Gordon Lacquement is a financial advisor with Koi Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before founding Koi Portfolio Management in 2020. Koi Portfolio Management offers wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and technical analysis to create customized portfolios and employs derivatives and alternative investments within separately managed accounts to meet client objectives.

Joshua Scannell is the principal of Future Path Financial Planning and holds a Series 66 designation with one year of industry experience. His prior roles include positions at Legacy Growth Wealth Management, Eagle Strategies, NYLIFE Securities, and Atlas Financial Strategies. Outside of financial advising, he has experience working with SunQuest Cruises and in educational roles at the University of West Florida and North West Florida State College. Legacy Growth Wealth Management provides investment management and financial planning services to individual and high-net-worth clients. The firm uses a mix of passive and active strategies based on modern portfolio theory and manages accounts on a discretionary, fee-only basis.

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.

Stephen Callahan is the sole advisor at Callahan Investment Advisor, LLC in Navarre, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including operating as a sole proprietor from 2004 to 2020 before founding his current firm in 2013. Outside of advisory services, he is involved with KBG, LLC, a personal investment entity. Callahan Investment Advisor, LLC provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a non-discretionary asset management model and employs fundamental, technical, and cyclical analysis, offering strategies from long-term holdings to option writing.

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

Bertrand Roberge is a financial advisor at FIA Services, Inc. with 13 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to founding FIA Services, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2012 to 2016. Outside of advisory work, he is president of Accounting Solutions & Automation, Inc., a tax preparation and accounting firm he has led since 2005, and also operates a real estate brokerage. 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 approach using diversified portfolios of low-cost mutual funds, ETFs, dividend stocks, and investment-grade bonds, with ongoing portfolio supervision and tax-efficient rebalancing.

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.

Benjamin Hall is a financial advisor at Chiper Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked extensively in golf club management, including positions at Indian Bayou Golf Club, Kelly Plantation Golf Club, and Regatta Bay Golf Club. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering tailored portfolio management and financial planning. The firm manages approximately $140 million in client assets and employs a variety of strategies aimed at preserving purchasing power over the long term.

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.

Gerald Skalsky is a financial advisor at Clear Harbor Wealth Management in Destin, FL, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Great Point Capital, ArborBrook Advisors, and Thrivent Financial. He is also involved with Skalsky Financial Planning & Consulting LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients and manages approximately $48 million in discretionary assets. The firm uses a risk-based asset allocation approach combined with fundamental and technical analysis, implementing strategies through no-load mutual funds, ETFs, stocks, and bonds, and acts as investment manager for an affiliated private pooled investment vehicle.

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.

Gary Jackson is the sole advisor at Jackson Money Management, Incorporated, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked for 16 years at ProAssurance Corporation and is currently employed as an IT manager at Precision Medicine Group, a private pharmaceutical company. 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 and relatively concentrated investment approach, typically managing stock portfolios of around 20 holdings primarily in large-cap U.S. and multinational companies.

Molly Lazor is a financial advisor at Chiper Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Chiper Wealth Management in 2020. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients’ objectives, time horizons, and risk tolerances. The firm manages approximately $140 million in assets and employs a range of strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly.

Brett Chipser is a financial advisor at Chiper Wealth Management, LLC in Destin, FL, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Chiper Wealth Management in 2020. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients' objectives and risk tolerance. The firm manages approximately $140 million in assets and sponsors a wrap fee program that combines advisory and brokerage services for a single fee.

Dustin Terry is a financial advisor at Clear Harbor Wealth Management in Destin, FL, with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Great Point Capital LLC and Center Street Securities. Outside of his advisory role, he is a co-owner of a real estate brokerage and serves as a general partner for Curio Capital Crypto Opportunities Fund GP, LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients, managing approximately $48 million in discretionary assets with a two-advisor team. The firm employs a risk-based asset allocation approach combined with fundamental and technical analysis, offering discretionary investment management and financial planning services, and acts as investment manager to an affiliated private fund.

Louis Bojorquez is a financial advisor with Aggregate Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Aggregate, he served as Regional Vice President at Beacon Capital Management, Inc. for nine years. Aggregate Financial Services, Inc. provides investment advisory and financial planning services to individual clients, offering portfolio management, retirement planning, and estate-planning reviews. The firm uses asset allocation as a core framework and employs strategies such as dollar-cost averaging and technical analysis, with accounts monitored regularly.

John Mchugh is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at TAMP Advisory Solutions LLC and Duncan McHugh Investments. Outside of advisory work, he holds a passive ownership interest in a restaurant/club business. WealthTrust Asset Management serves individuals, families, trusts, employer plans, and financial institutions through investment advisory, asset management, financial planning, and retirement plan services. The firm employs a primarily quantitative investment process supplemented by AI-driven tactical models and supports independent RIAs with model portfolio subscriptions and operational services.

Antonio Perez is a financial advisor with Slagle Financial, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at First Command in various capacities and served in the U.S. Army for 23 years. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, focusing on tailored engagement terms and investment policies. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory, using fundamental security analysis and a preference for index mutual funds and ETFs, and offers ongoing discretionary management and third-party manager oversight.

Jeffrey Cherry is a financial advisor with Slagle Financial, LLC, holding a Series 65 designation and 13 years of industry experience. He is President of Cherry Financial Inc. D/B/A Cherry Wealth Advisors, where he also acts as a licensed insurance agent. Jeffrey has been involved with AE Wealth Management and Cherry Financial Inc. since 2005. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, offering discretionary portfolio management and standalone financial plans. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and regularly monitors client accounts through a team operating ten offices.