Bethany McDonald is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2012 and brings a comprehensive approach to financial planning by integrating investing, banking, and lending services through Bank of America. Bethany focuses on understanding her clients personally to tailor financial strategies that address their unique needs and goals. Bethany began her career in the financial services industry in 2005, with experience in underwriting, lending, and personal banking. She holds a Bachelor of Arts in Business Administration from Mississippi University for Women, graduating in 2005, and an Associate of Arts in Business from Cumberland University, completed in 2004. She has earned professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional pursuits, Bethany enjoys cooking, drawing and sketching, music, photography, swimming, watching movies, and spending time with her family. She resides in Pensacola, Florida with her husband and three children.

Christopher Brownson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. Christopher also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. With expertise in managing diverse financial demands such as home buying, college savings, elder care, and healthcare preparation, Christopher collaborates one-on-one with clients to define goals and tailor portfolio strategies accordingly. He provides ongoing advice and adjusts strategies to accommodate changes in clients' situations. Christopher holds a Bachelor's Degree and two Master's Degrees from Troy University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Daniel Herman is a financial advisor with Raymond James & Associates in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as treasurer and chairperson of the investment committee for the Pensacola Sports Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Robert Lucier is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked with Meraki Installers, LLC and Doordash, Inc. He also spent a decade with the Mississippi Valley Regional Blood Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lacy Kleive is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Bobby Fogle is a financial advisor with Wells Fargo Clearing in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Outside of his advisory work, he serves as power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Kelly Goodson is a Series 66-licensed financial advisor with 19 years of experience, currently with Morgan Stanley in Pensacola, FL. Her prior roles include positions at ThirtyOne Wealth and Private Client Services, along with a 16-year tenure at Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Robert Calbert is a financial advisor with Edward Jones in Pensacola, FL. He holds a Series 66 designation and joined Edward Jones in 2026 after an 18-year career at Office Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Harper is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has built a career spanning over 30 years. Throughout her tenure, Mary has led a team focused on delivering customized strategies, intellectual rigor, and attentive service to clients. She serves as a Portfolio Advisor, guiding clients toward their investment objectives by recommending strategies from Merrill or approved third-party managers. Her professional expertise is supported by advanced education and credentials, including completion of the "Preparing for Tomorrow" Program at Dartmouth University's Tuck School of Business, the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ in partnership with the University of Pennsylvania's Wharton School, and the Chartered Retirement Planning Counselor® (CRPC®) designation from the College of Financial Planning. Mary has also shared her knowledge as a panelist and speaker at Merrill Lynch’s National Symposium Conferences and has contributed nationally as a financial commentator on various news outlets. Mary is actively involved in her community through volunteering with the Ronald McDonald House. Her client focus includes areas such as college education planning, divorce transition planning, family wealth management strategies, retirement income, and socially responsible investing. Outside of work, she enjoys cooking, gardening, golfing, interior decorating, music, reading, traveling, and spending time with her family.

John Huber is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Cameron Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2006 and has since built a practice focused on helping clients preserve and grow their wealth through tax-efficient and risk-appropriate strategies. Cameron provides a high-touch, full-service approach, working closely with individuals and families to develop comprehensive wealth management plans tailored to their unique goals. Cameron’s expertise includes college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, portfolio management services, and addressing the financial needs of women. He follows Merrill’s tradition of community involvement by volunteering with local organizations. His professional designation includes Personal Investment Advisor (PIA), and his education includes a High School Diploma from RCS High School and attendance at Ithaca College. Outside of work, Cameron’s personal interests include baseball, boating, chess, football, music, reading, spending time with his family, traveling, and yoga.

Mary White is a financial advisor with Merrill who holds a Series 66 designation and has 24 years of industry experience. She has been with Merrill for 25 years and concurrently with Bank of America, N.A. for 17 years. Outside of her advisory role, she is the owner of a family rental business in Pensacola, Florida. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates closely with Bank of America affiliates and offers tax-focused investment solutions alongside a broad range of portfolio management strategies.

Peter Lauter is a financial advisor at Raymond James Financial with credentials including Series 63 and Series 65. He has three years of industry experience and has previously worked at firms such as Merrill, Bank of America, and SunTrust Bank. Lauter serves on multiple nonprofit boards in Pensacola, Florida, including the Baptist Hospital Foundation and the Escambia Sheriff's Department Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools to support client goals, while maintaining specialized programs in municipal finance and employer-sponsored retirement plans.

Matthew Schmidt is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with various Raymond James entities since 2014. Outside of his advisory work, Schmidt serves on the advisory board of First Priority of NW, a network supporting Christian clubs in public middle and high schools. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles alongside firm research and affiliated sub-advisers.

Robert Kornemann is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He has been with Raymond James & Associates since 2019 and previously worked at Long Lewis Auto and Clark Turf Management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and research-driven portfolio management.

Jonathan Eason is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with additional roles including executive assistant contractor duties in Milton, FL. Outside of advising, he has experience in event planning and administrative support through private contracting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Weeks is a financial advisor with Wells Fargo Clearing in Pensacola, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, Weeks is involved in local broadcasting as a television talk show host on WSRE-TV and as a host of an interview program on WUWF FM Radio NPR. Wells Fargo Clearing provides retirement plan consulting services 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 modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Mark Hannum is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and works alongside affiliated trust companies and banks to offer credit facilities using advisory assets as collateral.

Patrick Broadus is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he owns a rental property in Pensacola Beach. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

William Wright is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.