Glenn Sanger Hodgson is a financial advisor at Shonan Gold Financial LLC with a Series 65 credential and three years of industry experience. He has held roles in academic instruction at Southern New Hampshire University, Regis College, and Columbia College of Missouri, and is also involved in financial wellness presentations at SmartPath, Inc. Outside of finance, he owns and operates Zarnelle LLC, a social media management and relationship marketing business. Shonan Gold Financial LLC provides individualized financial planning and consulting, offering project-based and ongoing plans alongside automated investment-management support. The firm follows a long-term investment approach based on Modern Portfolio Theory, tailoring asset allocation and recommendations to each client’s risk tolerance and objectives, while clients retain custody of their assets.

Justin Oferrall is a financial advisor at O'Ferrall Advisory Services with four years of industry experience. His prior roles include positions at Merrill, Bank of America, J.P. Morgan Securities LLC, and SunTrust Bank. Outside of advisory work, he owns and leads a bookkeeping business, Service Pro Bookkeeping, and also works as a bookkeeper for Intuit. O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning for individuals, high-net-worth clients, trusts, and institutions. The firm offers ERISA and pre-retirement plan support, manages diversified portfolios using both fundamental and technical analysis, and integrates investment, tax, bookkeeping, and insurance services.

Robert Schuman Jr. is a financial advisor with Primaris Wealth Management holding Series 65 and Series 66 credentials and one year of industry experience. His background includes roles in public policy and government, such as positions with the Senate Majority Office and the Texas Senate. Outside of advising, he operates a seasonal holiday lighting business. Primaris Wealth Management is a state-registered, fee-only advisory firm that serves individuals, families, trusts, charitable organizations, and businesses. The firm provides discretionary portfolio management and standalone financial planning, using an asset-allocation-driven process that integrates economic and quantitative research and may employ AI tools in portfolio construction and rebalancing.

Edward Dougherty is a financial advisor at Dougherty Financial Planning, LLC in Tallahassee, FL, holding a Series 65 credential with three years of industry experience. He has previously worked at Sage Automotive Fund, Lafayette State Bank, and Maku, Inc. Outside of his advisory role, he owns and operates Complex Collections LLC, which manages an office building and provides finance functions for a biotechnology start-up. Dougherty Financial Planning, LLC is an independent, single-advisor firm offering discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, businesses, and other entities. The firm uses a combination of fundamental security valuation, technical and cyclical analysis, and econometric modeling to guide asset allocation across multiple asset classes.

Erin Mc Carty is a CFP® professional with nine years of industry experience, currently serving at Cypress Capital since 2025. Her prior experience includes roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus & Co Inc, and Morgan Stanley Smith Barney LLC. She is also a commissioned Notary Public in Tallahassee, FL. Cypress Capital provides discretionary investment management, financial planning, consulting, and wealth-coaching services to individual and high-net-worth clients as well as retirement plan sponsors. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party managers, and offers both wrap-fee and non-wrap arrangements.

Mary Clark is a financial advisor with Cypress Capital in Tallahassee, FL, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. She has worked at LPL Financial, Independent Advisor Alliance, and Barnes Capital Group prior to her current role. Outside of her advisory work, Clark is a notary public and has entrepreneurial interests including a cattle operation and a welding business. Cypress Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary investment management along with financial planning, consulting, and wealth coaching services. The firm constructs portfolios using mutual funds, ETFs, individual securities, and may include third-party managers and private funds, offering both wrap-fee and non-wrap arrangements.

Nicholas Chason is a financial advisor at Proper Wealth with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life, MassMutual, and LPL Financial. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $131.8 million across around 485 clients and employs a combination of fundamental and technical analysis to construct portfolios primarily with ETFs and diversified mutual funds.

Paul Martin is a CFP® professional with three years of industry experience, currently serving as an advisor at Proper Wealth in Tallahassee, FL. His prior experience includes roles at Carr, Riggs & Ingram and Northwestern Mutual Investment Management. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for around 485 clients, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a mix of fundamental and technical analysis with a primarily long-term investment approach, complemented by operational features such as Black Diamond reporting and auto-rebalancing.

Paul Woodward is a financial advisor at Cassini Capital Management, LLC in Tallahassee, FL, holding a Series 66 designation with nine years of industry experience. He has been with Cassini since 2012. Outside of his advisory role, Woodward serves on the board of Ology Brewing Company, LLC, and is the CEO of Dwell Bot, Inc., a company focused on research and development for a household robot assistant. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors, employing a blend of fundamental, technical, and cyclical analysis. The firm is noted for combining pooled funds with separate managed accounts and for its status as a registered Commodity Pool Operator and NFA member.

