Michael Alexander Listman

Robert Brooks is a financial advisor at Naviter Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Fisher Investments and Stephens. Brooks is also involved with the Wealth Advisor Growth Network, supporting RIA and broker-dealer teams with technology and back-office services. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Moors & Cabot since 2018, following a nine-year tenure at Edward Jones. Outside of her advisory role, Shanklin serves on several local advisory committees and nonprofit boards in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis Crestview Chapter, where she is president. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolios tailored to client objectives using a variety of investment strategies.

Joe Faulk is a Series 66-licensed financial advisor with Kingsview Wealth Management, LLC, where he has worked since 2019. He has 18 years of industry experience, including prior roles at Edward Jones, Cetera, and LPL Financial. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a mix of in-house portfolios, third-party managers, and alternative investments.

Sara Fordyce is a Series 66-licensed financial advisor with Primerica Advisors, based in Crestview, FL, and has 22 years of industry experience. She has worked with Primerica Advisors since 2010 and currently is also affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, Fordyce serves as a church council member and finance committee chairperson at First Methodist Church in Crestview. Park Avenue Securities LLC serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Dustin Holloway is a financial advisor with Guardian Life, holding a Series 66 designation and with one year of industry experience. His work history includes roles at Guardian Life Insurance Company since 2023, Park Avenue Securities since 2025, and service in the Florida House of Representatives from 2023 to 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

James Craig is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, LPL Financial, and Hancock Whitney Bank. Outside of his advisory role, he is involved in the sale of premium finance life insurance with various partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, supporting a multi-manager approach with both affiliated and third-party investment options.