Glenn Delman is a CFP® professional with 34 years of experience in financial advisory services. He is the sole advisor at G & F Financial Services in Panama City Beach, FL, where he has provided investment management and financial planning since 1991. Delman previously worked with American Investors Company from 1992 to 2018. G & F Financial Services advises individual clients on investment management, financial planning, and estate-planning matters without a stated account minimum. The firm employs a financial-planning process supported by Moneytree Software’s Total Planning Suite and uses various analysis techniques, including asset allocation and quantitative methods, typically favoring longer-term purchase strategies.

Michael Grant is a financial advisor at 22 Seven Wealth Management Inc. in Panama City, FL, with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at CUNA Mutual Group and Saxony Securities. Outside of advisory work, he is involved in a car rental business and provides consulting on electric vehicle charging installations. 22 Seven Wealth Management, Inc. offers financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm creates customized portfolios based on client goals and risk tolerance, employing various investment strategies and managing accounts primarily on a discretionary basis.

Barry Hatton is a financial advisor with The Hatton Financial Group, LLC in Panama City Beach, FL. He holds the ChFC® designation and a Series 63 license, and has 38 years of industry experience. Hatton has been associated with Investors Security Co Inc since 2004 and has operated The Hatton Financial Group since 1984. The Hatton Financial Group provides financial planning services primarily to individual clients, focusing on written comprehensive and limited-scope plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities and generally refers clients to third-party investment managers for asset management.

Jeremy Senterfitt is a financial advisor at CPA Group Investment Management, LLC and holds a Series 65 designation. He has been with CPA Group Investment Management since 2025 and has prior experience at Tipton, Marler, Garner & Chastain, P.A., Panama Country Club, and the University of Florida. Outside of his advisory role, he is a managing member and equal owner of Senterfitt Lawn Care, LLC, a lawn care service business serving private residents and small businesses. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving individual clients, including high-net-worth households. The firm focuses on long-term asset allocation using mutual funds, ETFs, and select individual securities, and provides discretionary portfolio management alongside comprehensive financial planning.

Treyton De Vore is a financial advisor at AllStreet Wealth with five years of industry experience and holds a Series 65 designation. He has founded several non-investment businesses, including a nonprofit focused on grant review and marketing, an educational company producing video courses, and a marketing and design firm. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, providing comprehensive financial planning and discretionary investment management. The firm employs long-term, buy-and-hold passive portfolios based on asset allocation principles and offers both ongoing planning and project-based services.

Benjamin Halliburton is a CFA® charterholder with 21 years of industry experience. He is currently with Tradition Investment Management, LLC and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Tradition Investment Management, LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning services. The firm tailors advice based on client objectives, time horizon, and risk tolerance, using various investment methods with a focus on long-term purchasing power preservation and tax considerations.

Douglas Gusmus is a financial advisor with CPA Group Investment Management, LLC, holding the PFS™ designation and Series 65 license. He has 24 years of industry experience and has worked at CPA Group Investment Management and the affiliated CPA firm Tipton, Marler, Garner & Chastain, P.A. since 2004. Outside of his advisory work, he is a member of Roundabout 19, LLC, a non-public entity that manages a property in Panama City, Florida. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving primarily high-net-worth individuals. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, offering discretionary portfolio management and comprehensive financial planning, and maintains a unique connection with an affiliated CPA firm.

Shattuck Lamm is a financial advisor with Keystone Private Wealth, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cypress Wealth Services. Outside of advising, he owns an exotic car rental business and is involved with a software company that supports homeowners associations in California. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach while maintaining flexibility to adjust portfolios based on client needs and market conditions.

Robert Burts Jr. is a financial advisor with Synovus Securities, Inc., holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has a long tenure at Synovus-related firms dating back to 1999 and recently joined Pinnacle Bank in 2026. Outside of his advisory role, he owns a rental condominium in Panama City Beach, FL. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both advisory and brokerage services through various managed account programs and using a risk-tolerance framework to guide investment decisions.

John Lydick is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Harbor Financial. Outside of finance, he is the president and owner of Jon Charles Makeovers Inc., a salon business, and serves as an organist at Christ Our Savior Lutheran Church. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing portfolio management, financial planning, and consulting for retirement plans. The firm uses a range of investment analyses and may incorporate third-party asset managers to tailor client solutions.

Andrea Ehle is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 16 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2021. Outside of her advisory role, she is a consultant for Arbonne and DoTerra, focusing on skincare and essential oils products. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.

Malissa Romack is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2011. She has 28 years of industry experience and holds a Series 63 license. Outside of her advisory role, she serves as an Attorney-in-Fact and Trustee for investment-related entities in the Panama City area. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.

Otis Thames is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also currently associated with Agia, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base across its 1,239 advisors.

Laura Plourde is a CFP® and ChFC® with 34 years of experience in the financial services industry. She has been with Equity Services, Inc. and National Life Group since 2010. Outside of her advisory role, she is a partner and owner of Clyde River Camping, a business renting campsites in Vermont. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm uses a combination of proprietary and third-party platforms to deliver investment management, offering both discretionary and non-discretionary trading tailored to client profiles.

Joseph Hamner is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He previously worked at AXA Advisors, LLC from 2010 to 2017 before joining GWN Securities. Hamner serves as a board member for the Gulf Coast State College Foundation, focusing on fundraising activities. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and provides a range of managed-account programs, including traditional asset allocation and legacy market-timing strategies.

Chad Link is a financial advisor with Truist Advisory Services in Panama City Beach, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career has been with Truist and its predecessor entities since 2015. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Adam Breazeale is a CFP® professional with 17 years of experience in the financial services industry. He currently works at Schwab Wealth Advisory and has held previous roles at Charles Schwab, Fidelity Brokerage Services, Fifth Third Securities, and CUNA Mutual Group. Breazeale is based in Panama City Beach, FL. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients through its Schwab Wealth Advisory program. The firm’s recommendations are based on Schwab’s asset-allocation models and proprietary research tools, offering clients access to financial planning, trade execution, and custody services within an integrated product and service ecosystem.

Bradlee Hilley is a CFP® with nine years of industry experience, currently advising at First Command Advisory Services. He has worked with First Command since 2016 and previously spent a year at Ryan Cabaniss State Farm. Hilley is also a member of the United States Army National Guard and is involved in a local coffee business, Hilltrust Coffee, LLC, which he co-owns with his wife. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside an in-house investment management team that constructs and manages model portfolios.

Rebecca Bromley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at several major financial institutions, including Wells Fargo and Bank of America, before joining Truist in 2022. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation.

Brennan Laird is a financial advisor with First Command Advisory Services in Panama City, FL, holding Series 63 and Series 65 licenses and one year of industry experience. He has served in the US Army National Guard since 2014. Prior to his advisory role, his background includes positions at Perk's Coffee Shot, Walmart, UPS, and the Oktibeha Sheriff's Department. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and offers structured 12-month Tailored Professional Services engagements alongside discretionary Asset Management Solutions portfolios.