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.

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/

Bennett Stein is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Stein Financial LLC, an independent firm he has led since 2022. Prior to founding Stein Financial, he worked at Arbor Wealth Management, Executive Ratings, Thomas Howell Ferguson PA, and Montgomery Coscia Greilich LLP. In addition to advisory services, he spends a portion of his time providing tax planning, preparation, bookkeeping, and business valuation services. Stein Financial LLC offers discretionary portfolio management to individuals, high-net-worth clients, trusts, family investment partnerships, charitable organizations, and corporations. The firm combines fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading strategies, and it provides affiliated accounting services that include tax and valuation work.

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.

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.

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.

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.

Michael Lee is a CFA® charterholder with seven years of industry experience, currently serving at WealthTrust Asset Management, LLC in Destin, FL. His prior roles include positions at Blackstock, Inc, Nyoobe, Inc, Wildermuth Asset Management, and Kalos Management. He has contributed occasionally to Seeking Alpha, an investment-related website. WealthTrust Asset Management operates multiple business channels providing investment advisory, asset management, financial planning, and retirement plan advisory services to individuals, families, trusts, employer plans, and financial institutions. The firm uses a primarily quantitative investment process enhanced with AI-driven tactical models and serves independent RIAs through model portfolio subscriptions and sub-advisory services.

Stephen Myler is a CFP® with 23 years of industry experience, currently serving at MPM Wealth Advisors in Miramar Beach, FL. He has been affiliated with MPM Wealth Advisors and Zeiders Enterprises since 2013 and operates a financial planning sole proprietorship, Myler Financial, since 2010. Outside of financial advising, he provides counseling to military families on financial readiness through Zeiders Enterprises. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, consulting, and educational services.

Phillip Streible is a financial advisor at Blue Line Capital with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RJ O'Brien Associates for eight years. He is also the Chief Market Strategist at Blue Line Futures LLC, a commodities firm. Blue Line Capital provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis, using both value and growth strategies along with strategic and tactical asset allocation.

Todd Sensing is a financial advisor at Farther with nine years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Farther, he worked at FamilyVest, LLC and the Aardvark Market Neutral Fund, L.P. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs Modern Portfolio Theory with bespoke allocations and proprietary algorithmic model portfolios, offering discretionary investment management and retirement plan consulting.

Joseph Keifer is a financial advisor with Cornerstone Wealth Management, LLC in Destin, FL, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Cornerstone Wealth Management since 2012 and has been associated with LPL Financial, LLC since 2005. Outside of his advisory roles, Keifer serves as an advisory board member for PLM Companies. Cornerstone Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses a multi-brand operating model supported by LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision and a combination of fundamental, quantitative, and qualitative analysis.

Mark Dutram is a financial advisor with RFG Advisory, LLC in Destin, Florida, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. Prior to joining RFG Advisory in 2019, he worked at LPL Financial for 16 years. He serves as treasurer and board member of the Emerald Coast Estate Planning Council and is a trustee on the Destin Fire District Board of Pensions. Dutram also participates in financial education through the FMT Financial Educators Network. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various platforms, manages a multi-ETF suite as a sub-adviser, and offers specialized services including retirement plan consulting and a financial education program for women.

Kermit Mcgregor Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at AE Wealth Management LLC and Brokers International Financial Services, LLC. Outside of advising, he owns and serves as president of a massage therapy and pain management clinic. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios through a network of affiliated offices using model allocations, third-party sub-advisers, and an asymmetric rebalancing approach.

Jeffery Barnes is a financial advisor at Kingsview Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kingsview Partners LLC and Wells Fargo in various roles since 2009. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering access to a broad range of investment instruments and third-party managers.