Bruce Eshbaugh is a CFA® charterholder with 21 years of industry experience, currently serving as the sole advisor at Sentinel Advisory Corp in Hyannis, MA. He has been with Sentinel Advisory Corporation since 2003. Sentinel Advisory Corp provides discretionary and nondiscretionary investment supervisory services for individuals, trusts, and estates, and acts as an investment fiduciary and retirement plan consultant for plan sponsors. The firm’s investment process emphasizes fundamental, firm-specific analysis to estimate intrinsic value, complemented by technical analysis, and offers institutional retirement-plan services including ERISA fiduciary roles and model allocation portfolio creation.

Thomas Burdg is a financial advisor with TBCPA, Inc. in Fernandina Beach, FL, holding Series 63 and 66 licenses and possessing 21 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2024 and has been with TBCPA, Inc. since 1991. Outside of investment advisory, he is a certified public accountant providing accounting services through TBCPA, Inc. TBCPA, Inc. offers fee-based portfolio management and financial services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm integrates accounting and tax services with investment management and employs various analytical methods and trading approaches tailored to client objectives.

Malea Hornback is a CFP® professional with three years of industry experience. She has worked at Bouvel Investment Partners, LLC since 2026 and previously held roles at Wealth Planning Corporation and Northwestern Mutual Investment Services LLC. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of strategies from concentrated equity to diversified and income-oriented approaches, tailoring portfolio construction to client objectives and managing specialized programs such as Custom Large Position management.

Leigh Chandler is a financial advisor at Advanced Financial Strategists Inc with Series 65 credentials and 30 years of industry experience. Chandler has been with Advanced Financial Strategists since 1996. Advanced Financial Strategists provides comprehensive investment management to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages about $60.6 million in assets using a combination of Modern Portfolio Theory, quantitative screening tools, and tax-aware portfolio construction tailored to client objectives.

John Holden is the sole advisor at Advanced Financial Strategists Inc, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Advanced Financial Strategists since 1991. Advanced Financial Strategists provides investment management services to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages approximately $60.6 million in assets, focusing on a relatively small client base with personalized portfolio construction using Modern Portfolio Theory, tax-aware strategies, and quantitative screening methods.

James Thompson is a CFA® charterholder with 20 years of industry experience. He has been with Bulwark Capital Corporation since 2005, currently serving as one of two advisors at the firm. Bulwark Capital Corporation provides discretionary portfolio management, financial plan modeling, and advisory consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of bottom-up fundamental analysis and top-down macroeconomic assessment, alongside technical analysis and both long- and short-term strategies, tailoring portfolios to client objectives and offering personalized service to a relatively small client base.

Robert Hall is a financial advisor at Hall Capital Management Company, Inc. with 28 years of industry experience. He holds a Series 63 designation and has been with Hall Capital since 1997. Hall Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm’s investment approach combines fundamental analysis with model portfolios focused on long-term capital appreciation and dividend income, complemented by active fixed-income management, and integrates accounting and tax expertise within its advisory services.

Abigail Smith is a financial advisor at Bulwark Capital Corporation with one year of industry experience. She holds a Series 65 designation and has prior work history including roles at Quantum Helicopters and Yudrio. Outside of her advisory work, she is involved in social media management for Quantum Helicopters. Bulwark Capital Corporation provides discretionary portfolio management, financial plan modeling, and advisory consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and macroeconomic analysis supplemented by technical analysis and tailors portfolios to client objectives, serving a relatively small client base with personalized management and consulting engagements.

John Byrne is a financial advisor at The Commonwealth Group LLC with 31 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he operated Byrne Wealth Management, LLC for 14 years. Outside of his advisory work, Byrne is employed as a retail associate at Home Depot in Fernandina Beach, Florida. The Commonwealth Group LLC provides discretionary and non-discretionary investment advisory services to individuals, corporations, retirement plans, foundations, and endowments. The firm employs fundamental analysis with a preference for longer-term investments and offers portfolio management tailored to each client, managing $8.6 million in assets for 21 clients as of December 2025.

