John Holden is the sole advisor at Advanced Financial Strategists Inc, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Advanced Financial Strategists since 1991. Advanced Financial Strategists provides investment management services to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages approximately $60.6 million in assets, focusing on a relatively small client base with personalized portfolio construction using Modern Portfolio Theory, tax-aware strategies, and quantitative screening methods.

Bruce Eshbaugh is a CFA® charterholder with 21 years of industry experience, currently serving as the sole advisor at Sentinel Advisory Corp in Hyannis, MA. He has been with Sentinel Advisory Corporation since 2003. Sentinel Advisory Corp provides discretionary and nondiscretionary investment supervisory services for individuals, trusts, and estates, and acts as an investment fiduciary and retirement plan consultant for plan sponsors. The firm’s investment process emphasizes fundamental, firm-specific analysis to estimate intrinsic value, complemented by technical analysis, and offers institutional retirement-plan services including ERISA fiduciary roles and model allocation portfolio creation.

John Byrne is a financial advisor with The Commonwealth Group LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously led Byrne Wealth Management, LLC for 14 years and has held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is employed as a retail associate at Home Depot in Fernandina Beach, Florida. The Commonwealth Group LLC provides discretionary and non-discretionary investment advisory services to individuals, corporations, retirement plans, foundations, and endowments. The firm manages $8.6 million in assets for 21 clients and focuses on portfolio management tailored to each client, using fundamental analysis and a preference for longer-term investments.

Thomas Burdg is a financial advisor with TBCPA, Inc. in Fernandina Beach, FL, holding Series 63 and 66 licenses and possessing 21 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2024 and has been with TBCPA, Inc. since 1991. Outside of investment advisory, he is a certified public accountant providing accounting services through TBCPA, Inc. TBCPA, Inc. offers fee-based portfolio management and financial services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm integrates accounting and tax services with investment management and employs various analytical methods and trading approaches tailored to client objectives.

James Thompson is a CFA® charterholder with 20 years of industry experience. He has been with Bulwark Capital Corporation since 2005, currently serving as one of two advisors at the firm. Bulwark Capital Corporation provides discretionary portfolio management, financial plan modeling, and advisory consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of bottom-up fundamental analysis and top-down macroeconomic assessment, alongside technical analysis and both long- and short-term strategies, tailoring portfolios to client objectives and offering personalized service to a relatively small client base.

Robert Hall is a financial advisor at Hall Capital Management Company, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Hall Capital since 1997. Hall Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm’s investment approach combines fundamental analysis with model portfolios focused on long-term capital appreciation and dividend income, complemented by active fixed-income management, and integrates accounting and tax expertise within its advisory services.

Abigail Smith is a financial advisor at Bulwark Capital Corporation with one year of industry experience. She holds a Series 65 designation and has prior work history including roles at Quantum Helicopters and Yudrio. Outside of her advisory work, she is involved in social media management for Quantum Helicopters. Bulwark Capital Corporation provides discretionary portfolio management, financial plan modeling, and advisory consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and macroeconomic analysis supplemented by technical analysis and tailors portfolios to client objectives, serving a relatively small client base with personalized management and consulting engagements.

Andrew Tignanelli is a CFP® with 35 years of industry experience, currently serving at Financial Consulate since 1984. He holds a Series 63 license and is based in Fernandina Beach, Florida. Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm integrates tax and accounting services with its advisory offerings and emphasizes a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Michael McCarthy is a CFP® and PFS™ credentialed advisor at Financial Consulate with nine years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he operates a consulting business focused on practice management and FinTech for other RIAs and institutional investors. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a Risk Opportunity Investing framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services into its advisory offerings.

Brian Sweeney is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with several firms including BG Worldwide Securities Inc., Honey Badger Investment Securities, LLC, and Cadaret, Grant & Co., Inc. In addition to his advisory roles, Sweeney provides compliance consulting services to multiple FINRA member firms and registered investment advisors and is also an attorney offering legal services including securities representation and pro bono work. He is involved in business consulting and intellectual property development as an author and speaker. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, incorporating clients’ religious or ethical values into financial planning and investment recommendations. The firm provides comprehensive planning and acts as a referral source to third-party asset managers while offering brokerage and insurance products through its broker-dealer activities.

Deborah Deckman is a financial advisor with Thayer Partners LLC in Saint Marys, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Thayer Partners since 2018 and previously held positions at Lovett Advisors LLC, Almanack Investment Partners, Spire Wealth Management, and operated her own consulting and virtual services firm. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios primarily composed of low-cost mutual funds and ETFs, and operates a multi-office advisor network with centralized compliance oversight.

John Gunn is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ullmann Wealth Partners. He previously worked at Veritable, LP for 16 years and was involved with Space 3, Inc., where he serves as an advisor to the board of directors for a work cafe. Ullmann Wealth Partners provides wealth and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a structured six-step “360 Financial Discipline” process to develop diversified portfolios and offers specialized services including divorce advisory and educational workshops.

Alan Hopkins is a financial advisor at Manchester Financial Inc with 28 years of industry experience. He holds a Series 63 designation and has been with Manchester Financial since 1995. In addition to his advisory role, he owns Hopkins Consulting Florida LLC, where he provides business consulting services focused on company growth. Manchester Financial offers portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, including stocks, bonds, ETFs, structured products, and private/alternative investments.

Danny Moore is a financial advisor at EPG Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Capital, ACG Wealth INC, and Triad Advisors, Inc. Outside of his advisory work, he serves as CEO, CFO, and owner of DLM Financial Services, Inc. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm develops customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers access to third-party money managers and a branded wrap fee program.

Stephan Colglazier is a CFA® charterholder with 10 years of industry experience. He has worked at Sharp Wealth Advisory LLC since 2022 and previously spent seven years at Regions Financial Corporation. He is based in Fernandina Beach, FL. Sharp Financial provides investment advisory and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and dynamic reallocations to address changing market conditions.

Michael Tison is a financial advisor at Partners Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for Capital Advisors Consulting, Inc. for 15 years. He is a partner in Partners Capital Investments GP, LLC, a hedge fund focused on fixed income and equity liquid securities for accredited investors. Partners Capital, LLC provides advisory services to individual and high-net-worth clients as well as pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm combines predominantly non-discretionary management for individual clients with discretionary management of private pooled vehicles, employing a research-driven investment approach emphasizing credit and fixed-income exposure alongside equity positions.

Hairold Lopez is a financial advisor at Harmony Asset Management LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation and Phillips 66. Outside of advising, he manages Yulee Health LLC, a medical device sales business. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models.

Charles Williams is a CFP® with 10 years of industry experience, currently serving at Partners Capital, LLC. He has held various roles at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2015 to 2025. Partners Capital, LLC provides advisory services to individual and high-net-worth clients as well as pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm combines predominantly non-discretionary management for individual clients with discretionary management for its private pooled vehicles, using a research-driven approach focused on credit, fixed income, and equity positions.

David Odonnell is a financial professional with 36 years of industry experience, currently affiliated with The Patriot Financial Group, LLC. He holds Series 63 and Series 65 licenses and has worked with firms including Champion Financial Group, CETERA Financial Specialists LLC, Securities America, Inc., and LPL Financial. Outside of advisory work, he is involved in managing rental properties on Captiva Island, FL, and in Northville, NY. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm emphasizes customized portfolio construction and ongoing account review, utilizing a range of investment strategies and securities, and maintains institutional relationships supporting its multi-team platform.

Anthony Cecchini is a CFP® and holds a Series 65 license, with 26 years of experience in the financial industry. He has been with JMG Financial Group, Ltd. since 2000. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles and sub-advisors.