David Roberts

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 a financial advisor with Koi Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before founding Koi Portfolio Management in 2020. Koi Portfolio Management offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and technical analysis to create customized portfolios and employs derivatives and alternative investments within separately managed accounts to meet client objectives.

Wayne Phillips is a financial advisor at Tip Top Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services for a combined eight years. Phillips is also involved with Tip Top LLC, an investment-related sales business he has operated since 2007. Tip Top Financial Advisors serves individual U.S. citizens and lawful permanent residents, including families and certain companies, through a wrap-fee investment management program called the Life Investment Platform. The firm offers discretionary portfolio management and financial planning services, using models created by unaffiliated asset managers tailored to client investment profiles.

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.

Christopher Kitchens is the sole advisor at Kitchensink Financial Planning, LLC in Pensacola, FL. He holds a Series 65 designation and has experience working at DFAS-CL/JFLP since 2016. Kitchens is also the owner and operator of KitchenSink Tax Services, LLC, a tax preparation business. Kitchensink Financial Planning, LLC provides investment management and a range of financial planning services to individuals, families, closely held businesses, and nonprofit organizations. The firm’s investment approach emphasizes asset allocation, broad diversification, and factor exposures, using low-cost, tax-efficient funds and disciplined rebalancing, while coordinating tax preparation and considerations through its affiliated tax service.

Stephen Callahan is the sole advisor at Callahan Investment Advisor, LLC in Navarre, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including operating as a sole proprietor from 2004 to 2020 before founding his current firm in 2013. Outside of advisory services, he is involved with KBG, LLC, a personal investment entity. Callahan Investment Advisor, LLC provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a non-discretionary asset management model and employs fundamental, technical, and cyclical analysis, offering strategies from long-term holdings to option writing.