Joshua Scannell is a financial advisor at Future Path Financial Planning with one year of industry experience. He holds a Series 66 designation and has worked at firms including Legacy Growth Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Joshua's background includes roles outside finance, such as positions at the University of West Florida and SunQuest Cruises. Future Path Financial Planning serves individuals and high-net-worth clients with investment management, financial planning services, and specialized real estate transition and Section 1031 exchange planning. The firm uses a blend of passive and active strategies guided by Modern Portfolio Theory and offers clients discretionary trading authority with the option to set written investment restrictions.

Dallis Shipe is a financial advisor at D3 Advisors LLC in Fort Walton Beach, FL, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked in real estate with Keller Williams Realty for over a decade and had roles in fitness and contracting industries. D3 Advisors provides investment management, financial planning, wealth management, consulting, and client education to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm uses an asset-allocation-driven investment approach, typically implemented through the Betterment Advisor Solutions platform, combining automated portfolio management with personalized client services.

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

Bertrand Roberge is a financial advisor at FIA Services, Inc. with 14 years of industry experience. He holds the PFS™ and Series 66 designations and also serves as president of Accounting Solutions & Automation, Inc., a tax preparation and accounting services firm he has been with since 2005. Additionally, he is president of a real estate brokerage in Gulf Breeze, Florida. FIA Services, Inc. provides investment management and financial planning to individuals, families, small businesses, trusts, corporate plans, and charitable organizations. The firm employs an asset-allocation strategy using diversified portfolios of low-cost mutual funds, ETFs, dividend stocks, and investment-grade bonds, with attention to tax efficiency and flexibility in discretionary and non-discretionary account management.

James Baccarini is a CFP® and holds a Series 65 license with three years of experience at Aggregate Financial Services, Inc. He has worked in the industry since 2015, including roles at Beacon Capital Management, Inc. and JC Trident Inc. In addition to his advisory work, he is a licensed insurance agent involved with insurance sales. Aggregate Financial Services, Inc. is a small, state-registered firm that provides investment management, financial planning, retirement-account advisory, and estate-planning support primarily to individual clients. The firm employs a combination of asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchase strategies, using third-party model portfolios and tax-management tools with regular portfolio monitoring.

Taylor Retherford is a Series 65-licensed advisor with Aggregate Financial Services, Inc. in Navarre, FL, and has three years of industry experience. Prior to joining Aggregate Financial Services, he worked at Olympus in a medical imaging role and has experience in insurance sales. Aggregate Financial Services, Inc. is a state-registered advisory firm that provides investment management, financial planning, retirement-account advisory, and estate-planning support to individual clients. The firm uses a variety of approaches, including third-party model portfolios and tax-management tools, to tailor advice based on client objectives and risk tolerances.

Charles Jackson is the sole advisor at Jackson Money Management, Incorporated in Navarre, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with his firm since 1995. Jackson Money Management serves individual investors, trusts, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment advice focused on equity investing. The firm employs a fundamentally driven, relatively concentrated approach primarily targeting large-cap U.S. and multinational stocks, and offers multi-manager portfolios for clients seeking broader diversification.

Gerald Skalsky is a financial advisor with Clear Harbor Wealth Management in Destin, FL, holding a Series 66 credential and 17 years of industry experience. His prior work includes roles at Great Point Capital and Thrivent Financial, among others. Skalsky also operates Skalsky Financial Planning & Consulting LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and third-party adviser referrals. The firm employs a risk-based asset allocation approach supplemented by technical and fundamental analysis and manages sponsored pooled investment vehicles with a focus on emerging asset classes.

Gary Jackson is the sole advisor at Jackson Money Management, Incorporated, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked for 16 years at ProAssurance Corporation and is currently employed as an IT manager at Precision Medicine Group, a private pharmaceutical company. Jackson Money Management serves individual investors, trusts, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment advice focused on equity investing. The firm employs a fundamentally driven and relatively concentrated investment approach, typically managing stock portfolios of around 20 holdings primarily in large-cap U.S. and multinational companies.

Nicholas Carman is a financial advisor at Clear Harbor Wealth Management in Destin, FL, holding a Series 65 designation. He has one year of industry experience and previously worked in the telecommunications sector with firms including T-Mobile and Sprint. Clear Harbor Wealth Management serves individual and high-net-worth clients, providing investment management, financial planning, and referrals to third-party advisers. The firm employs a risk-based asset allocation approach alongside technical and fundamental analysis, managing portfolios primarily through mutual funds, ETFs, stocks, and bonds.

Dustin Terry is a financial advisor at Clear Harbor Wealth Management in Destin, FL, with 18 years of industry experience. He holds a Series 66 designation and has worked with firms including Curio Capital Endurance Fund GP LLC and Center Street Securities. Terry is also a co-owner of a real estate brokerage and serves as a general partner in a crypto opportunities fund. Clear Harbor Wealth Management serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management, financial planning, and private fund sponsorship. The firm uses a risk-based asset allocation approach combined with technical and fundamental analysis, managing portfolios with mutual funds, ETFs, stocks, and bonds while addressing exposures to emerging asset classes such as digital assets.

Hannah Smith is a financial advisor at Slagle Financial, LLC with over 11 years of industry experience. She holds the Series 65 designation and previously worked at Cherry Wealth Advisors from 2015 to 2023 before joining Slagle Financial. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients. The firm focuses on globally diversified portfolios aligned with modern portfolio theory, often using index mutual funds and ETFs, and offers both discretionary management and third-party manager recommendations.

Antonio Perez is a financial advisor at Slagle Financial, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at First Command Brokerage Services, Inc., among other firms. Prior to his advisory career, he served in the U.S. Army for 23 years. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients, tailoring portfolios based on clients’ goals and risk tolerance. The firm utilizes globally diversified portfolios with an emphasis on index mutual funds and ETFs, and may engage third-party managers with ongoing oversight.

Jeffrey Cherry is a financial advisor with Slagle Financial, LLC, holding a Series 65 designation and 13 years of industry experience. He is President of Cherry Financial Inc. D/B/A Cherry Wealth Advisors, where he also acts as a licensed insurance agent. Jeffrey has been involved with AE Wealth Management and Cherry Financial Inc. since 2005. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, offering discretionary portfolio management and standalone financial plans. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and regularly monitors client accounts through a team operating ten offices.

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.

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.

Stephen Callahan is a financial advisor at Brookwood Investment Group with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Brookwood in 2026, he operated Callahan Investment Advisor, LLC for 13 years and worked as a sole proprietor for 16 years. Outside of his advisory work, he is the sole member of KBG, LLC, a personal investing entity. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of management styles and investment instruments, supports both discretionary and non-discretionary management, and maintains several affiliated businesses and platform relationships.

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.