Elizabeth Bruer is a financial advisor at Smith Bruer with three years of industry experience. She holds a Series 65 license and previously worked as a home educator for 15 years. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients engaged in its portfolio management services.

Joseph Sunday is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Smith Bruer and previously held roles at Tim Smith & Associates and Wilbanks Securities. In addition to his advisory work, he is licensed as an independent insurance agent, selling fixed and health insurance products. Smith Bruer serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients using its portfolio management services.

Marshall Cassedy Jr. is a financial advisor with McNally Financial Services Corporation based in Tallahassee, FL. He holds Series 63 and Series 65 designations and has 48 years of industry experience. He has worked at McNally Financial Services since 2010 and has operated Cassedy and Company since 1993. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm builds diversified portfolios using fundamental analysis across various asset classes and incorporates multiple investment strategies, including options and independent manager recommendations.

Steven Hiraga is a CFP® professional with 12 years of experience, currently serving as an advisor at Smith Bruer in Tallahassee, FL. He has been with Smith Bruer since 2012. Outside of his advisory role, he is a member of TRAM VENTURES LLC, which raises capital to support pharmaceutical drug development at Florida State University. Smith Bruer offers portfolio management, pension consulting, and financial planning services to individuals, including high-net-worth clients, as well as employee benefit plans. The firm emphasizes mutual funds, ETFs, and modern portfolio theory, providing customized investment solutions and ongoing portfolio monitoring.

Granville Knowles is a financial advisor with Blue Horizon Equity, Inc. holding a Series 66 credential and 12 years of industry experience. He has worked at firms including American Portfolios Financial Services, Inc. and OSAIC. Outside of his advisory role, Knowles serves as a Fire Lieutenant with the Tallahassee Fire Department. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides sponsored wrap-fee Unified Managed Accounts and Advisor-as-Portfolio-Manager programs, delivering both discretionary and non-discretionary management tailored to client needs.

Canyon Gray is a financial advisor at Smith Bruer in Tallahassee, FL, holding a Series 65 license with one year of industry experience. Prior to joining Smith Bruer, he worked at Synovus Bank and TMBC, LLC, and was a full-time student for eight years. Smith Bruer is a team-based firm providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning for individuals and employee benefit plans. The firm emphasizes mutual funds and ETFs within a modern portfolio theory framework and tailors strategies for both retail clients and plan sponsors.

George Smith is a financial advisor at Smith Bruer with 23 years of industry experience and holds the Series 66 designation. He has been with Smith Bruer since 2015. Outside of his advisory role, he serves as a board member for Young Life, a Christian ministry focused on high school students. Smith Bruer provides discretionary and non-discretionary portfolio management, pension consulting, and financial planning to individuals, including high-net-worth clients, and employee benefit plans. The firm emphasizes mutual funds and exchange-traded funds based on modern portfolio theory and uses customized allocations and model strategies.

Hanna Molta is a financial advisor at Seven Hills Financial, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Seven Hills Financial since 2018. Her prior experience includes roles at Capital Health Plan and The Overton Family. Seven Hills Financial is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, and various entities such as family offices and small businesses. The firm focuses on discretionary portfolio management and comprehensive financial and business planning, using asset allocation and modern portfolio theory to manage long-term risk and return.

Jeffrey Johnson is a financial advisor at Seven Hills Financial, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Seven Hills Financial since 2007. Outside of his advisory role, he manages AESOPS Run, LLC, a horse farm in Tallahassee, Florida. Seven Hills Financial is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, family offices, foundations, and small businesses. The firm employs asset allocation and modern portfolio theory in its discretionary portfolio management, combining fundamental and technical analysis to manage long-term risk and return.

Rene Bruer is a CFP® professional with 19 years of industry experience, currently serving with Smith Bruer in Tallahassee, FL. He has been with Smith Bruer Advisors since 2015. In addition to his advisory role, he teaches undergraduate courses as adjunct faculty at Flagler College. Smith Bruer provides discretionary and non-discretionary portfolio management, pension consulting, and financial planning services to individuals, including high-net-worth clients, and employee benefit plans. The firm employs a strategy focused on mutual funds and ETFs, incorporating modern portfolio theory and customized allocations for its clients.

