Jeremy Senterfitt

Glenn Delman is a CFP® professional with 34 years of experience in financial advisory services. He is the sole advisor at G & F Financial Services in Panama City Beach, FL, where he has provided investment management and financial planning since 1991. Delman previously worked with American Investors Company from 1992 to 2018. G & F Financial Services advises individual clients on investment management, financial planning, and estate-planning matters without a stated account minimum. The firm employs a financial-planning process supported by Moneytree Software’s Total Planning Suite and uses various analysis techniques, including asset allocation and quantitative methods, typically favoring longer-term purchase strategies.

Michael Grant is a financial advisor at 22 Seven Wealth Management Inc. in Panama City, FL, with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at CUNA Mutual Group and Saxony Securities. Outside of advisory work, he is involved in a car rental business and provides consulting on electric vehicle charging installations. 22 Seven Wealth Management, Inc. offers financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm creates customized portfolios based on client goals and risk tolerance, employing various investment strategies and managing accounts primarily on a discretionary basis.

Barry Hatton is a financial advisor with The Hatton Financial Group, LLC in Panama City Beach, FL. He holds the ChFC® designation and a Series 63 license, and has 38 years of industry experience. Hatton has been associated with Investors Security Co Inc since 2004 and has operated The Hatton Financial Group since 1984. The Hatton Financial Group provides financial planning services primarily to individual clients, focusing on written comprehensive and limited-scope plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities and generally refers clients to third-party investment managers for asset management.

Treyton De Vore is a financial advisor at AllStreet Wealth with five years of industry experience and holds a Series 65 designation. He has founded several non-investment businesses, including a nonprofit focused on grant review and marketing, an educational company producing video courses, and a marketing and design firm. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, providing comprehensive financial planning and discretionary investment management. The firm employs long-term, buy-and-hold passive portfolios based on asset allocation principles and offers both ongoing planning and project-based services.

Benjamin Halliburton is a CFA® charterholder with 21 years of industry experience. He is currently with Tradition Investment Management, LLC and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Tradition Investment Management, LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning services. The firm tailors advice based on client objectives, time horizon, and risk tolerance, using various investment methods with a focus on long-term purchasing power preservation and tax considerations.

Douglas Gusmus is a financial advisor with CPA Group Investment Management, LLC, holding the PFS™ designation and Series 65 license. He has 24 years of industry experience and has worked at CPA Group Investment Management and the affiliated CPA firm Tipton, Marler, Garner & Chastain, P.A. since 2004. Outside of his advisory work, he is a member of Roundabout 19, LLC, a non-public entity that manages a property in Panama City, Florida. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving primarily high-net-worth individuals. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, offering discretionary portfolio management and comprehensive financial planning, and maintains a unique connection with an affiliated CPA firm.