Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 16 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2009 to 2018 before joining Moors & Cabot in 2018. Outside of her advisory role, Shanklin serves on several local boards and committees in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis-Crestview Chapter, where she is president. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm employs various analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Joe Faulk is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including ETFs and alternative investments.

Sara Fordyce is a Series 66-licensed financial advisor with Primerica Advisors, based in Crestview, FL, and has 22 years of industry experience. She has worked with Primerica Advisors since 2010 and currently is also affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, Fordyce serves as a church council member and finance committee chairperson at First Methodist Church in Crestview. Park Avenue Securities LLC serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Danniele Barker is a financial advisor with Primerica Advisors in Crestview, FL, holding Series 63 and Series 66 licenses and with 17 years of industry experience. Her prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Northwestern Mutual Investment Management, and others. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting solutions.

James Craig is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Hancock Whitney Bank and LPL Financial. Outside of his advisory work, he is a 50% owner of a rental property business and involved in the sale of premium finance life insurance with various partners. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

George Borinski III is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 and is also involved with Premier Wealth Management Partners, LLC, where he serves as Director of Operations for a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Allen Farr is a financial advisor with Edward Jones in Crestview, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Liberty Baptist Church and Olive Baptist Church for a combined 14 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blaine Tew is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Barts Electric and Toolan Development. He volunteers as a clerk for the Church of Jesus Christ of Latter Day Saints, assisting with donation processing and member reimbursement requests. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Paul Lowrey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Lowrey serves as a notary public and acts as a general agent for Legal Shield, a pre-paid legal services provider. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a variety of investment solutions ranging from model portfolios to customized advisory arrangements.

Reagan Hobbs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Hobbs worked at PNC Bank and held various roles in companies such as Candymaker Company, Crocs, and Nike. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Borinski is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. She has been with LPL Financial since 2000. Outside of her advisory role, she has an interest in an inherited oil well in Parker County, Texas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Eleonora Kovacs is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017, following prior roles at ORI and Homegoods Inc. TJX Companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.