Paul Brian Stinebiser

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.

Bertrand Roberge is a financial advisor at FIA Services, Inc. with 14 years of industry experience. He holds the PFS™ and Series 66 designations and also serves as president of Accounting Solutions & Automation, Inc., a tax preparation and accounting services firm he has been with since 2005. Additionally, he is president of a real estate brokerage in Gulf Breeze, Florida. 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 strategy using diversified portfolios of low-cost mutual funds, ETFs, dividend stocks, and investment-grade bonds, with attention to tax efficiency and flexibility in discretionary and non-discretionary account management.

James Baccarini is a financial advisor at Aggregate Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Aggregate Financial Services since 2023. Prior to this, he was with Beacon Capital Management, Inc. for ten years and spent one year at JC Trident Inc. He is also a licensed insurance agent involved in the sale of various insurance products. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, offering portfolio management, retirement planning, estate-planning reviews, and written financial plans. The firm uses asset allocation as a core framework and employs techniques such as dollar-cost averaging and technical analysis, with ongoing account monitoring and options for discretionary and non-discretionary managed accounts.

Taylor Retherford is a financial advisor at Aggregate Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at InterRad and Actigraph. Outside of financial advising, he works as an MDR Submission Analyst in medical imaging systems. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, including portfolio management, retirement planning, and estate-planning reviews. The firm employs asset allocation as a core framework and offers both discretionary and non-discretionary managed accounts, with ongoing monitoring and quarterly reviews.

Charles Jackson is the sole advisor at Jackson Money Management, Incorporated in Navarre, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with his firm since 1995. Jackson Money Management serves individual investors, trusts, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment advice focused on equity investing. The firm employs a fundamentally driven, relatively concentrated approach primarily targeting large-cap U.S. and multinational stocks, and offers multi-manager portfolios for clients seeking broader diversification.

Charles Mccants is a financial advisor at Aggregate Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Navy Federal Credit Union and Crabs on the Beach. Outside of advisory work, Charles is a learning program supervisor at Actigraph, a software and medical device company. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, focusing on tailored recommendations based on clients’ objectives, time horizons, and risk tolerance. The firm manages both discretionary and non-discretionary accounts and offers fiduciary services for retirement plans.