Steve Pennington is a Series 66 licensed financial advisor with Edward Jones in Navarre, Florida, where he has worked since 2019. He has six years of industry experience and previously spent 22 years at Anheuser-Busch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

Ronald Thurman Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and nine years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America and Wells Fargo Bank. He is currently 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 wide range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robin Crosby is a Series 66-licensed financial advisor with Morgan Stanley in Pensacola, FL, bringing three years of industry experience. Prior to joining Morgan Stanley in 2019, Crosby was a homemaker and worked at the University of West Florida. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary planning tools, with an emphasis on advisory support rather than individual security recommendations.

Dale Welty is a financial advisor with Arbordale Wealth Management, LLC in Pensacola, FL, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has been with Arbordale Wealth Management since 2016. In addition to his advisory role, he works as an independent insurance agent, dedicating part of his time to non-securities insurance products and services. Arbordale Wealth Management is an independent firm that serves clients with personalized wealth management and investment strategies.

Gary Oflanagan is a financial advisor at GWBLAKE & Company with five years of industry experience. He holds Series 63 and Series 65 registrations. Prior to his current role, he worked at Amy's Wicked Slush and Mendocino Brewing Co. GWBLAKE & Company is an independent firm.