Top values-based investing financial advisors in Jacksonville, FL

Christina Jamieson is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Empower Retirement, Transamerica Retirement Solutions, and Diversified Investors Securities Corp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates through both point-in-time planning and managed account solutions.

Thomas Walker is a financial advisor with Commonwealth Financial Network in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at LPL Financial and JAX Federal Credit Union for 17 years each and is currently co-owner of Bishopgate Holdings, LLC, a private entity involved in securities, advisory, and insurance business. He also serves as a consultant for Prism Consulting Services, a non-investment-related activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while offering advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Jennifer Pasterczyk is a CFP®-designated financial advisor with 17 years of industry experience. She is currently with Edward Jones and has previously worked at firms including Fidelity Investments and VyStar Credit Union/LPL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Damian Ferguson is a financial advisor at Uhlmann Investment Management, LLC with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Uhlmann, he worked at Fidelity Investments and also has experience with Jax Federal Credit Union and Florida State College at Jacksonville. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, focusing on a fundamental analysis and long-term asset allocation approach. The firm offers various managed-account solutions and employs a mix of asset classes tailored to clients’ objectives and risk tolerance.

Elizabeth Knutson is a financial advisor at Feltl Advisors with 39 years of industry experience. She has held her current position at Feltl and Company since 2009. Knutson holds Series 63 and Series 65 licenses. Feltl Advisors provides investment advisory services primarily to individual investors who are not high-net-worth, as well as to corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers wrap-fee advisory programs through its relationship with RBC, delivering advice on a non-discretionary basis.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.