Allan Cohen is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He has been associated with Butensky & Cohen Financial Security, Inc. and Butensky & Cohen, Inc. since 1995. In addition to his advisory role, he is involved in property management through a real estate investment management company. 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, offering discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

Brian James is a financial advisor at Ullmann Wealth Partners with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ullmann Wealth Partners and Sagepoint Financial, Inc. James serves as Director of Investments on the Baptist Health Systems Investment Committee, reviewing investment options for the hospital system. Ullmann Wealth Partners Group is a registered investment adviser serving individuals, families, and institutional clients with wealth management, financial planning, portfolio management, and specialized services such as divorce advisory. The firm employs a six-step 360 Financial Discipline process and uses Modern Portfolio Theory to construct portfolios primarily composed of mutual funds and ETFs, while coordinating with clients' other advisors and providing tax-aware monitoring.

Jeffrey Bernardo is a CFA® charterholder with 20 years of industry experience. He has been with Augustine Asset Management, Inc. since 2005. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients, including corporations, retirement plans, charitable nonprofits, and government entities. The firm employs a research-oriented investment process combining top-down macro views with bottom-up fundamental analysis to manage active global equity and fixed-income strategies.

Thomas Ellis is a financial advisor with B&C Financial Advisors in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Butensky & Cohen Financial Security, Inc. since 2009. Outside of his advisory role, Ellis is co-owner of Howler Monkey Sauce, LLC, a business involved in hot sauce sales and management. B&C Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and entities such as trusts and estates. The firm manages approximately $546 million in client assets through a six-advisor team, offering discretionary portfolio management and comprehensive financial planning based on modern portfolio theory and diversified asset-allocation models.

Jay Rolfe is a Series 65-credentialed advisor at Fortress Wealth Planning with eight years of industry experience. He previously worked at HighTower Advisors, LLC and Wells Fargo Bank. Rolfe is based in Ponte Vedra Beach, FL, and has been with Fortress Wealth Planning since 2021. 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 and offers a wrap-fee program, trustee and personal-representative services, and specialized technology for managing held-away accounts.

Dawn Nicoles is a CFP® and holds a Series 66 license, with 24 years of experience in the financial services industry. She is currently with Sanchez Wealth Management Group, LLC, joining in 2024 after previous roles at Ameriprise Financial Services and LPL Financial. Dawn also operates a personal business entity for tax and investment purposes. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and charitable organizations. The firm utilizes a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and strategic investment approaches, relying on both internal model portfolios and third-party research to guide decisions.

Patrick Kilbane is a financial advisor with Ullmann Wealth Partners in Jacksonville Beach, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Ullmann Wealth Partners since 2014, including time at both Ullmann Wealth Partners and Ullmann Wealth Partners Group. Kilbane serves on the 4th Judicial Circuit Nominating Commission appointed by the governor and is a board member of JAXPORT, the Jacksonville Board Authority. Ullmann Wealth Partners Group is a registered investment adviser serving 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 Modern Portfolio Theory to construct diversified portfolios, offers tax-aware monitoring, and maintains a Divorce Advisory practice with specialized staff and legal support.

Kim Mortensen is a financial advisor at Total Wealth Planning and Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Total Wealth Planning and Management since 2013 and Raymond James Financial Services from 2012 to 2016. Outside of financial advising, he is a simulation pilot contractor for the FAA through Engineering and Information Technologies, Inc. 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 analysis methods and delivers advice through both traditional and electronic platforms.

Thomas Langer is a financial advisor with Uhlmann Investment Management, L.L.C. in Jacksonville, FL. He holds a Series 66 credential and has 13 years of industry experience. Prior to joining Uhlmann, Langer worked at Raymond James Financial Services Advisors, Inc. and LPL Financial LLC. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management to individual clients, institutions, and trusts. The firm’s investment approach is based on fundamental analysis and long-term asset allocation, incorporating a mix of stocks, bonds, ETFs, mutual funds, and alternatives tailored to client objectives and risk tolerance.

Kaitlyn Weatherly is a CFP® professional with 12 years of industry experience. She is currently with Atlantic Edge Private Wealth Management and has previously worked at BDO Wealth Advisors, LLC 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 employs a blended tactical and strategic asset allocation approach and offers a consolidated portfolio overview service that aggregates client assets across custodians and account types.

