Tracey Devine is a financial advisor at Saratoga Research & Investment Management with nine years of industry experience. She holds a Series 65 designation and previously worked at SunTrust Advisory Services and SunTrust Bank. Saratoga Research & Investment Management offers discretionary portfolio management to individuals, including high-net-worth clients, and a variety of institutional clients. The firm employs a long-only, concentrated large-cap equity strategy using quantitative and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients.

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.

Mark Whitman is a CFP® professional at Highland Investment Advisors LLC with one year of industry experience. He has previously worked at Sony Electronics for 15 years and concurrently operates Beverly Whitman CPA, where he serves as an enrolled agent. Highland Investment Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, and non-profit organizations. The firm employs a “GRIP” investment framework focused on growth, risk reduction, and inflation protection, utilizing model portfolios based on academic research and Modern Portfolio Theory.

Will Haga is a CFA® charterholder currently with Ullmann Wealth Partners in Jacksonville Beach, FL. He has one year of experience at Ullmann Wealth Partners and previously worked for Ally Financial from 2017 to 2026. Prior to his finance career, he served five years in the United States Army. Ullmann Wealth Partners serves individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm employs a six-step 360 Financial Discipline process and utilizes Modern Portfolio Theory to construct portfolios primarily of mutual funds and ETFs, while coordinating with clients’ other advisors and offering specialized services such as divorce advisory.

Jeffrey Hartman is a financial advisor at Blue Horizon Equity, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Advisors, Inc. and OSAIC. Hartman is also president of Sawgrass Wealth Management Group, where he is involved in fixed insurance sales and office space subleasing. 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 operates as a multi-advisor team and provides wrap-fee Unified Managed Accounts, Advisor-as-Portfolio-Manager programs, and third-party money manager solutions.

Reid Winder is a financial advisor with Total Wealth Planning and Management, Inc. in Palmetto, FL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Longboat Key Financial Group, LLC for 15 years before joining his current firm in 2021. Outside of his advisory role, he is the Managing Member of RTW Investments, LLC, which provides life insurance, long-term care insurance, and indexed annuity services. Total Wealth Planning and Management, Inc. offers investment management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and provides services through both traditional and electronic platforms.

Stuart Impey is a financial advisor with Blue Horizon Equity, Inc. and holds the Series 66 designation. He has 23 years of industry experience with prior roles at Merrill Lynch, American Portfolios Advisors, and ITP Partners, where he also engages in sales activities. Impey is a managing partner at Clear Capital Management. 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 operates a multi-advisor team model and provides access to wrap-fee unified managed accounts, third-party money manager programs, and customized plan consulting services.

Sean Guldi is a CFP® with 16 years of industry experience and has been with Butensky & Cohen Financial Security Inc. since 2013. He is based in Ponte Vedra Beach, FL and holds the Series 66 designation. Outside of his advisory role, he is involved with 110 Professional, LLC, where he manages building operations and accounting functions. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm serves individuals, high-net-worth clients, and entities, providing discretionary portfolio management and comprehensive financial planning using diversified asset-allocation models grounded in modern portfolio theory.

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.

John Burke Jr. is a financial advisor at Total Wealth Planning and Management, Inc. in Ponte Vedra, FL, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 16 years at Starboard Asset Management, Inc. before joining Total Wealth Planning and Management in 2020. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple methods of analysis and offers both traditional and electronic advisory platforms.

Brian Wright is a financial advisor with Blue Horizon Equity, Inc. holding a Series 66 designation and 24 years of industry experience. He has worked with multiple firms including Cetera Wealth Services and Nassau Wealth Partners. Wright also serves as president of Nassau Wealth Management, a financial services and insurance firm unrelated to securities. 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 and institutions. The firm offers both discretionary and non-discretionary management through sponsored wrap-fee Unified Managed Accounts and third-party money manager programs, operating as a multi-advisor team across multiple offices.

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.

Daniel Abel is a financial advisor at Blue Horizon Equity, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and American Portfolios Financial Services. Outside of his advisory work, he serves as a charter sailboat captain for St. Augustine Sailing Enterprises, Inc. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million. The firm provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions, using a multi-advisor team approach and offering both discretionary and non-discretionary management through various programs including wrap-fee Unified Managed Accounts.

Kellie Kelleher is a financial advisor at B&C Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining B&C Financial Advisors, she worked at Fairlane Consulting and held roles with the Jewish Federation & Foundation of NEFL and the American Cancer Society. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets through a six-advisor team. The firm serves individuals, high-net-worth clients, and entities such as trusts and estates, providing discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

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.

Adam Oerther is a CFP® and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with B&C Financial Advisors in Ponte Vedra Beach, FL, where he has worked since 2016. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in client assets with a six-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and entities, using diversified asset allocation models based on modern portfolio theory.

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.

Mary Mcalpine is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Calton & Associates since 2019 and previously spent over a decade at H.D. Vest Advisory Services. Outside of her advisory role, she owns an accounting and tax service firm and acts as an agent assisting clients with life, annuities, health, and Medicare insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and access to third-party money managers. The firm offers multiple program structures and investment approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.