Sara Fordyce

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.

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.

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.

James Craig is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Hancock Whitney Bank and LPL Financial. Outside of his advisory work, he is a 50% owner of a rental property business and involved in the sale of premium finance life insurance with various partners. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

George Borinski III is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 and is also involved with Premier Wealth Management Partners, LLC, where he serves as Director of Operations for a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.