Jerry Parrish is the sole advisor at JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior experience includes 15 years at Dempsey Lord Smith, LLC, and he currently operates Parrish Insurance Agency, a licensed insurance producer affiliated with his investment firm. JLP Investments provides fee-based advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes custom portfolio management with tactical allocation, employing fundamental, technical, and cyclical analysis, and leverages third-party managers and TAMP programs, alongside retirement plan consulting and 1031 exchange assistance.

Ulrike Bittenbinder is a CFP® professional with nine years of industry experience. She has worked at Sapphire Wealth Consulting, Inc. since 2016, with a brief period at Ken Zahn / University of North Florida from 2017 to 2021, and also has experience with Paul A Moir M.D. P.A. from 2012 to 2021. Sapphire Wealth Consulting, Inc. provides investment management, financial planning, and retirement consulting services to individuals, families, high-net-worth clients, and employer-sponsored retirement plans. The firm emphasizes client-specific policy construction and strategic asset allocation, managing both discretionary and non-discretionary accounts with a range of instruments including equities, fixed income, ETFs, private equity, and private credit.

Jeffrey Mcdermott is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Create Wealth Financial Planning LLC in Saint Johns, FL. His prior experience includes roles at Wealth Mode Financial Planning and TIAA-CREF Individual & Institutional Services. Create Wealth Financial Planning LLC serves individual clients, high-net-worth individuals, and small businesses by providing tailored investment management alongside comprehensive and project-based financial planning. The firm focuses on passive portfolio construction guided by Modern Portfolio Theory, using low-cost index funds and ETFs, and offers subscription-style ongoing planning with a one-year minimum commitment.

Julie Betoni is a CFP® professional with 24 years of industry experience. She is the principal and sole advisor at Ignite Financial LLC, an independent registered investment adviser, and has previously worked at Ameriprise Financial Services and Raymond James & Associates. Betoni also serves as president and managing member of True North Group, LLC, a non-investment-related business entity. Ignite Financial LLC provides comprehensive financial planning, discretionary investment management, and pension consulting primarily to executives, business owners, and individuals with complex financial situations. The firm uses firm-developed model portfolios and a combination of technical, fundamental, and cyclical analysis within a modern portfolio framework to manage approximately $22 million in discretionary assets.

Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.

Bryan Klein is a CFP® with 22 years of industry experience, currently serving as an advisor at Klein Wealth Management, LLC since 2019. He previously worked at Fidelity Personal and Workplace Advisors for eight years. Outside of his advisory role, he is a product manager at SSC Advent, a financial technology firm, where he provides software support and consulting. Klein Wealth Management serves individual investors, pension plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and integrated financial planning. The firm employs a flexible investment approach combining low-cost indexed funds with opportunistic active allocations, utilizing asset-allocation strategies informed by modern portfolio theory, business-cycle analysis, and technical factors.

Joshua Krafchick is a financial advisor at 369 Financial LLC with 12 years of industry experience and a Series 66 designation. His prior roles include positions at Standfast Asset Management, Cambridge Investment Research Advisors, Bank of America, and Merrill. He is also an author and public speaker, dedicating a portion of his professional time to these activities. 369 Financial is an independent, state-registered investment adviser serving individuals, high-net-worth households, businesses, and institutional clients. The firm offers continuous portfolio management, wealth management, financial planning, and pension consulting services, combining institutional capabilities with retail wealth management features.

Thomas Mcdermott is a financial advisor at Fulcrum Wealth Systems, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Foundations Investment Advisors, Carroll Financial Associates, and Prosperity Capital Group. In addition to his advisory role, he operates a fixed insurance business selling life, health, annuities, and long-term care products. Fulcrum Wealth Systems, LLC is a state-registered investment adviser providing discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, business owners, and estates. The firm employs a blend of fundamental, technical, and cyclical analysis combined with Modern Portfolio Theory, tailoring strategies to client goals and risk tolerance, and utilizes options strategies separately from core portfolios.

Anthony Kurnellas is a financial advisor with OmniTrust Wealth Management, Inc. in Jacksonville, FL, holding a Series 65 designation and 21 years of industry experience. He has worked at OmniTrust Wealth Management since 2018 and previously held roles at Global Financial Private Capital, LLC and GF Investment Services, LLC. Kurnellas is also a licensed insurance agent and occasionally offers insurance products to clients. OmniTrust Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with portfolio management, third-party model-portfolio implementation, and financial planning. The firm uses a combination of analytical approaches and emphasizes long-term trading aligned with client risk tolerances, managing a large client base through a single advisor.

Brooke Stanford is a financial advisor at Stanford Wealth Planning LLC in Ponte Vedra Beach, FL, holding a Series 66 designation with seven years of industry experience. Prior to founding her independent firm in 2025, she worked at NewEdge Advisors, LLC, FORVIS Wealth Advisors LLC, Dixon Hughes Goodman Wealth Advisors LLC, and Merrill. Outside of her advisory role, she is owner and manager of BTS Brightwater LLC, a rental property business. Stanford Wealth Planning provides retirement plan consulting to employer plan sponsors as well as investment management and financial planning services for institutional and individual clients. The firm uses Modern Portfolio Theory to construct portfolios combining passive and active funds and offers ERISA fiduciary services alongside behavioral-finance programs and participant education.

