Kristine Gillard

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 Croney is the sole advisor at Advanced Financial Analysis, LLC, an independent firm based in Fleming Island, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. In addition to his advisory role, he operates a tax preparation business under the name Tax Taxi and is a licensed independent insurance agent. Advanced Financial Analysis, LLC provides personalized financial planning and non-discretionary investment management primarily to individual clients. The firm combines a consultative investment process with affiliated insurance services, maintaining a small client base and a solo-practitioner structure.

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 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 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 Salman is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Bank of America and Merrill Lynch from 2010 to 2021 before joining Madden Advisory Services, Inc. in 2021. 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 various investment strategies and offering pension-plan consulting and education.