Tyler Mc Kibbin is a financial advisor at Cypress Capital in Tallahassee, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Paywind LLC and Tallahassee Financial Advisors, Inc. Outside of finance, he has been involved with Friends of St. Marks Wildlife Refuge. Cypress Capital serves a diverse client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm sponsors its own wrap program and employs a variety of investment strategies across multiple asset classes.

Benjamin Bowersox is a CFP® with 10 years of industry experience, currently serving as an advisor at Capital City Wealth Advisors, Inc. in Tallahassee, FL. He has worked at LPL Financial and Invest Financial Corporation and has been involved with Capital City Wealth Advisors since 2015 as well as Capital City Trust Company since 2013. Outside of advisory services, he holds a Strategic Process Manager role within a financial institution associated with his firm. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning to individuals, retirement plans, trusts, and charitable organizations. The firm’s approach includes asset allocation and ongoing monitoring across multiple asset classes, with periodic portfolio reviews and the use of third-party independent managers when appropriate.

Millard Roberts is the sole advisor at Harvest Investment Advisors, LLC in Tallahassee, FL, holding the CFA® designation with 26 years of industry experience. He has been with Harvest Investment Advisors since 2004 and previously worked at Northern Trust Investments from 2000 to 2004. Harvest Investment Advisors provides discretionary investment management to individuals, retirement accounts, pension plans, trusts, and charitable organizations. The firm employs a large-cap value equity strategy with an emphasis on dividend-yielding stocks, complemented by fixed income for capital preservation, and combines boutique scale with institutional practices.

Ryan Horak is a CFP® professional at Wealth Management Corporation in Tallahassee, FL, with four years of experience in the financial industry. He is also the managing member of Prudent Wealth Management LLC and operates a real estate business under Passage Real Estate. Wealth Management Corporation provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, focusing on individualized no-load mutual fund and ETF portfolios with mostly discretionary management. The firm employs a structured five-step investment process and supports a high client load among its three advisors.

Melissa Wright is a financial advisor with Capital City Wealth Advisors, Inc. in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her prior roles include positions at LPL Financial, Capital City Bank Group, Inc., and BB&T Investments. She is also a commissioned notary. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm focuses on asset allocation and ongoing portfolio monitoring across a range of investment types, incorporating third-party independent managers when appropriate.

Brian Clark is a financial advisor at Cassini Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cassini since 2012. Outside of his advisory role, Clark serves on the board of Ology Brewing Company, LLC, and is involved as CTO of Stagger, LLC and Dwell Bot, Inc., a company focused on research and development for a household robot assistant. Cassini Capital Management manages discretionary separate accounts for individuals and financial advisors, as well as two private pooled funds. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage volatility and sector risk, and distinguishes itself through its status as a registered Commodity Pool Operator and its side-by-side management of pooled funds and separate accounts.

Austin Langston is a financial advisor at Proper Wealth with four years of industry experience. He holds a Series 66 credential and has worked at firms including Elliott Davis and Thomas Howell Ferguson. Langston is also involved with Flightline Group Inc in a non-investment capacity. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages portfolios primarily with ETFs and diversified mutual funds, employs both fundamental and technical analysis, and offers discretionary portfolio management and retirement-plan advisory services.

Joshua Clifford is a CFP® professional with eight years of experience at Wealth Management Corporation and one year at Precision Wealth Strategies. He previously held positions at Carr Allison, P.A., Pennington, P.A., and Flagler College. He is based in Tallahassee, FL. Wealth Management Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm primarily manages individualized no-load mutual fund and ETF portfolios through discretionary portfolio management, employing a five-step investment process that includes risk identification, research, implementation, monitoring, and reporting.

William Horak is a CFP® with 39 years of experience in the financial industry. He is a principal at Wealth Management Corporation in Tallahassee, FL, where he has worked since 1989. Prior to and concurrent with this role, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advising, he holds an insurance license as a life and fixed annuity agent. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities. The firm primarily manages no-load mutual fund portfolios using a documented five-step process that includes risk assessment, fund research, implementation, daily monitoring, and quarterly reviews, distinguishing itself with a high client-to-advisor ratio and centralized investment decision-making.

Nathaniel Blanco is a financial advisor at Cypress Capital with two years of industry experience. He holds the Series 66 designation and previously worked with LPL Financial and Florida State University. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own Cypress Capital Wrap Program, implementing portfolios through various investment strategies and securities.

Donald Butcher is a financial advisor with Seven Hills Financial, LLC who holds the CFP® designation and Series 65 and 66 licenses. He has 19 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, Mr. Butcher provides financial neutral services to assist with 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, combining fundamental and technical analysis to manage long-term risk and return, while offering discretionary portfolio management alongside financial life planning and business/corporate planning services.