Robert Leidner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with families to simplify their financial lives by focusing on clients' goals and concerns, utilizing the Goals-Based Wealth Management Process. He emphasizes understanding clients' priorities across key life areas—family, home, health, work, leisure time, giving, and finance—to develop personalized strategies suited to individual circumstances. Since beginning his career in the financial services industry in 1993, Robert has accumulated extensive experience and expertise in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Robert earned a Bachelor of Science degree in Economics from Louisiana State University in 1991. He joined Merrill Lynch Wealth Management in 2009. He is active in community involvement through memberships and volunteer work with organizations like Fiesta of Five Flags, Pensacola Catholic High School, and St Paul Catholic School. Robert and his wife, Halli, have two daughters. His personal interests include golf, gardening, hunting, fishing, wine collecting, cooking, and spending time with family and friends.

Paul Stinebiser is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Dawne Rehm is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Cynthia Jones is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Advisors since 2011. Outside of her advisory role, she serves as a trustee for family trusts and a financial LLC 401(k) plan. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations for clients.

Jeanne Howie is a financial advisor with Merrill in Pensacola, FL, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith NC since 2000. Outside of her advisory role, she serves as a board member of Emerald Coast Jeepers, a local Jeep owners' club involved in recreational rides and some civic activities. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Carver is a financial advisor with Ameriprise in Gulf Breeze, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for six years before joining Ameriprise in 2020. Outside of his advisory role, Carver owns J and C Coastal Designs LLC, a retail flooring and cabinet design business, and serves as Treasurer of the Navarre Area Chamber of Commerce and Vice-Chair of the Gulf Breeze Chamber Foundation. He is also researching and writing a book focused on stories of resilience among women rebuilding after loss and divorce. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing managed accounts and utilizing algorithmic tools alongside advisor input.

Joshua Trahan is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of his advisor role, he is involved in investment-related business activities through part ownership and management of Premier Coast Advisors and Nahart, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of fee-based financial planning services and integrates advisory solutions with other financial products and referral channels.

Dakota Boughton is a financial advisor with Cambridge Investment Research Advisors based in Pensacola, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Cambridge in 2026, he worked for Edward Jones from 2020 to 2026 and served in the United States Air Force from 2010 to 2020. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Benjamin Hein is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously spent 12 years at Edward Jones before joining LPL Financial in 2025. Outside of advising, Hein hosts a podcast based in Pensacola, Florida. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with research tools and a broad non-advisory financial services network.

Johanna Mc Gill is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at Regions Bank and Commerce Bank. Outside of her advisory work, she is an affiliate streamer on Twitch.TV, where she streams gameplay of The Sims 4. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Nicholas Mann is a financial advisor at Stifel with two years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2023, he worked at SunFarm Energy and has academic experience at the University of West Florida. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market models developed by its Investment Strategy Group to support asset allocation and financial planning.

Pamela Fox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, Pamela is involved in pet sitting in Pensacola, FL. 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 advisory services. The firm’s approach is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Shirk is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leverages a comprehensive approach to financial planning and investment management, assisting clients at various stages of their financial journeys. His work focuses on managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and strategies for small businesses, special needs, and women and wealth. Michael emphasizes providing clients with disciplined, impactful wealth management strategies and access to a broad array of investment services and resources through Merrill and Bank of America. With over 35 years of professional experience, including 24 years as a leader and aviation professional in the U.S. Coast Guard, Michael brings a strong work ethic and a collaborative approach to his practice. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the United States Coast Guard Academy and a Master's Degree from Purdue University System. Outside of his professional responsibilities, Michael engages in activities such as adventure sports, biking, boating, camping, hiking, reading, and traveling. He is also involved in community leadership through Leadership Mobile. Michael seeks to build trusted relationships with his clients, serving not only as their financial advisor but also as a friend and confidant.

Jonathan Warren is a CFP®-designated financial advisor with Stifel, where he has worked for 15 years. He has 25 years of experience in the industry and is based in Pensacola, Florida. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses that support client decision-making.

Jonathan Kagan is a financial advisor with Raymond James Financial who holds the CFP® designation and has 26 years of industry experience. He has served in various roles at Raymond James since 2004 and owns two support companies, Soundside Financial Services, Inc. and Soundside Wealth Advisors. Kagan is also a member of the Finance Committee for the YMCA of Northwest Florida. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored, non-discretionary advice supported by advanced analytical tools.

John Mayfield III is a CFP® certificant with 40 years of industry experience. He is currently with Cetera and has held prior roles at Hancock Whitney Bank and Suntrust Advisory Services. Cetera Investment Advisers LLC is a nationwide, SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, including model portfolios and bespoke strategies, supported by over 10,000 advisors and more than $256 billion in assets under management.

Robert Thompson is a financial advisor with Osaic Wealth, Inc. based in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously spent 14 years with Sagepoint Financial, Inc. Outside of his advisory role, he has operated a sole proprietorship focused on investment-related sales and insurance activities since 1993. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services with access to multiple investment platforms, employing asset-allocation tools, risk assessments, and automated portfolio rebalancing to manage a broad range of investment types.

Stephen Timberlake is a financial advisor with Morgan Stanley in Pensacola, FL, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, he owns a small honey-producing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Madisyn Santora is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. She has worked with Ameriprise since 2019 and previously had roles at Envie Boutique and the University of South Alabama. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm combines proprietary research and algorithmic tools to deliver tailored recommendations within a defined investment framework.

Michael Douglas is a CFP® professional with 31 years of industry experience, currently with Stifel since 2009. He has worked part-time at the Pensacola Civic Center for over three decades and maintains a part-time role at Douglas & Associates, which he has been involved with for nearly 40 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.