Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

Joshua Scannell is a financial advisor at Future Path Financial Planning in Niceville, FL, holding a Series 66 designation with one year of industry experience. Prior to joining his current firm, he held roles at Legacy Growth Wealth Management LLC, Eagle Strategies LLC, NYLIFE Securities LLC, and Atlas Financial Strategies. Outside of finance, he has experience working with SunQuest Cruises and various local businesses. Future Path Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm operates as a fee-only independent adviser, employing a long-term, customized investment approach that incorporates both active and passive strategies tailored to client preferences.

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/

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Bennett Stein is a CFP® with seven years of experience in the financial industry. He is the founder of Stein Financial LLC and previously worked at Arbor Wealth Management, Executive Ratings, LLC, and Thomas Howell Ferguson PA. In addition to advisory services, he spends a small portion of his time providing tax planning, preparation, bookkeeping, and business valuation services. Stein Financial LLC provides 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 offers affiliated accounting services including tax planning and business valuations.

Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management and holds Series 63, 65, and 66 licenses with two years of industry experience. His background includes roles at Vineyard Vines, where he is currently Assistant Store Manager, and he serves as an assistant hockey coach at Father Ryan High School. Houndstooth Investment Management offers ongoing portfolio management and retirement-account fiduciary advice primarily to individual and high-net-worth clients, utilizing a range of analytical methods and both long- and short-term trading strategies. The firm prepares individualized Investment Policy Statements and manages accounts on a discretionary basis.

Benjamin Hall is a financial advisor at Chiper Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes several years working at golf clubs in various roles. Chiper Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm manages approximately $140 million in assets and employs a range of strategies tailored to clients’ objectives and risk tolerance.

Gerald Skalsky is a financial advisor with Clear Harbor Wealth Management in Destin, FL, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Great Point Capital and Thrivent Financial, among others. Skalsky also operates Skalsky Financial Planning & Consulting LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and third-party adviser referrals. The firm employs a risk-based asset allocation approach supplemented by technical and fundamental analysis and manages sponsored pooled investment vehicles with a focus on emerging asset classes.

William Bryant is a financial advisor at MedDent Solutions with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Tensaw Legacy Wealth. Outside of advising, he is involved in small business coaching through High Speed Consulting and serves as a general partner in investment vehicles affiliated with JAM Capital and Brynes Capital. Meddent Solutions serves primarily high-net-worth individuals, as well as trusts, estates, businesses, and retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement-plan advisory services with a focus on long-term portfolio construction using a variety of investment strategies and vehicles.

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.

Nicholas Carman is a financial advisor at Clear Harbor Wealth Management in Destin, FL, holding a Series 65 designation. He has one year of industry experience and previously worked in the telecommunications sector with firms including T-Mobile and Sprint. Clear Harbor Wealth Management serves individual and high-net-worth clients, providing investment management, financial planning, and referrals to third-party advisers. The firm employs a risk-based asset allocation approach alongside technical and fundamental analysis, managing portfolios primarily through mutual funds, ETFs, stocks, and bonds.

Dustin Terry is a financial advisor at Clear Harbor Wealth Management in Destin, FL, with 18 years of industry experience. He holds a Series 66 designation and has worked with firms including Curio Capital Endurance Fund GP LLC and Center Street Securities. Terry is also a co-owner of a real estate brokerage and serves as a general partner in a crypto opportunities fund. Clear Harbor Wealth Management serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management, financial planning, and private fund sponsorship. The firm uses a risk-based asset allocation approach combined with technical and fundamental analysis, managing portfolios with mutual funds, ETFs, stocks, and bonds while addressing exposures to emerging asset classes such as digital assets.

Michael Stanton is a CFP® with 24 years of experience in financial advisory services. He has been with Alpine Private Wealth since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Stanton serves as Managing Director at Alpine Private Capital, focusing on high net worth client management. Alpine Private Wealth provides investment advisory and wealth management services to a range of private wealth clients, including individuals, charitable organizations, and corporate clients. The firm employs a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and manages approximately $1.227 billion in assets.

Hannah Smith is a financial advisor at Slagle Financial, LLC with over 11 years of industry experience. She holds the Series 65 designation and previously worked at Cherry Wealth Advisors from 2015 to 2023 before joining Slagle Financial. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients. The firm focuses on globally diversified portfolios aligned with modern portfolio theory, often using index mutual funds and ETFs, and offers both discretionary management and third-party manager recommendations.

Frank Friedler III is a ChFC® with 19 years of industry experience, currently serving at freeGulliver, LLC. He has been involved with FreeGulliver since 2001 and with Friedler Group, LLC since 1996. Outside of his advisory role, Mr. Friedler is a board member of Helpful Hound, LLC, a company that develops and operates food courts nationwide, and participates in managing multiple investment-related entities and technology ventures. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers discretionary and non-discretionary portfolio management, acts as manager and administrator for multiple private funds, and employs model portfolios tailored to client objectives, risk tolerance, and liquidity needs.

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 has worked at TAMP Advisory Solutions LLC since 2018 and previously at Duncan McHugh Investments from 2015 to 2018. Outside of advisory work, he is a passive investor with a minority ownership interest in a restaurant/club in Frontenac, MO. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing direct investment management, financial planning, and back-office services to unaffiliated advisers. The firm’s investment approach combines quantitative screening with fundamental analysis through model portfolios, and it is notable for its significant business providing sub-advisory and model subscription services to other advisers.

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.