Donald Butcher is a CFP® professional with 19 years of industry experience, currently serving at Seven Hills Financial, LLC since 2018. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Invest Financial Corporation, and Morgan Stanley. Outside of his advisory work, he is self-employed as a Financial Neutral, assisting in marital distribution decisions related to divorce. 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 with a focus on fundamental and technical analysis to manage long-term risk and return, offering discretionary portfolio management alongside comprehensive financial life and business planning services.

James Welch III is a financial advisor at Capco Asset Management, LLC with a Series 65 designation and one year of industry experience. Before joining Capco, he worked at several firms including MetaMetrics, Verint Systems, Cogito Corp., Availity, and Web.com. Capco Asset Management is a small team adviser providing discretionary portfolio management to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments primarily in public equities, selected based on business quality, management quality, and valuation, while maintaining a broad investment approach.

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.

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.

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.

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.

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.

David Swanson is a financial advisor at Highpoint Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has been with Highpoint Advisor Group, LLC since 2013. Outside of his advisory role, he is also a notary public. Highpoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities through discretionary asset management, financial planning, and retirement plan advisory services. The firm creates client investment policies via personal consultations and implements portfolios using fundamental analysis across various asset classes, utilizing both proprietary and third-party platforms.

Marc Alvis is a financial advisor with Calton & Associates, Inc. in Tallahassee, FL, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Calton & Associates since 2013. Outside of his primary role, Alvis is a partner at Rosenberg Alvis Ambrose Wealth Management. 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 investment program structures and combines brokerage, insurance, and advisory services.

David Fletcher is a financial advisor with Southeast Asset Advisors, LLC in Tallahassee, FL, holding 22 years of industry experience. He is also a partner in the accounting and consulting firm Lanigan & Associates, P.C., which shares office space with Southeast Asset Advisors. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts with individualized portfolios and serves as a private fund adviser through its majority-owned affiliate, Conifer Advisors.

Lynn Hanfman is a financial advisor at Lanark Financial, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Stultz Financial Group and NBC Securities, Inc. for 25 years. Outside of her advisory role, she operates an online jewelry and accessories sales business called Stunning Style Jewelry. Lanark Financial provides investment management and financial planning 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 a combination of discretionary and non-discretionary advisory arrangements.

William Mccloud is a CFP® with 30 years of industry experience, currently advising at Level Four Advisory Services. Prior to joining Level Four in 2022, he spent 17 years at Cantella & Co Inc. Mccloud serves on several local committees and nonprofit boards in Tallahassee, including advisory roles related to city planning and community service organizations. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, and fiduciary services, utilizing model portfolios and a mix of firm-sponsored and third-party platforms.

Eliot Rosenberg is a ChFC® credentialed financial advisor with 43 years of industry experience, currently serving at Calton & Associates, Inc. since 1990. He is also the owner of Rosenberg Alvis Ambrose Wealth Management and has been a member of the finance committee at Lifepoint Church since 1996. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer, with investment recommendations tailored to client goals and risk tolerance.

James Mcclenny is a financial advisor with Trek Financial in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Trek Financial since 2018 and previously held roles at Signet Wealth Management, Horter Investment Management, and DeMont Insurance and Financial Services. Outside of investment advisory, Mcclenny is a licensed insurance agent active in life, health, and long-term care insurance sales, serves on the Coca-Cola board of directors, and lectures on financial education for the Council of Financial Educators and the Stavros Center for Economic Education. 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 retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools under governance, and provides a wide range of model strategies, alternative-investment access, and customized portfolio overlays.