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.

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.

Cody Emerson is a CFP® and Series 66-registered advisor with four years of industry experience. He is currently with Peak Financial Planning, where he has been since 2026. His prior experience includes roles at BrightPlan LLC, MDRN Capital, Ameriprise, AE Wealth Management, and Fidelity, as well as service in the United States Marine Corps. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning. The firm’s investment approach incorporates Modern Portfolio Theory with tactical asset allocation, utilizing diverse strategies and instruments to tailor portfolios, while offering ongoing planning through a fixed-fee subscription model and emphasizing client education.

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.

Glenn Ullmann is a financial advisor at Ullmann Wealth Partners with 33 years of industry experience. He has held roles at Sagepoint Financial, Inc. and multiple entities under Ullmann Wealth Partners since 2002. Outside of his advisory work, he is the president of a small homeowners association and serves as board president for Beth El The Beaches Synagogue, a nonprofit organization focused on community development. 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 primarily composed of mutual funds and ETFs.

Reagan Wright is a financial advisor with Blue Horizon Equity, Inc. in Ponte Vedra, FL, holding a Series 66 license and having seven years of industry experience. He has worked at several firms including Cetera Wealth Services, Nassau Wealth Partners, and American Portfolios Financial Services. Outside of advising, he is involved in fixed insurance sales through Nassau Wealth Partners and ITP Partners. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million and provides 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 manager programs, delivering both discretionary and non-discretionary management with customized financial plans and ERISA-focused consulting services.

Jessica Adams is a financial advisor at B&C Financial Advisors with a Series 65 designation and nine years of industry experience. She has been with B&C Financial Advisors since 2016, contributing to the firm’s team of nine advisors based in Ponte Vedra Beach, FL. B&C Financial Advisors is a fee-only registered investment adviser serving individual clients, including high-net-worth households, trusts, and estates. The firm offers portfolio management and financial planning services using a disciplined asset-allocation approach grounded in modern portfolio theory, with discretionary investment management guided by tailored Investment Policy Statements.

Tristen Gadberry is a financial advisor at AdaptFirst Investments LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial Services, Trilogy Financial Services, Trilogy Capital Inc, and OB Sports Management. Outside of advisory work, Gadberry is a licensed real estate agent and a life insurance agent. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO work. The firm employs a value-oriented investment approach using both technical and fundamental analysis, and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Michael Steele is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, holding a Series 65 license with nine years of industry experience. His previous roles include positions at Sergeant Capital Strategies, LLC, Gerson Lehman Group Inc., and Virtue Capital Management, LLC. Outside of his advisory work, he is an Independent Associate with LegalShield, providing prepaid legal services and identity theft protection. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized approach using fundamental, technical, and macroeconomic analysis, and operates with a mid-sized team structure that includes CFP and CFA professionals alongside licensed insurance and broker-dealer activities.

Daniel Ciez is a financial advisor at Jacksonville Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial and Private Advisor Group, LLC prior to joining Jacksonville Wealth Management. Jacksonville Wealth Management is an SEC-registered advisory firm that provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses tailored investment plans and model allocations, often managing accounts on a discretionary basis with a focus on long-term trading and periodic rebalancing.

Sheldon Scott Halcrow is a financial advisor at Caleo Capital N.A. LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nedbank Private Wealth for 18 years. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and other investment vehicles, incorporating ESG factors, tax considerations, and insurance and asset-protection planning into its services.