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.

Ryan Suttlemyre is the principal advisor at Vector Check Financial Planning in Niceville, FL. He holds a Series 65 designation and has experience in the U.S. Air Force spanning 27 years, followed by a career with United Parcel Service. He founded Vector Check Financial Planning in 2026. Vector Check Financial Planning offers project-based, fee-only financial planning services to individuals and high-net-worth clients. The firm focuses on limited-scope, one-time engagements covering areas such as retirement, tax, estate, and business planning, without providing ongoing investment management or custody services.

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/

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 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.

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 24 years of industry experience, currently serving at MPM Wealth Advisors. He has operated Myler Financial, a comprehensive financial planning service, since 2010 and has also worked with Zeiders Enterprises as a Military Family Readiness Counselor, providing financial readiness counseling to military families. MPM Wealth Advisors serves individual clients, pension and employee benefit plans, trusts, and other entities, managing over $1 billion in assets. The firm emphasizes diversified portfolios constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and combines discretionary and non-discretionary management approaches.

Chae Kyle is a financial advisor at WealthTrust Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Signal Advisors Wealth, LLC and Aspen Creek Wealth Management. Outside of his advisory role, he serves as CEO and paraplanner at Iron Plan Solutions Group, LLC, focusing on fixed index annuities and life insurance sales. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning services. The firm utilizes quantitative screening combined with fundamental analysis across various investment strategies and distinguishes itself by providing asset-management and model-management solutions to other registered investment advisers.

Phillip Streible is a financial advisor at Blue Line Capital in Miramar Beach, FL, with three years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at RJ O'Brien Associates and A. G. Edwards & Sons, Inc. 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 with seven advisors managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and cyclical analysis, and employs both traditional and options or futures strategies tailored to individual client needs.

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.