Bobbie Munroe

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.

Jason Brienen is a financial advisor at Chiron Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and tru Independence Asset Management. He serves as a board member and volunteer for the Tallahassee Quarterback Club Foundation, a local nonprofit organization. Chiron Capital Management, LLC provides wealth management and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs both fundamental and technical analysis to tailor portfolios to clients’ objectives and risk tolerances, offering a broad range of investment options and conducting regular account reviews.

Erin Mc Carty is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Cypress Capital, where she has worked since 2025, following prior roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus, and Morgan Stanley Smith Barney. Mc Carty is also a Notary Public in Tallahassee, FL. 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 wrap program, implementing portfolios through a mix of ETFs, mutual funds, equities, fixed income, and third-party managers.

Mary Clark is a CFP® and Series 66-registered advisor with 17 years of industry experience. She is currently with Cypress Capital and has previously worked at LPL Financial, Independent Advisor Alliance, Barnes Capital Group, and Allen Mooney & Barnes. Outside of her advisory work, Clark is a notary public and a brand ambassador for Carhartt, Inc. 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 wrap program, implementing portfolios through a variety of investment vehicles and strategies.

Nicholas Chason is a financial advisor with Proper Wealth in Tallahassee, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services, MassMutual, Park Avenue Securities, and Guardian Life Insurance. Proper Wealth is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $132 million across three advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that emphasize ETFs and diversified mutual funds.

Paul Martin is a CFP® professional based in Tallahassee, FL, with three years of industry experience. He has worked at Carr, Riggs & Ingram, Northwestern Mutual Investment Services, LLC, and LPL Financial before joining Proper Wealth. Proper Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $132 million across three advisors, offering customized, primarily long-term portfolios with a focus on ETFs and diversified mutual funds alongside individual securities and Independent Managers when appropriate.