NestEggs is an SEC-Registered Investment Adviser (RIA), Open Architecture Record Keeper and Third Party Administrator offering the bundled design, implementation, administration and investment management of retirement plans while serving as ERISA 3(16), 3(21), and 3(38) Fiduciaries. We specialize in 401(k), Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), 403bs and other qualified retirement plans. Our founder Rob Slimmon is the author of renowned retirement plan design textbooks and contributes to industry publications in addition to speaking at professional societies and industry conferences. We place great emphasis on customizing a qualified plan to meet the tax objectives of the firm it serves. Headquartered in Jacksonville, Florida, NestEggs works with small-to-medium size privately held businesses ranging from startups to companies with up to 10,000 employees, throughout 26 U.S. States from the east coast to west coast. We offer a broad spectrum of options and services to accommodate our clients’ specific objectives in this ever changing economy.

Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients. Team Continuity: The majority of our investment staff has worked together since the inception of the firm in 1998. We believe team continuity brings long-term experience into all aspects of our investment decisions. Our clients receive an investment process from a group of professionals who average 25 years of investment experience. Consistency: Our clients receive a consistent and repeatable investment approach in their equity and fixed income investments with Sawgrass Asset Management. By applying an investment process that is structured and disciplined in its application, our clients understand exactly how we expect to perform in rising and falling markets. We strive to limit declines of capital in down markets and participate when markets are rising. This approach helps to provide the consistency that our clients demand and depend on in a diversified portfolio structure.

Founded in 1993, Camarda Wealth has been advising successful families and managing their investment portfolios for many, many years. Firm Chairman Jeff Camarda has been repeatedly named by Barron’s as “one of the best financial advisors in America,”* one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades. He holds many financial and investment designations, including Chartered Financial Analyst (CFA®), MSFS®, and the E.A. tax credential. Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides. The firm, based in metro Jacksonville, serves clients across the country, and is A+ rated by the Better Business Bureau. It has been named a “5-Star Advisor” by Paladin Registry, a “Premier Advisor” by the National Association of Board Certified Advisory Practices, a “Top Wealth Manager” by Bloomberg’s Wealth Manager Magazine, and a “Top Investment Manager” by Financial Advisor Magazine. The firm’s AIMS™ investment process was noted as a “Top Innovation Florida Times Union when trademarked with the U.S. Patent Office circa 2004. Camarda is a fee-based registered investment advisor that focuses on total wealth care, integrating investments, estate, asset protection, and retirement planning, tax control, and other critical aspects to target optimal wealth for its clients. * Barron’s calls ranked advisors like Jeff Camarda “the best people in the business” and “truly great financial advisors” and says that they are “accepted in the industry” as the “top 1%” who set “the highest standards of their profession.” (Barrons July 18 2016 p S2). Camarda Wealth Advisory Group ("Camarda"​) is an SEC registered investment adviser located in Fleming Island, Florida. http://www.camarda.com/p/adv-important-disclosure

J.P. Perry Insurance, Inc., is one of the oldest locally owned and operated Independent Insurance Agencies in Jacksonville, Florida. The agency was founded by J.P. Perry, Jr. in 1954. Today the company has grown into one of the city's largest independent insurance firms. We serve more than 5,000 local families and businesses. As an Independent Agent, we represent more than 20 major insurance leaders dealing in property and casualty, health, life and employee benefits. The ability to access a large pool of insurance resources on behalf of each of our customers means can we customize coverage to fit your unique needs and can help you choose from products that offer competitive rates. In other words, we can shop for the best coverage at the best price for your benefit. We want to be more for you than just another insurance agency. And we have the resources, experience and range of services to make it happen.

Disciplined Equity Management, Inc. (DEM) is an SEC registered investment advisory firm that provides customized wealth management solutions for affluent investors.

Various marketing, sales management, market research and business development executive positions.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Augustine manages portfolios with a high standard of diligence and prudence, where clients benefit from our experience investing across the full range of global capital markets.

THE LIVELLO GROUP, INC. is a company based out of 2801 ST JOHNS BLUFF ROAD, JACKSONVILLE, Florida, United States.

We provide for our client families the guidance, leadership and attention to detail to simplify their financial lives, grow their assets and insure that their future generations are prepared and provided for. Have you ever suspected that the financial services companies you do business with are more interested in increasing their net worth than yours? That could be because many of them are. They may earn commissions on trades or for selling certain investments. Or they may receive bonuses based on how much new business they generate — instead of how well they serve existing clients. Unlike these companies, Legacy Trust is fully independent and objective. Our sole source of compensation is based on the assets we manage on your behalf. We have no financial incentive to push certain products or generate transactions, and no corporate headquarters pressuring us to increase sales and profit margins. That means we are free to always place your best interests first. In fact, as your fiduciary agent, we are not only morally but also legally required to do so. We answer to you, and only to you.

CHALLEN ASSET MANAGEMENT, LLC is an investment banking company based out of 1819 GOODWIN ST, Jacksonville, Florida, United States.

I co-owned and operated a residential mortgage broker company employing over 20 people. The company achieved gross monthly income of over $100,000 in less than three months from inception. To maintain competitive advantages I networked with executives at over 50 national banks and lenders to provide blanket product coverage for my staff to access. At the same time as Future Financial, I co-owned and operated a residential title company which sold title policies to our customers and added an additional revenue stream.