Mark Scott Dutram

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.

Joshua Scannell is a financial advisor at Future Path Financial Planning with one year of industry experience. He holds a Series 66 designation and has worked at firms including Legacy Growth Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Joshua's background includes roles outside finance, such as positions at the University of West Florida and SunQuest Cruises. Future Path Financial Planning serves individuals and high-net-worth clients with investment management, financial planning services, and specialized real estate transition and Section 1031 exchange planning. The firm uses a blend of passive and active strategies guided by Modern Portfolio Theory and offers clients discretionary trading authority with the option to set written investment restrictions.

Ryan Suttlemyre is the principal advisor at Vector Check Financial Planning in Niceville, FL. He holds a Series 65 designation and has experience in the U.S. Air Force spanning 27 years, followed by a career with United Parcel Service. He founded Vector Check Financial Planning in 2026. Vector Check Financial Planning offers project-based, fee-only financial planning services to individuals and high-net-worth clients. The firm focuses on limited-scope, one-time engagements covering areas such as retirement, tax, estate, and business planning, without providing ongoing investment management or custody services.

Dallis Shipe is a financial advisor at D3 Advisors LLC in Fort Walton Beach, FL, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked in real estate with Keller Williams Realty for over a decade and had roles in fitness and contracting industries. D3 Advisors provides investment management, financial planning, wealth management, consulting, and client education to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm uses an asset-allocation-driven investment approach, typically implemented through the Betterment Advisor Solutions platform, combining automated portfolio management with personalized client services.

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/

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.