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.

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.

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.

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.

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.

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.

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.

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.

Jeremy Story is a financial advisor with HFG Capital and holds a Series 65 license. He has two years of industry experience, including prior roles at Brookstone Wealth Advisors and Hollifield Financial Group. Outside of advisory services, he is also licensed to sell insurance products through Hollifield Financial Group. HFG Capital manages pooled investment vehicles and provides portfolio management services primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, focusing on long-term trading across various asset classes while maintaining a non-discretionary management approach.

Sheldon Scott Halcrow is a financial advisor at Caleo Capital N.A. LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nedbank Private Wealth for 18 years. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and other investment vehicles, incorporating ESG factors, tax considerations, and insurance and asset-protection planning into its services.

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.

Robert Fremont is a financial advisor at Intellicapital Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Principal Securities Inc, and Principal Life Insurance Company. Intellicapital Advisors LLC provides discretionary and non-discretionary investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to construct portfolios and offers specialized services including private fund and venture capital investment assistance.

Michael Mcalpin is a CFP® with 18 years of industry experience, currently serving as an advisor at Intellicapital Advisors LLC since 2021. His prior experience includes roles at Strategic Advisors LLC and Fidelity Brokerage Services, LLC. Intellicapital Advisors LLC provides discretionary and non-discretionary investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a variety of analytical approaches to portfolio construction and offers services including ongoing management, financial planning, third-party adviser selection, and private fund and venture capital investment assistance.

Eric Rust is a CFP® with 19 years of industry experience, currently serving as an advisor at Matador Financial Planning LLC since 2014. He holds a Series 66 license and is based in Saint Johns, Florida. Matador Financial Planning serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm uses fundamental analysis and modern portfolio theory to manage discretionary and non-discretionary accounts, investing across a range of asset classes including mutual funds, equities, fixed income, real estate funds, ETFs, TIPS, and non-U.S. securities.

Martin Parlato is the sole advisor at Lighthouse Retirement in Ponte Vedra, FL, holding a Series 65 designation with 22 years of industry experience. He has operated Martin D. Parlato & Associates, LLC since 2012 and continues to own and marginally operate MDP, Inc. of Jacksonville, a wholesale distributor of computer supplies. Lighthouse Retirement provides discretionary investment supervisory services primarily to individuals, charitable organizations, foundations, and small businesses. The firm manages approximately $285 million in assets across about 182 client accounts, utilizing a concentrated-portfolio approach that includes derivatives, leverage, and third-party model managers as part of its investment strategy.

Marco Coleman is a financial advisor at Matador Financial with 13 years of industry experience. He holds the Series 66 designation and has been with Matador Financial since 2014. Prior to his advisory role, Coleman was involved with the Georgia Tech Football Team for five years. He also volunteers as a defensive line and linebackers coach at Morehouse College. 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 a focus on in-house asset management and a broad range of investment instruments.