Keith Caro Allen

Paul Curtman is the sole advisor at P.R. Curtman Investments LLC, an independent advisory firm. He holds Series 66, 65, and 63 designations and has 10 years of industry experience. His prior work includes roles at Edward Jones and multiple positions with the State of Missouri. Outside of financial advising, he is the owner of E-5 Operations LLC, a media and guidance business focused on writing and leadership. P.R. Curtman Investments LLC manages approximately $15.7 million for around 34 clients, offering individualized investment management and comprehensive financial planning. The firm serves individuals, high-net-worth clients, corporations, and charitable organizations, employing a mix of fundamental, technical, and cyclical analysis in its investment approach.

John Ronderos Jr. is a Series 65-licensed financial advisor at VM. Group with three years of industry experience. Prior to founding VM. Group, he was self-employed as a trader and investor and briefly worked at Vinify. He publishes a public technical-analysis newsletter related to his firm’s investment strategies. VM. Group is an independent advisory firm offering discretionary investment management primarily through separately managed accounts to individuals, trusts, and small businesses. The firm employs quantitative value screening, proprietary technical analysis, and fundamental due diligence across strategies that include global equity value, commodity cycles, multi-asset allocation (including cryptocurrencies), and crypto-focused portfolios.

Danny Steele is a financial advisor at The Retirement Planners, USA, LLC with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at Silver Oak Securities, Inc., First Heartland Capital Inc, and Pensacola State College. Outside of advising, he owns Steele Insurance Agency, which focuses on Medicare insurance sales and other insurance products. The Retirement Planners, USA, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and small businesses. The firm offers ongoing portfolio management, retirement planning, and ERISA plan services using a variety of investment analysis methods and maintains a relatively large client base for its size.

Anthony Williams is the sole advisor at Sentinel Investment Planning, LLC in Milton, FL, holding a Series 65 designation with 20 years of industry experience. He has managed the firm since its founding in 2016. Sentinel Investment Planning is an independent advisory firm serving a very small client base of high-net-worth individuals with discretionary portfolio management. The firm employs a range of investment strategies including active and leveraged trading, conducting regular reviews and portfolio monitoring across various asset classes.

Caleb Guernsey is a financial advisor with Guernsey Financial, LLC in Pensacola, FL. He holds a Series 65 designation and has been with Guernsey Financial since 2018. Prior to his advisory role, he worked at Olive Baptist Church for one year and has a background in education. Guernsey Financial serves individual and high-net-worth clients, providing retirement-plan consulting, financial planning, portfolio analysis, and public educational seminars. The firm emphasizes advisory and oversight services, operating primarily as a co-advisor and referrer while relying on third-party managers for portfolio management.

Wesley Odom is a financial advisor at Armada Advisors with 33 years of industry experience. He has been with Armada Advisors since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns and manages a tour company, Go Retro, and an importing business, Mr. Retro. Armada Advisors serves individual and corporate clients with portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach, emphasizing low turnover and tailored portfolios based on client goals, and offers a range of ancillary services including real estate reviews and retirement plan design.