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.

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.

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.

Robert Lee is a financial advisor at Asset Allocation Strategies, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Orchard Kingdom and Florida Financial Advisors. Lee is also involved with ValuTeachers Inc. as an independent insurance agent, focusing on marketing fixed and indexed annuity products to public school employees. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors as well as plan sponsors and trustees. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.

J. Rust Jr. is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has served in various roles including at Avantax Advisory Services and Richard Rust CPA, P.A. Rust also owns a CPA firm that provides tax preparation, accounting, and management consulting services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 177 advisors and uses the Hilltop/Hilltop-cleared Envestnet platform to provide a range of advisory programs and third-party money manager options.

Daniel Howell is a CFP® with 12 years of experience in the financial industry, currently serving at CWA Asset Management Group since 2022. He previously worked at Camarda Wealth Advisory Group and Fidelity, and he has been involved in residential real estate sales and management through Florida Homes Realty & Mortgage since 2016. Howell also manages residential real estate rentals for family-held properties. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs in-house research, proprietary models, and a combination of active and quantitative strategies, offering globally diversified portfolios tailored to client objectives.

John Durant is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with American Independent Securities Group, LLC and previously worked at L.M. Kohn & Company and Ameriprise Financial Services, Inc. In addition to his advisory role, Durant is a licensed insurance agent offering life, health, long-term care, and variable annuity insurance products. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

Luke Hinkle is a financial advisor at Navy Federal Investment Services, LLC with the CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, including five years at Merrill and military service in the United States Navy and Navy Reserve. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers a range of layered investment solutions and automated ETF portfolios.

James Vandenheuvel II is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm operates a national network of advisors using multiple investment programs and offers both advisory and private market investment management solutions.

Derrick Yohe is a financial advisor with Larson Financial Group, LLC in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer since 2012. Yohe is also the owner of Hippocratic Financial, LLC, which offers financial advisory services through Larson Financial Group. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs, utilizing strategic and tactical investment approaches, and supports its advisory process with AI-assisted research tools alongside human review.

Jesse Bradley is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, progressing through various roles including Investment Management Consultant II, Investment Management Consultant I, Fixed Income Specialist, and Financial Representative positions focused on private clients and high net worth individuals. His professional experience encompasses investment management and fixed income specialization, providing him with a broad understanding of financial planning and asset management. Jesse holds insurance licenses in Arkansas and California, supporting his ability to advise clients in these areas. Jesse emphasizes forming strong relationships with clients and their families, working to understand their unique financial goals and to build customized financial plans. He prioritizes trust, reliability, and competency in his client partnerships.

Virginia Schlosser is a financial advisor with Royal Fund Management, LLC in Jacksonville, FL, holding a Series 65 credential and three years of industry experience. She is also involved with Schlosser Insurance Services LLC as an independent licensed insurance agent focusing on life, health, and annuities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and offers both discretionary and held-away account management while operating at enterprise scale with 83 advisors and approximately $1.55 billion in assets under management.

Lauren Matheu is a financial advisor at 49 Financial with two years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and PKS Investments. She also has experience working at the University of Florida. In addition to her advisory work, she provides fixed insurance services as a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm emphasizes a disciplined, long-term, diversified asset allocation approach using proprietary and platform model portfolios, and operates as a multi-team adviser with approximately $1.4 billion in assets under management.

Bhagwati Sangani is a financial advisor at Gryphon Wealth with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026 before joining Gryphon Wealth in 2026. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing for shorter-term trades based on client objectives and security fundamentals.