Connor Graham is a financial advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones Investments. Outside of advising, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on IPS-driven strategies that incorporate fundamental analysis, modern portfolio theory, and technical analysis. The firm operates on a primarily non-discretionary basis and utilizes margin and options trading strategies.

Glenn Delman is a CFP® professional with 34 years of experience in financial advisory services. He is the sole advisor at G & F Financial Services in Panama City Beach, FL, where he has provided investment management and financial planning since 1991. Delman previously worked with American Investors Company from 1992 to 2018. G & F Financial Services advises individual clients on investment management, financial planning, and estate-planning matters without a stated account minimum. The firm employs a financial-planning process supported by Moneytree Software’s Total Planning Suite and uses various analysis techniques, including asset allocation and quantitative methods, typically favoring longer-term purchase strategies.

Michael Grant is a financial advisor at 22 Seven Wealth Management Inc. in Panama City, FL, with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at CUNA Mutual Group and Saxony Securities. Outside of advisory work, he is involved in a car rental business and provides consulting on electric vehicle charging installations. 22 Seven Wealth Management, Inc. offers financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm creates customized portfolios based on client goals and risk tolerance, employing various investment strategies and managing accounts primarily on a discretionary basis.

John Davenport Jr. is the sole advisor at Davenport PBH LLC, holding Series 63 and 65 licenses with six years of industry experience. His background includes roles at RBC Capital Markets and YieldStreet, as well as a period as a private investor and trader. Davenport PBH LLC operates a private investment fund serving a select group of investors through limited partnership interests. The firm employs a special-situations, value-oriented investment approach focused on mispriced and event-driven opportunities in publicly traded securities, with discretionary management by Davenport.

Barry Hatton is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the sole advisor at The Hatton Financial Group, LLC, an independent firm based in Panama City Beach, FL. Hatton has worked with Investors Security Co Inc since 2004 and has operated The Hatton Financial Group since 1984. The Hatton Financial Group provides financial planning services primarily to individual clients, focusing on comprehensive and limited-scope written plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities or offer discretionary asset management, instead referring clients to third-party investment managers for implementation and managed asset services.

Jeremy Senterfitt is a financial advisor at CPA Group Investment Management, LLC and holds a Series 65 designation. He has been with CPA Group Investment Management since 2025 and has prior experience at Tipton, Marler, Garner & Chastain, P.A., Panama Country Club, and the University of Florida. Outside of his advisory role, he is a managing member and equal owner of Senterfitt Lawn Care, LLC, a lawn care service business serving private residents and small businesses. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving individual clients, including high-net-worth households. The firm focuses on long-term asset allocation using mutual funds, ETFs, and select individual securities, and provides discretionary portfolio management alongside comprehensive financial planning.

Walter Kilby is a Series 65-registered advisor with Avant Capital, LLC, based in Santa Rosa Beach, FL. He has one year of industry experience and joined Avant Capital in 2026. Prior to entering the financial advisory field, he worked at Ace Hardware, RealJoy Vacations, Advance Local, and Dex Media. Avant Capital provides investment advisory and retirement plan services to individuals, high net worth clients, trusts, estates, and employer-sponsored plans. The firm emphasizes long-term, customized portfolio management using low-cost mutual funds and ETFs, combined with fundamental and technical analysis.

Treyton De Vore is a financial advisor at AllStreet Wealth with six years of industry experience and holds a Series 65 credential. He has prior experience at Shamrock Trading Corporation and Vivint Smarthome. Outside of his advisory role, he is involved in founding and managing several businesses, including a nonprofit organization, a marketing and design firm, and an educational content company. AllStreet Wealth provides financial planning and discretionary investment management for individuals, high-net-worth clients, and business owners. The firm emphasizes long-term, passive investment strategies based on asset allocation and Modern Portfolio Theory, integrating financial planning with investment management tailored to client needs.

Benjamin Halliburton is a CFA® charterholder with 21 years of industry experience. He is currently with Tradition Investment Management, LLC and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Tradition Investment Management, LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning services. The firm tailors advice based on client objectives, time horizon, and risk tolerance, using various investment methods with a focus on long-term purchasing power preservation and tax considerations.

