James Nelson

Ryan Layton is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been the sole advisor at EmeraldSpark Investments since 2015. Ryan is also an adjunct professor and regularly participates in industry conferences and consulting with the CFA Institute. EmeraldSpark Investments provides personalized discretionary investment management and financial planning primarily for individual clients and offers 401(k) plan investment advisement to plan sponsors and participants. The firm combines Modern Portfolio Theory with behavioral finance in its investment process and is known for its educational outreach, including seminars, workshops, and no-cost financial planning services for clients.

Brian Ulch is a financial advisor at Aventail Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 license and has been with Aventail Wealth Management since 2015. In addition to his advisory role, he is a licensed insurance agent in multiple states, working with clients on life, annuity, and long-term care insurance needs. Aventail Wealth Management is a fee-based registered investment adviser serving primarily individual clients, including high-net-worth households. The firm offers discretionary portfolio management, financial planning, and consulting services, using a structured investment approach that incorporates ETFs, mutual funds, and select individual securities guided by a written Investment Policy Statement.

Bryan Beamer is a financial advisor at iPlan with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, Kestra Financial Services, and NFP Securities. Outside of his advisory role, he owns and consults for iGIVE, LLC, a nonprofit that advises organizations on improving donor participation through charitable wealth strategies. iPlan serves individual and high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm combines discretionary portfolio management with comprehensive financial planning, employing a mostly passive investment approach rooted in modern portfolio theory alongside periodic fundamental analysis.

Kevin Ashcraft is the principal of Ashcraft Wealth Advisors LLC, an independent firm based in Auburndale, FL. He holds a Series 65 designation and has prior experience with several consulting and analytics firms, including LogicDudes, LLC and Ventera Consulting. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on asset allocation and diversification, with an emphasis on long-term positioning and tax-efficient strategies.

Donna Seymour is a financial advisor at Ingram Advisory Services, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Centaurus Financial Inc. and Ingram Financial Group, Inc. She is involved in managing client investments and also has experience with fixed annuities to diversify client assets. Ingram Advisory Services provides financial planning, portfolio management, pension consulting, and retirement-plan advisory services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm serves over 580 clients with approximately $101.7 million in assets under management, focusing on tailored advice through model portfolios, fundamental and technical analysis, and primarily recommending mutual funds and ETFs with an emphasis on long-term holdings and periodic rebalancing.

Paul Ashcraft is the principal of Ashcraft Wealth Advisors LLC, an independent firm based in Auburndale, FL. He holds a Series 65 designation and has 11 years of industry experience. Prior to founding Ashcraft Wealth Advisors in 2014, he established Ashcraft Business Advisors in 2010. Outside of his advisory work, he is a licensed insurance agent and serves as the registered agent for G & S Family Hospitality Services, Inc. Ashcraft Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm employs a customized, bottom-up investment approach focused on client-specific asset allocation and diversification, integrating fundamental analysis with limited technical analysis and external research.