Jose Marques III

Glenn Sanger Hodgson is a financial advisor at Shonan Gold Financial LLC with a Series 65 credential and three years of industry experience. He has held roles in academic instruction at Southern New Hampshire University, Regis College, and Columbia College of Missouri, and is also involved in financial wellness presentations at SmartPath, Inc. Outside of finance, he owns and operates Zarnelle LLC, a social media management and relationship marketing business. Shonan Gold Financial LLC provides individualized financial planning and consulting, offering project-based and ongoing plans alongside automated investment-management support. The firm follows a long-term investment approach based on Modern Portfolio Theory, tailoring asset allocation and recommendations to each client’s risk tolerance and objectives, while clients retain custody of their assets.

Justin Oferrall is a financial advisor with O'Ferrall Advisory Services in Tallahassee, FL, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior work includes roles at Merrill, Bank of America, J.P. Morgan Securities, and Suntrust Bank. Outside of advisory work, he owns and leads Service Pro Bookkeeping and works as a bookkeeper for Intuit. O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and institutions. The firm integrates investment, tax, bookkeeping, and insurance services, managing portfolios using diversified allocations and a combination of fundamental and technical analysis.

Edward Dougherty is a financial advisor at Dougherty Financial Planning, LLC in Tallahassee, FL, holding a Series 65 credential with three years of industry experience. He has previously worked at Sage Automotive Fund, Lafayette State Bank, and Maku, Inc. Outside of his advisory role, he owns and operates Complex Collections LLC, which manages an office building and provides finance functions for a biotechnology start-up. Dougherty Financial Planning, LLC is an independent, single-advisor firm offering discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, businesses, and other entities. The firm uses a combination of fundamental security valuation, technical and cyclical analysis, and econometric modeling to guide asset allocation across multiple asset classes.

Jason Brienen is a financial advisor at Chiron Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and tru Independence Asset Management. He serves as a board member and volunteer for the Tallahassee Quarterback Club Foundation, a local nonprofit organization. Chiron Capital Management, LLC provides wealth management and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs both fundamental and technical analysis to tailor portfolios to clients’ objectives and risk tolerances, offering a broad range of investment options and conducting regular account reviews.

Erin Mc Carty is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Cypress Capital, where she has worked since 2025, following prior roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus, and Morgan Stanley Smith Barney. Mc Carty is also a Notary Public in Tallahassee, FL. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own wrap program, implementing portfolios through a mix of ETFs, mutual funds, equities, fixed income, and third-party managers.

Mary Clark is a CFP® and Series 66-registered advisor with 17 years of industry experience. She is currently with Cypress Capital and has previously worked at LPL Financial, Independent Advisor Alliance, Barnes Capital Group, and Allen Mooney & Barnes. Outside of her advisory work, Clark is a notary public and a brand ambassador for Carhartt, Inc. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own wrap program, implementing portfolios through a variety of investment vehicles and strategies.