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.

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Joshua Scannell is the principal of Future Path Financial Planning and holds a Series 66 designation with one year of industry experience. His prior roles include positions at Legacy Growth Wealth Management, Eagle Strategies, NYLIFE Securities, and Atlas Financial Strategies. Outside of financial advising, he has experience working with SunQuest Cruises and in educational roles at the University of West Florida and North West Florida State College. Legacy Growth Wealth Management provides investment management and financial planning services to individual and high-net-worth clients. The firm uses a mix of passive and active strategies based on modern portfolio theory and manages accounts on a discretionary, fee-only basis.

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.

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

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.

Bennett Stein is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Stein Financial LLC, an independent firm he has led since 2022. Prior to founding Stein Financial, he worked at Arbor Wealth Management, Executive Ratings, Thomas Howell Ferguson PA, and Montgomery Coscia Greilich LLP. In addition to advisory services, he spends a portion of his time providing tax planning, preparation, bookkeeping, and business valuation services. Stein Financial LLC offers discretionary portfolio management to individuals, high-net-worth clients, trusts, family investment partnerships, charitable organizations, and corporations. The firm combines fundamental analysis, Modern Portfolio Theory, and both long- and short-term trading strategies, and it provides affiliated accounting services that include tax and valuation work.

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.

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.

Benjamin Hall is a financial advisor at Chiper Wealth Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked extensively in golf club management, including positions at Indian Bayou Golf Club, Kelly Plantation Golf Club, and Regatta Bay Golf Club. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering tailored portfolio management and financial planning. The firm manages approximately $140 million in client assets and employs a variety of strategies aimed at preserving purchasing power over the long term.

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.

Gerald Skalsky is a financial advisor at Clear Harbor Wealth Management in Destin, FL, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Great Point Capital, ArborBrook Advisors, and Thrivent Financial. He is also involved with Skalsky Financial Planning & Consulting LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients and manages approximately $48 million in discretionary assets. The firm uses a risk-based asset allocation approach combined with fundamental and technical analysis, implementing strategies through no-load mutual funds, ETFs, stocks, and bonds, and acts as investment manager for an affiliated private pooled investment vehicle.

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.

Molly Lazor is a financial advisor at Chiper Wealth Management, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Chiper Wealth Management in 2020. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients’ objectives, time horizons, and risk tolerances. The firm manages approximately $140 million in assets and employs a range of strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly.

Brett Chipser is a financial advisor at Chiper Wealth Management, LLC in Destin, FL, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for seven years before joining Chiper Wealth Management in 2020. Chiper Wealth Management provides investment advisory services to individual and high-net-worth clients, offering portfolio management and financial planning tailored to clients' objectives and risk tolerance. The firm manages approximately $140 million in assets and sponsors a wrap fee program that combines advisory and brokerage services for a single fee.

Dustin Terry is a financial advisor at Clear Harbor Wealth Management in Destin, FL, with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Great Point Capital LLC and Center Street Securities. Outside of his advisory role, he is a co-owner of a real estate brokerage and serves as a general partner for Curio Capital Crypto Opportunities Fund GP, LLC. Clear Harbor Wealth Management serves individual and high-net-worth clients, managing approximately $48 million in discretionary assets with a two-advisor team. The firm employs a risk-based asset allocation approach combined with fundamental and technical analysis, offering discretionary investment management and financial planning services, and acts as investment manager to an affiliated private fund.

Michael Stanton is a CFP® with 24 years of experience in financial advisory services. He has been with Alpine Private Wealth since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Stanton serves as Managing Director at Alpine Private Capital, focusing on high net worth client management. Alpine Private Wealth provides investment advisory and wealth management services to a range of private wealth clients, including individuals, charitable organizations, and corporate clients. The firm employs a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and manages approximately $1.227 billion in assets.

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.