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Hannah S

Series 65

Fort Walton Beach, FL

Slagle Financial, LLC

Hannah Smith is a financial advisor at Slagle Financial, LLC with over 11 years of industry experience. She holds the Series 65 designation and previously worked at Cherry Wealth Advisors from 2015 to 2023 before joining Slagle Financial. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients. The firm focuses on globally diversified portfolios aligned with modern portfolio theory, often using index mutual funds and ETFs, and offers both discretionary management and third-party manager recommendations.

General retirement planning Income planning Wealth management
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Antonio P

Series 66

Fort Walton Beach, FL

Slagle Financial, LLC

Antonio Perez is a financial advisor at Slagle Financial, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at First Command Brokerage Services, Inc., among other firms. Prior to his advisory career, he served in the U.S. Army for 23 years. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and business clients, tailoring portfolios based on clients’ goals and risk tolerance. The firm utilizes globally diversified portfolios with an emphasis on index mutual funds and ETFs, and may engage third-party managers with ongoing oversight.

General retirement planning Income planning Wealth management
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Jeffrey C

Series 65

Fort Walton Beach, FL

Slagle Financial, LLC

Jeffrey Cherry is a financial advisor with Slagle Financial, LLC, holding a Series 65 designation and 13 years of industry experience. He is President of Cherry Financial Inc. D/B/A Cherry Wealth Advisors, where he also acts as a licensed insurance agent. Jeffrey has been involved with AE Wealth Management and Cherry Financial Inc. since 2005. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, offering discretionary portfolio management and standalone financial plans. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and regularly monitors client accounts through a team operating ten offices.

General retirement planning Income planning Wealth management
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