Heather Doerr is a financial advisor at Hale & Doerr Wealth Management LLC with seven years of industry experience. She holds a Series 65 credential and has worked at Hale & Doerr Wealth Management since 2019. Her prior experience includes roles at HD Vest Advisory Services and ERA, as well as involvement in business ventures such as Doerr Enterprises LLC and Hale and Doerr LLC. Hale & Doerr Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a range of analytical methods and trading strategies, offering diversified portfolios that may include alternative investments, while maintaining affiliations with accounting and insurance activities.

William Baker is a financial advisor with Benjamin Securities, Inc. in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Benjamin Securities since 2010. Benjamin Securities, Inc. provides investment advice and brokerage services to individuals, trusts, businesses, foundations, and retirement plans. The firm employs fundamental and cyclical analysis in a primarily long-term investment strategy while also utilizing short-term tactics, offering both discretionary and non-discretionary management with customized accounts.

Lucas Juery is a Series 65-licensed financial advisor at Swan Capital with four years of industry experience. He has worked at Swan Capital since 2021 and previously held roles at Airbus Defense & Space and the University of West Florida. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm’s investment approach centers on fundamental analysis applied across diversified model portfolios, along with direct indexing, retirement-plan consulting, and educational seminars.

Pamela Franklin is a financial advisor at Mag Cap with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates. Her career includes seven years at Magnolia Capital Advisors and PFJ MAG CAP, LLC. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services using a range of strategic and tactical investment models and a mix of fundamental, quantitative, and technical analysis.

Andrew McNair is a Series 65-licensed financial advisor with Swan Capital in Pensacola, FL, bringing 13 years of industry experience. He has been with Swan Capital since 2012, including his current role since 2019, and previously worked at AE Wealth Management from 2016 to 2020. McNair is also an adjunct professor at Pensacola State College, where he teaches a course on long-term care, and he is an author of published books. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and pooled investment vehicles. The firm uses a fundamental analysis-driven investment process across multiple model portfolios and offers services including direct indexing, retirement-plan consulting for held-away accounts, and donor-advised fund investment management.

Mark Hemby is a CFA® charterholder with five years of industry experience, currently serving at Saltmarsh Financial Advisors, LLC since 2020. Prior to joining Saltmarsh, he was involved with Table Needs, Inc. and Hemby Foods. Saltmarsh Financial Advisors, LLC provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm manages approximately $318.4 million across about 227 client relationships, employing an investment approach focused on asset allocation based on Modern Portfolio Theory and diversification across asset classes using both passive and active vehicles.

Hugh Baker is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Wrenne Financial Planning LLC since 2021 and previously worked at Allegheny Financial Group from 2015 to 2021. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients, including individual and high-net-worth households as well as corporate and business clients. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, providing comprehensive financial planning and discretionary portfolio management along with separate student-loan planning services.

Jamie Via is a financial advisor at Swan Capital with a Series 65 credential and two years of industry experience. Prior to joining Swan Capital, Jamie held positions at various financial services and educational institutions. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm emphasizes fundamental analysis across model portfolios and offers solutions including discretionary trading, direct indexing, retirement-plan consulting, and donor-advised fund investment management.

Arthur Lima D'el Rei Fraga is a Series 65-registered advisor with Swan Capital in Pensacola, FL. He has been with Swan Capital since 2025 and has prior experience in educational roles at the University of West Florida and Missouri Valley College. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm employs fundamental analysis across multiple model portfolios and offers services including direct indexing, retirement-plan consulting, and donor-advised fund investment management.

Christina Doss is a financial advisor at Saltmarsh Financial Advisors, LLC in Pensacola, FL, holding Series 63 and Series 66 licenses with 22 years of industry experience. She has been with Saltmarsh Financial Advisors since 2013. Outside of her advisory role, she owns a condo rental business in Pensacola. Saltmarsh Financial Advisors provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory, employing both passive and active investment strategies with a multi-year time horizon.

