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.

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.

John Mchugh is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at TAMP Advisory Solutions LLC since 2018 and previously at Duncan McHugh Investments from 2015 to 2018. Outside of advisory work, he is a passive investor with a minority ownership interest in a restaurant/club in Frontenac, MO. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing direct investment management, financial planning, and back-office services to unaffiliated advisers. The firm’s investment approach combines quantitative screening with fundamental analysis through model portfolios, and it is notable for its significant business providing sub-advisory and model subscription services to other advisers.

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.

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 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.

Chae Kyle is a financial advisor at WealthTrust Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Signal Advisors Wealth, LLC and Aspen Creek Wealth Management. Outside of his advisory role, he serves as CEO and paraplanner at Iron Plan Solutions Group, LLC, focusing on fixed index annuities and life insurance sales. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning services. The firm utilizes quantitative screening combined with fundamental analysis across various investment strategies and distinguishes itself by providing asset-management and model-management solutions to other registered investment advisers.

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.

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.

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.

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.

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.

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.

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 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.