Glenn Sanger Hodgson is a financial advisor at Shonan Gold Financial LLC with a Series 65 credential and three years of industry experience. He has held roles in academic instruction at Southern New Hampshire University, Regis College, and Columbia College of Missouri, and is also involved in financial wellness presentations at SmartPath, Inc. Outside of finance, he owns and operates Zarnelle LLC, a social media management and relationship marketing business. Shonan Gold Financial LLC provides individualized financial planning and consulting, offering project-based and ongoing plans alongside automated investment-management support. The firm follows a long-term investment approach based on Modern Portfolio Theory, tailoring asset allocation and recommendations to each client’s risk tolerance and objectives, while clients retain custody of their assets.

Justin Oferrall is a financial advisor with O'Ferrall Advisory Services in Tallahassee, FL, holding Series 63, 65, and 66 licenses and four years of industry experience. His prior work includes roles at Merrill, Bank of America, J.P. Morgan Securities, and Suntrust Bank. Outside of advisory work, he owns and leads Service Pro Bookkeeping and works as a bookkeeper for Intuit. O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and institutions. The firm integrates investment, tax, bookkeeping, and insurance services, managing portfolios using diversified allocations and a combination of fundamental and technical analysis.

Edward Dougherty is a financial advisor at Dougherty Financial Planning, LLC in Tallahassee, FL, holding a Series 65 credential with three years of industry experience. He has previously worked at Sage Automotive Fund, Lafayette State Bank, and Maku, Inc. Outside of his advisory role, he owns and operates Complex Collections LLC, which manages an office building and provides finance functions for a biotechnology start-up. Dougherty Financial Planning, LLC is an independent, single-advisor firm offering discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, trusts, businesses, and other entities. The firm uses a combination of fundamental security valuation, technical and cyclical analysis, and econometric modeling to guide asset allocation across multiple asset classes.

Jason Brienen is a financial advisor at Chiron Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James Financial Services and tru Independence Asset Management. He serves as a board member and volunteer for the Tallahassee Quarterback Club Foundation, a local nonprofit organization. Chiron Capital Management, LLC provides wealth management and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs both fundamental and technical analysis to tailor portfolios to clients’ objectives and risk tolerances, offering a broad range of investment options and conducting regular account reviews.

Erin Mc Carty is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Cypress Capital, where she has worked since 2025, following prior roles at LPL Financial, Independent Advisor Alliance, Stifel Nicolaus, and Morgan Stanley Smith Barney. Mc Carty is also a Notary Public in Tallahassee, FL. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own wrap program, implementing portfolios through a mix of ETFs, mutual funds, equities, fixed income, and third-party managers.

Mary Clark is a CFP® and Series 66-registered advisor with 17 years of industry experience. She is currently with Cypress Capital and has previously worked at LPL Financial, Independent Advisor Alliance, Barnes Capital Group, and Allen Mooney & Barnes. Outside of her advisory work, Clark is a notary public and a brand ambassador for Carhartt, Inc. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own wrap program, implementing portfolios through a variety of investment vehicles and strategies.

Nicholas Chason is a financial advisor with Proper Wealth in Tallahassee, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services, MassMutual, Park Avenue Securities, and Guardian Life Insurance. Proper Wealth is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, and retirement plans, managing approximately $132 million across three advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that emphasize ETFs and diversified mutual funds.

Paul Martin is a CFP® professional based in Tallahassee, FL, with three years of industry experience. He has worked at Carr, Riggs & Ingram, Northwestern Mutual Investment Services, LLC, and LPL Financial before joining Proper Wealth. Proper Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $132 million across three advisors, offering customized, primarily long-term portfolios with a focus on ETFs and diversified mutual funds alongside individual securities and Independent Managers when appropriate.

Paul Woodward is a financial advisor at Cassini Capital Management, LLC in Tallahassee, FL, holding a Series 66 designation with nine years of industry experience. He has been with Cassini since 2012. Outside of his advisory role, Woodward serves on the board of Ology Brewing Company, LLC, and is the CEO of Dwell Bot, Inc., a company focused on research and development for a household robot assistant. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors, employing a blend of fundamental, technical, and cyclical analysis. The firm is noted for combining pooled funds with separate managed accounts and for its status as a registered Commodity Pool Operator and NFA member.

Tyler Mc Kibbin is a financial advisor at Cypress Capital in Tallahassee, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Paywind LLC and Tallahassee Financial Advisors, Inc. Outside of finance, he has been involved with Friends of St. Marks Wildlife Refuge. Cypress Capital serves a diverse client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm sponsors its own wrap program and employs a variety of investment strategies across multiple asset classes.

