Warren Equity Partners Manager, L.p. is a financial advisory firm based in Jacksonville, Florida. It currently has approximately $3,485,366,626 of assets under management and employs about 45 people. Warren Equity Partners Manager, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.

Timucuan Asset Management, Inc. was established in 1988 to cater to high net worth individuals, family offices, and institutional investors. The firm is registered with the U.S. Securities and Exchange Commission (SEC) and is owned by Russell B. Newton, III, who also serves as the Chairman. Timucuan primarily offers discretionary investment management services, focusing on achieving long-term capital growth by investing in outstanding business enterprises. The firm's investment strategy revolves around investing in businesses rather than the market, targeting a concentrated portfolio of 12 to 18 businesses with an average holding period of three to five years. Additionally, some client accounts include allocations to government, corporate, or municipal bonds. As of December 31, 2024, Timucuan managed approximately 625 separate client accounts and two private investment funds, with assets under management totaling around $3,858.3 million. The firm's fee structure includes net asset-based fees and incentive-based fees for accounts over $5 million. Timucuan also manages wrap fee accounts and acts as a sub-advisor through third-party platforms using the same investment approach. Clients have the option to impose restrictions on investing in certain securities or types of securities in their accounts. Timucuan's investment philosophy centers on aligning the interests of business management with those of shareholders and investing in undervalued businesses with strong competitive advantages. The firm's complete Form ADV Part 2A brochure is available on the SEC's website for further details.

Bdo Wealth Advisors, LLC is a financial advisory firm based in Jacksonville, Florida. It currently has approximately $2,210,386,345 of assets under management and employs about 43 people. Bdo Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of advised assets.

Paragon Wealth Strategies, LLC is a registered investment adviser based in Jacksonville, Florida. Established in 2008, the firm offers investment supervisory services, wealth management, financial planning, and educational workshops. The firm's key individuals include Jonathan N. Castle, Michelle L. Ash, Karen L. Rasmussen, Scott W. Snider, and Ian Aguilar. Paragon's advisory services include continuous advice on investment based on individual client needs, with an annual fee ranging from 0.40% to 1.00% of assets under management. The firm typically constructs portfolios with various securities such as ETFs, government bonds, corporate debt securities, and mutual fund shares. Paragon does not typically use securities like variable annuities or options contracts in client portfolios. The firm also provides educational seminars on financial planning and retirement strategies. Paragon does not vote proxies on behalf of clients and does not require payment of fees in advance exceeding $1,200 per client. For any questions or further information, clients can contact the Chief Compliance Officer, Michelle Ash.

Augustine Asset Management, Inc. is an SEC registered investment advisor founded in 1985, based in Jacksonville, FL. The firm specializes in investment and portfolio management services for high net worth individuals, families, and institutions. With $660 million in assets under management, they offer fee-only services with a minimum account size of $2 million for private clients and $15 million for institutional clients. The firm's investment philosophy focuses on fundamental analysis to identify attractive investment opportunities and manage portfolio risk. Augustine offers customized portfolios across various strategies such as Global Equity, Core Plus Fixed Income, Short-Term Fixed Income, and Balanced Allocations. The team, led by experienced professionals, aims to achieve client financial objectives while providing a high level of service and support. The firm operates as a fiduciary, acting in the best interests of clients. Augustine does not engage in performance-based fees, ensuring no conflicts exist between managed accounts. Clients have investment discretion with the ability to set guidelines and restrictions on their accounts. The firm follows strict ethical standards, including compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct. For more information, visit www.augustineasset.com.

Jacksonville Wealth Management, LLC is a registered investment advisor based in Jacksonville, FL, established in September 2013. The firm offers portfolio management services tailored to individual client goals, time horizons, and risk tolerance levels. Clients grant discretionary authority to JaxWealth for selecting securities and executing transactions. The firm operates as a fiduciary, prioritizing clients' interests and avoiding practices that could favor one client over another. JaxWealth provides ongoing advisory services through programs like SWM and Jaxwrap, offering a range of investment products including mutual funds, equities, ETFs, and fee-based variable annuities. For portfolio management services through LPL Financial, a minimum account value of $10,000 is required, with fees ranging from 0.60% to 2.00% annually. Financial planning services cover various aspects such as investment planning, retirement planning, and debt/credit planning. JaxWealth's investment strategies include Fundamental Analysis, Modern Portfolio Theory, and Technical Analysis, with a focus on long-term trading. The firm does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and corporations without a specified account minimum. Clients receive quarterly reports and have the option to schedule annual reviews with the advisory team. JaxWealth does not vote proxies on behalf of clients and does not maintain custody of client assets. For any inquiries, clients can contact Daniel M. Ciez, Chief Compliance Officer, at (904) 923-7526.

