Bobbie Munroe is a CFP® professional with 23 years of industry experience and has been principal at Supporting Your Choices Inc. since 2014. She holds Series 63 and Series 65 licenses. Outside of her advisory work, Munroe serves as secretary and treasurer of a licensed hunting preserve and is a director of a local nonprofit foundation. Supporting Your Choices Inc. is a single-advisor firm serving individual and couple clients on a fee-only basis, focusing on comprehensive financial planning, investment management, and tax preparation. The firm employs a core-and-satellite investment approach with globally diversified portfolios and conducts non-discretionary trading requiring client approval.

Edward Dougherty is a financial advisor at Dougherty Financial Planning, LLC in Tallahassee, FL, holding a Series 65 credential with three years of industry experience. He has previously worked at Sage Automotive Fund, Lafayette State Bank, and Maku, Inc. Outside of his advisory role, he owns and operates Complex Collections LLC, which manages an office building and provides finance functions for a biotechnology start-up. Dougherty Financial Planning, LLC is an independent, single-advisor firm offering discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, businesses, and other entities. The firm uses a combination of fundamental security valuation, technical and cyclical analysis, and econometric modeling to guide asset allocation across multiple asset classes.

Erin Mc Carty is a CFP® professional with nine years of industry experience, currently serving at Cypress Capital since 2025. Her prior experience includes roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus & Co Inc, and Morgan Stanley Smith Barney LLC. She is also a commissioned Notary Public in Tallahassee, FL. Cypress Capital provides discretionary investment management, financial planning, consulting, and wealth-coaching services to individual and high-net-worth clients as well as retirement plan sponsors. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party managers, and offers both wrap-fee and non-wrap arrangements.

Mary Clark is a CFP® with 17 years of experience in the financial services industry. She is currently affiliated with Cypress Capital and has previously worked at LPL Financial, Independent Advisor Alliance, and several other firms. Outside of her advisory role, she is a notary public and serves as a brand ambassador for Carhartt, Inc. Cypress Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary investment management along with financial planning, consulting, and standalone wealth-coaching services. The firm constructs portfolios using mutual funds, ETFs, individual equities, fixed-income securities, and third-party managers, and offers its own wrap-fee program that integrates execution, custody, and reporting.

Nicholas Chason is a financial advisor at Proper Wealth with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life, MassMutual, and LPL Financial. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $131.8 million across around 485 clients and employs a combination of fundamental and technical analysis to construct portfolios primarily with ETFs and diversified mutual funds.

Paul Martin is a CFP® professional with three years of industry experience. He currently works at Proper Wealth in Tallahassee, FL, and has prior experience at firms including Carr, Riggs & Ingram and Northwestern Mutual Investment Management. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for around 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing a mix of fundamental and technical analysis to construct portfolios primarily with ETFs and diversified mutual funds.

Paul Woodward is a financial advisor at Cassini Capital Management, LLC in Tallahassee, FL, holding a Series 66 designation with nine years of industry experience. He has been with Cassini since 2012. Outside of his advisory role, Woodward serves on the board of Ology Brewing Company, LLC, and is the CEO of Dwell Bot, Inc., a company focused on research and development for a household robot assistant. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors, employing a blend of fundamental, technical, and cyclical analysis. The firm is noted for combining pooled funds with separate managed accounts and for its status as a registered Commodity Pool Operator and NFA member.

Tyler Mc Kibbin is a financial advisor at Cypress Capital in Tallahassee, FL, holding a Series 65 credential with two years of industry experience. He previously worked at Tallahassee Financial Advisors, Inc. and Paywind LLC. Outside of his advisory roles, he has been involved with Friends of St. Marks Wildlife Refuge. Cypress Capital serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary investment management, financial planning, consulting, and wealth-coaching services. The firm constructs portfolios using various asset types and sponsors its own wrap fee program, while also providing client education and recurring coaching programs.

Benjamin Bowersox is a CFP® professional with 10 years of experience in the financial services industry, currently with Capital City Wealth Advisors, Inc. in Tallahassee, FL. His prior experience includes roles at LPL Financial and Invest Financial Corporation. He is also involved with Capital City Trust Company, a financial institution where he serves in a strategic management role. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm emphasizes asset allocation, ongoing portfolio monitoring, and manager due diligence, often integrating third-party independent managers into client portfolios.