Benjamin Bowersox is a CFP® professional with nine years of industry experience. He is affiliated with Capital City Wealth Advisors, Inc. and has worked at LPL Financial and Invest Financial Corporation. Bowersox also holds a role at Capital City Trust Company. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm emphasizes asset allocation and ongoing monitoring across various investment types and conducts regular portfolio reviews and client communications.

Lily Zhang is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Seven Mile Advisory LLC, where she has worked since 2025. Her prior experience includes roles at Westmount Asset Management, Gurtin Municipal Bond Management, Ameriprise Financial, and Wendy Foster. Seven Mile Advisory serves high-net-worth individuals, trusts, estates, qualified purchasers, and institutional clients by providing discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm employs a diversified investment approach using independent managers, sub-advisors, and mutual funds/ETFs, focusing on complex advisory engagements with a small team overseeing substantial assets.

Millard Roberts is a CFA charterholder with 25 years of experience in the financial industry. He has been with Harvest Investment Advisors, LLC since 2004. The firm provides discretionary portfolio management to individual investors and institutional clients, focusing on a large-cap value equity strategy that emphasizes stocks trading below intrinsic value with above-average dividend yields. Harvest Investment Advisors serves a modest client base and follows a buy-and-hold approach supported by fundamental research and a defined sell discipline.

Ryan Horak is a CFP® professional with four years of industry experience, currently serving at Wealth Management Corporation in Tallahassee, FL. He is the managing member of Prudent Wealth Management LLC and also operates as a real estate agent under Passage Real Estate. His prior experience includes roles at Capital City Country Club and ongoing involvement with Wealth Management Corp since 2016. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities, primarily through no-load mutual fund portfolios. The firm employs a documented five-step investment process, combining various analytical methods and a range of strategies, while managing approximately $209 million across more than 1,300 client accounts with a notably low advisor-to-client ratio.

Melissa Wright is a financial advisor with Capital City Wealth Advisors, Inc. in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her prior roles include positions at LPL Financial, Capital City Bank Group, Inc., and BB&T Investments. She is also a commissioned notary. Capital City Wealth Advisors provides discretionary and non-discretionary wealth management and integrated financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, associations, and foundations. The firm focuses on asset allocation and ongoing portfolio monitoring across a range of investment types, incorporating third-party independent managers when appropriate.

Brian Clark is a financial advisor with Cassini Capital Management, LLC, holding a Series 65 license and bringing nine years of industry experience. He has been with Cassini Capital Management since 2012 and also serves as CTO at Stagger, LLC, where he provides software customization and support. Additionally, he is a board member of Ology Brewing Company, LLC, and is involved in research and development at Dwell Bot, Inc., a company focused on household robot assistants. Cassini Capital Management manages discretionary separate accounts for individuals and financial advisors, as well as two private pooled funds. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage volatility and sector risk, and is notable for operating both pooled funds and separate accounts side-by-side while registered as a Commodity Pool Operator.

Austin Langston is a financial advisor at Proper Wealth with a Series 66 designation and three years of industry experience. He previously worked at MML Investors Services, LLC and Elliott Davis. Outside of his advisory role, he is employed by Flightline Group Inc in a non-investment capacity. Proper Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $132 million using customized, primarily long-term portfolios that emphasize ETFs, diversified mutual funds, individual securities, and Independent Managers, supported by both fundamental and technical analysis.

Joshua Clifford is a CFP® professional with eight years of experience at Wealth Management Corporation and one year at Precision Wealth Strategies. His prior work includes roles at Carr Allison, P.A., Pennington, P.A., Flagler College, and Proctor Acura. He is based in Tallahassee, FL. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities. The firm manages no-load mutual fund portfolios using a documented five-step process that includes risk assessment, fund research, implementation, daily monitoring, and quarterly reporting, serving over 1,300 client accounts with two advisors.

William Horak is a CFP® with 39 years of experience in the financial industry. He is a principal at Wealth Management Corporation in Tallahassee, FL, where he has worked since 1989. Prior to and concurrent with this role, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advising, he holds an insurance license as a life and fixed annuity agent. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities. The firm primarily manages no-load mutual fund portfolios using a documented five-step process that includes risk assessment, fund research, implementation, daily monitoring, and quarterly reviews, distinguishing itself with a high client-to-advisor ratio and centralized investment decision-making.

Nathaniel Blanco is a financial advisor at Cypress Capital with two years of industry experience. He holds the Series 66 designation and previously worked with LPL Financial and Florida State University. Cypress Capital serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers both wrap-fee and non-wrap advisory arrangements and sponsors its own Cypress Capital Wrap Program, implementing portfolios through various investment strategies and securities.