Paul Mattke

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.

Danny Steele is a financial advisor at The Retirement Planners, USA, LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with several firms including Silver Oak Securities, Inc. and First Heartland Capital Inc. Outside of advisory work, he owns Steele Insurance Agency, focusing on Medicare and other insurance sales. The Retirement Planners, USA, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and small businesses. The firm offers ongoing portfolio management, retirement planning, ERISA plan services, and distinctive annuity management along with educational seminars and workshops.

Douglas Guernsey is the sole advisor at Guernsey Financial, LLC in Pensacola, FL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America. Guernsey also serves as Vice President of the Plantation Road Town Office Owners Association. Guernsey Financial, LLC provides financial planning, retirement planning, and consulting services primarily to individual and high-net-worth clients, including insurance companies. The firm uses an evidence-driven advisory approach and generally refers clients to third-party investment managers while maintaining client relationships and conducting ongoing reviews.

John Mugarian is a financial advisor with FamilyWealth Asset Management in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Mugarian Investment Group, LLC and Painewebber Incorporated since 2000. Outside of his advisory role, he manages a vacation property in Gatlinburg, Tennessee. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a proprietary platform that facilitates model portfolios, SMAs, UMAs, and overlay management.

Shannon Hill is a financial advisor at Alpha Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Alpha Advisors since 2006. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. Alpha Advisors constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and also manages affiliated private limited partnerships that may be recommended to qualified clients.

Scott Klaassen is a financial advisor at Turner Financial Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Claraphi Advisory Network, LLC, Constellation Trust Company, and Northern Lights Distributors, LLC. Klaassen has been with Turner Financial Group since 2021. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, along with offering planning-focused services and public educational seminars.