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.

Barry Hatton is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the sole advisor at The Hatton Financial Group, LLC, an independent firm based in Panama City Beach, FL. Hatton has worked 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 comprehensive and limited-scope written plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities or offer discretionary asset management, instead referring clients to third-party investment managers for implementation and managed asset services.

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.

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, and has 25 years of industry experience. He has worked with CPA Group Investment Management and Tipton, Marler, Garner & Chastain, P.A., CPAs since 2004. Outside of advisory work, he is a member of Roundabout 19, LLC, a company 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 offers discretionary portfolio management and comprehensive financial planning, focusing on long-term asset allocation using mutual funds, ETFs, and selected individual securities tailored to client risk profiles.

Shattuck Lamm is a financial advisor at Keystone Private Wealth with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and Cypress Wealth Services. Outside of advisory work, he is involved with HOA Invest, a software platform addressing California HOA investment compliance, and owns an exotic car rental service. Keystone Private Wealth manages approximately $861 million and serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized portfolios using a mix of mutual funds, ETFs, equities, fixed income, and occasionally alternative investments, employing both long-term and tactical strategies tailored to client objectives.

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 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America N.A., and Equitable Advisors. Outside of financial services, 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, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on discretionary and non-discretionary bases and provides private fund operational services integrated into client support.

William Cheng is affiliated with First Advisors National, LLC and holds Series 63 and Series 65 designations. He has experience working as an independent adjuster since 2024 and previously held roles at a third-party administrator, Broward Hall Insurance, and Dune Vacation Rentals. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and combines tactical and strategic asset allocation methodologies to manage discretionary accounts.

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.

Kevin Mc Mahon is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance Company, Northwestern Mutual, and Shamrock Trading Corporation. He also engages in insurance sales and service through Crump/PPN. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dalton Lueck is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. His work history includes roles at Empower Financial Services, Lucas Retirement Group, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

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.

Robert Leighton is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2022 to 2026. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Otis Thames is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Laura Plourde is a CFP® and ChFC® with 34 years of experience in the financial services industry. She has been affiliated with Equity Services, Inc. and National Life Group since 2010. Outside of her advisory work, she is a partner and owner of Clyde River Camping, a business renting campsites in Vermont. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Joseph Hamner is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He previously worked at AXA Advisors, LLC from 2010 to 2017 before joining GWN Securities. Hamner serves as a board member for the Gulf Coast State College Foundation, focusing on fundraising activities. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and provides a range of managed-account programs, including traditional asset allocation and legacy market-timing strategies.

Chad Link is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked with various Truist entities since 2015, including Truist Investment Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.