Cade Dixon

Bradley Ducoat is the principal of The Ducoat Financial Group in Gainesville, FL, holding a Series 63 designation with 29 years of industry experience. He has led The Ducoat Financial Group since 1998. In addition to his advisory role, he is owner and general agent of B.Ducoat Enterprises Inc., where he sells life insurance and fixed annuities. The Ducoat Financial Group provides discretionary portfolio management and financial planning services to individuals and business entities, managing approximately $63 million across about 157 client relationships. The firm constructs portfolios based on clients’ objectives and risk tolerances, using a combination of fundamental and charting analysis, long-term buy-and-hold strategies, and covered option writing, with ongoing quarterly reviews.

Holly Donaldson is a CFP® professional with 19 years of industry experience, currently operating Holly Donaldson Financial Planning, LLC in Gainesville, FL. She previously worked at Holly P Thomas LLC from 2014 to 2017. Outside of financial advising, she is president of Porchview Publishing, LLC, which produces books, workshops, and newsletters on financial psychology. Holly Donaldson Financial Planning, LLC is a fee-only, advice-only firm serving individuals, trusts, estates, charitable organizations, and small businesses through consultation-based financial planning. The firm provides written recommendations and modeling of various financial scenarios but does not manage client portfolios directly or accept discretionary trading authority.

Tyler Chacon is a CFP® with nine years of industry experience, currently serving as an advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior roles include positions at Tapfin/EY, Cetera Investment Services LLC, and Gte Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.

John Abernethy is a CFP® with five years of industry experience, currently serving as a financial advisor at Synchronous Wealth Advisors LLC. His prior roles include positions at Together Planning, Sycamore Financial Planning, and The Vanguard Group. Synchronous Wealth Advisors LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, managing approximately $164 million across about 40 client relationships. The firm employs fundamental analysis to construct diversified, risk-based portfolios and often incorporates third-party managers while maintaining ongoing portfolio oversight.