James Hunter Jr. is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Hunter Livery and Crabs on the Beach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Christopher Kelly is a financial advisor with Morgan Stanley in Pensacola, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, N.A. He serves as a board member of the Escambia-Santa Rosa Bar Association Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates diverse investment and advisory services across retail and institutional markets.

Joseph Peterson Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he is an insurance brokerage agent specializing in property/casualty and life settlements, and he serves as president of Peterson Advisory Services, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager programs, educational seminars, and specialized planning such as divorce and estate settlement services.

Timothy Stewart is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience, all at Edward Jones since 2016. He is based in Gulf Breeze, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Michael Tylavsky is a financial advisor with Wells Fargo Clearing in Pensacola, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Suzanne Minter is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds a Series 65 designation and has worked at Edelman Financial Engines and its predecessor entities since 2010. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages large asset bases through model-based and customized portfolios and delivers both advisor-led and online offerings.

Stephen Harrod is a financial advisor with Morgan Stanley in Pensacola, FL, holding a Series 66 credential and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he serves on finance and investment committees for Olive Baptist Church, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools guided by its Global Investment Committee.

Robert Whibbs is a financial advisor with Morgan Stanley in Pensacola, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked in the automotive sector for six years at StepOne Automotive Group and Vince Whibbs Automotive. He serves on the boards of two local organizations focused on civic and cultural activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and investment management services supported by firm-approved tools and methodologies.

Richard Ralston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Sa Stone Investment Advisors, and Sterne Agee Financial Services. He is also president of Parkway Financial Group, through which he provides investment advice and insurance products. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with diverse program options and model portfolios.

Lee H Ellis is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing advice, guidance, and strategies for individuals and families navigating the complexities of asset management. He focuses on client areas such as college education planning, family wealth management strategies, retirement income, and socially responsible investing, among others. Lee works to create flexible wealth management strategies aligned with his clients' values and goals, emphasizing one-on-one communication to understand individual and family objectives. Lee began his career with Merrill in 2006, initially serving as an Investor Services Advisor in Jacksonville, Florida, before relocating to the New York City Park Avenue Office as a Financial Advisor. During his time in New York, he completed a Master’s Degree at Columbia University, taught at Columbia, contributed to The New Yorker website, and served as an Editorial Assistant in The New Yorker’s Fiction Department. In 2017, he returned to Pensacola, Florida, to work with his father, Tommy Ellis, with whom he helped build Ellis & Associates, focusing on high-net-worth individuals and businesses. He holds a Bachelor’s Degree from Stetson University and a Master’s Degree from Columbia University. Lee is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). He is multilingual, speaking French, English, and Spanish, and participates in community activities as a board member of the Pensacola Symphony Orchestra. Lee’s personal interests include baseball, biking, chess, cooking, golfing, hiking, reading, traveling, writing, and spending time with his family.

Jason Lombardo is a financial advisor with Wells Fargo Advisors in Pensacola, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he has ownership interests in investment-related businesses, including Premier Coast Advisors, LLC and Phil48, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Kimberly Flynn is a financial advisor with Wells Fargo Clearing in Pensacola, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and insurance-related vehicles.

Ernst Leidner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1997 and established The Leidner Group in 2001. In his role, he assists clients by developing wealth management strategies tailored to their individual needs, focusing on a comprehensive approach to managing wealth. Ernst's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Louisiana State University System. Outside of his professional work, Ernst enjoys outdoor activities such as boating, fishing, hunting, surfing, skiing, and spending time with his family.

Susan Reed is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Reed holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Maureen Bloodworth is a financial advisor with Wells Fargo Clearing in Pensacola, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as an executor and personal representative for the Estate of Seymour J Marshall. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Ennis is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. He has been with LPL Financial and its predecessor since 1997. Outside of his advisory work, he is involved with The Ennis Company, an independent insurance agency and brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kristin De Boisblanc is a financial advisor with Merrill in Pensacola, FL, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work history includes roles at Bank of America and Wells Fargo affiliates. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Celeste Gilbreath is a financial advisor with Edward Jones in Pensacola, FL, holding a Series 66 credential and two years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Joel Dunham is a CFP®-designated financial advisor with Edward Jones, based in Pensacola, FL, with 27 years of industry experience. He has worked at Edward Jones since 1998. Outside of his advisory role, he is a partner in a local rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 advisors.

Charles Doucette Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Outside of his advisory work, he is the sole owner of a rental property business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.