Monica Marie Mc Kenna

Bill Pauley, CFA, CFP® is the founder and portfolio manager at Southernmost Advisors with almost 20 years of industry experience. Southernmost Advisors is a quantitatively driven family office that is a fee only, commission free financial advisory firm. Their family office service model is fully integrated across retirement income, tax, investment management, estate/legacy, insurance, and cashflow.

Lisa Heerwagen is a financial advisor at QP Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Heerwagen is a co-founder and serves as COO and CCO of QP Wealth Management, where she is involved in compliance and client support. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage customers, managing approximately $405 million for about 115 clients. The firm offers financial planning, investment consulting, and portfolio management, using a range of strategies including ETFs, individual equities, bonds, and alternative investments, with a notable emphasis on non-discretionary asset management.

Darcy Wadsworth is a CFP® professional with 22 years of industry experience, currently serving at Intelligence Driven Advisers, LLC since 2018. His prior experience includes roles at Ocean Equity Partners, LLC, Labrum Wealth Management, LLC, and as president and owner of EZ DZ IT, Inc. He is also involved in community activities as a board member of the Lower Keys Chamber of Commerce and secretary and board member of the Rotary Club of Big Pine & Lower Keys. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individual and institutional investors. The firm employs an investment process overseen by an Investment Committee, focusing on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary investment management, retirement plan solutions, and consulting.

Jack Niles Jr. is a financial advisor at ProVise Management Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Niles, Kight & Company, PLLC since 2010 and at Kestra Investment Services, LLC and NFP Advisor Services from 2004 to 2023. In addition to his advisory role, he is a partner at Niles, Kight & Company, PLLC, providing consulting and tax/accounting services. ProVise Management Group serves individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of investment vehicles and custodial platforms, incorporates pre-approved AI tools with human oversight, and maintains policies addressing liquidity and cybersecurity risks.

Michael Brooks is a ChFC® with 31 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is also the Chairman and CEO of Brooks Financial Group LLC, a financial planning firm he has led since 1996. Brooks is involved in several nonprofit foundations focused on community support and conservation, and he engages in writing and strategic business consulting. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and model strategies, and employs innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Diana Davis is a CFP® professional with 30 years of experience in financial advising. She has worked with Money Concepts Advisory Service and Money Concepts Capital Corp since 1997. Davis serves in the U.S. Army and is involved in educational and veteran-related organizations, including Mainely Education, Inc., Women Military Aviators, and the William Weech American Legion Post 168. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs supported by multiple portfolio solutions and third-party service providers.