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.

David Roberts is a financial advisor at Plan For Your Goals, LLC in Gulf Breeze, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. Roberts is also an independent insurance agent. Plan For Your Goals, LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes a long-term, non-discretionary investment approach based on modern portfolio theory, offering personalized asset allocation and quarterly portfolio reviews.

Wayne Phillips is a financial advisor at Tip Top Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services for a combined eight years. Phillips is also involved with Tip Top LLC, an investment-related sales business he has operated since 2007. Tip Top Financial Advisors serves individual U.S. citizens and lawful permanent residents, including families and certain companies, through a wrap-fee investment management program called the Life Investment Platform. The firm offers discretionary portfolio management and financial planning services, using models created by unaffiliated asset managers tailored to client investment profiles.

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.

Danny Steele is a financial advisor at The Retirement Planners, USA, LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with several firms including Silver Oak Securities, Inc. and First Heartland Capital Inc. Outside of advisory work, he owns Steele Insurance Agency, focusing on Medicare and other insurance sales. The Retirement Planners, USA, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and small businesses. The firm offers ongoing portfolio management, retirement planning, ERISA plan services, and distinctive annuity management along with educational seminars and workshops.

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.

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.

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.

John Mugarian is a financial advisor with FamilyWealth Asset Management in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Mugarian Investment Group, LLC and Painewebber Incorporated since 2000. Outside of his advisory role, he manages a vacation property in Gatlinburg, Tennessee. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a proprietary platform that facilitates model portfolios, SMAs, UMAs, and overlay management.

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.

Tripp Hale is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Hale & Doerr Wealth Management LLC since 2019. Prior to this, he worked with HD Vest in various roles from 2015 to 2019. Outside of his advisory work, he is the owner of Hale and Doerr, LLC, providing accounting and bookkeeping services, and serves as president of Turtles Down Farm, Inc. Hale & Doerr Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical methods and investment strategies tailored to client goals and risk tolerance. The firm incorporates alternative investments and maintains affiliations with accounting and insurance services as part of its broader approach.

Heather Doerr is a financial advisor at Hale & Doerr Wealth Management LLC with seven years of industry experience. She holds a Series 65 credential and has worked at Hale & Doerr Wealth Management since 2019. Her prior experience includes roles at HD Vest Advisory Services and ERA, as well as involvement in business ventures such as Doerr Enterprises LLC and Hale and Doerr LLC. Hale & Doerr Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a range of analytical methods and trading strategies, offering diversified portfolios that may include alternative investments, while maintaining affiliations with accounting and insurance activities.

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.

Hugh Baker is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Wrenne Financial Planning LLC since 2021 and previously worked at Allegheny Financial Group from 2015 to 2021. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients, including individual and high-net-worth households as well as corporate and business clients. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, providing comprehensive financial planning and discretionary portfolio management along with separate student-loan planning 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.

Sarah Haizlip is a financial advisor at Summit Asset Management LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Summit since 2006. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients and nearly $939 million in assets. The firm provides portfolio management, financial planning, and retirement plan advisory services, implementing client plans primarily through diversified asset allocation overseen by an internal Investment Committee.

Daniel Baccarini is a financial advisor at Beacon Capital Management, Inc. with 14 years of experience at the firm. He holds Series 63 and Series 65 licenses and is based in Gulf Breeze, Florida. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, trusts, and institutional clients, using data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.