Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Moors & Cabot since 2018, following a nine-year tenure at Edward Jones. Outside of her advisory role, Shanklin serves on several local advisory committees and nonprofit boards in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis Crestview Chapter, where she is president. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with portfolios tailored to client objectives using a variety of investment strategies.

Joe Faulk is a Series 66-licensed financial advisor with Kingsview Wealth Management, LLC, where he has worked since 2019. He has 18 years of industry experience, including prior roles at Edward Jones, Cetera, and LPL Financial. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a mix of in-house portfolios, third-party managers, and alternative investments.

Sara Fordyce is a Series 66-licensed financial advisor with Primerica Advisors, based in Crestview, FL, and has 22 years of industry experience. She has worked with Primerica Advisors since 2010 and currently is also affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, Fordyce serves as a church council member and finance committee chairperson at First Methodist Church in Crestview. Park Avenue Securities LLC serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Dustin Holloway is a financial advisor with Guardian Life, holding a Series 66 designation and with one year of industry experience. His work history includes roles at Guardian Life Insurance Company since 2023, Park Avenue Securities since 2025, and service in the Florida House of Representatives from 2023 to 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

James Craig is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities, LPL Financial, and Hancock Whitney Bank. Outside of his advisory role, he is involved in the sale of premium finance life insurance with various partners. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, supporting a multi-manager approach with both affiliated and third-party investment options.

George Borinski III is a Series 66-credentialed financial advisor with LPL Financial, where he has worked since 2015. He has 11 years of industry experience and is also involved with Premier Wealth Management Partners, LLC. Outside of his advisory role, he serves as Director of Operations at Premier Wealth Management Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Allen Farr is a financial advisor with Edward Jones in Crestview, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Liberty Baptist Church and Olive Baptist Church for a combined 14 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blaine Tew is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Barts Electric and Toolan Development. Outside of his advisory role, Tew volunteers as a clerk for The Church of Jesus Christ of Latter-day Saints, assisting with weekly donation processing. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Reagan Hobbs is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Reagan worked at PNC Bank and held positions in various companies including Candymaker Company, Crocs, and Nike. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Patricia Borinski is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She has been with LPL Financial since 2000. Apart from her advisory role, she holds an inherited interest in an oil well in Parker County, Texas, and is a commissioned notary in the state of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions through a large network of advisors and utilizes advanced research and operational tools to support its services.

Eleonora Kovacs is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017, following a one-year tenure at ORI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.