Jerry Parrish is a financial advisor at JLP Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for 15 years before founding JL Parrish Investments Inc. and Parrish Insurance Agency, where he is a licensed insurance producer. JLP Investments serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing fee-based portfolio management, financial planning, retirement plan consulting, and 1031 exchange assistance. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various instruments and manages many client accounts on a non-discretionary basis, often through monitored third-party managers.

Hani Hajje is a financial advisor at Harbor Fort Financial Advisors LLC with a Series 65 designation and over one year of experience at the firm. He has held roles with Hagen Pay Inc. since 2023 and Deleon Trio Ventures LLC since 2012. Harbor Fort Financial Advisors provides investment advisory services and financial planning to individuals and high-net-worth clients, offering tailored portfolio management and fixed-fee financial planning engagements. The firm uses both fundamental and technical analysis with periodic rebalancing and reviews managed accounts quarterly.

Dalton Boatright is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently leads Sovereign Wealth Office LLC, having previously worked at Legacy Trust Family Wealth Offices and several other financial firms. Sovereign Wealth Office LLC provides investment management and financial planning services to pooled vehicles, institutional clients, and corporate treasury functions, as well as wealth management and non-trustee investment advice for individuals, charities, and businesses. The firm employs an asset-allocation driven approach that integrates both passive and active strategies and emphasizes selecting and supervising third-party managers while keeping its advisory fees separate from those managers’ fees.

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.

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 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.

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.

John Ginn is a financial advisor at Parable Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked previously at Naples Wealth Planning. Outside of his advisory role, Ginn is a 50% owner and shareholder of Ginn & Patrou, PA, a law firm, and is involved in managing a title company and a real estate development business. Parable Wealth Advisors is a SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, using a range of investment vehicles and tax-efficient strategies tailored to client objectives and risk tolerance.

Justin Kawar is a financial advisor with Matador Financial and holds a Series 66 designation. He has 14 years of industry experience and has worked at Toro Wealth Management LLC, Ambassador, and Edgewater Group. Outside of his advisory role, Justin serves as Director of Accounting & Finance at Edgewater Group, focusing on distressed real estate advisory and acquisition services. 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, offering tailored investment solutions without account minimums and managing all client assets in-house.

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 ChFC® credentialed financial advisor with seven years of experience, currently serving at C.L. Sheldon & Company, LLC. Her prior work includes roles at Drucker Wealth and Zeiders Enterprise. C.L. Sheldon & Company provides financial planning and investment advisory services primarily to individual and high net worth clients, focusing on non-discretionary management with an emphasis on asset allocation across mutual funds, ETFs, and fixed-income securities. The firm offers bundled wealth management and financial planning engagements, financial coaching, and tax-preparation services.

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 five years of industry experience, currently serving as an advisor at Achieving Veritas LLC. His prior roles include positions at Wealth Enhancement Group, Bank of America, and Wells Fargo. Achieving Veritas LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis across various investment strategies and operates a platform that includes third-party sub-advisors while retaining overall client oversight.

Brad Matos is a financial advisor with Achieving Veritas LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Finch Investment Group and Fidelity Brokerage Services LLC. Outside of advising, Matos is involved in insurance sales through Totus Tuus Consulting and participates in operations and management at International Languages Service, Inc. Achieving Veritas LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a mix of analytic approaches and offers portfolio management that incorporates third-party sub-advisors and an independent manager platform.

Owen Schrum is a financial advisor with Schrum Private Wealth Management, LLC in St. Augustine, FL. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to his current role, he has been with Spire Investment Partners since 2011. Outside of advising, Schrum is involved with Gallatin Ventures, an LLC established to develop a general insurance agency. Schrum Private Wealth Management provides investment and wealth management services primarily to individual and high-net-worth clients. The firm employs a strategy combining Modern Portfolio Theory with fundamental and behavioral finance to build globally diversified, low-cost portfolios, emphasizing long-term investing and tax-aware techniques.

Thomas Haggerty is a CFA® charterholder with 10 years of experience in the financial advisory industry. He has worked at Parable Wealth Advisors since 2019 and previously held roles at Wealth Enhancement Group and Retirement Strategies, Inc. He holds a Series 63 license and is based in Jacksonville Beach, FL. Parable Wealth Advisors is a SEC-registered investment adviser that serves individuals, corporations, and retirement plans with portfolio management, retirement-plan consulting, and financial planning. The firm employs a range of investment vehicles and uses a specialized order management platform to provide tax-efficient asset location and opportunistic rebalancing, operating as a small, team-based practice with additional legal and real estate services offered separately by some principals.