Kenneth Tucker Jr. is a CFP® and ChFC® professional with 12 years of experience in financial advisory. He currently works at LPL Financial and previously spent nearly a decade with First Command in various advisory and financial planning roles. Outside of his advisory work, he operates Tucker Financial Services, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing a broad network of investment adviser representatives and advanced research tools.

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.

Dalton Boatright is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently the sole advisor at Sovereign Wealth Office LLC, an independent registered investment adviser, and previously worked at Legacy Trust Family Wealth Offices for six years. Sovereign Wealth Office LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm's investment approach combines fundamental, technical, and cyclical analysis with both passive and active portfolio construction, offering diversified access to traditional and alternative investment vehicles, including institutional and pooled vehicle management.

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.

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.

Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management.
Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.

Mitchell Malone is the sole advisor at Riverwood Capital Advisors, LLC in Saint Johns, FL, with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill for 19 years before joining Riverwood Capital Advisors. Riverwood Capital Advisors is a state-registered, single-advisor firm providing discretionary, customized separately managed accounts to high-net-worth individuals, trusts, estates, corporations, partnerships, non-profits, and endowments. The firm uses a fundamental analysis framework combined with technical, cyclical, and statistical methods to construct portfolios tailored to clients’ asset allocations, risk tolerances, and income needs, offering a range of investment strategies including long-only growth, long/short equity, options trading, and short selling.

Damian Karas is a CFA® charterholder with 12 years of industry experience. He is the principal of Dignum et Justum, an independent investment management firm he founded after working at UBS Securities for 12 years. Dignum et Justum offers discretionary, fee-only investment management and customized financial planning to individuals, families, trusts, corporations, and charitable organizations. The firm employs bottom-up fundamental research to manage concentrated equity portfolios and incorporates values-based screens alongside several active equity strategies and a global multi-asset option.

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.

Richard Allison is a CFP® with 24 years of experience in financial advisory services. He is the principal and owner of Marian Financial Services, Inc., an independent firm he has been with since 2008. In addition to his advisory work, Allison is involved in real estate brokerage through INI Referral Realty, Inc., and assists clients with legal document creation via a network of attorneys at Estate Guru. Marian Financial Services provides discretionary portfolio management and financial planning to individuals, trusts, estates, owner-managed businesses, and retirement plans. The firm employs ETF and stock model portfolios within a global tactical asset-allocation framework and offers a distinctive outsourced platform to oversee held-away retirement participant accounts.

Michael Crough is an investment advisor with Legatum Services LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Highland Financial Advisors and Strategic Sales and Marketing, and owns Crough Financial Services LLC. Legatum Services provides investment supervisory services and financial planning to clients including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm offers tailored investment strategies based on documented risk analyses and Investment Policy Statements, providing both discretionary and client-directed portfolio management.

Jorge Gallego is a financial advisor at Fideleon Wealth Advisors LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at Cetera and Cetera Advisor Networks. He has worked at IBM since 2006. Fideleon Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses. The firm offers customized advice using asset allocation, fundamental analysis, and manager due diligence, serving clients including business owners and real estate investors through discretionary and non-discretionary account management.

John Ginn is a financial advisor at Parable Wealth Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at Parable since 2020, following two years at Naples Wealth Planning. Ginn is also a 50% owner and shareholder of Ginn & Patrou, PA, a law firm, and holds ownership and management interests in related title and real estate development companies. Parable Wealth Advisors provides discretionary and non-discretionary portfolio management, retirement plan advisory, financial planning, and held-away asset management to individuals, high-net-worth clients, corporations, and pension and profit-sharing plans. The firm manages approximately $176 million in discretionary assets and offers tailored investment advice using a range of securities while supporting integrated planning alongside its affiliated legal and real estate businesses.

Justin Kawar is a financial advisor at Matador Financial with a Series 66 designation and 14 years of industry experience. He has worked at Toro Wealth Management LLC, Ambassador, and Edgewater Group, where he is also Director of Accounting and Finance, overseeing financial operations for distressed real estate advisory and acquisition services. Matador Financial Planning serves individual and high-net-worth clients, providing portfolio management and financial planning with a focus on both discretionary and non-discretionary accounts. The firm uses fundamental analysis and modern portfolio theory, manages assets in-house, and employs a range of investment vehicles including mutual funds, equities, fixed income, real estate funds, ETFs, and derivatives.

Kelly Kazmierski is a financial advisor with Legacy Financial Services Group, Inc. in Saint Johns, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Legacy Financial Services Group, LLC since 2004. In addition to her advisory role, she is involved as an independent insurance agent selling fixed annuities, long-term care, and life insurance products. Legacy Financial Services Group is a fee-based investment adviser serving individuals, high-net-worth clients, trusts, and other entities. The firm employs a strategic asset allocation approach with global diversification, using mutual funds, ETFs, and direct-indexing strategies, while providing personalized financial planning and discretionary portfolio management.

Jason Kradman is a financial advisor at Matador Financial with four years of industry experience and holds a Series 65 designation. Prior to his advisory role, he has worked in education and currently serves as the head football coach at Jupiter High School. Matador Financial Planning serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages discretionary and non-discretionary accounts using fundamental analysis and modern portfolio theory, with in-house management of client assets and no stated account minimums.

Mary Atkinson is a financial advisor at Schrum Private Wealth Management, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Schrum Private Wealth Management since 2021 and Spire Investment Partners since 2011. Schrum Private Wealth Management offers investment and wealth management services primarily to individual and high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, fundamental, strategic, and behavioral finance analysis to build globally diversified, low-cost portfolios and emphasizes long-term investing with periodic tactical adjustments and tax-aware strategies.

Tonia Peasley is a financial advisor at C.L. Sheldon & Company, LLC with a ChFC® designation and seven years of industry experience. Her prior roles include positions at Drucker Wealth and Zeiders Enterprise. C.L. Sheldon & Company is a small, fee-only advisory firm serving individual and high-net-worth clients with services such as bundled financial planning, wealth management, and financial coaching. The firm focuses on asset-allocation-driven portfolios primarily composed of mutual funds, ETFs, and individual fixed-income securities, providing ongoing monitoring and rebalancing on a non-discretionary basis.

Allan Harkness is a financial advisor with Peak Wealth Group LLC in St. Augustine, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at Quantum Capital, LLC, Dempsey Lord Smith, LLC, and Peak Brokerage Services LLC, and has been with Peak Wealth Group since 2009. Outside of his advisory role, Mr. Harkness is the owner and president of Highland Financial Advisors, LLC, an insurance agency, and serves as Director, Chairman, and CEO of the Foundation For Legacy Planning, Inc. Peak Wealth Group provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client risk analyses and written investment policy statements to guide investment decisions and employs a combination of fundamental, technical, and cyclical analysis in security selection.

Shaun Callahan is a CFP® with six years of industry experience, currently advising at Achieving Veritas LLC since 2025. His prior roles include positions at Wealth Enhancement Group, Bank of America, and Wells Fargo. Outside of his advisory work, he is involved in a campus ministry organization. Achieving Veritas LLC is a small advisory firm with four advisors managing approximately $70 million across 86 client relationships. The firm serves individuals, trusts, estates, and business entities, providing discretionary asset management and comprehensive financial planning with a tailored investment approach that incorporates multiple analysis methods and often delegates portfolio management to sub-advisors.