Robert Hughes Jr. is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Longleaf Financial Strategies, Ameritas Life Insurance, and The Wingate Group. He also maintains an active insurance agent role, offering insurance products to clients. Sequent Planning, LLC serves a range of clients including individuals, retirement plan sponsors, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services through a network of independent adviser representatives using a diversified, risk-structured investment approach.

Kathryn Hill is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 28 years of industry experience, including prior roles at Wells Fargo Clearing and Prudential Equity Group. Hill has been with Navy Federal Investment Services and its related entities since 2013. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services through managed advisory programs supported by third-party portfolio managers and digital automated investment solutions.

Ernest Commins is a CFP® professional with 43 years of industry experience. He is currently with IHT Wealth Management LLC and has been associated with LPL Financial, LLC since 2005. His background includes roles involving investment advisory and non-variable insurance products. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

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 been with Redhawk since 2014. In addition to his advisory role, Waller is president and owner of Annuity Benefit Counselors, Inc., a firm specializing in the sale of annuities and insurance. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and incorporates third-party signal providers while maintaining discretionary authority over client portfolios.

Olivia Di Filippo is a financial advisor at Gradient Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Swan Capital, LLC for three years. Outside of finance, she has a background that includes roles at Haven Salon & Spa and involvement with multiple United Methodist Churches. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Susan Monahan is a financial advisor at Ally Invest Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Allstate Insurance Company and Keller Williams Gulf Coast. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.

Paul Mattke is a financial advisor at Strategic Financial Concepts, LLC with eight years of industry experience. He holds a Series 66 designation and has held roles at Ameritas Life Insurance Company and related Ameritas entities since 2023, as well as prior positions at First Command Financial Planning from 2018 to 2023. Outside of financial services, he is a partner in Barracuda Carpentry and Haul, where he provides carpentry and haul project management. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, corporations, and other entities. The firm provides comprehensive financial planning and discretionary investment management through model portfolios, third-party managers, and multiple sponsored advisory programs, with a notable focus on insurance-related activities.

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.

Nafees Alam is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently an advisor at Strategic Blueprint, LLC and has previously worked at FamilyWealth Advisers, LLC, Wells Fargo Advisors, LLC, and Regions. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, using customized, goal-based strategies and a formal Subscription Advisory Services program that provides ongoing planning for a flat annual fee.

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.

Brittany Brower is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has seven years of industry experience, having worked within Truist and its predecessor firms since 2015. Outside of her advisory role, she is the managing member of JB Plumbing & Gas, LLC, a small business focused on residential and commercial plumbing services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager‑selection programs, implementing advice through a combination of discretionary and non‑discretionary approaches.

Bessann Watson is a CFP®-certified financial advisor with 21 years of industry experience, currently with Guardian Life and Park Avenue Securities. She has worked at these firms since 2005. Outside of her advisory role, she operates Abbey Road Financial, LLC, providing consulting services to improve clients’ financial practices. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through both discretionary and non-discretionary mandates, combining proprietary and third-party investment solutions alongside access to insurance products and alternative investments.

Kent Lipham is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds a Series 63 designation and has worked at Benjamin F. Edwards since 2014, following six years at Wells Fargo Clearing and 12 years at A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting.

Richard Mccool is a financial advisor with Guardian Life, holding the CFP® and ChFC® designations and over 24 years of industry experience. He has worked with Guardian Life and its affiliate Park Avenue Securities since 2002. Outside of his advisory role, he serves as a director of Locklin Lake and is a member of the Historic Preservation Board in Milton, Florida. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and access to proprietary and third-party investment programs.

Leon Hirsh is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 45 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as president of the Kentucky Military Institute Alumni Association and is the Alumni Director for the Eta Pi Chapter of Pi Kappa Alpha at the University of West Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment strategies with in-house equity and fixed-income research.

Randy Wentz is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has two years of industry experience, including roles at Reeder Financial Group, NYLIFE Securities, and New York Life Insurance Company. Prior to his advisory career, he worked at Navy Federal Credit Union and Pen Air Federal Credit Union, and he operated a business called Wentz Home Services from 2023 to 2024. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Palmiotto is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and nine years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has a long-standing background with affiliated entities dating back to 2012. Outside of advisory work, he is involved in insurance sales and training as a USV/Satellite Manager and insurance agent with Bankers Life & Casualty, and he owns JPALMS INC, a business established for managing his insurance operations. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

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.

Bradley Keel is a CFP® and Series 66-registered advisor with Benjamin F. Edwards & Company, Inc., bringing six years of industry experience. He has worked at Benjamin F. Edwards since 2019 and previously spent nine years at California Pacific Medical Center. Outside of financial advising, Keel is involved in health coaching through his independent consulting business, Keeling It for Life. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, and retirement plan consulting, utilizing proprietary strategies as well as third-party models.

Benjamin Boyd is a financial advisor with Guardian Life and holds the ChFC® designation along with a Series 66 license. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is a partner at JNBB Financial, LLC, where he handles recordkeeping and taxes. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.