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.

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.

Corey Oliver is a financial advisor at Camarda Wealth Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Nassau County Schools prior to joining his current firm. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and incorporates strategies such as options overlays and a “Legacy Stock Watch” program, supporting a range of client needs with both full-service and streamlined planning options.

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.

Matthew Cochran is a CFA® charterholder with 18 years of industry experience. He is currently with Atlantic Edge Private Wealth Management, where he has worked since 2023, and previously held roles at BDO Wealth Advisors and LBA Wealth Management. Atlantic Edge Private Wealth Management serves individuals, family offices, charitable organizations, and privately held businesses with discretionary portfolio management, financial planning, and consulting services. The firm combines tactical and strategic asset allocation with disciplined rebalancing and offers a consolidated portfolio overview covering assets across custodians and account types.

Nicholas Appelo is a financial advisor at Capco Asset Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at HighSage Ventures, Evercore Group LLC, and The FL Institute for the Commercialization of Public Research. He is based in Jacksonville, FL. Capco Asset Management is a small team adviser that provides discretionary portfolio management to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments in public equities selected for business quality, management quality, and valuation, and offers clients performance-based and asset-based fee structures with principals co-investing alongside them.

Philip Detlefs is a financial advisor at IMG Wealth Management, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including Investment Management Group, LLC and Madison Avenue Securities, LLC. Outside of his advisory role, he serves as a trustee for a private foundation focused on outreach and is a board member of the Fellowship of Christian Athletes in St. Johns County. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and utilizes third-party sub-advisors while maintaining direct client relationships.

Kimberly Camarda is a financial advisor at Camarda Wealth Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Camarda Brothers Financial since 1999. Outside of her advisory role, she manages a real estate business focused on rental property management and bookkeeping. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and offers specialized services such as legacy stock management and options overlays.

Brett Freese is a financial advisor at Trustwell Financial Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has been with Trustwell since 2009. TrustWell primarily serves individuals, couples, and family members, as well as small businesses, trusts, and estates. The firm offers written financial planning and ongoing asset management with a fee-only fiduciary model, emphasizing diversified, customized portfolios implemented through mutual funds, ETFs, and selected individual securities.

Christopher Oshea is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at Signator Investors, Inc. and OSAIC. Allegiance Financial Advisors, Inc. is a six-advisor team providing investment supervisory services, financial planning, and consulting to individuals, corporations, and pension 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 mutual fund allocations.

Joshua Mandelkorn is a CFP® with 15 years of industry experience. He has been with Sanchez Wealth Management Group, LLC since 2013 and previously worked at LPL Financial during the same period. He also has involvement in investor relations activities related to the firm’s business. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a Proactive Holistic Wealth Management Process, using customized portfolios and a range of investment vehicles, combining internally developed models with third-party research and managers.

Nick Riscigno is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IMG Wealth Management since 2017. He is also involved with Riscigno & Associates, Inc., an independent insurance agency operating since 2006. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and public educational seminars, with an investment approach tailored to clients’ objectives, time horizon, and risk tolerance.

Alfred Dellaporta is a financial advisor at Allegiance Financial Advisors, Inc. in Jacksonville, FL, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Allegiance Financial Advisors since 2001 and Royal Alliance Associates since 2018. Outside of his advisory role, he is involved in managing health insurance and fixed insurance products through his ownership of related insurance brokerage entities. Allegiance Financial Advisors, Inc. serves individuals, corporations, and retirement plans by providing model portfolio management, financial planning, and consulting. The firm focuses on asset allocation using mutual funds and ETFs, managing accounts on a non-discretionary basis with an emphasis on long-term strategies and periodic client contact.

Ljubisa Vrcelj is a CFP® professional with Series 66 and Series 65 licenses and three years of industry experience. He has worked at Camarda Wealth Advisory Group since 2022, following roles at Bank of Montreal and IG Wealth Management. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, trusts, businesses, and plan sponsors. The firm uses proprietary and sourced model portfolios and offers specialized services such as a “Legacy Stock Watch” program, options strategy overlays, and both full-service and streamlined planning options.

Jeffrey Camarda is a CFA® charterholder with 40 years of industry experience. He is affiliated with Camarda Wealth Advisory Group and has worked at Camarda Brothers Financial since 1998. He is the founder and instructor of the Family Wealth Education Institute, an educational company that provides wealth education content to both consumers and advisors, and holds an ownership interest in TaxMaster.US, LLC, a consulting firm offering estate planning and tax services. 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 that include equities, fixed income, mutual funds, ETFs, and options, and maintains specialized programs such as a “Legacy Stock Watch” to handle unique client holdings.

Selena Edrosa is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with various affiliates of Navy Federal since 2009. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs using third-party portfolio managers.

Ronald Hodge is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he is an independent insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform to meet clients’ varied needs.