Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

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.

John Davenport Jr. is a financial advisor at Davenport PBH LLC with five years of industry experience. His background includes roles at YieldStreet and RBC Capital Markets, as well as private investing and trading. Davenport holds Series 63 and Series 65 licenses. Davenport PBH LLC operates as a private investment fund managing capital for individual and institutional investors through a limited partnership. The firm focuses on discretionary portfolio management of special-situation and mispriced public equities, emphasizing less-liquid or distressed companies, and maintains a small, concentrated organizational structure with a single portfolio manager.

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.

Walter Kilby is a Series 65-credentialed advisor at Avant Capital, LLC with one year of experience in investment advisory services. Prior to joining Avant Capital, he held roles at Ace Hardware, RealJoy Vacations, Advance Local, and Dex Media. Avant Capital provides investment advisory services to individuals, trusts, estates, and retirement plans. The firm builds customized, primarily long-term portfolios using low-cost mutual funds and ETFs alongside individual stocks and bonds, employing both fundamental and technical analysis with ongoing portfolio monitoring and rebalancing.

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.

William Bryant is a financial advisor with High Speed Alliance, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Tensaw Legacy Wealth, LLC and Northwestern Mutual, as well as nearly two decades at Bryant Dental. Outside of his advisory work, he is involved in small business coaching through High Speed Consulting and serves as a general partner in special purpose investment vehicles. High Speed Alliance provides wealth management and discretionary portfolio management primarily to high-net-worth and accredited investors, as well as trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using low-cost mutual funds, ETFs, individual securities, alternative investments, and independent managers, combining multiple analytical methods and offering ERISA fiduciary support for retirement plans.

John Bauman is a financial advisor at QM Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at QM Advisors since 2019. Prior to that, he was associated with Capital Research Advisors from 2015 to 2017. Outside of his advisory role, he is involved as a business analyst at UnitedHealthcare and manages back office systems and finances at Kimberly Bauman, P.A. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary and non-discretionary portfolio management using a variety of analytic methods and manages both separately managed accounts and a private hedge fund.

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.

Matthew Novak is a CFP® with 11 years of industry experience currently serving as an investment advisory representative at Sparta Wealth Partners. His prior work includes roles at Morgan Stanley and International Assets Advisory, LLC. Outside of financial advising, Novak owns and operates several nail salons and an accounting firm, and he is also involved in real estate sales and insurance. Sparta Wealth Partners provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, and business entities. The firm employs a combination of fundamental and technical analysis with customized Investment Policy Statements and offers both long-term and short-term trading strategies, including a Long/Short sub-advised strategy with performance-based fees.

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.

Clinton Gharib is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. He is involved in teaching financial planning classes through the Heartland Institute of Financial Education. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Scott Anderson is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with B. Riley Wealth Management since 2010 and joined B. Riley Wealth Advisors in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

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.