Patricia Kelley Borinski

Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.

Yvonne Shanklin is a financial advisor with Moors & Cabot, Inc., holding a Series 66 credential and bringing 17 years of industry experience. She worked at Edward Jones for nine years before joining Moors & Cabot in 2018. Outside of her advisory duties, Shanklin serves on multiple local advisory committees in Crestview, FL, including transportation planning and city hall citizen boards, and is involved with charitable and community organizations such as the Orphan to Heir board and the Crestview Kiwanis chapter, where she is president. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of investment strategies and both discretionary and non-discretionary approaches.

Joe Faulk is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including ETFs and alternative investments.

Sara Fordyce is a Series 66-licensed financial advisor with Primerica Advisors, based in Crestview, FL, and has 22 years of industry experience. She has worked with Primerica Advisors since 2010 and currently is also affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, Fordyce serves as a church council member and finance committee chairperson at First Methodist Church in Crestview. Park Avenue Securities LLC serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Dustin Holloway is a financial advisor with Guardian Life, holding a Series 66 designation and with one year of industry experience. His work history includes roles at Guardian Life Insurance Company since 2023, Park Avenue Securities since 2025, and service in the Florida House of Representatives from 2023 to 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

James Craig is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His career includes roles at Hancock Whitney Bank and LPL Financial. Outside of advising, he is involved in the sale of premium finance life insurance through partnerships. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm offers diverse portfolio management and advisory services through a large network of independent advisors and a multi-manager platform.