Andrew Tignanelli is a CFP® with 35 years of industry experience, currently serving at Financial Consulate since 1984. He holds a Series 63 license and is based in Fernandina Beach, Florida. Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm integrates tax and accounting services with its advisory offerings and emphasizes a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Michael McCarthy is a CFP® and PFS™ credentialed advisor at Financial Consulate with nine years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he operates a consulting business focused on practice management and FinTech for other RIAs and institutional investors. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a Risk Opportunity Investing framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services into its advisory offerings.

Brian Sweeney is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at several firms including BG Worldwide Securities, Honey Badger Investment Securities, and Cadaret, Grant & Co., Inc. Outside of his advisory role, Sweeney is an attorney who provides legal services primarily outside market hours, and he also engages in business consulting, product development, and speaking. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations with comprehensive financial planning and consulting, incorporating clients’ religious or ethical values into tailored investment approaches. The firm acts mainly as a solicitor and referral source to third-party asset managers while providing ongoing advice and planning services.

Deborah Deckman is a financial advisor at Thayer Partners LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Thayer Partners since 2018, following a two-year period at Lovett Advisors LLC. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans by providing customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm employs a long-term investment approach grounded in fundamental analysis and offers a broader range of consulting services, including business advisory tied to Profit First methodology and fiduciary services for ERISA plans.

John Gunn is a financial advisor at Ullmann Wealth Partners with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Ullmann Wealth Partners in 2024, he worked at Veritable, LP for 16 years and served as an advisor to the board of directors at Space 3, Inc., a work cafe, beginning in 2024. Ullmann Wealth Partners serves individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm employs a structured six-step financial process and Modern Portfolio Theory in constructing portfolios, with a focus on tax-aware monitoring and coordinated advice across client advisors.

Alan Hopkins is a financial advisor at Manchester Financial Inc with 28 years of industry experience. He holds a Series 63 designation and has been with Manchester Financial since 1995. In addition to his advisory role, he owns Hopkins Consulting Florida LLC, where he provides business consulting services focused on company growth. Manchester Financial offers portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, including stocks, bonds, ETFs, structured products, and private/alternative investments.

Danny Moore is a financial advisor at EPG Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Capital, ACG Wealth INC, and Triad Advisors, Inc. Outside of his advisory work, he serves as CEO, CFO, and owner of DLM Financial Services, Inc. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm develops customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers access to third-party money managers and a branded wrap fee program.

Michael Tison is a Series 65-licensed financial advisor with Partners Capital, LLC, located in Fernandina Beach, FL. He has 16 years of industry experience, including 15 years at Capital Advisors Consulting, Inc. and over two years with Partners Capital. He is also a partner at Partners Capital Investments GP, LLC, a hedge fund manager focusing on a portfolio with primarily fixed income and liquid equities for accredited investors. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm manages both individual portfolios and a private fund that emphasizes liquid credit and equity strategies with a focus on hedging and selective use of derivatives.

Hairold Lopez is a financial advisor at Harmony Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation for six years. Outside of his advisory role, he manages Yulee Health LLC, a medical device sales business. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and nonprofit organizations. The firm employs a long-term, risk-aware investment approach combining fundamental analysis and proprietary technical indicators across multiple asset classes.

Charles Williams is a CFP® professional with 11 years of industry experience. He is currently with Partners Capital, LLC, where he has worked since 2025. Prior to joining Partners Capital, he held various roles at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2015 to 2025. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as managing a private fund focused on opportunistic credit and equity strategies. The firm operates primarily on a non-discretionary basis and maintains multiple offices despite its small team size.

Anthony Cecchini is a CFP® and holds a Series 65 license, with 26 years of experience in the financial industry. He has been with JMG Financial Group, Ltd. since 2000. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles and sub-advisors.