John Stephen Putnam

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Letitia Wold is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial since 2009. She is the founder and president of Belleair Wealth Strategies and is involved in Rosier Times LLC, a business established to hold and utilize a motor yacht as an event space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

William Hughes is the sole advisor at William D Hughes, an independent firm based in Odessa, FL. He holds Series 65 and Series 66 licenses and has nine years of industry experience. In addition to his advisory work, Hughes operates a licensed accounting practice, William D Hughes CPA, where he provides accounting services. The firm offers portfolio management for individual and high-net-worth clients, focusing on equities and fixed-income securities. Its investment approach includes fundamental analysis and combines long-term and short-term strategies tailored to client objectives and risk tolerance.

Daniel Streetman is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Patina Financial Partners, LLC. He previously worked at CWM, LLC and Woodbury Financial Services, Inc. Outside of his advisory role, he is active in the Porsche 356 Florida Owners Group, where he serves as Southwest Events Coordinator and Membership Chair. Patina Financial Partners is a state-registered advisory providing discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs an evidence-based, long-term investment approach using low-cost, passively managed or rules-based vehicles, and regularly utilizes unaffiliated Independent Managers and restricted-access funds without receiving third-party compensation.

Andrew Page is a financial advisor at Moorgate Capital Management with a Series 65 credential and no prior industry experience. He previously worked at Boston Consulting Group for three years and has been employed at Amazon Web Services since 2019 as a pre-sales architect. In addition to his advisory role, he manages a family-owned LLC that trades stocks and options contracts. Moorgate Capital Management provides discretionary investment management to institutional and high-net-worth clients, including trusts and family offices. The firm employs a research-intensive, asset-allocation driven approach focusing on high-conviction ideas and uses a combination of fundamental, technical, quantitative, and qualitative analysis for security selection.