Scott Mccaghren is a financial advisor at Safe Harbor Fiduciary, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked at Coastal Equity Management, LLC and Safe Harbor Tax Advisory, LLC in addition to his current role. He is also involved in insurance product sales and serves as Managing Member and Chief Compliance Officer at Coastal Equity Management, which provides sub-advisory services to exchange-traded funds. Safe Harbor Fiduciary offers discretionary portfolio management, financial planning, and consulting primarily for individual clients, trusts, and high-net-worth households. The firm uses a tailored investment approach based on fundamental, technical, and cyclical analysis, employing various trading strategies and option-writing techniques, typically managing accounts on a discretionary basis.

Shannon Hill is a financial advisor at Alpha Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Alpha Advisors since 2006. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. Alpha Advisors constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and also manages affiliated private limited partnerships that may be recommended to qualified clients.

Tripp Hale is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Hale & Doerr Wealth Management LLC. He has held various roles since 2002, including positions at Edward Jones, Morgan Stanley, and HD Vest, before joining his current firm. Outside of wealth management, he is involved in accounting through Hale and Doerr, LLC and serves as president of Turtles Down Farm, Inc. Hale & Doerr Wealth Management provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-disciplinary investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory analyses, and utilizes third-party AI and machine-learning tools as part of its process.

Katie Kingsman is a financial advisor with Kingsman Wealth Management Inc. in Pensacola, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones for nine years and Red Door Wealth Management for one year before joining Kingsman Wealth Management LLC. Kingsman Wealth Management Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, estates, corporations, and employee benefit plans. The firm combines fundamental analysis, technical charting, and modern portfolio theory to build diversified portfolios, while also offering pension consulting and participant education.

Thomas Laundrie is a financial advisor at Benjamin Securities, Inc. in Pensacola, FL, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Benjamin Securities since 2009. Benjamin Securities, Inc. provides investment management and brokerage services to individuals, high-net-worth clients, trusts, foundations, corporations, and retirement plans. The firm focuses on long-term portfolio strategies based on fundamental and cyclical analysis, offering both discretionary and non-discretionary management with customization for tax and socially conscious considerations.

Trevor Odom is a financial advisor at Armada Advisors in Pensacola, FL, holding a Series 65 designation with six years of industry experience. His work history includes roles at Beacon Global Advisor Network, deVere Group, and prior positions at Armada Advisors. Armada Advisors serves individual and corporate clients with portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach using proprietary valuation models and emphasizes portfolios tailored to client goals with a focus on tax efficiency.

Karl Hanna is a financial advisor at Safe Harbor Fiduciary, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for several years. In addition to his advisory role, he operates an insurance agency as a sole proprietor. Safe Harbor Fiduciary provides discretionary portfolio management, financial planning, and consulting primarily for individuals, trusts, and high-net-worth households. The firm employs a tailored investment approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis and utilizing strategies including option-writing techniques.

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 at Benjamin Securities, Inc. in Pensacola, FL, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin Securities since 2010. Benjamin Securities, Inc. provides investment management and brokerage services to individuals, high-net-worth clients, trusts, foundations, corporations, and retirement plans. The firm emphasizes long-term portfolio strategies based on fundamental and cyclical analysis, offering both discretionary and non-discretionary management tailored for tax and socially conscious considerations.

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.

Kerry Morris is a CFP® with 17 years of industry experience currently serving at Optivise Advisory Services LLC. He previously worked at APO Financial Services, Horter Investment Management, and Assurance Financial Partners, where he holds a long-term role. Morris is co-owner of HonorShield, LLC, a business focused on training and mentoring insurance agents in longevity care planning. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios and a subscription-based co-advisory service for employer-sponsored defined contribution plans.

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.

Heather Lovallo is a CFP® professional with six years of industry experience, currently serving at Wrenne Financial Planning LLC. She has worked at Wrenne Financial Planning since 2020, with prior experience at Katana Software, Inc. Outside of her advisory role, she serves on the finance committee of Cornerstone Baptist Church in Pace, FL, advising on the church budget and approving spending requests. Wrenne Financial Planning LLC is an SEC-registered firm with six advisors managing approximately $231 million for about 400 clients. The firm provides comprehensive financial planning and discretionary portfolio management, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs.

Scott Klaassen is a financial advisor at Turner Financial Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Claraphi Advisory Network, LLC, Constellation Trust Company, and Northern Lights Distributors, LLC. Klaassen has been with Turner Financial Group since 2021. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, along with offering planning-focused services and public educational seminars.

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.