Peter Laliberte is a financial advisor with Liberty Advisory Group, Inc. in Ponte Vedra Beach, FL, holding a Series 65 designation and 10 years of industry experience. He has worked at several firms including MariPau Wealth Management LLC, Foundations Investment Advisors, LLC, and Retirement Wealth Advisors. Laliberte is also licensed as an insurance agent and dedicates up to 30% of his working time to the sale of insurance products. Liberty Advisory Group, Inc. serves individual and high-net-worth clients by providing discretionary asset management, wrap-fee managed accounts, and financial planning. The firm’s investment approach is tailored to client objectives and utilizes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchases, with portfolio reviews conducted at least quarterly.

Mitchell Malone is a financial advisor at Riverwood Capital Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Riverwood Capital Advisors since 2007. Riverwood Capital Advisors provides discretionary, separately managed investment accounts primarily for high-net-worth individuals, trusts, estates, corporations, partnerships, non-profit organizations, and endowments. The firm employs fundamental analysis along with technical, cyclical, and statistical methods to create customized portfolios, offering both long-only and long/short strategies with ongoing supervision.

Ryan Becker is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Oceanus Capital Partners, LLC, where he has worked since 2021. Prior to this, he spent six years at Credit Suisse Securities (USA) LLC. Oceanus Capital Partners is an independent, single-advisor registered investment adviser that serves high- and ultra-high-net-worth individuals, charitable organizations, and select corporate clients. The firm offers discretionary portfolio management and investment planning, using a combination of fundamental, quantitative, technical, and cyclical analysis alongside long- and short-term trading and options strategies.

David Croney is the sole advisor at Advanced Financial Analysis, LLC, an independent firm based in Fleming Island, FL. He holds Series 63 and 65 licenses and has 18 years of industry experience. In addition to his advisory work, he prepares taxes under the name Tax Taxi and operates as an independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and investment management primarily to individual clients through a consultative, non-discretionary approach. The firm integrates written investment policies with fundamental, technical, and cyclical analysis, and occasionally offers insurance products as part of its services.

Brandon Arthurs is a financial advisor with Arthurs Wealth Management in Ponte Vedra Beach, FL, holding a Series 66 designation and 18 years of industry experience. Prior to founding his independent firm in 2019, he worked at Merrill Lynch and Bank of America, each for about a decade. Arthurs Wealth Management serves individual and high-net-worth clients as well as business development companies, managing approximately $94.9 million across 129 accounts. The firm offers discretionary and non-discretionary portfolio management with a model-driven approach that incorporates fundamental analysis and Modern Portfolio Theory, including option-writing strategies and exposure to leveraged ETFs and derivatives.

Alberto Crespo is the sole advisor at Crespo Capital LLC in Jacksonville, FL, holding a Series 65 designation with nine years of industry experience. His work history includes two separate one-year periods at the University of Miami prior to and during the early years of Crespo Capital. Crespo Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a combination of fundamental, quantitative, and technical analysis. The firm uses a variety of investment strategies, including active use of derivatives and options, and conducts regular portfolio reviews while accommodating client-imposed restrictions.

David Gottschalk is the sole advisor at Capital Asset Advisory, Inc. in Jacksonville, FL, holding a Series 63 designation and with 24 years of industry experience. He has worked at Capital Asset Advisory since 2000. He is also the owner and president of Guana View Properties, LLC, a holding company established to own the building housing his advisory firm. Capital Asset Advisory, Inc. provides fee-only financial planning and investment management services to individuals, trusts, small businesses, and institutional clients. The firm manages portfolios on a discretionary basis using documented investment policies and primarily invests in no-load or low-load mutual funds, ETFs, stocks, and bonds, with regular account reviews and custodial relationships through Schwab Advisor Services.

Jason French is the principal of French Capital Management, LLC, with 9 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of his advisory role, he serves as president of the Mandarin Republican Club. French Capital Management provides discretionary and non-discretionary investment management, consulting, and financial planning to institutional and retail clients worldwide. The firm emphasizes asset allocation and diversified, long-term portfolios, and offers specialized pension consulting services, including acting as an ERISA fiduciary.

Maximilian Neumayer is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Formation Wealth Management since 2016. He has prior service in the U.S. Air Force Reserves from 2014 to 2017. In addition to his advisory role, he is a licensed independent insurance agent offering life, health, and variable annuity products in Florida. Formation Wealth Management is an independent, single-advisor RIA managing approximately $41.1 million for individual, high-net-worth, and business clients. The firm delivers discretionary portfolio management and financial planning through diversified model portfolios based on modern portfolio theory, with a focus on long-term investments and periodic rebalancing.

April Murdaugh is the principal advisor at Woman to Woman Financial in Jacksonville, FL, with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Apogee Financial Partners and Equity Services, Inc. In addition to her advisory role, she teaches online and on-campus courses as a professor at St. Johns River State College. Woman to Woman Financial is an independent, single-advisor RIA providing fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a custom, tactical allocation approach focusing on risk reduction and performance, managing primarily non-discretionary portfolios across a range of securities.