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.

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., holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Legacy Financial Services Group since 2004. Kazmierski is also an independent insurance agent selling fixed annuities, long-term care, whole, and term life insurance. Legacy Financial Services Group is a fee-based investment adviser providing discretionary portfolio management and comprehensive financial planning to individuals, trusts, pension, and institutional clients. The firm employs a strategic asset-allocation framework with global diversification and quarterly rebalancing, guided by customized Investment Policy Statements.