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.

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 serving at Seven Hills Financial, LLC. He has held roles at Arkadios Capital, Tallahassee Financial Advisors, Inc., and Triad Advisors, Inc. Meewes also works as an insurance agent specializing in life, long-term care, and fixed annuity sales. Seven Hills Financial, LLC 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, combining fundamental and technical analysis to manage long-term risk and return, while providing services that include financial life planning and business continuity consulting.

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.

Aaron Cheesman is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Lincoln Investment LLC since 2016 and maintains ongoing roles with the Gabor Agency and Symetra Investment Services, Inc. Outside of his advisory work, Cheesman is actively involved in youth baseball as a head coach and volunteer assistant coach for multiple teams and serves on the school board at St. Martha Catholic School. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management, utilizing proprietary fund screening and tax-aware strategies.

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 in Tallahassee, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has held roles at Lincoln Investment since 2017 and previously worked at Guardian Life for 17 years. Outside of his advisory work, he is involved with The Gabor Agency, Inc, providing insurance and retirement options to employees of Florida colleges and universities. 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 through both discretionary and non-discretionary approaches, utilizing an in-house research team and proprietary screening tools, and maintains institutional relationships that support a range of retirement-plan services.

James Saylor III is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Lincoln Investment since 2016 and The Gabor Agency since 2004. Outside of advising, he serves as Chief Operating Officer of SHERO Group, a foundation, and is Chairman of the Investment Strategy and Board Committee for the Most Worshipful Union Grand Lodge. Capital Analysts serves a range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Claudia Hall is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 11 years of industry experience. Her prior work includes roles at Lincoln Investment, Inspire Advisors, LLC, and Thrivent Financial. 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, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

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.

Cody Johnson is a financial advisor at Capital Analysts based in Tallahassee, FL, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lincoln Investment and The Gabor Agency since 2016. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized and model portfolios, and retirement-plan advice through a network of independent advisors and manages discretionary and non-discretionary investment solutions supported by an in-house investment management and research team.

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.