Robert Leighton is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2022 to 2026. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Otis Thames is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Scott Howe is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Mariner in 2023, he worked at Candriam and Sanford C. Bernstein & Co., LLC among other roles. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Ashli Smith is a financial advisor at Creative Planning with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lockton Investment Advisors, Lockton Companies, and IRA Group, Inc. Outside of her advisory role, she owns a short-term rental property in Miramar Beach, Florida. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches.

Wayne Rogers is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing the Envestnet platform along with proprietary and third-party investment models, and operates with a unique mix of roles and fee structures uncommon among large enterprise firms.

Laura Plourde is a CFP® and ChFC® with 34 years of experience in the financial services industry. She has been affiliated with Equity Services, Inc. and National Life Group since 2010. Outside of her advisory work, she is a partner and owner of Clyde River Camping, a business renting campsites in Vermont. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Joseph Hamner is a financial advisor at GWN Securities Inc. with 28 years of industry experience. He previously worked at AXA Advisors, LLC from 2010 to 2017 before joining GWN Securities. Hamner serves as a board member for the Gulf Coast State College Foundation, focusing on fundraising activities. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and provides a range of managed-account programs, including traditional asset allocation and legacy market-timing strategies.

Chad Link is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked with various Truist entities since 2015, including Truist Investment Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Adam Breazeale is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has been with Charles Schwab-affiliated firms since 2018 and previously worked at Fifth Third Securities and CUNA Mutual Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standardized asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on wealth management education and annual financial reviews without exercising discretionary trading authority.

Bradlee Hilley is a CFP® professional with 10 years of experience, currently serving with First Command Advisory Services. He has worked with affiliated First Command entities since 2016 and serves in the United States Army National Guard since 2013. Outside of advising, he is involved in a local coffee shop business, Hilltrust Coffee, LLC. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and asset management through model portfolios and third-party managers selected by an internal Investment Management Team.

Rebecca Bromley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and 13 years of industry experience. She has worked extensively in advisory and banking roles at firms including Wells Fargo and Bank of America prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary strategies supported by third-party platforms and AI-enhanced research.

Holly Onda is a financial advisor with Principal Financial Services in Panama City, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at LPL Financial, Capital City Bank, and Edward Jones. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Brennan Laird is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. He has served in the US Army National Guard since 2014. Prior to his current role, his work history includes positions at Perk's Coffee Shot, Walmart, UPS, and the Oktibeha Sheriff's Department. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select model portfolios and third-party managers.

Deborah Chamblee is a financial advisor with PNC Wealth Management and holds a Series 66 designation. She has 21 years of industry experience and previously worked at BBVA Wealth Solutions Inc., Compass Bank, and BBVA Securities Inc. from 2016 to 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements approved mutual fund and ETF strategies with annual rebalancing.

Ashley Davison is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and three years of industry experience. Prior to her current role starting in 2022, she worked in the hospitality sector at Shades Bar & Grill and The Seagrove Market Cafe. She has also spent time as a stay-at-home mom. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, including mutual fund, ETF, and separately managed portfolios, and combines in-house trading with third-party manager oversight.

Anastasia Mawhinney is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Merrill, and Allen, Mooney, & Barnes Investment Advisors LLC. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized strategies, combining discretionary and non-discretionary programs with ongoing due diligence and monitoring.

Nicole Brusher is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm uses a combination of firm-developed and third-party investment models, offering a range of advisory and consulting services with oversight from an Investment Strategy Committee.

Randal Locklier is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Brookstone since 2020 and concurrently operates an insurance agency through J.D. Mellberg Financial, LLC, where he is a licensed insurance agent. Prior roles include positions at Specialized Advisors, Secure Investment Management, Principal Trust Financial, and TD Ameritrade. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning primarily through model portfolios and managed accounts, supporting a large advisor network with platform and sub-advisory services.

Kathleen Crowley is a CFP® professional with 32 years of experience in the financial industry. She is currently with Ameriprise, where she has worked since 2020, following a seven-year tenure at Raymond James & Associates. Crowley serves on the board of the Diocese of Pensacola-Tallahassee Northwest Florida Foundation and acts as its Investment Chair. She is also an adjunct professor for FIN 4045 at Florida State University and co-owns a jet ski rental business and a tree farm in Panama City, FL. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement who meet specific asset thresholds, offering detailed recommendation reports on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with advisory, brokerage, and insurance solutions through its affiliated entities.

Brenda Whitwell is a financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2016 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Whitwell holds the Series 66 designation. 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 strategies, supported by a large network of financial advisors and branch offices across the United States.