Blaine Tew

Michael Listman is a financial advisor at Dorgeolis Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Boundary Computer Solutions INC for 19 years. Outside of his advisory role, he contributes educational market trade examples and engages with subscribers at CI Volatility. Dorgeolis Capital LLC provides portfolio management along with coaching and trade-instruction services for high-net-worth individuals and corporate clients. The firm emphasizes ETFs and options using multiple analytical approaches and offers both discretionary and non-discretionary account management with a focus on transparency and performance-based fees.

Robert Brooks is a financial advisor with Naviter Wealth, LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. His prior roles include positions at Resurgent Advisors, FinTrust Brokerage Services, Stephens, and Fisher Investments. Brooks is also involved with the Wealth Advisor Growth Network, supporting RIA and broker-dealer teams with technology and back-office services. Naviter Wealth provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis to build diversified portfolios and manages approximately $1.46 billion across a multi-advisor team.

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 16 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2009 to 2018 before joining Moors & Cabot in 2018. Outside of her advisory role, Shanklin serves on several local boards and committees in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis-Crestview Chapter, where she is president. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm employs various analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Joe Faulk is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including ETFs and alternative investments.

Sara Fordyce is a Series 66-licensed financial advisor with Primerica Advisors, based in Crestview, FL, and has 22 years of industry experience. She has worked with Primerica Advisors since 2010 and currently is also affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, Fordyce serves as a church council member and finance committee chairperson at First Methodist Church in Crestview. Park Avenue Securities LLC serves a wide retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Danniele Barker is a financial advisor with Primerica Advisors in Crestview, FL, holding Series 63 and Series 66 licenses and with 17 years of industry experience. Her prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Northwestern Mutual Investment Management, and others. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting solutions.