NestEggs Retirement Plan Services, Inc. is a SEC-registered investment adviser established in 2000, based in Florida. The firm specializes in providing Pension Consulting Services to pension, profit sharing, and 401(k) plans, as well as individuals, trusts, estates, and charitable organizations. Services include Investment Policy Statement Preparation, Selection of Investment Vehicles, Monitoring of Investment Performance, and Employee Communications. Additionally, the firm offers Model Portfolio Management with four mutual fund model asset allocation portfolios. NestEggs manages client accounts on a discretionary basis, focusing on long-term purchases. The firm does not charge performance-based fees and serves various types of clients, including individuals, high net worth individuals, and pension and profit sharing plans. NestEggs employs methods of analysis such as Mutual Fund and/or ETF Analysis and focuses on asset class diversification. The firm's brokerage practices include block trading and utilizing Charles Schwab Institutional for custody and brokerage services. NestEggs does not vote client securities proxies and does not have custody of client accounts. The firm discloses its fee structure, including Pension Consulting Fees and Wrap Fee Programs, and provides detailed information on its Code of Ethics, review of accounts, and client referrals. As of 12/31/2024, NestEggs actively managed $724,718,727 in assets under management.

St. Johns Investment Management Company, LLC is a fee-based SEC-registered investment adviser based in Jacksonville, Florida, established in 2013. The firm's principal owners are David Wall Price, David Andrew Price, and Melanie Moxley Mangers. As of December 31, 2024, the firm manages $342,105,237 in discretionary assets and $386,485 in nondiscretionary assets. SJIM offers portfolio management services tailored to individual client needs, with a focus on equity and fixed-income securities, ETFs, and money market mutual funds. Clients can have advisory accounts managed on a discretionary or non-discretionary basis, with the ability to impose reasonable restrictions on investments. Fees for portfolio management services are based on a percentage of assets under management, with an annual fee ranging from 1.00% for the first $1 million to 0.50% for amounts over $5 million. Clients may also negotiate fixed fees. The firm does not charge performance-based fees. SJIM does not have any reportable disciplinary events and does not engage in soft-dollar arrangements. The firm recommends the use of Charles Schwab & Company, Inc. for brokerage services and participates in the Schwab Advisor Services program. Clients granting discretionary authority for investments can do so in writing, with the ability to impose reasonable limitations. SJIM provides regular account reviews, offers proxy voting services, and has no financial conditions impairing its ability to meet obligations.

Douglas Capital Management, Inc. is an independent investment advisory firm founded in 1974 and located in Jacksonville, Florida. The firm is registered with the SEC and is 100% owned by its principal executives, Christopher Douglas (CEO/CIO) and James A. Douglas (President CCO). Douglas Capital Management specializes in managing investment portfolios for institutional and individual investors, offering services such as Domestic Equity, Balanced, and Intermediate Fixed Income Portfolios. The firm acts as a fiduciary with discretion over suitable investments within client-established guidelines. Clients have the option to impose restrictions on investments. As of December 31, 2024, the firm had $282.5 million in Assets Under Management on a fully discretionary basis. Investment strategies include active managed accounts, passive managed accounts, and blended accounts. The firm's investment analysis involves long-only investments in U.S. equity and fixed income markets, utilizing various tools and databases for research. Douglas Capital Management charges an annual fee based on the market value of the account, payable quarterly. The firm does not charge performance-based fees and primarily serves high-net-worth individuals and institutional investors. Clients have full control over voting their securities, and the firm does not exercise voting authority. Douglas Capital Management does not hold custody of client funds and uses independent custodians. The firm's executives have no disciplinary events and do not engage in investment-related business outside of the firm. Supervision of investment advice is done on an individual client basis.