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Bill Pauley, CFA, CFP® is the founder and portfolio manager at Southernmost Advisors with almost 20 years of industry experience. Southernmost Advisors is a quantitatively driven family office that is a fee only, commission free financial advisory firm. Their family office service model is fully integrated across retirement income, tax, investment management, estate/legacy, insurance, and cashflow.

Jack Niles Jr. is a financial advisor at ProVise Management Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Niles, Kight & Company, PLLC since 2010 and at Kestra Investment Services, LLC and NFP Advisor Services from 2004 to 2023. In addition to his advisory role, he is a partner at Niles, Kight & Company, PLLC, providing consulting and tax/accounting services. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment vehicles and custodial platforms, incorporates pre-approved AI tools with human oversight, and maintains policies addressing liquidity and cybersecurity risks.

Karen Vaught is a Series 66 licensed advisor with nine years of industry experience, currently serving at Consolidated Portfolio Review Corp. She previously worked at Vanderbilt Financial Group, J.W. Cole Advisors, J.W. Cole Financial, Leeward Wealth Management, and Edward Jones. Outside of her advisory role, she is involved in her family’s real estate business and serves as treasurer for the Sister Season Fund, a charitable organization. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary and third-party managed portfolios.

Diana Davis is a CFP® professional with 30 years of experience in financial advising. She has worked with Money Concepts Advisory Service and Money Concepts Capital Corp since 1997. Davis serves in the U.S. Army and is involved in educational and veteran-related organizations, including Mainely Education, Inc., Women Military Aviators, and the William Weech American Legion Post 168. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by multiple portfolio solutions and third-party service providers.

Nancy Beck is a CFP® professional affiliated with J. W. Cole Advisors, Inc. in Key West, Florida, with 41 years of industry experience. She has worked with J. W. Cole Advisors since 2015 and previously operated Beck Financial Strategies Inc. from 1996 to 2017. Outside of financial advising, she is an artist with a fine art business and is a musician and performer, singing and playing guitar with a group. J. W. Cole Advisors is an enterprise-level firm supporting a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts through discretionary and non-discretionary management, employing a mix of fundamental, technical, and model-based investment strategies.

Scott Christian is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years and Merrill for 9 years. Outside of his advisory role, he serves as a trustee for a 401(k) plan and has ownership interests in investment-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary and third-party strategies across various asset classes.