Michael Hall is a CFP®-designated financial advisor with Saltmarsh Financial Advisors, LLC, located in Pensacola, FL. He has 22 years of industry experience, including roles at Charles Schwab Bank, Schwab Private Client Investment Advisory, Inc., and Charles Schwab. Saltmarsh Financial Advisors provides discretionary investment management and financial planning to individuals, families, trustees, pension plans, corporations, and small businesses. The firm uses an asset-allocation driven investment process grounded in Modern Portfolio Theory, offering diversified portfolios that combine passive and active funds and separately managed accounts.

Pierce Broscious is a financial advisor at Saltmarsh Financial Advisors, LLC in Pensacola, FL, holding a Series 65 credential with five years of industry experience. He has been with Saltmarsh Financial Advisors since 2019 and previously worked at Saltmarsh, Cleaveland & Gund and Paytech Commercial. Broscious attended the University of Georgia from 2014 to 2018. Saltmarsh Financial Advisors provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory with a multi-year time horizon and utilizes both passive and active investment vehicles across diversified asset classes.

Richard Peek III is a financial advisor at RWM Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Helmsing Leach Law Firm and Park First, as well as engagements at the University of South Alabama Mitchell College of Business and All American Heroes. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and quantitative algorithms for portfolio management across multiple offices.

George Peaden is a Series 65-licensed financial advisor with Saltmarsh Financial Advisors, LLC in Pensacola, FL, where he has worked since 2001. He has 20 years of industry experience and is also associated with Saltmarsh, Cleaveland & Gund. Saltmarsh Financial Advisors, LLC provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm manages approximately $318 million in assets and employs an investment approach based on asset allocation and diversification, utilizing both passive and active strategies with a multi-year time horizon.

Maxwell Greenberg is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Altrius Capital Management since 2022 and previously held roles at State Farm and a law office. Altrius Capital Management serves individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies with discretionary investment management, financial planning, pension consulting, and advisory consulting. The firm employs a fundamentally based, value-oriented, and risk-managed investment process across multiple asset classes and acts as sub-adviser to the Altrius Global Dividend ETF.

William Moy is a financial advisor at Swan Capital in Pensacola, FL, with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and First Command Brokerage Services, Inc. Prior to his financial career, he served in the United States Marine Corps for two years. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm’s investment process focuses on fundamental analysis applied across multiple model portfolios, incorporating direct indexing and tax-management techniques.

Jacob Hawkins is a financial advisor with Swan Capital in Pensacola, FL. He holds a Series 65 designation and has been with Swan Capital since 2024. Prior to joining Swan Capital, he held roles at Soulcial Kitchen, Ethos Consulting Group, Becker Dyer Stanton Funeral Home, Moila Country Club, Benedictine College, and Floyd Construction. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm emphasizes fundamental analysis across several model portfolios and incorporates direct indexing with tax management, while also managing private funds alongside individual client accounts.

Sarah Haizlip is a financial advisor at Summit Asset Management LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Summit since 2006. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients and nearly $939 million in assets. The firm provides portfolio management, financial planning, and retirement plan advisory services, implementing client plans primarily through diversified asset allocation overseen by an internal Investment Committee.

Allan Pickle is a financial advisor with Mag Cap who holds a Series 66 designation and has 27 years of industry experience. He has worked at several firms, including Raymond James & Associates and multiple entities within the Mag Cap organization since 2018. Outside of his advisory role, he is a partner managing a family-owned farm and serves as president of the Ridgeland Tourism Commission. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management and financial planning services using a mix of fundamental, quantitative, technical, and sector-rotation analysis across a broad range of investment instruments.

Sarah Horne is a CFP® and Series 65-licensed financial advisor with Saltmarsh Financial Advisors, LLC, where she has worked since 2022. She has four years of industry experience, including prior roles at OneAmerica Securities and American United Life. Before entering the financial industry, she held academic positions at the University of West Florida, University of Alabama in Huntsville, and Auburn University. Saltmarsh Financial Advisors, LLC serves individuals and families, including high-net-worth clients, as well as fiduciaries, pension plans, corporations, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory with a multi-year time horizon, emphasizing diversification through a mix of passive and active funds, ETFs, stocks, and bonds.