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.

Connor Graham is a financial advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones Investments. Outside of advising, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on IPS-driven strategies that incorporate fundamental analysis, modern portfolio theory, and technical analysis. The firm operates on a primarily non-discretionary basis and utilizes margin and options trading strategies.

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.

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.

John Davenport Jr. is the sole advisor at Davenport PBH LLC, holding Series 63 and 65 licenses with six years of industry experience. His background includes roles at RBC Capital Markets and YieldStreet, as well as a period as a private investor and trader. Davenport PBH LLC operates a private investment fund serving a select group of investors through limited partnership interests. The firm employs a special-situations, value-oriented investment approach focused on mispriced and event-driven opportunities in publicly traded securities, with discretionary management by Davenport.

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.

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.

Walter Kilby is a Series 65-registered advisor with Avant Capital, LLC, based in Santa Rosa Beach, FL. He has one year of industry experience and joined Avant Capital in 2026. Prior to entering the financial advisory field, he worked at Ace Hardware, RealJoy Vacations, Advance Local, and Dex Media. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm emphasizes long-term, customized portfolio management using low-cost mutual funds and ETFs, combined with fundamental and technical analysis.

Treyton De Vore is a financial advisor at AllStreet Wealth with six years of industry experience and holds a Series 65 credential. He has prior experience at Shamrock Trading Corporation and Vivint Smarthome. Outside of his advisory role, he is involved in founding and managing several businesses, including a nonprofit organization, a marketing and design firm, and an educational content company. AllStreet Wealth provides financial planning and discretionary investment management for individuals, high-net-worth clients, and business owners. The firm emphasizes long-term, passive investment strategies based on asset allocation and Modern Portfolio Theory, integrating financial planning with investment management tailored to client needs.

George Livingston is a CFP® and Series 65 designated advisor with 22 years of industry experience. He has been with Livingston Financial Planning, Inc. since 2002. Outside of financial advising, he manages timberland and farmland in Decatur County, Georgia, overseeing timber production and farm rental activities. Livingston Financial Planning, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm employs a long-term, buy-and-hold investment approach focused on diversified allocations to low-cost index funds, ETFs, and investment-grade fixed income, with investment management conducted on a largely non-discretionary basis under client-approved agreements.

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.

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.

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.

Micah Gibson is a financial advisor at Heritage Oak Wealth Advisors with 22 years of industry experience. He holds the Series 66 designation and has worked at Heritage Oak since 2019, following prior roles at Sowell Management Services and Arvest Asset Management. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides discretionary portfolio management across various asset classes, ongoing financial planning, and specialized services including estate-planning support and access to third-party money managers, utilizing a combination of fundamental and technical analysis with both long- and short-term strategies.

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 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.

Randall Mccuen is a financial advisor at Jeppson Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jeppson Wealth Management since 2021, following a 14-year tenure at Mac Wealth Management, Inc. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, often managing client portfolios on a discretionary basis with a combination of individual securities, mutual funds, ETFs, and independent managers.

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.

Betsy Sullivan is a financial advisor with Southland Equity Partners, LLC, bringing 41 years of industry experience. She previously worked at FSC Securities Corporation for 29 years and has operated Betsy A Sullivan, Inc. since 1997, where she is also involved in selling life, health, and employee benefits insurance. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm manages most accounts on a discretionary basis using a combination of fundamental and technical analysis and maintains relationships with institutional custodians for trade execution and reporting.

Matthew Novak is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor representative at Sparta Wealth Partners. His previous roles include positions at Morgan Stanley and International Assets Advisory, LLC. Outside of his advisory work, Novak owns and manages several nail salon businesses and an accounting firm, in addition to engaging in real estate and insurance activities. Sparta Wealth Partners advises individuals, high-net-worth clients, and various retirement and corporate plans, offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis and collaborates with Independent Managers to support client strategies.