Brieane Kelley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and manages a dance studio, A Time To Dance, in Navarre, FL. 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 both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Rodney Randle is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 41 years of industry experience. He has been with Cetera Investment Advisors LLC since 2014 and has worked within the Cetera network since 2009. Randle serves as a board member of the oversight board for the Pensacola Police Officers Retirement Fund and is the secretary of the Florida Sigma chapter of Sigma Alpha Epsilon Housing Corporation. Cetera Investment Advisors LLC is an SEC-registered firm providing a multi-manager platform that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and retirement services through various program structures and access to affiliated and third-party money managers.

Angela Lane is a financial advisor with Wells Fargo Advisors in Pensacola, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and develops tailored recommendations using in-house research and tools, with clients choosing how to implement those recommendations through various brokerage or advisory programs.

Elizabeth Thieme is a financial advisor at Morgan Stanley in Pensacola, FL, holding a Series 66 designation. She has been with Morgan Stanley since 2025 and previously worked in education and corporate roles at the Santa Rosa County School District and Beachbody, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Todd Zaborski is a CFP® with 18 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. He has held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his primary role, he co-owns Emerald Coast Financial Planning Inc., a financial planning firm based in Panama City, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Scott Kuchera Jr. is a financial advisor at Edward Jones in Pensacola, FL, with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Wash Depot Holdings, Inc. and Florida Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Brian Harrod is a Series 66-licensed financial advisor with Morgan Stanley in Pensacola, FL, bringing 14 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Outside of his advisory role, Harrod serves on the finance committee of Olive Baptist Church in Pensacola. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Lori Ptacek is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association 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 variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and approved planning tools.

Mei Lowery is a financial advisor at Stifel with 25 years of industry experience and holds a Series 66 designation. She has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Lorrie Swartz is a financial advisor at Morgan Stanley in Pensacola, Florida, with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Benjamin Parker is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Based in Pensacola, FL, he has a long-standing career within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edgar Allison III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Osaic since 1989 and has been with The Pension Center of Florida, Inc. since 1999. Outside of his advisory roles, he serves on the advisory board for the Pensacola State College Dental Hygiene Program and participates as an investment committee member for the First Baptist Church of Pensacola. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

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.