Julie Lynn Phillips

Holly Kelley is a financial advisor with HPS Solutions LLC in Lakeland, FL, holding a Series 65 designation and four years of industry experience. She has held roles at several firms including Core Wealth Advisors, Inc. and PFS Investments, Inc., and has worked in tax and accounting services through Hamic Previte & Sturwold PA since 2019. HPS Solutions LLC provides investment supervisory and consulting services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm uses a value-driven, fundamental analysis investment approach, emphasizing long-term holdings and diversification, and offers specialized 401(k) services as well as financial planning integrated with portfolio management.

Ryan Layton is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been the sole advisor at EmeraldSpark Investments since 2015. Ryan is also an adjunct professor and regularly participates in industry conferences and consulting with the CFA Institute. EmeraldSpark Investments provides personalized discretionary investment management and financial planning primarily for individual clients and offers 401(k) plan investment advisement to plan sponsors and participants. The firm combines Modern Portfolio Theory with behavioral finance in its investment process and is known for its educational outreach, including seminars, workshops, and no-cost financial planning services for clients.

Trisha Floyd is a financial advisor at Wise Financial Strategies, LLC in Lakeland, FL, holding the PFS™ designation. She has over 18 years of experience including roles at Ramos & Floyd CPAs PLLC and CliftonLarsonAllen LLP in public accounting. Wise Financial Strategies serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers advisory services including discretionary portfolio management in partnership with a third-party money manager, financial planning, and educational seminars, using a fundamentally driven, value-oriented investment approach with a long-term horizon.

Christopher Pepin is a financial advisor with Waypoint Strategic Wealth LLC, holding a Series 63 and Series 65 license and bringing 31 years of industry experience. He previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors for over a decade. He is also a licensed insurance agent involved in insurance sales and implementing insurance recommendations. Waypoint Strategic Wealth LLC is a small independent firm providing wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes long-term, fundamental analysis-based investment decisions with portfolios tailored to client goals, risk tolerance, and time horizon.

Brian Ulch is a financial advisor at Aventail Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 license and has been with Aventail Wealth Management since 2015. In addition to his advisory role, he is a licensed insurance agent in multiple states, working with clients on life, annuity, and long-term care insurance needs. Aventail Wealth Management is a fee-based registered investment adviser serving primarily individual clients, including high-net-worth households. The firm offers discretionary portfolio management, financial planning, and consulting services, using a structured investment approach that incorporates ETFs, mutual funds, and select individual securities guided by a written Investment Policy Statement.

Bryan Beamer is a financial advisor with iPlan in Winter Haven, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Ameriprise Financial Services, Kestra Financial Services, Raymond James Financial, and Wells Fargo Clearing. He is also the owner and consultant of iGIVE, LLC, a charitable wealth coaching business that advises nonprofit organizations on donor participation strategies. iPlan serves individual and high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning services utilizing a primarily passive investment approach based on modern portfolio theory, while incorporating cyclical and fundamental analysis when appropriate.