Daniel Baccarini is a financial advisor at Beacon Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has been with Beacon Capital Management since 2012. Beacon Capital Management, Inc. provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries. The firm offers model portfolios and discretionary account management using tactical, data-driven strategies based mainly on ETFs and mutual funds.

Alan Sanders is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Farmers Financial Solutions, MassMutual, and MetLife Securities. He serves as a board member of the Gulf Breeze Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives.

Julia Whitley is a financial advisor at United Capital Financial Advisors with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Calton & Associates, Inc. and Dick Rivera & Associates, LLC. Outside of advising, she is involved in therapeutic laser sales through Cell Gen Therapeutics, LLC. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized portfolio options and operates a platform that assists independent advisors with technology and practice management.

Skipper Waller is a financial advisor at RedHawk Wealth Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at RedHawk since 2014. Additionally, he is the president and owner of Annuity Benefit Counselors, Inc., where he is involved in the sales of annuities and insurance. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, using a risk-based approach guided by a weekly investment committee and third-party risk tools.

Stephen Callahan is a financial advisor with Brookwood Investment Group in Navarre, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including operating his own advisory firm, Callahan Investment Advisor, LLC, since 2013. Outside of his advisory role, he manages personal investing activities through a separate entity, KBG, LLC. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement advisory services. The firm customizes portfolios using a variety of investment strategies and maintains relationships with multiple affiliated businesses and third-party platforms.

Stephen Speirs is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with G. A. Repple & Company since 2002. Outside of his advisory work, he officiates weddings on the beach in Pensacola Beach, FL. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a variety of analytical approaches to construct portfolios aligned with client goals and offers both discretionary and non-discretionary management along with multiple investment program options.

William Burns is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has 35 years of industry experience. Prior to his current role, he worked at Claraphi Advisory Network, LLC and has been involved in financial and insurance services since 1986. Burns serves as a board member for the Santa Rosa Executive Plaza office complex association. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach using a variety of strategies including low-cost ETFs, direct indexing, and alternative investments, supported by technology partnerships and third-party sub-advisors.

Harley King is a CFP® professional with two years of experience in financial advising, currently with Pure Financial Advisors, LLC. Prior to this role, he worked at Symphony Financial Planning and has a background that includes positions at UC Davis Health Cancer Center and Centura Health. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm employs a financial-planning-centered approach using academic frameworks and offers a range of services including comprehensive planning, discretionary portfolio management, and specialized solutions such as pension consulting and donor-advised fund management.

Richard Rivera is a CFP® with 40 years of industry experience, currently with United Capital Financial Advisors. He previously spent 18 years at Calton & Associates, Inc. Rivera is also a member and manager of Cell Gen Therapeutics, LLC, a therapeutic laser sales business. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts, offering customized investment solutions and a broad affiliate network.

Michael Crouch is a financial advisor at Cyndeo Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2022. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies across various asset classes, integrating its advisory services with business consulting for middle-market clients.

Luke Zumbusch is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and two years of industry experience. Prior to joining Inspire Advisors in 2023, he served 12 years in the United States Marine Corps. He is currently a Naval Aviator and flight instructor in the United States Navy Reserves and also works as a contract instruction pilot for Flight Safety International. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a mix of quantitative and fundamental strategies, often implementing portfolios through model allocations and proprietary ETFs.

Mary Mulcahy is a financial advisor with Empower Advisory Group in Gulf Breeze, FL, holding Series 63 and Series 66 registrations and 15 years of industry experience. Her prior roles include positions at Navy Federal Brokerage Services, Navy Federal Financial Group, TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform tied to Empower’s recordkeeping and administrative systems. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term return forecasts.

Richard Casey is a financial advisor with Fifth Third Securities, Inc. in Gulf Breeze, Florida, holding Series 63, 65, and 66 licenses and 35 years of industry experience. His prior roles include eight years at J.P. Morgan Securities and a brief retirement before joining Fifth Third Securities and Fifth Third Bank in 2021. Outside of his advisory duties, he serves as president of Excellence Labs LLC, a consultative speaking business unrelated to securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, enabling tailored portfolio management solutions via third-party managers and advisor-directed strategies.

Randy Wentz is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes positions at Reeder Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, and Navy Federal Credit Union. He also operated Wentz Home Services for one year. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Dexter Leger is a financial advisor with Empower Advisory Group in Gulf Breeze, FL, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Valic Financial Advisors and Edward Jones, among others. Outside of advisory work, he occasionally works as a weekend rideshare driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates, delivered through a large-scale platform tied to Empower’s recordkeeping and administrative services.

Jeremy Reeder is a financial advisor with Eagle Strategies (NY Life) based in Milton, FL, holding Series 63 and Series 65 credentials with 16 years of industry experience. He has been with Eagle Strategies since 2019 and also operates Reeder Financial Group, Inc., focusing on brokering non-registered insurance products. Reeder serves as a board member and secretary of the Santa Rosa County Chamber of Commerce and chairs the Santa Rosa Young Professionals Committee. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with the majority of assets under management handled on a non-discretionary basis.

Richard Massingill Jr. is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA before joining GWFS Equities, Inc. His current role has spanned seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning.

Robert Boatner is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and offering 29 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services. Boatner serves on the Board of Directors for the Quitman Country Club in Mississippi. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group, offering capital market-based asset allocation and planning analyses.

Diane Lindsey is a financial advisor with Edward Jones in Gulf Breeze, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

Bryn Markey is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He previously worked at Raymond James Financial Services and Raymond James Financial Services Advisors Inc. Outside of his advisory role, Markey owns and oversees a self-storage business and operates a firm providing divorce planning solutions. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, delivering tailored recommendations through a variety of niche planning options and investment products.