLC with 12 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MBM Wealth Consultants in 2026, he worked at TIAA-CREF and TIAA from 2017 to 2026 and Axa Advisors, LLC from 2014 to 2017. MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client assets through tailored model portfolios using a combination of individual securities, ETFs, options, and occasional use of mutual funds and independent managers.

Anastasiya Kolodiy is a financial advisor at Highland Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Clark Capital Management, Pershing LLC, Archer IMS, and Comcast. Highland Investment Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

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.

Monty Mccurley is a financial advisor with Camarda Wealth Advisory Group, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Quartz Partners, Foundations Investment Advisors, and Secure Insurance Group. He is also the owner of High Point Financial Group, where he offers annuities and various insurance products. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, and business entities. The firm employs model portfolios and specialized programs such as “Legacy Stock Watch,” and incorporates advanced tools including AI to support its services.

Scot Regner is a financial advisor at Blue Horizon Equity, Inc. with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Equitable Advisors and American Portfolios Advisors, Inc. In addition to his advisory role, he is involved in insurance and annuity sales through a separate business activity. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm provides wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager platforms, operating as a multi-advisor team across several offices.

Beverly Whitman is a CFP® and CPA with 11 years of industry experience. She has been with Highland Investment Advisors LLC since 2020 and previously worked at HD Vest in various capacities from 2014 to 2020. In addition to her advisory role, she operates a sole proprietorship focused on income tax preparation and planning. Highland Investment Advisors provides investment management and financial planning services to individuals, trusts, estates, and non-profits, using a model portfolio approach based on academic research and Modern Portfolio Theory. The firm emphasizes growth, risk reduction, and inflation protection, and offers unique features such as access to Dimensional Fund Advisors funds, direct indexing, and a subscription-based financial planning option.

Tricia Liller is a financial advisor at Blue Horizon Equity, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, among other firms. 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 institutions. The firm offers wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money managers, delivering both discretionary and non-discretionary management through a multi-advisor team structure.

Forrest Knopps is a financial advisor at Camarda Wealth Advisory Group with two years of industry experience. He previously worked at Fisher Investments for five years and has held other roles in the financial sector. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and offers specialized programs such as a “Legacy Stock Watch” along with the use of AI tools to support research and administration.

Robert Strange is a Series 65-credentialed advisor with one year of experience, currently with Camarda Wealth Advisory Group. He previously worked at Government Personnel Mutual and Kemper Insurance Company. 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 a variety of model portfolios and investment strategies, incorporates AI tools for research and administration, and offers multiple service tiers including a streamlined planning option.

Mclain Johnson is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Ullmann Wealth Partners and has previously worked at Ameriprise and MD Capital, LLC. Outside of advising, his background includes roles at Healogics, Inc. and Florida State University. Ullmann Wealth Partners Group serves individuals, families, and institutional clients, offering wealth management, financial planning, and portfolio management services. The firm employs a six-step 360 Financial Discipline process and uses Modern Portfolio Theory to build portfolios primarily composed of mutual funds and ETFs, while also providing tax-aware monitoring and specialized divorce advisory services.

Janice Cobb is a financial advisor at Blue Horizon Equity, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, LLC, and American Portfolios Financial Services Inc. Cobb serves as a board member of The Donna Foundation, a 501(c)(3) organization supporting those affected by breast cancer. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm utilizes a multi-advisor team approach and provides access to wrap-fee Unified Managed Accounts and third-party money manager programs.