Nicole Koehler

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Bennett Stein is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Stein Financial LLC, an independent firm he has led since 2022. Prior to founding Stein Financial, he worked at Arbor Wealth Management, Executive Ratings, Thomas Howell Ferguson PA, and Montgomery Coscia Greilich LLP. In addition to advisory services, he spends a portion of his time providing tax planning, preparation, bookkeeping, and business valuation services. Stein Financial LLC offers discretionary portfolio management to individuals, high-net-worth clients, trusts, family investment partnerships, charitable organizations, and corporations. The firm combines fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading strategies, and it provides affiliated accounting services that include tax and valuation work.

Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to founding his firm, he worked in retail management at Vineyard Vines and serves as an assistant hockey coach at Father Ryan High School. He combines his financial advisory role with these activities outside the industry. Houndstooth Investment Management provides portfolio management and retirement-account fiduciary advice primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and both long- and short-term trading strategies, including higher-risk approaches, with individualized Investment Policy Statements guiding account management.

Micah Gibson is a financial advisor at Heritage Oak Wealth Advisors with 22 years of industry experience. He holds the Series 66 designation and has worked at Heritage Oak since 2019, following prior roles at Sowell Management Services and Arvest Asset Management. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides discretionary portfolio management across various asset classes, ongoing financial planning, and specialized services including estate-planning support and access to third-party money managers, utilizing a combination of fundamental and technical analysis with both long- and short-term strategies.