Caleb Guernsey is a financial advisor with Guernsey Financial, LLC in Pensacola, FL. He holds a Series 65 designation and has been with the firm since 2018. Prior to this, he was involved with Olive Baptist Church for one year and has a background in education. Guernsey Financial, LLC provides financial and retirement planning, consulting for employee benefit plans, portfolio analyses, and educational seminars primarily for individual and high-net-worth clients, including insurance companies. The firm partners with Matson Money for investment management, utilizing an evidence-driven approach based on Modern Portfolio Theory, the Fama–French Three-Factor Model, and the Efficient Market Hypothesis.

Douglas Guernsey is the sole advisor at Guernsey Financial, LLC in Pensacola, FL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America. Guernsey also serves as Vice President of the Plantation Road Town Office Owners Association. Guernsey Financial, LLC provides financial planning, retirement planning, and consulting services primarily to individual and high-net-worth clients, including insurance companies. The firm uses an evidence-driven advisory approach and generally refers clients to third-party investment managers while maintaining client relationships and conducting ongoing reviews.