Kathy Pettis Cunningham

Joshua Scannell is a financial advisor at Future Path Financial Planning in Niceville, FL, holding a Series 66 designation with one year of industry experience. Prior to joining his current firm, he held roles at Legacy Growth Wealth Management LLC, Eagle Strategies LLC, NYLIFE Securities LLC, and Atlas Financial Strategies. Outside of finance, he has experience working with SunQuest Cruises and various local businesses. Future Path Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm operates as a fee-only independent adviser, employing a long-term, customized investment approach that incorporates both active and passive strategies tailored to client preferences.

Dallis Shipe is a financial advisor at D3 Advisors LLC with a Series 65 designation and no prior industry experience. His background includes roles at Anytime Fitness and Royster Contracting, alongside ongoing work with Keller Williams Realty since 2014. D3 Advisors provides investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm uses an asset-allocation driven approach, typically implemented through the Betterment Advisor Solutions platform, and offers a combination of wrap-fee asset management with hourly financial planning and client education.

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

Bennett Stein is a CFP® with seven years of experience in the financial industry. He is the founder of Stein Financial LLC and previously worked at Arbor Wealth Management, Executive Ratings, LLC, and Thomas Howell Ferguson PA. In addition to advisory services, he spends a small portion of his time providing tax planning, preparation, bookkeeping, and business valuation services. Stein Financial LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, family investment partnerships, charitable organizations, and corporations. The firm combines fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading strategies, and offers affiliated accounting services including tax planning and business valuations.

Bertrand Roberge is a financial advisor at FIA Services, Inc. with 14 years of industry experience. He holds the PFS™ and Series 66 designations and also serves as president of Accounting Solutions & Automation, Inc., a tax preparation and accounting services firm he has been with since 2005. Additionally, he is president of a real estate brokerage in Gulf Breeze, Florida. FIA Services, Inc. provides investment management and financial planning to individuals, families, small businesses, trusts, corporate plans, and charitable organizations. The firm employs an asset-allocation strategy using diversified portfolios of low-cost mutual funds, ETFs, dividend stocks, and investment-grade bonds, with attention to tax efficiency and flexibility in discretionary and non-discretionary account management.

James Baccarini is a financial advisor at Aggregate Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Aggregate Financial Services since 2023. Prior to this, he was with Beacon Capital Management, Inc. for ten years and spent one year at JC Trident Inc. He is also a licensed insurance agent involved in the sale of various insurance products. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, offering portfolio management, retirement planning, estate-planning reviews, and written financial plans. The firm uses asset allocation as a core framework and employs techniques such as dollar-cost averaging and technical analysis, with ongoing account monitoring and options for discretionary and non-discretionary managed accounts.