Millard David Roberts

Glenn Sanger Hodgson is a financial advisor at Shonan Gold Financial LLC with a Series 65 credential and three years of industry experience. He has held roles in academic instruction at Southern New Hampshire University, Regis College, and Columbia College of Missouri, and is also involved in financial wellness presentations at SmartPath, Inc. Outside of finance, he owns and operates Zarnelle LLC, a social media management and relationship marketing business. Shonan Gold Financial LLC provides individualized financial planning and consulting, offering project-based and ongoing plans alongside automated investment-management support. The firm follows a long-term investment approach based on Modern Portfolio Theory, tailoring asset allocation and recommendations to each client’s risk tolerance and objectives, while clients retain custody of their assets.

Justin Oferrall is a financial advisor at O'Ferrall Advisory Services with four years of industry experience. His prior roles include positions at Merrill, Bank of America, J.P. Morgan Securities LLC, and SunTrust Bank. Outside of advisory work, he owns and leads a bookkeeping business, Service Pro Bookkeeping, and also works as a bookkeeper for Intuit. O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning for individuals, high-net-worth clients, trusts, and institutions. The firm offers ERISA and pre-retirement plan support, manages diversified portfolios using both fundamental and technical analysis, and integrates investment, tax, bookkeeping, and insurance services.

Robert Schuman Jr. is a financial advisor with Primaris Wealth Management holding Series 65 and Series 66 credentials and one year of industry experience. His background includes roles in public policy and government, such as positions with the Senate Majority Office and the Texas Senate. Outside of advising, he operates a seasonal holiday lighting business. Primaris Wealth Management is a state-registered, fee-only advisory firm that serves individuals, families, trusts, charitable organizations, and businesses. The firm provides discretionary portfolio management and standalone financial planning, using an asset-allocation-driven process that integrates economic and quantitative research and may employ AI tools in portfolio construction and rebalancing.

Edward Dougherty is a financial advisor at Dougherty Financial Planning, LLC in Tallahassee, FL, holding a Series 65 credential with three years of industry experience. He has previously worked at Sage Automotive Fund, Lafayette State Bank, and Maku, Inc. Outside of his advisory role, he owns and operates Complex Collections LLC, which manages an office building and provides finance functions for a biotechnology start-up. Dougherty Financial Planning, LLC is an independent, single-advisor firm offering discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, businesses, and other entities. The firm uses a combination of fundamental security valuation, technical and cyclical analysis, and econometric modeling to guide asset allocation across multiple asset classes.

Jason Brienen is a financial advisor at Chiron Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, tru Independence Asset Management, The Reznik, Cicone and Brienen Group, and Raymond James Financial Services. He serves as a volunteer board member for the Tallahassee Quarterback Club Foundation. Chiron Capital Management provides discretionary investment and wealth management services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages portfolios using a combination of equities, fixed income, mutual funds, ETFs, and other investment vehicles, tailoring allocations to client risk tolerances and liquidity needs.

Erin Mc Carty is a CFP® with eight years of industry experience and currently serves as a financial advisor at Cypress Capital in Tallahassee, FL. Her prior roles include positions at LPL Financial, Stifel Nicolaus & Co., Morgan Stanley Smith Barney, and Independent Advisor Alliance. She is also a commissioned Notary Public in Tallahassee. Cypress Capital provides discretionary investment management, financial planning, and wealth-coaching services to individual and high-net-worth clients, as well as retirement plan sponsors. The firm offers both wrap-fee and non-wrap arrangements, utilizing a diversified investment approach that includes mutual funds, ETFs, individual securities, and third-party managers.