Michael Virden Jr. is the sole advisor at Delta Hedge Financial, holding a Series 65 credential with 12 years of industry experience. He previously worked at Hurley Investments, LLC for three years before joining Delta Hedge Financial, where he has been since 2019. Delta Hedge Financial is an independent firm providing fee-only, discretionary portfolio management to individuals, trusts, estates, private corporations, and institutional clients. The firm employs a combination of fundamental valuation and a proprietary quantitative model, alongside technical analysis and macroeconomic monitoring, to manage portfolios that may include equities, ETFs, fixed income, and options. A distinguishing feature is its routine use of options and collar trades to manage downside risk and generate income.

Aaron Farnsley is a CFP® and ChFC® with 32 years of experience in financial advising. He is the owner of Farnsley Wealth Management, LLC, which he founded in 2002, and has previously worked with Triad Advisors, Inc. and Osaic. In addition to his advisory work, he is a licensed insurance agent with a long-term group disability policy placement. Farnsley Wealth Management provides investment consulting and portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of risk-tolerance assessments and diverse securities to construct individualized portfolios, primarily managing assets on a non-discretionary basis through the Osaic Wealth Management Platform.

Webster Ott II is a financial advisor with Empower Advisory Group holding a Series 66 designation. He has one year of industry experience with prior roles including Transamerica Retirement Services and a background in ArtistRelations.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Suzanne Bordeaux is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Walter Woodrick is a CFP®-designated financial advisor with LPL Financial, based in Port St. Joe, FL, and has 27 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, Woodrick is involved in several activities including serving as president and sole member of a hunting club, songwriting with membership in ASCAP pending, authoring a financial book titled *Seven Steps to Serious Money*, and hosting a radio and podcast series called *Conversations with Walter Woodrick*. He also serves on the board of a local nonprofit and is active as a pickleball coach and entertainer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

John Burns is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2013. He holds Series 63 registration and is based in Mexico Beach, FL. Outside of his advisory role, he participates on the finance committee of the Couse-Sharp Foundation and serves on the boards of HeartGift Foundation in Texas, contributing to community involvement and finance oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including discretionary and non-discretionary approaches.

John Sayre is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in direct sales for The Juice Plus Company, a nutrition-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Keith Campbell is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securian Financial Services and SGC Financial Services. Outside of financial advising, he is co-owner of Solid Ground Properties, LLC, a residential rental property business managed alongside his wife. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses and integrates municipal and public finance capabilities through its affiliate network.

Emmanuel Angelopoulos is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner And Smith Incorporated for six years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Bryan Trochessett is a financial advisor at San Blas Capital, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked with Bayview Home Financing, LLC since 2019 and Chandeleur Investment Consulting, LLC since 2006. In addition to advising, he is the owner and loan originator of a mortgage brokerage, assisting clients with home purchases and refinancing. San Blas Capital, LLC is an independent firm serving clients from Port St. Joe, FL.