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Loyd P
Series 65
Fleming Isle, FL
Section Integrity Wealth Management
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.
David C
Series 63, Series 65
Fleming Island, FL
Advanced Financial Analysis, LLC
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.
Jason F
Series 63, Series 65
Jacksonville, FL
French Capital Management, LLC
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.
Cory S
CFP®, CFA®, Series 63, Series 66
Fleming Island, FL
Black Creek Wealth Management, LLC
Cory Shrader is a CFP® and CFA® with 17 years of industry experience. He is the principal advisor at Black Creek Wealth Management, LLC, where he has worked since 2021. His prior experience includes roles at Madden Advisory Services, TD Ameritrade, Camarda Wealth Group, Strategic Advisers, and Fidelity Investments. Black Creek Wealth Management serves individual and high-net-worth clients with investment management, financial planning, and pension consulting. The firm employs a combination of technical, quantitative, and fundamental investment methods, including option strategies and market-timing approaches, and offers both discretionary management and active trading programs with performance-based fees.
Undre G
Series 65
Fleming Island, FL
Obsidian Wisdom
Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.
Michael L
CFP®, ChFC®, Series 63, Series 65
Jacksonville, FL
Lawrence Financial Services
Michael Lawrence is a CFP® and ChFC® with 45 years of industry experience. He is affiliated with LPL Financial and has operated Lawrence Financial Services, Inc., a registered investment advisor, since 1993. Lawrence also has a longstanding relationship with Linsco/Private Ledger Corp. outside of his work at LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies tailored to client needs.
Brittany S
CFP®, Series 66
Jacksonville, FL
Madden Advisory Services, Inc.
Brittany Salman is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Madden Advisory Services, Inc. since 2021 and previously spent 11 years at Bank of America, N.A. and Merrill. Madden Advisory Services serves individual investors, trusts, estates, retirement plans, and other entities with financial planning, discretionary portfolio management, model portfolio programs, and pension consulting. The firm offers both high-touch custom portfolio management and lower-cost automated model options, managing approximately $291.7 million in discretionary assets for over 300 client relationships.
Jeremy S
Series 65
Orange Park, FL
HFG Capital
Jeremy Story is a Series 65 licensed financial advisor with HFG Capital, based in Orange Park, FL, and has two years of industry experience. He previously worked at First Advisors National and Brookstone Wealth Advisors/Hollifield Financial Group. Outside of his advisory role, he is also a licensed insurance agent and sells insurance products with Hollifield Financial Group. HFG Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on long-term trading through a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements and regularly monitors asset allocation and security selection.
Michael E
CFP®, Series 66
Jacksonville, FL
Madden Advisory Services, Inc.
Michael Ellis is a CFP® professional with nine years of industry experience. He has worked at Madden Advisory Services, Inc. since 2018 and previously held roles at Bank of America and Merrill Lynch. Madden Advisory Services provides financial planning, discretionary portfolio management, and pension consulting to individuals, trusts, estates, and other entities. The firm combines personalized wealth management with an online, model-driven ETF and mutual fund platform, employing a dual delivery approach that integrates fundamental, technical, and cyclical analysis.
Kendal F
Series 65, Series 66
Green Cove Springs, FL
Privileged Planning Inc.
Kendal Fordham is a financial advisor with Privileged Planning Inc. in Green Cove Springs, FL, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Privileged Planning in 2023, she worked at Planning Solutions International LLC and held roles at Raymond James Financial Services and other firms. Outside of her advisory practice, Ms. Fordham serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit providing flights for veterans, and is a co-author of two books. Privileged Planning serves individual clients, including high-net-worth households, as well as corporations and business entities, offering customized financial management, planning, consulting, and coaching. The firm employs a mixed investment approach using technical and cyclical analysis and emphasizes regular client communication and multi-month coaching packages with ongoing digital access.
Thomas R
Series 63, Series 66
Fleming Island, FL
Camarda Wealth Advisory Group
Thomas Razzano is a financial advisor at Camarda Wealth Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill and Charles Schwab. Camarda Wealth Advisory Group offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and provides specialized services such as a “Legacy Stock Watch” program and options strategy overlays.
Marcus M
CFP®, Series 65
Middleburg, FL
Origin Investment Advisory LLC
Marcus Miller is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Mainstay Capital in Lakeland, FL. His background includes nine years in the US Navy and concurrent roles at Mainstay Capital and Origin Financial since 2020 and 2022, respectively. Mainstay Capital provides comprehensive financial planning and discretionary portfolio management for individual clients and small businesses, with a focus on tactical asset allocation and ongoing retainer-based financial planning. The firm integrates tax preparation and education into its services, coordinating closely with outside accountants and offering 401(k) plan administration through a sub-adviser relationship.
Karle S
Series 63, Series 65
Fleming Island, FL
Camarda Wealth Advisory Group
Karle Simmons is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. Holding Series 63 and Series 65 licenses, Simmons has prior experience working with TaxMaster and spent 16 years at Tax Defense Network. 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 utilizes proprietary and sourced model portfolios and offers features such as AI-supported research, affiliated tax and educational services, and both full-service and streamlined planning options.
Anna W
CFP®, Series 66
Fleming Island, FL
Camarda Wealth Advisory Group
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.
Sunil M
ChFC®, Series 63, Series 66
Orange Park, FL
DMK Advisor Group, Inc.
Sunil Misra is a financial advisor with DMK Advisor Group, Inc., holding the ChFC® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior work includes roles at Stephen A. Kohn & Associates, New Century Financial Group, Royal Alliance Associates, and Guardian Life Insurance Company. He is a board member of the Rotary Club of Orange Park Sunset and is involved in IT consulting through his own firm. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and conservative non-discretionary consultative relationships, using mutual funds and ETFs with a dual broker-dealer and investment adviser structure that includes wrap accounts and insurance product transactions.
Niklas B
Series 65
Fleming Island, FL
Camarda Wealth Advisory Group
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.
Jeffrey C
Series 65
Fleming Island, FL
Camarda Wealth Advisory Group
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.
Forrest K
Series 65
Fleming Island, FL
Camarda Wealth Advisory Group
Forrest Knopps is a financial advisor at Camarda Wealth Advisory Group with two years of industry experience. He previously worked at Fisher Investments for five years and has held other roles in the financial sector. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and offers specialized programs such as a “Legacy Stock Watch” along with the use of AI tools to support research and administration.
Robert S
Series 65
Fleming Island, FL
Camarda Wealth Advisory Group
Robert Strange is a Series 65-credentialed advisor with one year of experience, currently with Camarda Wealth Advisory Group. He previously worked at Government Personnel Mutual and Kemper Insurance Company. 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 a variety of model portfolios and investment strategies, incorporates AI tools for research and administration, and offers multiple service tiers including a streamlined planning option.
Corey O
Series 66
Fleming Island, FL
Camarda Wealth Advisory Group
Corey Oliver is a financial advisor at Camarda Wealth Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Nassau County Schools prior to joining his current firm. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and incorporates strategies such as options overlays and a “Legacy Stock Watch” program, supporting a range of client needs with both full-service and streamlined planning options.
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