Kermit Mcgregor Jr. is a financial advisor at Signal Advisors Wealth, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Foundations Investment Advisors, Ae Wealth Management, and Brokers International Financial Services. Outside of his advisory role, he is the president and owner of a massage therapy and pain management clinic. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation process supported by fundamental, quantitative, and technical analysis.

Jeffery Barnes is a financial advisor at Kingsview Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Kingsview Partners LLC and Wells Fargo in various roles since 2009. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering access to a broad range of investment instruments and third-party managers.

Ryan Shubin is a financial advisor at Impact Partnership Wealth, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Legacy Private Client Group, Global View Capital, and Purshe Kaplan Sterling Investments. Outside of his advisory role, Shubin serves as the Sailing Director for the Fort Worth Boat Club, where he designs and implements learn-to-sail classes. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform supported by a third-party services provider.

Gabriel Cook is a financial advisor at RFG Advisory, LLC based in Destin, FL. He holds Series 63 and Series 65 licenses and has experience working at several financial institutions including Wells Fargo and Synovus Securities. His background also includes roles in education and community organizations. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, and employs a mix of actively managed and passive investment strategies with a focus on risk management.

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.

Jonathan Slater is a CFP® certified financial advisor with 12 years of industry experience. He has worked at RFG Advisory, LLC since 2019, previously serving at Private Client Services, LPL Financial, and First City Bank. Slater serves as board chair of AMI Kids Emerald Coast, a nonprofit organization providing GED and vocational support for at-risk children. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional clients. The firm employs a mix of actively managed and passive investment models, direct indexing, and tax-aware strategies, with access to alternative investments and retirement plan consulting services.

Brandon Bouchereau is a financial advisor at Madison Avenue Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera, MML Investors Services, and American Heritage Financial. His other business activities include non-variable insurance sales involving fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple platforms and offers both discretionary and non-discretionary portfolio management.

Jenna De Moss is a financial advisor at AssuredPartners Investment Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Kestra Advisory Services, Bank of America, and Merrill Lynch. Outside of her advisory role, she is a joint owner of a rental property in Florida. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.

Kevin Kelly is a financial advisor with Realta Investment Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Triad Advisors, and OSAIC. Outside of his advisory duties, he is involved in coordinating activities at a local Catholic chapel in Miramar Beach, FL. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, implementing strategies through diversified asset allocation and a range of third-party programs.

Todd Sensing is a CFP® and CFA® charterholder with nine years of industry experience. He is currently an advisor at Farther Finance Advisors and previously worked at FamilyVest, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Dionna Cole is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked across multiple First Command entities since 2017. In addition to her advisory role, she serves as an administrative assistant to a financial advisor while studying to become a Licensed Assistant Financial Advisor under his mentorship. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Joseph Wilcoxon is a financial advisor at Mariner Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Arbor Wealth Management, The North Face, and Under Armour. Mariner serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporations, providing investment management, financial planning, tax services, and family office solutions. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside specialized operational capabilities for employer clients.

Jeffery Noe Jr. is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Pratt & Whitney for six years. Noe’s current roles include positions at several First Command entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved third-party managers.

Matthew Karis is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having worked previously at INVEST Financial Corporation. Outside of his advisory work, he is a member of Karis Wealth Management Group, an entity used for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Collin Mccall is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked for Bank of America and Merrill for 13 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Nicole Newland is a CFP® professional with six years of industry experience. She is currently with Mariner Wealth Advisors, where she has worked since 2023, after previous roles at Pinnacle Wealth Planning Services and Lynch Financial Group. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Hubert Ross is a CFP® and ChFC® with 21 years of industry experience. He has been with Private Advisor Group, LLC and affiliated with LPL Financial since 2012. Ross operates primarily out of Niceville, FL, and has additional involvement as a wealth advisor with First Protective Insurance Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a range of strategies and third-party asset management programs.

Beth Falkenstein is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Creative Planning since 2016. Outside of her advisory role, she is a 25% owner and LLC member of B & A Fresh Concepts, LLC, a non-investment-related business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Nina Mc Daniel is a Series 66-licensed financial advisor at NewEdge Advisors with seven years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2025, she worked at Bank of America and Merrill from 2018 to 2025 and held positions at Regions Bank and other organizations. She serves as a committee member on the Funds Development Committee for the Junior League of the Emerald Coast, organizing fundraising activities. NewEdge Advisors provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a wrap fee program with asset allocation across mutual funds, ETFs, and individual securities, employing multiple analytic approaches with regular portfolio reviews.

Crystal Mc Leod is a financial advisor at First Command Advisory Services with six years of industry experience. She holds the Series 66 designation and has been with First Command since 2019. Prior to that, she was associated with Frank Painter - First Command beginning in 2008. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.