Bruce Peterson Eshbaugh

Thomas Burdg is the principal advisor at TBCPA, Inc., an independent firm based in Fernandina Beach, Florida. He holds Series 63 and Series 66 registrations and has 21 years of experience in the financial industry. Burdg previously worked at J.W. Cole Advisors, Inc. from 2024 to 2025. He is also a certified public accountant and provides accounting and tax services through his firm. TBCPA, Inc. offers fee-based portfolio management and financial services to individual, institutional, and charitable clients. The firm integrates investment management with accounting and tax planning, using a range of analytical methods and tailoring portfolios to clients’ specific objectives and constraints.

Malea Hornback is a CFP® professional with three years of industry experience. She has worked at Bouvel Investment Partners, LLC since 2026 and previously held roles at Wealth Planning Corporation and Northwestern Mutual Investment Services LLC. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of strategies from concentrated equity to diversified and income-oriented approaches, tailoring portfolio construction to client objectives and managing specialized programs such as Custom Large Position management.

Leigh Chandler is a financial advisor at Advanced Financial Strategists Inc with Series 65 credentials and 30 years of industry experience. Chandler has been with Advanced Financial Strategists since 1996. Advanced Financial Strategists provides comprehensive investment management to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages about $60.6 million in assets using a combination of Modern Portfolio Theory, quantitative screening tools, and tax-aware portfolio construction tailored to client objectives.

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.

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.