Ryan Horak is a CFP® professional at Wealth Management Corporation in Tallahassee, FL, with four years of experience in the financial industry. He is also the managing member of Prudent Wealth Management LLC and operates a real estate business under Passage Real Estate. Wealth Management Corporation provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, focusing on individualized no-load mutual fund and ETF portfolios with mostly discretionary management. The firm employs a structured five-step investment process and supports a high client load among its three advisors.

Melissa Wright is a financial advisor with Capital City Wealth Advisors, Inc. in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her prior roles include positions at LPL Financial, Capital City Bank Group, Inc., and BB&T Investments. She is also a commissioned notary. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm focuses on asset allocation and ongoing portfolio monitoring across a range of investment types, incorporating third-party independent managers when appropriate.

Brian Clark is a financial advisor at Cassini Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cassini since 2012. Outside of his advisory role, Clark serves on the board of Ology Brewing Company, LLC, and is involved as CTO of Stagger, LLC and Dwell Bot, Inc., a company focused on research and development for a household robot assistant. Cassini Capital Management manages discretionary separate accounts for individuals and financial advisors, as well as two private pooled funds. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage volatility and sector risk, and distinguishes itself through its status as a registered Commodity Pool Operator and its side-by-side management of pooled funds and separate accounts.

Austin Langston is a financial advisor at Proper Wealth with four years of industry experience. He holds a Series 66 credential and has worked at firms including Elliott Davis and Thomas Howell Ferguson. Langston is also involved with Flightline Group Inc in a non-investment capacity. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages portfolios primarily with ETFs and diversified mutual funds, employs both fundamental and technical analysis, and offers discretionary portfolio management and retirement-plan advisory services.

Joshua Clifford is a CFP® professional with eight years of experience at Wealth Management Corporation and one year at Precision Wealth Strategies. He previously held positions at Carr Allison, P.A., Pennington, P.A., and Flagler College. He is based in Tallahassee, FL. Wealth Management Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm primarily manages individualized no-load mutual fund and ETF portfolios through discretionary portfolio management, employing a five-step investment process that includes risk identification, research, implementation, monitoring, and reporting.

William Horak is a CFP® with 39 years of experience in the financial industry. He is a principal at Wealth Management Corporation in Tallahassee, FL, where he has worked since 1989. Prior to and concurrent with this role, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advising, he holds an insurance license as a life and fixed annuity agent. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities. The firm primarily manages no-load mutual fund portfolios using a documented five-step process that includes risk assessment, fund research, implementation, daily monitoring, and quarterly reviews, distinguishing itself with a high client-to-advisor ratio and centralized investment decision-making.

Nathaniel Blanco is a financial advisor at Cypress Capital with two years of industry experience. He holds the Series 66 designation and previously worked with LPL Financial and Florida State University. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own Cypress Capital Wrap Program, implementing portfolios through various investment strategies and securities.

Donald Butcher is a CFP® professional with 19 years of industry experience, currently serving at Seven Hills Financial, LLC since 2018. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Invest Financial Corporation, and Morgan Stanley. Outside of his advisory work, he is self-employed as a Financial Neutral, assisting in marital distribution decisions related to divorce. Seven Hills Financial, LLC is a fee-only, SEC-registered investment adviser serving individuals, families, high-net-worth clients, and various entities. The firm employs asset allocation and modern portfolio theory with a focus on fundamental and technical analysis to manage long-term risk and return, offering discretionary portfolio management alongside comprehensive financial life and business planning services.

Elizabeth Bruer is a financial advisor at Smith Bruer with three years of industry experience. She holds a Series 65 license and previously worked as a home educator for 15 years. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients engaged in its portfolio management services.

Joseph Sunday is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Smith Bruer and previously held roles at Tim Smith & Associates and Wilbanks Securities. In addition to his advisory work, he is licensed as an independent insurance agent, selling fixed and health insurance products. Smith Bruer serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients using its portfolio management services.

Marshall Cassedy Jr. is a financial advisor with McNally Financial Services Corporation based in Tallahassee, FL. He holds Series 63 and Series 65 designations and has 48 years of industry experience. He has worked at McNally Financial Services since 2010 and has operated Cassedy and Company since 1993. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm builds diversified portfolios using fundamental analysis across various asset classes and incorporates multiple investment strategies, including options and independent manager recommendations.