Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

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.

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

John Davenport Jr. is a financial advisor at Davenport PBH LLC with five years of industry experience. His background includes roles at YieldStreet and RBC Capital Markets, as well as private investing and trading. Davenport holds Series 63 and Series 65 licenses. Davenport PBH LLC operates as a private investment fund managing capital for individual and institutional investors through a limited partnership. The firm focuses on discretionary portfolio management of special-situation and mispriced public equities, emphasizing less-liquid or distressed companies, and maintains a small, concentrated organizational structure with a single portfolio manager.

Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to founding his firm, he worked in retail management at Vineyard Vines and serves as an assistant hockey coach at Father Ryan High School. He combines his financial advisory role with these activities outside the industry. Houndstooth Investment Management provides portfolio management and retirement-account fiduciary advice primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and both long- and short-term trading strategies, including higher-risk approaches, with individualized Investment Policy Statements guiding account management.

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.

Walter Kilby is a Series 65-credentialed advisor at Avant Capital, LLC with one year of experience in investment advisory services. Prior to joining Avant Capital, he held roles at Ace Hardware, RealJoy Vacations, Advance Local, and Dex Media. Avant Capital provides investment advisory services to individuals, trusts, estates, and retirement plans. The firm builds customized, primarily long-term portfolios using low-cost mutual funds and ETFs alongside individual stocks and bonds, employing both fundamental and technical analysis with ongoing portfolio monitoring and rebalancing.

Micah Gibson is a financial advisor at Heritage Oak Wealth Advisors with 22 years of industry experience. He holds the Series 66 designation and has worked at Heritage Oak since 2019, following prior roles at Sowell Management Services and Arvest Asset Management. Heritage Oak Wealth Advisors is a four-advisor team managing approximately $290 million for individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm provides discretionary portfolio management across various asset classes, ongoing financial planning, and specialized services including estate-planning support and access to third-party money managers, utilizing a combination of fundamental and technical analysis with both long- and short-term strategies.

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.

George Livingston is a CFP® and Series 65 designated advisor with 22 years of industry experience. He has been with Livingston Financial Planning, Inc. since 2002. Outside of financial advising, he manages timberland and farmland in Decatur County, Georgia, overseeing timber production and farm rental activities. Livingston Financial Planning, Inc. is a fee-only registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm employs a long-term, buy-and-hold investment approach focused on diversified allocations to low-cost index funds, ETFs, and investment-grade fixed income, with investment management conducted on a largely non-discretionary basis under client-approved agreements.

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.

William Bryant is a financial advisor with High Speed Alliance, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Tensaw Legacy Wealth, LLC and Northwestern Mutual, as well as nearly two decades at Bryant Dental. Outside of his advisory work, he is involved in small business coaching through High Speed Consulting and serves as a general partner in special purpose investment vehicles. High Speed Alliance provides wealth management and discretionary portfolio management primarily to high-net-worth and accredited investors, as well as trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using low-cost mutual funds, ETFs, individual securities, alternative investments, and independent managers, combining multiple analytical methods and offering ERISA fiduciary support for retirement plans.

John Bauman is a financial advisor at QM Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at QM Advisors since 2019. Prior to that, he was associated with Capital Research Advisors from 2015 to 2017. Outside of his advisory role, he is involved as a business analyst at UnitedHealthcare and manages back office systems and finances at Kimberly Bauman, P.A. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary and non-discretionary portfolio management using a variety of analytic methods and manages both separately managed accounts and a private hedge fund.

Shattuck Lamm is a financial advisor with Keystone Private Wealth, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cypress Wealth Services. Outside of advising, he owns an exotic car rental business and is involved with a software company that supports homeowners associations in California. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach while maintaining flexibility to adjust portfolios based on client needs and market conditions.

Frank Friedler is a ChFC® with 19 years of industry experience and has been with freeGulliver, LLC since 2001. He also maintains a role at Friedler Group, LLC, which he has been associated with since 1996. Outside of his advisory work, Mr. Friedler serves on the board of Helpful Hound, LLC, a company that develops and operates food courts nationwide, and is involved in proprietary trading technology through his board position at Focus Automated Equities, LLC. FreeGulliver provides discretionary portfolio management, financial planning, pension consulting, and family office services to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and employs a diversified investment approach that includes mutual funds, ETFs, third-party money managers, and its own private pooled vehicles.

Matthew Novak is a CFP® with 11 years of industry experience currently serving as an investment advisory representative at Sparta Wealth Partners. His prior work includes roles at Morgan Stanley and International Assets Advisory, LLC. Outside of financial advising, Novak owns and operates several nail salons and an accounting firm, and he is also involved in real estate sales and insurance. Sparta Wealth Partners provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, and business entities. The firm employs a combination of fundamental and technical analysis with customized Investment Policy Statements and offers both long-term and short-term trading strategies, including a Long/Short sub-advised strategy with performance-based fees.

Thomas Atkins is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with Advisor Resource Council (formerly 360 Wealth Management, LLC) since 2012 and also maintains a longstanding affiliation with LPL Financial since 2009. Outside of his advisory work, Atkins has worked as a bartender at The Colony Wine Bar. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and consulting services through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across diverse portfolio types.

Robert Burts Jr. is a financial advisor with Synovus Securities, Inc., holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has a long tenure at Synovus-related firms dating back to 1999 and recently joined Pinnacle Bank in 2026. Outside of his advisory role, he owns a rental condominium in Panama City Beach, FL. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both advisory and brokerage services through various managed account programs and using a risk-tolerance framework to guide investment decisions.

John Lydick is a financial advisor at Jaffe Tilchin Investment Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Harbor Financial. Outside of finance, he is the president and owner of Jon Charles Makeovers Inc., a salon business, and serves as an organist at Christ Our Savior Lutheran Church. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing portfolio management, financial planning, and consulting for retirement plans. The firm uses a range of investment analyses and may incorporate third-party asset managers to tailor client solutions.