Eleonora Diana Kovacs

Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Moors & Cabot since 2018, following a nine-year tenure at Edward Jones. Outside of her advisory role, Shanklin serves on several local advisory committees and nonprofit boards in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis Crestview Chapter, where she is president. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolios tailored to client objectives using a variety of investment strategies.

Joe Faulk is a Series 66-licensed financial advisor with Kingsview Wealth Management, LLC, where he has worked since 2019. He has 18 years of industry experience, including prior roles at Edward Jones, Cetera, and LPL Financial. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a mix of in-house portfolios, third-party managers, and alternative investments.

Sara Fordyce is a ChFC® and Series 66 credentialed advisor with 23 years of industry experience. She has been with Guardian Life and its affiliates since 2010 and is currently affiliated with Park Avenue Securities. Fordyce serves as a church council member and finance committee chairperson for First Methodist Church Crestview. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a suite of integrated financial planning and lending options.

Dustin Holloway is a financial advisor at Guardian Life with the Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and the Florida House of Representatives. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

James Craig is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, LPL Financial, and Hancock Whitney Bank. Outside of his advisory role, he is involved in the sale of premium finance life insurance with various partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, supporting a multi-manager approach with both affiliated and third-party investment options.