William Donald Hughes

Dana Lyon is a financial advisor at Capital Wise Advisory with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to founding Capital Wise Advisory, Mr. Lyon worked for Bank of America/Merrill Lynch for 12 years. He is also a Real Estate Sales associate and serves as Treasurer on the Board of Directors for the Grant-Booster Foundation, a nonprofit organization. Capital Wise Advisory is a fee-only independent investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a combination of modern portfolio theory, fundamental and technical analysis, and integrates both passive and active investment strategies, with a focus on individualized service.

Jorge Diaz Druet is a financial advisor at Cima Sports & Wealth Management Inc with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portfolio Medics, LLC and MassMutual. He is also involved with an affiliated accounting and tax-preparation business owned by the same principal. Cima Sports & Wealth Management is an independent, state-registered investment adviser serving individual retail clients, trusts, estates, and business entities. The firm provides asset management and standalone financial planning services, employing fundamental analysis with strategic and tactical asset allocation, and operates with a single adviser using a designated custodian platform.

Andrew Page is a Series 65-licensed advisor at Moorgate Capital Management with experience spanning roles at Darwin Wealth Management, Amazon Web Services, and Boston Consulting Group. He operates Blue Horseshoe Equities, a family-owned LLC focused on trading stocks and options. Moorgate Capital Management provides discretionary investment management and family office services to institutional and high-net-worth clients, employing a research-intensive, asset-allocation driven approach with an emphasis on risk-aware implementation and periodic portfolio reviews.

Roshan Shikarpuri is the principal of Roshan Private Wealth Management, LLC and holds the PFS™ designation. He has over 40 years of experience in accounting through his work at Shan Shikarpuri & Associates, CPA's, PA, which he has been associated with since 1984. His involvement in both wealth management and accounting reflects a dual professional focus. Roshan Private Wealth Management, LLC provides discretionary asset management and portfolio monitoring primarily for high-net-worth clients. The firm customizes investment strategies based on client goals and risk tolerance, utilizing fundamental and technical analysis, option writing, and cash management while conducting regular portfolio reviews and accommodating client-imposed investment restrictions.

Ralph Marra is the sole advisor at Carter Ridge Strategic Advisors, an independent firm based in Lutz, Florida. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including positions at Merrill, UBS Financial Services, Morgan Stanley, and National Securities Corporation. Since 2022, he has led Carter Ridge Strategic Advisors and also works as an insurance agent. Carter Ridge Strategic Advisors provides discretionary and non-discretionary portfolio management and investment consulting for individuals, families, small businesses, and high-net-worth clients. The firm employs fundamental, technical, and economic analysis across various strategies, including the use of options, derivatives, and margin techniques, and may manage assets through an unaffiliated third-party wrap fee program.

Keith Amburgey is a CFP® with 16 years of industry experience and has been with Rutherford Asset Planning, Inc. since 2009. He is based in Tampa, FL, and holds a Series 63 license. Rutherford Asset Planning, Inc. provides discretionary investment management and family-office services to individuals, trusts, estates, and business entities, managing approximately $181 million across about 77 client relationships. The firm serves both high-net-worth and individual clients, emphasizing an asset-allocation first approach combined with fundamental, technical, quantitative, and qualitative analysis, and offers integrated legal, tax, and investment services through an in-house licensed attorney.