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.

Margarita Vazquez is a financial advisor with Primerica Advisors in Milton, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Primerica Advisors since 1999 and previously served as Supervisor of Elections for Santa Rosa County in 2020 and 2022. Outside of her advisory role, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

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.

Derek Park is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies and fiduciary advisory services through a large nationwide network of financial advisors.

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 at LPL Financial with 41 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1997. Outside of his advisory role, he is involved in an independent insurance agency and brokerage through The Ennis Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Kevin Hammer is a financial advisor with Merrill in Pensacola, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes six years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He has been with Merrill and Bank of America since 2019. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Joshua Benavente is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has been affiliated with both Merrill and Bank of America since 2011, totaling 15 years at these institutions. 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. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nadia Basilone is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation. She began her career at Edward Jones in 2026 after 18 years with GUESS? Canada Corporation and a brief period at GUESS?, Inc. prior to that. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Hugh Mann is a financial advisor with Cetera in Pensacola, FL, holding a Series 63 designation and over 40 years of industry experience. He has worked with Cetera since 2009 and also has a longstanding role at Pen Air Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and retirement services, employing a multi-manager platform with access to third-party managers and customized investment strategies.

Ashley Hooper is a Financial Advisor with Merrill Lynch Wealth Management. She collaborates with successful families and business owners to provide personalized financial guidance and bring structure to their wealth through long-term collaboration. Before joining Merrill Lynch as a Team Financial Advisor, Ashley spent 14 years with CRC Group, where she specialized in Commercial Casualty within the Excess & Surplus Lines market. This experience in complex risk solutions developed her skills in strategic thinking, problem solving, and building trusted relationships, which continue to influence her approach to client service. Ashley holds a Bachelor's Degree from Birmingham-Southern College and is a Personal Investment Advisor (PIA). Her approach focuses on understanding the goals, values, and aspirations behind financial decisions, aiming to develop customized strategies that help clients navigate change with confidence.

Jennifer Poland is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Her career includes positions at Merrill, Bank of America, LPL Financial, and Raymond James, among others. She serves as a board member for a homeowners association in Orange Beach, Alabama. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to a broad range of clients, including individual and institutional investors. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through more than 10,000 advisors.

David Zellner is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth by starting with listening to clients' needs and ensuring that every strategy is grounded in an understanding of their goals. David provides access to investment insights from Merrill and banking convenience through Bank of America to address various aspects of clients' financial lives. His areas of expertise include legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. David holds a Bachelor's Degree from the University of the State of New York and maintains several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David follows the Merrill Lynch Wealth Management tradition of participating in the communities served, which motivates his interest in volunteering with local organizations. He lives in Florida with his wife Michele and their Golden German Shepherd dog, Rex. His personal interests include hiking, spending time with family, and traveling.

Paul Snider is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions within Morgan Stanley entities and roles related to education and community centers in Florida. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering financial planning services supported by firm-approved tools and investment insights from its Global Investment Committee.

Martha Jones is a financial advisor at Stifel with 24 years of industry experience. She has been with Stifel since 2009 and holds a Series 66 designation. Outside of her advisory role, she spends time writing fiction. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.