Ethan Caldarelli is a financial advisor at Atlantic Edge Private Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC. Atlantic Edge Private Wealth Management is an SEC-registered advisory firm that serves individuals, family offices, charitable organizations, and privately held businesses. The firm provides discretionary portfolio management, financial planning, and consulting services, utilizing a blend of tactical and strategic asset allocation with disciplined rebalancing.

Niklas Brusen is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. He holds the Series 65 designation and has one year of industry experience. Prior to entering the financial field, he worked at Subway for four years. 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 including a “Legacy Stock Watch” program and options overlays, along with AI-supported research and administrative functions.

Christopher Cox is a CFP® certificant with 11 years of experience in financial advising. He is currently affiliated with Jacksonville Wealth Management, where he has worked since 2021, and previously served at Private Advisor Group. Cox also holds the Series 66 designation. Jacksonville Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning. The firm employs tailored investment plans and model allocations, often managing accounts on a discretionary basis, and utilizes custodial and technology services through LPL Financial to support a high client-to-advisor ratio.

Craig Meldahl is a financial advisor at Total Wealth Planning and Management, Inc. in Ponte Vedra, FL, with 51 years of industry experience. He holds the Series 63 designation and previously worked at Longboat Key Financial Group, LLC for 16 years. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advice delivery platforms.

Caitlin Frederick is a CFP® and CFA® with six years of experience in financial services. She currently works at Ullmann Wealth Partners Group, where she has been since 2020. Prior to that, she held positions at Business Valuations Inc. and PwC. 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, while offering specialized services including tax-aware monitoring and a Divorce Advisory practice.

Jonathan Bottaro is a CFP® professional at B&C Financial Advisors with four years of industry experience. He has held roles at SoFi Wealth LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Bottaro is based in Ponte Vedra Beach, FL, and holds Series 63 and Series 65 licenses. B&C Financial Advisors is a fee-only registered investment adviser managing approximately $546 million in assets across a six-advisor team. The firm serves individuals, high-net-worth clients, and entities such as trusts and estates, employing a diversified investment approach grounded in modern portfolio theory and disciplined asset allocation.

Austin Franks is a financial advisor at Financial Independence Advisors, LLC with a Series 65 designation and less than one year of industry experience. He also works as a Tax Associate at Financial Solution Advisors, LLC, a tax and accounting firm, where he assists with corporate and individual income tax return preparation. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, 401(k) investment supervisory services, and financial planning. The firm’s value-driven investment approach emphasizes fundamental analysis, long-term horizons, and diversification, and it operates in affiliation with a public accounting firm.

Ryan Grady is a financial advisor at Paradigm Wealth Advisory LLC with five years of industry experience. He holds a Series 65 designation and has worked at Paradigm Wealth Advisory since 2019. Prior to that, he was involved with CrossFit KLEW for five years. Paradigm Wealth Advisory LLC provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, fundamental investment approach using institutional mutual funds, ETFs, and, when appropriate, individual equities, bonds, and options.

William Tomes Jr. is a CFP® professional with 30 years of industry experience, currently serving at Total Wealth Planning and Management, Inc. in Ponte Vedra, FL. He worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2012 to 2016 before joining Total Wealth Planning and Management, where he has been since 2012. Total Wealth Planning and Management provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs long-term trading strategies based on fundamental, technical, charting, and cyclical analysis, offering discretionary asset management alongside one-time and educational consulting services.

Margaret Emmet is a financial advisor at Headland Capital with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Barnett Wealth Advisors and LPL Financial. Emmet serves on the executive board of the Jacksonville History Center. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, high-net-worth clients, and various entities such as family offices and private foundations. The firm employs a client-driven investment process focused on fundamental analysis and a long-term orientation, managing approximately $559 million across diverse asset classes.

Jeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group in Fleming Island, FL, holding a Series 65 designation with five years at the firm and twelve years of industry experience including time as a student. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios incorporating a range of asset types and specialized handling for legacy holdings, and it offers both comprehensive and streamlined planning services.

