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.

Gregory Michaels is a financial advisor with Edward Jones in Orange Beach, AL. He holds a Series 63 designation and has 20 years of industry experience, including over two decades at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and more than 15,000 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.