Juliana Surcalo Evans

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management and holds Series 63, 65, and 66 licenses with two years of industry experience. His background includes roles at Vineyard Vines, where he is currently Assistant Store Manager, and he serves as an assistant hockey coach at Father Ryan High School. Houndstooth Investment Management offers ongoing portfolio management and retirement-account fiduciary advice primarily to individual and high-net-worth clients, utilizing a range of analytical methods and both long- and short-term trading strategies. The firm prepares individualized Investment Policy Statements and manages accounts on a discretionary basis.

George Livingston is a CFP® and Series 65 designated advisor with 22 years of industry experience. He has been with Livingston Financial Planning, Inc. since 2002. Outside of financial advising, he manages timberland and farmland in Decatur County, Georgia, overseeing timber production and farm rental activities. Livingston Financial Planning, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm employs a long-term, buy-and-hold investment approach focused on diversified allocations to low-cost index funds, ETFs, and investment-grade fixed income, with investment management conducted on a largely non-discretionary basis under client-approved agreements.

William Bryant is a financial advisor at MedDent Solutions with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Tensaw Legacy Wealth. Outside of advising, he is involved in small business coaching through High Speed Consulting and serves as a general partner in investment vehicles affiliated with JAM Capital and Brynes Capital. Meddent Solutions serves primarily high-net-worth individuals, as well as trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement-plan advisory services with a focus on long-term portfolio construction using a variety of investment strategies and vehicles.