John Ellis is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and previously worked for U.S. Bancorp Investments for 14 years before joining Ameriprise in 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Chad Quenneville is a financial advisor with Wells Fargo Clearing in Pensacola, FL, holding Series 63 and Series 65 credentials and bringing 27 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Andrew Flock is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he manages timber land and operates a personal farm focused on hay production in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Kevin Ryan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 24 years of experience in the financial industry, focusing on delivering a consistent yet customized wealth management experience. Kevin works closely with clients to understand their individual and professional lives, helping them establish objectives and develop strategies tailored to their risk tolerance, time horizon, investment goals, cost considerations, and liquidity needs. His approach includes regular reviews to monitor progress and adjust strategies as necessary. Kevin specializes in areas such as college education planning, family wealth management strategies, women and wealth, and retirement income. He holds a Bachelor's Degree from Auburn University and carries the Personal Investment Advisor (PIA) designation. Kevin is actively involved in his community through Rotary and other civic organizations. Outside of his professional work, Kevin enjoys spending time with his wife and four children. His personal interests include baseball, boating, camping, fishing, golfing, music, reading, tennis, and yoga.

Stacy Lentine is a Series 66-registered financial advisor with Morgan Stanley in Pensacola, FL, with nine years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Matthew Oneill is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Pensacola, Florida office. He works with individuals and small businesses to develop strategies aimed at meeting their long-term financial goals. His advisory services include creating long-term, personalized wealth management plans, investment selection, and portfolio design. Matthew has over a decade of experience in wealth management, including nine years serving high-net-worth investors and their families. He specializes in advising physicians and small business owners throughout the Gulf Coast, focusing on enhancing, preserving, and transferring family wealth. His approach incorporates resources from Merrill Lynch and Bank of America, including banking services and specialists, to offer tailored strategies covering Treasury Management, Retirement Strategies, Financing, Equipment Leasing, and Merchant Services. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew earned his High School Diploma from Davison High School. Outside of work, he enjoys hockey, golf, skiing, and tennis, and serves on the Board of Directors for Pensacola Country Club. He resides in Pensacola, Florida with his wife and two children.

Thomas Henriques is a financial advisor with Equitable Advisors in Pensacola, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Wendy Markey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 30 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. for 15 years before joining Wells Fargo Advisors in 2024. Wendy is also an officer and vice president of The Stewart Markey Group, a support company she oversees. 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 and integrates advisory services with other financial products, serving clients who meet specific net-worth criteria.

Wiktor Gier is a CFP®-credentialed financial advisor with seven years of industry experience, currently with Stifel since 2024. His prior experience includes roles at Raymond James & Associates and EY. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

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.

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.

Micah Mattoon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Pensacola, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Gary Goeppinger is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Prior to his current role, he worked at several firms including Forthright Capital Advisory and Concert Wealth Management. Outside of advising, he is the president of Republic of Texas Capital Management Corporation, where he manages property-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and offers specialized municipal and public finance advisory services.

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 at LPL Financial with 12 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Hein holds the Series 66 designation and hosts a podcast unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by research and various portfolio strategies.

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.