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.

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.

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.

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.

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.

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.

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.

Stephen Myler is a CFP® with 23 years of industry experience, currently serving at MPM Wealth Advisors in Miramar Beach, FL. He has been affiliated with MPM Wealth Advisors and Zeiders Enterprises since 2013 and operates a financial planning sole proprietorship, Myler Financial, since 2010. Outside of financial advising, he provides counseling to military families on financial readiness through Zeiders Enterprises. MPM Wealth Advisors is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers managed accounts, model portfolios, financial planning, consulting, and educational services.

Phillip Streible is a financial advisor at Blue Line Capital with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RJ O'Brien Associates for eight years. He is also the Chief Market Strategist at Blue Line Futures LLC, a commodities firm. Blue Line Capital provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis, using both value and growth strategies along with strategic and tactical asset allocation.

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.

Clinton Gharib is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. He is involved in teaching financial planning classes through the Heartland Institute of Financial Education. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Grafton Newman Jr. is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with William E. Hopkins & Associates, Inc. since 2006 and has been self-employed in insurance and investment-related roles since 1985. Outside of securities, he manages a life insurance business offering equity and fixed annuities as well as long-term care insurance. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm provides tailored portfolio management and financial planning through a network of more than 100 professionals, using both internal and third-party due diligence to support its investment strategies.

Jeffery Barnes is a financial advisor at Kingsview Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kingsview Partners LLC and Wells Fargo in various roles since 2009. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering access to a broad range of investment instruments and third-party managers.

Ryan Shubin is a financial advisor at Impact Partnership Wealth, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Legacy Private Client Group, Global View Capital, and Purshe Kaplan Sterling Investments. Outside of his advisory role, Shubin serves as the Sailing Director for the Fort Worth Boat Club, where he designs and implements learn-to-sail classes. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform supported by a third-party services provider.

Kevin Kelly is a financial advisor at Realta Investment Advisors, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Triad Advisors, and OSAIC. Outside of his advisory role, he is involved in coordinating activities at a local Catholic chapel and works as a realtor with Fathom Realty, LLC. Realta Investment Advisors, Inc. manages approximately $343 million in client assets through a team of about 54 advisors and serves roughly 1,900 clients. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a wide range of investments, utilizing a platform that supports both discretionary and non-discretionary arrangements tailored to individual client needs.

Alfredo Atencio is a financial advisor at Equity Services, Inc. with Series 63 and Series 65 licenses and one year of industry experience. He has held positions with National Life Group, Park Avenue Securities, Guardian Life Insurance Company, and Bright Financial Insurance. Outside of his advisory role, he is involved in insurance agency activities through Florida Financial and Insurance Agency, where he serves as an agent. Equity Services, Inc. (ESI Financial Advisors) serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, emphasizing long-term allocation and manager-driven model portfolios while accommodating discretionary and non-discretionary trading.

Joseph Wilcoxon is a financial advisor at Mariner Wealth with a Series 65 credential and one year of industry experience. His prior work includes roles at Arbor Wealth Management, The North Face, and Under Armour. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, combining in-house investment expertise with access to third-party managers and a range of active and passive strategies.

Stephen Walsh II is a financial advisor at Creative Planning with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2017, following a tenure at PNC Investments from 2013 to 2016. He is based in Santa Rosa Beach, Florida. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.