Millard David Roberts

Justin Oferrall is a financial advisor at O'Ferrall Advisory Services with Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Merrill, Bank of America, J.P. Morgan Securities, and Suntrust Bank. Outside of advising, he owns and leads Service Pro Bookkeeping and works as a bookkeeper for Intuit. O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and institutions, including ERISA and pre-retirement plan support. The firm’s investment approach combines fundamental and technical analysis with diversified portfolios tailored to various risk profiles and delivers additional services through affiliated accounting, tax, bookkeeping, and insurance offerings.

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.

Erin Mc Carty is a CFP® professional with nine years of industry experience, currently serving at Cypress Capital since 2025. Her prior experience includes roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus & Co Inc, and Morgan Stanley Smith Barney LLC. She is also a commissioned Notary Public in Tallahassee, FL. Cypress Capital provides discretionary investment management, financial planning, consulting, and wealth-coaching services to individual and high-net-worth clients as well as retirement plan sponsors. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party managers, and offers both wrap-fee and non-wrap arrangements.

Mary Clark is a CFP® with 17 years of experience in the financial services industry. She is currently affiliated with Cypress Capital and has previously worked at LPL Financial, Independent Advisor Alliance, and several other firms. Outside of her advisory role, she is a notary public and serves as a brand ambassador for Carhartt, Inc. Cypress Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary investment management along with financial planning, consulting, and standalone wealth-coaching services. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed-income securities, and third-party managers, and offers its own wrap-fee program that integrates execution, custody, and reporting.

Nicholas Chason is a financial advisor at Proper Wealth with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life, MassMutual, and LPL Financial. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $131.8 million across around 485 clients and employs a combination of fundamental and technical analysis to construct portfolios primarily with ETFs and diversified mutual funds.