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.

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading 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.

Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management in Santa Rosa Beach, FL, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to founding Houndstooth, he held roles at Northwestern Mutual, Vineyard Vines, and other firms. Outside of financial advising, he serves as an assistant hockey coach at Father Ryan High School. Houndstooth Investment Management provides portfolio management and fiduciary retirement advice primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and trading strategies, including options and margin transactions, and prepares individualized Investment Policy Statements for each client.

George Livingston III is a CFP® with 23 years of industry experience and has been with Livingston Financial Planning, Inc. since 2002. He holds a Series 65 license and manages a timberland and farmland business in Decatur County, Georgia, which is unrelated to his advisory work. Livingston Financial Planning serves individual investors, trusts, estates, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm employs a long-term, buy-and-hold investment approach focused on diversified, low-cost index funds, ETFs, and investment-grade bonds, operating primarily on a non-discretionary basis.

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 25 years of experience in the financial industry. He is currently a managing director at Alpine Private Wealth, where he has worked since 2017. His prior experience includes roles at J.P. Morgan Securities, Merrill, Banc of America Investment Services, and Fidelity. Alpine Private Wealth provides investment advisory and financial planning services to private wealth clients, including individuals, charitable organizations, and pension plans. The firm uses a sub-adviser model for portfolio management and offers discretionary and non-discretionary services, with a focus on tailored investment recommendations and comprehensive wealth management support.

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.

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, holding 42 years of industry experience. She has previously worked at FSC Securities Corporation and OSAIC, and has operated her own business, Betsy A Sullivan, Inc., since 1997. In addition to advising, she is involved in selling life, health, and employee benefits insurance through her company. Southland Equity Partners serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to create customized portfolios, managing nearly $900 million in discretionary assets across more than 2,700 accounts.

Stephen Myler is a CFP® with 24 years of industry experience, currently serving at MPM Wealth Advisors. He has operated Myler Financial, a comprehensive financial planning service, since 2010 and has also worked with Zeiders Enterprises as a Military Family Readiness Counselor, providing financial readiness counseling to military families. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm emphasizes diversified portfolios constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and combines discretionary and non-discretionary management approaches.

Phillip Streible is a financial advisor at Blue Line Capital in Miramar Beach, FL, with three years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at RJ O'Brien Associates and A. G. Edwards & Sons, Inc. Streible serves as Chief Market Strategist at Blue Line Futures, a related investment commodities firm. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and cyclical analysis, and employs both traditional and options or futures strategies tailored to individual client needs.

Thomas Atkins is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012 and also maintains a longstanding affiliation with LPL Financial since 2009. Outside of his advisory work, Atkins has worked as a bartender at The Colony Wine Bar. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diverse portfolio types.

Juliana Evans is a financial advisor at SeaCrest Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has been with SeaCrest since 2020, previously working at SeaCrest Investment Management, LLC from 2014 to 2020. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis, utilizing a range of investment vehicles and artificial-intelligence tools with human review.

Clinton Gharib is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, and J P Turner & Company Capital Management. He is involved in teaching financial planning classes at the Heartland Institute of Financial Education. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and services for charitable organizations. The firm manages approximately $2.0 billion across multiple advisory programs, offering both discretionary and non-discretionary portfolio management through a range of investment vehicles and third-party managers.

Grafton Newman Jr. is a financial advisor with Silver Oak Securities, Inc. holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. His career includes long-term roles with William E. Hopkins & Associates, Inc., Guardian Life Insurance Company, and independent brokerage and insurance services dating back to 1985. He also operates an insurance business focused on life insurance, fixed annuities, and long-term care. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Jeffery Barnes is a financial advisor with Kingsview Wealth Management, LLC in Miramar Beach, FL. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies and third-party managers, including model portfolios and alternative investments.

Ryan Shubin is a financial advisor at Impact Partnership Wealth, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Legacy Private Client Group, Global View Capital, and Purshe Kaplan Sterling Investments. Outside of his advisory role, Shubin serves as the Sailing Director for the Fort Worth Boat Club, where he designs and implements learn-to-sail classes. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform supported by a third-party services provider.

Brandon Bouchereau is a financial advisor at Madison Avenue Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera, MML Investors Services, and American Heritage Financial. His other business activities include non-variable insurance sales involving fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple platforms and offers both discretionary and non-discretionary portfolio management.

Kevin Kelly is a financial advisor with Realta Investment Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Triad Advisors, and OSAIC. Outside of his advisory duties, he is involved in coordinating activities at a local Catholic chapel in Miramar Beach, FL. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, implementing strategies through diversified asset allocation and a range of third-party programs.