Alison Mewborne is a CFP® with 20 years of industry experience, currently serving as an advisor at Seven Hills Financial, LLC since 2023. She previously worked at LPL Financial, LLC, INVEST Financial Corp, and Capital City Banc Investments, and took a one-year retirement in 2022–2023. Alison is also an online instructor for the CFP Retirement Planning curriculum at Florida State University’s Center for Academic & Professional Development, teaching four courses annually. Seven Hills Financial, LLC is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, and various entities. The firm focuses on discretionary portfolio management integrated with financial life and business planning, employing asset allocation and modern portfolio theory to manage long-term risk and return.

Trent Meewes is a CFP® with 32 years of industry experience, currently with Seven Hills Financial, LLC. He previously worked at Arkadios Capital, Tallahassee Financial Advisors, Inc., and Triad Advisors, Inc. Meewes is also involved in insurance and fixed annuity sales. Seven Hills Financial, LLC is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, and various entities. The firm employs asset allocation and modern portfolio theory in managing discretionary portfolios, offering services that include financial life planning and business/corporate planning.

James Young III is a financial advisor with Exodus Wealth, LLC in Tallahassee, FL, holding a Series 65 designation and over 21 years of industry experience. His prior experience includes a 20-year tenure at Valic Financial Advisors and positions at several firms including MassMutual Life Insurance Co. Outside of advising, he owns Synergy Medical Services LLC, a home health care business in Pensacola, FL. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers discretionary portfolio management alongside standalone financial plans.

James Cox is a financial advisor at Calton & Associates, Inc. in Tallahassee, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Calton & Associates since 1998 and also owns a business offering insurance products. Additionally, he operates a public accounting practice focused on tax consulting and preparation. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management with a range of analytic approaches, alongside commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and a broker-dealer.

Carolyn Mcclenny is a financial advisor at Trek Financial with six years of industry experience. She holds a Series 65 designation and has been with Trek Financial since 2020. In addition to her advisory role, she serves as a professor of reading education at Thomas University, where she has taught since 2004. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio management techniques, incorporating AI tools and a wide range of systematic strategies, alternative investments, and customized hedging approaches.

Howard Eisenman is a financial advisor at Lanark Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NBC Securities, Inc. and Enhanced Financial Services since 2000. Eisenman is also a joint owner of the office building through a jointly formed LLC but has no active business duties in that entity. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms, combining discretionary and non-discretionary management approaches.

Jeremy Hill is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Lincoln Investment, Cetera Advisor Networks, and Capital Financial Strategies. Prior to his advisory career, he was employed at ALDI, Inc. and Westminster College. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, third-party manager access, and retirement-plan advice, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Aaron Cheesman is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Lincoln Investment LLC, Gabor Agency, Symetra Investment Services, JESUP & LAMONT Advisors, and Rosenberg Asset Management. Outside of his advisory work, he is active in youth and high school baseball coaching and serves on the school board for St. Martha Catholic School. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a combination of discretionary and non-discretionary investment management. The firm integrates proprietary research with institutional relationships to support its services nationwide.

Bruce Hagan is a CFP® with 44 years of experience in the financial industry. He has been associated with RAI Investments and NBC Securities, Inc. for over 26 years. In addition to his advisory work, he teaches an online investment planning course approved by the CFP Board of Standards. Lanark Financial, Inc. provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients, managing approximately $1.78 billion in client assets across multiple advisor teams. The firm offers a combination of discretionary and non-discretionary advisory arrangements and employs a range of third‑party and affiliated sub‑advisers and overlay managers.

Bryan Seaquist is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Lincoln Investment since 2017 and Guardian Life from 2000 to 2017. He is also involved with The Gabor Agency, Inc, which provides insurance and retirement options to employees of colleges and universities in Florida. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and specialized retirement plan advice through a nationwide network of independent advisors and in-house investment teams.