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 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.

Joseph Keifer is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Cornerstone since 2012, with prior experience at LPL Financial and Edward Jones. Outside of his advisory role, Keifer serves as an advisory board member for PLM Companies, a for-profit organization. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisors with asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to tailor client portfolios, while leveraging multiple advisory platforms and LPL services.

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 at RFG Advisory, LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at LPL Financial for 16 years. Dutram is a trustee on the Destin Fire District Board of Pensions and serves as treasurer and board member of the Emerald Coast Estate Planning Council. He also contributes to financial education through the FMT Financial Educators Network at Northwest Florida College. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, and select institutional clients, utilizing a primarily discretionary investment approach with model strategies, third-party platforms, and curated access to alternative investments.

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 credentials and has previously worked at FOUNDATIONS INVESTMENT ADVISORS, Ae Wealth Management, and Brokers International Financial Services. Outside of advisory work, he is president and owner of a massage therapy and pain management clinic. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs and co-branded investment adviser representatives, providing portfolio management, model access, and retirement plan consulting. The firm employs a primarily top-down, tactical asset allocation strategy supplemented by fundamental, quantitative, and technical analysis, with Signal Wealth handling trading and administrative functions under limited discretionary authority.

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.

Gabriel Cook is a financial advisor at RFG Advisory, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Pinnacle Bank, Synovus Securities, Wells Fargo Clearing, and Elevate Financial Planning and Wealth Management. RFG Advisory provides investment advisory and planning services to a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a range of model strategies and third-party platforms.

William Burns is a financial advisor at Compound Planning, Inc. with 35 years of industry experience. He holds a Series 66 designation and previously worked at Claraphi Advisory Network, LLC for six years. Outside of his advisory role, he serves as a board member for the Santa Rosa Executive Plaza office complex association. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Jonathan Slater is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at RFG Advisory, LLC since 2019. His prior experience includes roles at Private Client Services, LPL Financial, and First City Bank. Outside of his advisory work, he serves as board chair for AMI Kids Emerald Coast, a nonprofit focused on GED and vocational support for at-risk children. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs primarily discretionary investment strategies, utilizing model portfolios, third-party platforms, and serves as sub-adviser to multiple ETFs, with additional offerings including retirement technology and access to alternative investments.

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 Series 66-licensed financial advisor at AssuredPartners Investment Advisors with seven years of industry experience. Her prior roles include positions at Kestra Advisory Services LLC, Bank of America, and Merrill Lynch. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, retirement plans, and other entities through a team of advisors across multiple offices.

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® credentialed financial advisor with 10 years of industry experience. He is currently with Farther in Destin, FL, where he has worked since 2024, following eight years at FamilyVest, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform, as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and incorporates algorithmic rebalancing of diversified portfolios using ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

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.