Nancy Kline

Joshua Scannell is the principal of Future Path Financial Planning and holds a Series 66 designation with one year of industry experience. His prior roles include positions at Legacy Growth Wealth Management, Eagle Strategies, NYLIFE Securities, and Atlas Financial Strategies. Outside of financial advising, he has experience working with SunQuest Cruises and in educational roles at the University of West Florida and North West Florida State College. Legacy Growth Wealth Management provides investment management and financial planning services to individual and high-net-worth clients. The firm uses a mix of passive and active strategies based on modern portfolio theory and manages accounts on a discretionary, fee-only basis.

Dallis Shipe is a financial advisor at D3 Advisors LLC with a Series 65 designation and no prior industry experience. His background includes roles at Anytime Fitness and Royster Contracting, alongside ongoing work with Keller Williams Realty since 2014. D3 Advisors provides investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm uses an asset-allocation driven approach, typically implemented through the Betterment Advisor Solutions platform, and offers a combination of wrap-fee asset management with hourly financial planning and client education.

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/

Bertrand Roberge is a financial advisor at FIA Services, Inc. with 13 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to founding FIA Services, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2012 to 2016. Outside of advisory work, he is president of Accounting Solutions & Automation, Inc., a tax preparation and accounting firm he has led since 2005, and also operates a real estate brokerage. FIA Services, Inc. provides investment management and financial planning to individuals, families, small businesses, trusts, corporate plans, and charitable organizations. The firm employs an asset-allocation approach using diversified portfolios of low-cost mutual funds, ETFs, dividend stocks, and investment-grade bonds, with ongoing portfolio supervision and tax-efficient rebalancing.

Benjamin Hall is a financial advisor at Chiper Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked extensively in golf club management, including positions at Indian Bayou Golf Club, Kelly Plantation Golf Club, and Regatta Bay Golf Club. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering tailored portfolio management and financial planning. The firm manages approximately $140 million in client assets and employs a variety of strategies aimed at preserving purchasing power over the long term.

Gerald Skalsky is a financial advisor at Clear Harbor Wealth Management in Destin, FL, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Great Point Capital, ArborBrook Advisors, and Thrivent Financial. He is also involved with Skalsky Financial Planning & Consulting LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients and manages approximately $48 million in discretionary assets. The firm uses a risk-based asset allocation approach combined with fundamental and technical analysis, implementing strategies through no-load mutual funds, ETFs, stocks, and bonds, and acts as investment manager for an affiliated private pooled investment vehicle.