Anna Wunderlich is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Camarda Wealth Advisory Group, where she has been since 2024, and previously worked at Merrill and Bank of America. Prior to her financial services career, she was involved with Study Edge and the University of Florida. 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 and offers specialized services such as options overlays and a “Legacy Stock Watch” program, along with operational features including AI-supported research and a range of planning service tiers.

Donald Davey is a financial advisor at Disciplined Equity Management, Inc. in Neptune Beach, FL, holding a Series 65 credential with 22 years of industry experience. He has been with Disciplined Equity Management since 2004. Outside of his advisory role, he owns several companies operating Firehouse Subs franchises in Florida and Wisconsin, where he focuses on high-level business decisions without day-to-day management responsibilities. Disciplined Equity Management provides discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, small business owners, pension plans, and charitable entities. The firm employs a strategy combining fundamental analysis and modern portfolio theory within a low-cost, low-turnover, diversified asset allocation framework, offering portfolios managed on a discretionary basis and tailored to client-specific Investment Policy Statements.

Michael Skowfoe is a financial advisor at Fortress Wealth Planning with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HighTower Securities, HighTower Advisors, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wachovia Bank. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, combining active and passive managers with tailored asset allocation and periodic rebalancing, and it offers wrap-fee programs and trustee services.

Tyler Corn is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Headland Capital. He has previously worked at LPL Financial and Maryland Financial Group and has operated as an independent insurance agent for over a decade. Corn is active in nonprofit and public pension board roles, including serving as board chair for Hope Haven and as a board member of the City of St. Augustine General Employees Retirement Board. Headland Capital is a registered investment adviser team of ten advisors serving individuals, family offices, trusts, and a variety of entities. The firm offers personalized financial planning and portfolio management with a client-driven investment process focused on fundamental analysis and long-term orientation.

Jacqueline Bos is a financial advisor with B&C Financial Advisors in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been associated with Butensky & Cohen Financial Security, Inc. since 1995. Outside of her advisory role, she is involved with 110 Professional, LLC, where she manages building operations and accounting tasks. 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 offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and entities, utilizing a diversified investment approach based on modern portfolio theory and both fundamental and technical analysis.

Heather Gardner is a financial advisor at Beam Wealth Advisors, Inc. in Jacksonville, FL, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience, including roles at Bank of America and Merrill prior to joining Beam Wealth Advisors. Gardner also maintains a licensed fixed insurance agent status and manages a short-term rental property in Auburn, AL. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting, with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

Nick Edwards is a CFP®-designated financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 25 years of industry experience. He has been with IMG Wealth Management since 2017 and also serves as President and insurance agent at Allen Edwards & Associates, Inc., where he has been involved in insurance products and sales since 2003. IMG Wealth Management is a fee-based advisory firm serving individual and high-net-worth clients through a seven-advisor team. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, using a tailored investment approach based on fundamental, technical, and macroeconomic analysis.

Don Williams is a financial advisor at TrustWell Financial Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with D. Gary Williams & Co. since 1985. Outside of financial advising, he serves as Vice President of Imperial Distributors of Florida, Inc., a storage facility management company. TrustWell Financial Advisors primarily serves individuals, couples, families, and small business clients, offering written financial planning and ongoing asset management. The firm emphasizes diversified, customized portfolios and operates as a fee-only fiduciary using custodial trading through Charles Schwab.

Brenda Barrett is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior work includes roles at Osaic Wealth, Inc. and Jhfn Sii. She also maintains involvement as an insurance broker through DELLA PORTA AGENCY, LLC. 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 on a non-discretionary basis using model asset-allocation portfolios and serves approximately 309 clients.

Sunil Misra is a financial advisor at DMK Advisor Group, Inc. with 14 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses. Prior to joining DMK Advisor Group in 2020, he worked at Stephen A. Kohn & Associates, Ltd., New Century Financial Group, LLC, and Royal Alliance Associates. Outside of advising, Misra serves as a board member of the Rotary Club of Orange Park Sunset and is involved in IT consulting through his managing partner role at Sunil Misra LLC. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, with optional financial planning. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs guided by technical and fundamental analysis, and all client accounts are managed as wrap accounts through its dual registered broker-dealer and investment adviser structure.