Bret Bret Lomax

Rebecca Newton is a CFP® and Series 66 credentialed advisor with 21 years of industry experience. She is the principal of Financial Journey LLC, where she has worked since 2020. Prior to that, she was with Concord Wealth Partners for three years and Financial Strategies Group for ten years. In addition to her advisory work, she is the founder of Financial Journey Courses LLC, which provides educational content, and she serves as a seasonal tax lead supporting tax preparation with Intuit Inc. Financial Journey LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services, including project-based and ongoing comprehensive planning. The firm uses a Modern Portfolio Theory-based approach primarily implemented through passive vehicles, supplemented by fundamental, technical, and cyclical analysis, and incorporates tax-aware and goal-based portfolio reviews.

Gordon Lacquement is the principal of Koi Portfolio Management, LLC in Pensacola, FL, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for UBS Financial Services for 15 years before founding his independent firm in 2020. Koi Portfolio Management provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses both fundamental and technical analysis to build customized portfolios employing a long-term strategy with flexibility for shorter-term trading, including ETFs, mutual funds, equities, bonds, and options strategies, managing approximately $63 million in discretionary assets.

David Roberts is a financial advisor at Plan For Your Goals, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Plan For Your Goals, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, including a paid financial education and coaching program through a Skool community. The firm primarily operates on a non-discretionary advisory model and uses modern portfolio theory in constructing Investment Policy Statements and conducting quarterly account reviews.

Wayne Phillips is a financial advisor at Tip Top Financial Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. He has also operated Tip Top LLC since 2007. Tip Top Financial Advisors serves individual U.S. citizens and lawful permanent residents through a wrap-fee investment management program called the Life Investment Platform, offering both discretionary portfolio management and standalone financial planning services. The firm uses models created by unaffiliated asset managers and focuses on a small retail client base.

Leon Dulion is a financial advisor with DNA Wealth Management LLC in Pensacola, FL. He holds a Series 66 designation and has 11 years of industry experience, including six years at Edward Jones before founding his current firm in 2020. Dulion is involved in several non-investment activities, including ownership of a nonprofit organization, Altruist Properties, Inc., and participation in the Notre Dame Alumni Club of Pensacola. DNA Wealth Management provides investment management, financial planning, and defined-contribution plan participant account management. The firm serves individuals, high-net-worth clients, families, and small businesses, utilizing a client-specific approach that integrates Modern Portfolio Theory with various analytical methods to build diversified portfolios.

James Harrison is the sole advisor and managing member of Vitesse One Wealth LLC in Pensacola, FL. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding Vitesse One Wealth, he has worked with United Air Lines since 2007 as an airline transport pilot. Vitesse One Wealth provides tailored investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory, using mainly passive management with index mutual funds and ETFs, alongside asset allocation, periodic rebalancing, and selective active strategies.