Douglas Gusmus is a financial advisor with CPA Group Investment Management, LLC, holding the PFS™ designation and Series 65 license, and has 25 years of industry experience. He has worked with CPA Group Investment Management and Tipton, Marler, Garner & Chastain, P.A., CPAs since 2004. Outside of advisory work, he is a member of Roundabout 19, LLC, a company that manages a property in Panama City, Florida. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving primarily high-net-worth individuals. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on long-term asset allocation using mutual funds, ETFs, and selected individual securities tailored to client risk profiles.

John Bauman is a financial advisor at QM Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at QM Advisors since 2019. Prior to that, he was associated with Capital Research Advisors from 2015 to 2017. Outside of his advisory role, he is involved as a business analyst at UnitedHealthcare and manages back office systems and finances at Kimberly Bauman, P.A. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary and non-discretionary portfolio management using a variety of analytic methods and manages both separately managed accounts and a private hedge fund.

Shattuck Lamm is a financial advisor at Keystone Private Wealth with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and Cypress Wealth Services. Outside of advisory work, he is involved with HOA Invest, a software platform addressing California HOA investment compliance, and owns an exotic car rental service. Keystone Private Wealth manages approximately $861 million and serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized portfolios using a mix of mutual funds, ETFs, equities, fixed income, and occasionally alternative investments, employing both long-term and tactical strategies tailored to client objectives.

Randall Mccuen is a financial advisor at Jeppson Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jeppson Wealth Management since 2021, following a 14-year tenure at Mac Wealth Management, Inc. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, often managing client portfolios on a discretionary basis with a combination of individual securities, mutual funds, ETFs, and independent managers.

Betsy Sullivan is a financial advisor with Southland Equity Partners, LLC, bringing 41 years of industry experience. She previously worked at FSC Securities Corporation for 29 years and has operated Betsy A Sullivan, Inc. since 1997, where she is also involved in selling life, health, and employee benefits insurance. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm manages most accounts on a discretionary basis using a combination of fundamental and technical analysis and maintains relationships with institutional custodians for trade execution and reporting.

Matthew Novak is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor representative at Sparta Wealth Partners. His previous roles include positions at Morgan Stanley and International Assets Advisory, LLC. Outside of his advisory work, Novak owns and manages several nail salon businesses and an accounting firm, in addition to engaging in real estate and insurance activities. Sparta Wealth Partners advises individuals, high-net-worth clients, and various retirement and corporate plans, offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis and collaborates with Independent Managers to support client strategies.

Robert Burts Jr. is a financial advisor with Synovus Securities, Inc., holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has a long tenure at Synovus-related firms dating back to 1999 and recently joined Pinnacle Bank in 2026. Outside of his advisory role, he owns a rental condominium in Panama City Beach, FL. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both advisory and brokerage services through various managed account programs and using a risk-tolerance framework to guide investment decisions.

John Lydick is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America N.A., and Equitable Advisors. Outside of financial services, he is the president and owner of Jon Charles Makeovers Inc., a salon business, and serves as an organist at Christ Our Savior Lutheran Church. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, portfolio management, financial planning, and private placement services. The firm manages accounts on discretionary and non-discretionary bases and provides private fund operational services integrated into client support.

Clinton Gharib is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Summit Financial Group, and J P Turner & Company Capital Management. He is involved in teaching financial planning classes at the Heartland Institute of Financial Education. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and services for charitable organizations. The firm manages approximately $2.0 billion across multiple advisory programs, offering both discretionary and non-discretionary portfolio management through a range of investment vehicles and third-party managers.

William Cheng is affiliated with First Advisors National, LLC and holds Series 63 and Series 65 designations. He has experience working as an independent adjuster since 2024 and previously held roles at a third-party administrator, Broward Hall Insurance, and Dune Vacation Rentals. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm uses third-party money managers and combines tactical and strategic asset allocation methodologies to manage discretionary accounts.

Andrea Ehle is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a consultant with Arbonne and purchases essential oils and skin care products from DoTerra. Benjamin F. Edwards & Company is a registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs and various investment management strategies, combining discretionary and non-discretionary approaches with internal trading and custody services.