Joshua Ali is a certified CFP® and CFA® with nine years of experience in financial advising. He has worked at Fortress Wealth Planning since 2021 and previously held roles at Hightower Advisors LLC and Wells Fargo & Company. Joshua is based in Jacksonville Beach, FL, and is part of a six-advisor team. Fortress Wealth Planning is a six-advisor firm that provides comprehensive financial life management, investment management, project-based planning, and retirement-plan consulting for individuals, charitable organizations, and corporate plan sponsors. The firm applies Modern Portfolio Theory with a focus on long-term strategic asset allocation, combining active and passive managers while offering ongoing portfolio supervision and financial plan updates.

Donald Drummond is a financial advisor at Financial Independence Advisors, LLC with three years of industry experience. He holds the PFS™ designation and has worked at Donald L Drummond CPA Firm, PL since 2013 and at GunnChamberlain, PL since 2012. Financial Independence Advisors, LLC serves individual and high-net-worth clients as well as institutional clients including trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a value-driven investment approach grounded in fundamental analysis, emphasizing long-term horizons and diversification, and collaborates with CPS Investment Advisors to implement and supervise portfolios.

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.

Eileen Ortega is a financial advisor with Fortress Wealth Planning in Ponte Vedra Beach, FL, holding a Series 65 designation and eight years of industry experience. She previously worked at HighTower Advisors, LLC and Wells Fargo. Ortega occasionally provides trustee and personal representative services for clients. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm employs a Modern Portfolio Theory-based investment approach that includes tailored asset allocation, periodic rebalancing, and a mix of active and passive managers, and it offers a wrap-fee program alongside its non-wrap accounts.

Erik Brooks is a financial advisor at Allegiance Financial Advisors, Inc. with 39 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for over three decades. Brooks serves on the Board of Directors at Williston Central Christian Academy and is a member of the Leadership Council at the Church of God in Williston, FL. Allegiance Financial Advisors, Inc. offers model portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm manages client accounts on a non-discretionary basis, focusing on asset allocation and mutual fund/ETF analysis with a long-term approach.

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.

Joseph Maltese is a CFP® with 30 years of industry experience, currently serving as an advisor at Allegiance Financial Advisors, Inc. since 2007. His prior experience includes roles at Signator Investors, Inc. and ownership of Joseph J. Maltese Financial Services, LLC. Outside of financial advising, he is the Commander of the Sons of the American Legion, a veterans nonprofit, where he organizes educational programs and veteran support events. 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, contacting clients quarterly for suitability reviews while allowing client control over securities and transactions.

Nicholas Coutros is an investment advisor representative at IMG Wealth Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Madison Avenue Securities, Charles Schwab & Co., Inc., and the UCF Athletics Association. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services, utilizing a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and offers educational workshops as part of its client services.

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.

Adam Wolf is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Coyle Capital, LLC since 2021 and previously worked at Retirement Wealth Advisors, Inc. He is also the owner of Wolf Retirement Navigation LLC and Wolf Tax LLC, and teaches retirement-related financial education through the Jacksonville Retirement Academy. Coyle Capital is a six-advisor team managing approximately $800 million in client assets, offering discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm uses a combination of fundamental, technical, and quantitative analysis with both long- and short-term trading strategies, including options and margin transactions, and provides a comprehensive family office service suite including estate planning, trustee oversight, and integrated tax planning.

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.

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.

John Giehrl is a financial advisor at Financial Independence Advisors, LLC with six years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Gunn Chamberlain since 2020 and Smoak Davis & Nixon from 2013 to 2020. In addition to his advisory work, he serves as Treasurer for the Woodlands Creek Homeowners Association in Ponte Vedra Beach, FL. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management, 401(k) supervisory services, and financial planning. The firm employs a value-driven investment approach focused on fundamental analysis, long-term horizons, and diversification, and offers educational seminars on investing fundamentals.

Oisin Thompson is a financial advisor with Fortress Wealth Planning and holds a Series 65 credential. He has one year of industry experience, including prior work at McIlrath & Eck. Fortress Wealth Planning is an SEC-registered firm that serves individuals, charitable organizations, and corporate plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm utilizes a Modern Portfolio Theory-based investment approach, combining active and passive managers with ongoing portfolio supervision and periodic plan updates.

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.

Isaac Brohinsky is a financial advisor at Financial Independence Advisors, LLC with nine years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory work, he owns and operates Isaac J. Brohinsky, PLLC, an accounting services firm. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and 401(k) investment supervisory services. The firm employs a value-driven investment approach focused on fundamental analysis and long-term diversification, supported by an operational affiliation with a public accounting firm and the offering of public educational seminars.

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.

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.