Michael Della Porta is a financial advisor with Allegiance Financial Advisors, Inc. in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Osaic Wealth, Inc., Signator Investors, Inc., and John Hancock. He is also an insurance broker for Della Porta Agency, LLC, and DP Brokerage. Allegiance Financial Advisors, Inc. serves individual and corporate clients with model portfolio management, financial planning, and consulting. The firm manages client accounts on a non‑discretionary basis, focusing on asset allocation through mutual funds and ETFs, and operates as a seven-advisor team overseeing approximately $181.9 million in assets.

Christen Sanchez is a financial advisor at Sanchez Wealth Management Group, LLC in Jacksonville, FL, holding CFP®, Series 63, and Series 65 credentials with 29 years of industry experience. Christen has worked previously with LPL Financial from 2000 to 2026 and has been with Sanchez Wealth Management Group since 2010. Sanchez Wealth Management Group provides discretionary portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a Proactive Holistic Wealth Management Process that incorporates macroeconomic analysis and employs customized portfolios with model allocations, third‑party managers, and a variety of investment vehicles.

Eileen Ybanez is a financial advisor at Coyle Capital, LLC with 17 years of industry experience. She holds Series 66, Series 65, and Series 63 credentials. Her prior experience includes roles at Retirement Wealth Advisors, Inc. and Valic Financial Advisors. Ybanez is also the director of customer service at Wolf Retirement Navigation, an investment advisory and insurance firm. Coyle Capital, LLC offers discretionary portfolio management and family office services to individuals, high-net-worth clients, and family office groups. The firm utilizes a variety of analytical methods and incorporates higher-complexity strategies, including options trading and short sales, managing all assets internally while overseeing approximately $925 million in discretionary assets.

Chad Bunnell is an investment advisor representative at IMG Wealth Management, Inc. in Jacksonville, FL, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities, Inc. and Madison Avenue Securities. Outside of his advisory role, he assists with decision-making and logistics for the St. Johns Stingrays swim team. 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, ongoing financial planning, consulting, and public seminars, with a tailored investment process based on fundamental, technical, and macroeconomic analysis.

Damian Ferguson is a financial advisor at Uhlmann Investment Management, L.L.C. in Jacksonville, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Uhlmann, he worked at Fidelity Investments for three years and held roles at Florida State College at Jacksonville and JAX Federal Credit Union. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, emphasizing fundamental analysis and long-term asset allocation across a variety of asset classes. The firm offers a range of managed-account solutions and incorporates client-specific restrictions and third-party managers in its investment approach.

Dalton Mc Ilrath is a CFP® professional with two years of industry experience, currently serving as an advisor at Fortress Wealth Planning. He previously worked at McIlrath & Eck from 2020 to 2024 and has experience with other firms including Ward Rugh, Inc. Dalton is based in Jacksonville Beach, FL. Fortress Wealth Planning is a team-based SEC-registered firm that provides financial life management, investment management, project-based planning, and retirement-plan consulting for individuals, charitable organizations, and corporate plan sponsors. The firm employs a Modern Portfolio Theory approach with a combination of active and passive managers and manages approximately $784 million in discretionary assets.

Monty Mccurley is a financial advisor with Camarda Wealth Advisory Group, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Quartz Partners, Foundations Investment Advisors, and Secure Insurance Group. He is also the owner of High Point Financial Group, where he offers annuities and various insurance products. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, and business entities. The firm employs model portfolios and specialized programs such as “Legacy Stock Watch,” and incorporates advanced tools including AI to support its services.

Scot Regner is a financial advisor at Blue Horizon Equity, Inc. with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Equitable Advisors and American Portfolios Advisors, Inc. In addition to his advisory role, he is involved in insurance and annuity sales through a separate business activity. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million and offers portfolio management, financial planning, and retirement plan advisory services to individuals, tax-qualified retirement plans, and institutions. The firm provides wrap-fee Unified Managed Accounts, an Advisor-as-Portfolio-Manager program, and access to third-party money manager platforms, operating as a multi-advisor team across several offices.

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.