Rebecca Shea Newton

Gordon Lacquement is the principal of Koi Portfolio Management, LLC in Pensacola, FL, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for UBS Financial Services for 15 years before founding his independent firm in 2020. Koi Portfolio Management provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses both fundamental and technical analysis to build customized portfolios employing a long-term strategy with flexibility for shorter-term trading, including ETFs, mutual funds, equities, bonds, and options strategies, managing approximately $63 million in discretionary assets.

David Roberts is a financial advisor at Plan For Your Goals, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Plan For Your Goals, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, including a paid financial education and coaching program through a Skool community. The firm primarily operates on a non-discretionary advisory model and uses modern portfolio theory in constructing Investment Policy Statements and conducting quarterly account reviews.

Wayne Phillips is a financial advisor at Tip Top Financial Advisors in Gulf Breeze, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked with Primerica Advisors and Primerica Financial Services, serving in those roles for five and eight years respectively. Phillips also operates Tip Top LLC, which is involved in the sale of investment-related products. 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, utilizing models created by unaffiliated asset managers to tailor investment strategies based on client 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.

James Harrison is the sole advisor and managing member of Vitesse One Wealth LLC in Pensacola, FL. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding Vitesse One Wealth, he has worked with United Air Lines since 2007 as an airline transport pilot. Vitesse One Wealth provides tailored investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory, using mainly passive management with index mutual funds and ETFs, alongside asset allocation, periodic rebalancing, and selective active strategies.

Christopher Kitchens is the sole advisor at Kitchensink Financial Planning, LLC in Pensacola, FL. He holds a Series 65 designation and has experience working at DFAS-CL/JFLP since 2016. Kitchens is also the owner and operator of KitchenSink Tax Services, LLC, a tax preparation business. Kitchensink Financial Planning, LLC provides investment management and a range of financial planning services to individuals, families, closely held businesses, and nonprofit organizations. The firm’s investment approach emphasizes asset allocation, broad diversification, and factor exposures, using low-cost, tax-efficient funds and disciplined rebalancing, while coordinating tax preparation and considerations through its affiliated tax service.