Joshua Scannell is a financial advisor at Future Path Financial Planning in Niceville, FL, holding a Series 66 designation with one year of industry experience. Prior to joining his current firm, he held roles at Legacy Growth Wealth Management LLC, Eagle Strategies LLC, NYLIFE Securities LLC, and Atlas Financial Strategies. Outside of finance, he has experience working with SunQuest Cruises and various local businesses. Future Path Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm operates as a fee-only independent adviser, employing a long-term, customized investment approach that incorporates both active and passive strategies tailored to client preferences.

Dallis Shipe is a financial advisor at D3 Advisors LLC with a Series 65 designation and no prior industry experience. His background includes roles at Anytime Fitness and Royster Contracting, alongside ongoing work with Keller Williams Realty since 2014. D3 Advisors provides investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm uses an asset-allocation driven approach, typically implemented through the Betterment Advisor Solutions platform, and offers a combination of wrap-fee asset management with hourly financial planning and client education.

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/

Bennett Stein is a CFP® with seven years of experience in the financial industry. He is the founder of Stein Financial LLC and previously worked at Arbor Wealth Management, Executive Ratings, LLC, and Thomas Howell Ferguson PA. In addition to advisory services, he spends a small portion of his time providing tax planning, preparation, bookkeeping, and business valuation services. Stein Financial LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, family investment partnerships, charitable organizations, and corporations. The firm combines fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading strategies, and offers affiliated accounting services including tax planning and business valuations.

Benjamin Hall is a financial advisor at Chiper Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes several years working at golf clubs in various roles. Chiper Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm manages approximately $140 million in assets and employs a range of strategies tailored to clients’ objectives and risk tolerance.

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.

Molly Lazor is a financial advisor at Chiper Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Chiper Wealth Management in 2020. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients’ objectives, time horizons, and risk tolerances. The firm manages approximately $140 million in assets and employs a range of strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly.

Brett Chipser is a financial advisor at Chiper Wealth Management, LLC in Destin, FL, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Chiper Wealth Management in 2020. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients' objectives and risk tolerance. The firm manages approximately $140 million in assets and sponsors a wrap fee program that combines advisory and brokerage services for a single fee.

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.

John Mchugh is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at TAMP Advisory Solutions LLC since 2018 and previously at Duncan McHugh Investments from 2015 to 2018. Outside of advisory work, he is a passive investor with a minority ownership interest in a restaurant/club in Frontenac, MO. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing direct investment management, financial planning, and back-office services to unaffiliated advisers. The firm’s investment approach combines quantitative screening with fundamental analysis through model portfolios, and it is notable for its significant business providing sub-advisory and model subscription services to other advisers.

Antonio Perez is a financial advisor with Slagle Financial, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at First Command in various capacities and served in the U.S. Army for 23 years. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, focusing on tailored engagement terms and investment policies. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory, using fundamental security analysis and a preference for index mutual funds and ETFs, and offers ongoing discretionary management and third-party manager 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.

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 23 years of industry experience, currently serving at MPM Wealth Advisors in Miramar Beach, FL. He has been affiliated with MPM Wealth Advisors and Zeiders Enterprises since 2013 and operates a financial planning sole proprietorship, Myler Financial, since 2010. Outside of financial advising, he provides counseling to military families on financial readiness through Zeiders Enterprises. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, consulting, and educational services.

Phillip Streible is a financial advisor with Blue Line Capital in Miramar Beach, FL, holding Series 65 and Series 66 licenses and having three years of industry experience. He has worked at Blue Line Capital and Blue Creek Capital since 2022, Blue Line Futures LLC since 2019, and previously at RJ O'Brien Associates from 2011 to 2019. 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 managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, with investment strategies that include options and futures where suitable.

Joseph Keifer is a financial advisor with Cornerstone Wealth Management, LLC in Destin, FL, holding Series 66 and Series 63 licenses. He has 29 years of industry experience, including roles at Cornerstone since 2012 and LPL Financial since 2005. Outside of advisory work, he serves as an advisory board member for PLM Companies, a for-profit entity. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses a combination of fundamental, quantitative, and qualitative analysis with ongoing account supervision and offers services through multiple LPL-sponsored advisory programs.

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 with RFG Advisory, LLC in Destin, Florida, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He previously worked at LPL Financial for 16 years before joining RFG Advisory in 2019. Dutram serves as treasurer and board member of the Emerald Coast Estate Planning Council and is a trustee on the Destin Fire District Board of Pensions. He also participates in financial education through the FMT Financial Educators Network. RFG Advisory is a multi-team registered investment adviser with about 178 advisors managing roughly $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies, tax-aware approaches, and alternative investments, and serves a diverse client base with tailored portfolio and retirement plan services.