Patrick Lanza

Rebecca Newton is a CFP® and Series 66 credentialed advisor with 21 years of industry experience. She is the principal of Financial Journey LLC, where she has worked since 2020. Prior to that, she was with Concord Wealth Partners for three years and Financial Strategies Group for ten years. In addition to her advisory work, she is the founder of Financial Journey Courses LLC, which provides educational content, and she serves as a seasonal tax lead supporting tax preparation with Intuit Inc. Financial Journey LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services, including project-based and ongoing comprehensive planning. The firm uses a Modern Portfolio Theory-based approach primarily implemented through passive vehicles, supplemented by fundamental, technical, and cyclical analysis, and incorporates tax-aware and goal-based portfolio reviews.

Gordon Lacquement is a financial advisor with Koi Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before founding Koi Portfolio Management in 2020. Koi Portfolio Management offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and technical analysis to create customized portfolios and employs derivatives and alternative investments within separately managed accounts to meet client objectives.

David Roberts is a financial advisor at Plan For Your Goals, LLC in Gulf Breeze, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. Roberts is also an independent insurance agent. Plan For Your Goals, LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes a long-term, non-discretionary investment approach based on modern portfolio theory, offering personalized asset allocation and quarterly portfolio reviews.

Paul Curtman is the principal of P.R. Curtman Investments LLC, an independent advisory firm based in Milton, FL. He holds Series 63, 65, and 66 licenses and has 10 years of industry experience, including roles at Edward Jones, Carillon Group Inc, and Ameritas. Outside of financial advising, he is an author and owner of E-5 Operations LLC, a media and guidance business established in 2013. P.R. Curtman Investments LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, high net-worth clients, charitable organizations, and businesses. The firm employs a variety of analytical methods informed by Modern Portfolio Theory and emphasizes written deliverables, ongoing client education, and periodic workshop-style events.

Wayne Phillips is a financial advisor at Tip Top Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services for a combined eight years. Phillips is also involved with Tip Top LLC, an investment-related sales business he has operated since 2007. Tip Top Financial Advisors serves individual U.S. citizens and lawful permanent residents, including families and certain companies, through a wrap-fee investment management program called the Life Investment Platform. The firm offers discretionary portfolio management and financial planning services, using models created by unaffiliated asset managers tailored to client investment profiles.

Leon Dulion is a financial advisor with DNA Wealth Management LLC in Pensacola, FL. He holds a Series 66 designation and has 11 years of industry experience, including six years at Edward Jones before founding his current firm in 2020. Dulion is involved in several non-investment activities, including ownership of a nonprofit organization, Altruist Properties, Inc., and participation in the Notre Dame Alumni Club of Pensacola. DNA Wealth Management provides investment management, financial planning, and defined-contribution plan participant account management. The firm serves individuals, high-net-worth clients, families, and small businesses, utilizing a client-specific approach that integrates Modern Portfolio Theory with various analytical methods to build diversified portfolios.