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.

Michael Lee is a CFA® charterholder with seven years of industry experience. He is currently affiliated with WealthTrust Asset Management, LLC, where he works as part of a five-advisor team. Lee has previous experience at firms including Blackstock, Inc, Wildermuth Asset Management, and Kalos Management. He has contributed occasionally to Seeking Alpha, an investment-related website. WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing investment management, financial planning, and specialized services to other advisers through its TAMP platforms. The firm’s investment approach integrates quantitative screening with fundamental analysis across model portfolios, including strategies such as the Great 38 equity portfolio and AI-driven tactical models.

Stephen Myler is a CFP® with 23 years of industry experience, currently serving at MPM Wealth Advisors in Miramar Beach, FL. He has been affiliated with MPM Wealth Advisors and Zeiders Enterprises since 2013 and operates a financial planning sole proprietorship, Myler Financial, since 2010. Outside of financial advising, he provides counseling to military families on financial readiness through Zeiders Enterprises. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, consulting, and educational services.

Phillip Streible is a financial advisor with Blue Line Capital in Miramar Beach, FL, holding Series 65 and Series 66 licenses and having three years of industry experience. He has worked at Blue Line Capital and Blue Creek Capital since 2022, Blue Line Futures LLC since 2019, and previously at RJ O'Brien Associates from 2011 to 2019. 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 managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, with investment strategies that include options and futures where suitable.

Joseph Keifer is a financial advisor with Cornerstone Wealth Management, LLC in Destin, FL, holding Series 66 and Series 63 licenses. He has 29 years of industry experience, including roles at Cornerstone since 2012 and LPL Financial since 2005. Outside of advisory work, he serves as an advisory board member for PLM Companies, a for-profit entity. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses a combination of fundamental, quantitative, and qualitative analysis with ongoing account supervision and offers services through multiple LPL-sponsored advisory programs.

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.

Alexander Riggenbach is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has experience in various roles including a decade-long tenure at PORTER INTERNET SALES LLC / EcopUSA and more recent positions at Duck Deals, LLC and Cornerstone Financial. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and a proprietary advisory platform.

Mark Dutram is a financial advisor with RFG Advisory, LLC in Destin, Florida, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He previously worked at LPL Financial for 16 years before joining RFG Advisory in 2019. Dutram serves as treasurer and board member of the Emerald Coast Estate Planning Council and is a trustee on the Destin Fire District Board of Pensions. He also participates in financial education through the FMT Financial Educators Network. RFG Advisory is a multi-team registered investment adviser with about 178 advisors managing roughly $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies, tax-aware approaches, and alternative investments, and serves a diverse client base with tailored portfolio and retirement plan services.

Kermit Mcgregor Jr. is a financial advisor at Signal Advisors Wealth, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Foundations Investment Advisors, Ae Wealth Management, and Brokers International Financial Services. Outside of his advisory role, he is the president and owner of a massage therapy and pain management clinic. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process supported by fundamental, quantitative, and technical analysis.

Grafton Newman Jr. is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with William E. Hopkins & Associates, Inc. since 2006 and has been self-employed in insurance and investment-related roles since 1985. Outside of securities, he manages a life insurance business offering equity and fixed annuities as well as long-term care insurance. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm provides tailored portfolio management and financial planning through a network of more than 100 professionals, using both internal and third-party due diligence to support its investment strategies.

Jeffery Barnes is a financial advisor at Kingsview Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kingsview Partners LLC and Wells Fargo in various roles since 2009. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering access to a broad range of investment instruments and third-party managers.

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.

Gabriel Cook is a financial advisor at RFG Advisory, LLC based in Destin, FL. He holds Series 63 and Series 65 licenses and has experience working at several financial institutions including Wells Fargo and Synovus Securities. His background also includes roles in education and community organizations. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, and employs a mix of actively managed and passive investment strategies with a focus on risk management.

William Burns is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has 35 years of industry experience. Prior to his current role, he worked at Claraphi Advisory Network, LLC and has been involved in financial and insurance services since 1986. Burns serves as a board member for the Santa Rosa Executive Plaza office complex association. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach using a variety of strategies including low-cost ETFs, direct indexing, and alternative investments, supported by technology partnerships and third-party sub-advisors.

Jonathan Slater is a CFP® certified financial advisor with 12 years of industry experience. He has worked at RFG Advisory, LLC since 2019, previously serving at Private Client Services, LPL Financial, and First City Bank. Slater serves as board chair of AMI Kids Emerald Coast, a nonprofit organization providing GED and vocational support for at-risk children. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional clients. The firm employs a mix of actively managed and passive investment models, direct indexing, and tax-aware strategies, with access to alternative investments and retirement plan consulting services.

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.

Jenna De Moss is a financial advisor at AssuredPartners Investment Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Kestra Advisory Services, Bank of America, and Merrill Lynch. Outside of her advisory role, she is a joint owner of a rental property in Florida. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.

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.

Todd Sensing is a CFP® and CFA® charterholder with nine years of industry experience. He is currently an advisor at Farther Finance Advisors and previously worked at FamilyVest, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Dionna Cole is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked across multiple First Command entities since 2017. In addition to her advisory role, she serves as an administrative assistant to a financial advisor while studying to become a Licensed Assistant Financial Advisor under his mentorship. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.