Lucas Juery is a Series 65-licensed financial advisor at Swan Capital with four years of industry experience. He has worked at Swan Capital since 2021 and previously held roles at Airbus Defense & Space and the University of West Florida. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm’s investment approach centers on fundamental analysis applied across diversified model portfolios, along with direct indexing, retirement-plan consulting, and educational seminars.

Andrew McNair is a Series 65-licensed financial advisor with Swan Capital in Pensacola, FL, bringing 13 years of industry experience. He has been with Swan Capital since 2012, including his current role since 2019, and previously worked at AE Wealth Management from 2016 to 2020. McNair is also an adjunct professor at Pensacola State College, where he teaches a course on long-term care, and he is an author of published books. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and pooled investment vehicles. The firm uses a fundamental analysis-driven investment process across multiple model portfolios and offers services including direct indexing, retirement-plan consulting for held-away accounts, and donor-advised fund investment management.

Jamie Via is a financial advisor at Swan Capital with a Series 65 credential and two years of industry experience. Prior to joining Swan Capital, Jamie held positions at various financial services and educational institutions. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm emphasizes fundamental analysis across model portfolios and offers solutions including discretionary trading, direct indexing, retirement-plan consulting, and donor-advised fund investment management.

Arthur Lima D'el Rei Fraga is a Series 65-registered advisor with Swan Capital in Pensacola, FL. He has been with Swan Capital since 2025 and has prior experience in educational roles at the University of West Florida and Missouri Valley College. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm employs fundamental analysis across multiple model portfolios and offers services including direct indexing, retirement-plan consulting, and donor-advised fund investment management.

William Moy is a financial advisor at Swan Capital in Pensacola, FL, with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and First Command Brokerage Services, Inc. Prior to his financial career, he served in the United States Marine Corps for two years. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm’s investment process focuses on fundamental analysis applied across multiple model portfolios, incorporating direct indexing and tax-management techniques.

Jacob Hawkins is a financial advisor with Swan Capital in Pensacola, FL. He holds a Series 65 designation and has been with Swan Capital since 2024. Prior to joining Swan Capital, he held roles at Soulcial Kitchen, Ethos Consulting Group, Becker Dyer Stanton Funeral Home, Moila Country Club, Benedictine College, and Floyd Construction. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm emphasizes fundamental analysis across several model portfolios and incorporates direct indexing with tax management, while also managing private funds alongside individual client accounts.