Joseph Keifer is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Cornerstone since 2012, with prior experience at LPL Financial and Edward Jones. Outside of his advisory role, Keifer serves as an advisory board member for PLM Companies, a for-profit organization. Cornerstone Wealth Management serves individuals, high-net-worth clients, corporations, retirement plans, and other advisors with asset management, financial planning, retirement consulting, and third-party manager referrals. The firm manages $4.93 billion in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to tailor client portfolios, while leveraging multiple advisory platforms and LPL services.

Alexander Riggenbach is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has experience in various roles including a decade-long tenure at PORTER INTERNET SALES LLC / EcopUSA and more recent positions at Duck Deals, LLC and Cornerstone Financial. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and a proprietary advisory platform.

Mark Dutram is a financial advisor at RFG Advisory, LLC with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at LPL Financial for 16 years. Dutram is a trustee on the Destin Fire District Board of Pensions and serves as treasurer and board member of the Emerald Coast Estate Planning Council. He also contributes to financial education through the FMT Financial Educators Network at Northwest Florida College. RFG Advisory provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, and select institutional clients, utilizing a primarily discretionary investment approach with model strategies, third-party platforms, and curated access to alternative investments.

Kermit Mcgregor Jr. is a financial advisor with Signal Advisors Wealth, LLC who holds Series 65 and Series 66 licenses and has four years of industry experience. His prior roles include positions with FOUNDATIONS INVESTMENT ADVISORS, Ae Wealth Management, and Brokers International Financial Services. In addition to his advisory work, 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, providing portfolio management, model access, and retirement plan consulting through a primarily top-down tactical asset allocation process.

Gabriel Cook is a financial advisor at RFG Advisory, LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Pinnacle Bank, Synovus Securities, Wells Fargo Clearing, and Elevate Financial Planning and Wealth Management. RFG Advisory provides investment advisory and planning services to a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a range of model strategies and third-party platforms.

William Burns is a financial advisor at Compound Planning, Inc. with 35 years of industry experience. He holds a Series 66 designation and previously worked at Claraphi Advisory Network, LLC for six years. Outside of his advisory role, he serves as a board member for the Santa Rosa Executive Plaza office complex association. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries by providing discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Jonathan Slater is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at RFG Advisory, LLC since 2019. His prior experience includes roles at Private Client Services, LPL Financial, and First City Bank. Outside of his advisory work, he serves as board chair for AMI Kids Emerald Coast, a nonprofit focused on GED and vocational support for at-risk children. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs primarily discretionary investment strategies, utilizing model portfolios, third-party platforms, and serves as sub-adviser to multiple ETFs, with additional offerings including retirement technology and access to alternative investments.

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 Series 66-licensed financial advisor at AssuredPartners Investment Advisors with seven years of industry experience. Her prior roles include positions at Kestra Advisory Services LLC, Bank of America, and Merrill Lynch. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, retirement plans, and other entities through a team of advisors across multiple offices.

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® credentialed financial advisor with 10 years of industry experience. He is currently with Farther in Destin, FL, where he has worked since 2024, following eight years at FamilyVest, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform, as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and incorporates algorithmic rebalancing of diversified portfolios using ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

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 the Series 66 designation and previously worked six years at Pratt & Whitney. His career at First Command includes roles across advisory, insurance, and brokerage services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio 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, where he has worked since 2018. His prior experience includes roles at INVEST Financial Corporation, Sage Capital Holdings, Certus Securities, First Legacy Securities, and Raymond James Financial Services. Karis is a member of Karis Wealth Management Group, an entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies aligned with client goals and risk tolerances.

Collin Mccall is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities, LLC, having previously worked at 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 investment adviser representatives. The firm offers diverse investment solutions including portfolio management, financial planning, and retirement consulting, utilizing both in-house and third-party resources enhanced by technology and recent adoption of artificial intelligence in business operations.

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 22 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2012. His prior experience includes roles at LPL Financial and First Command Brokerage Services. In addition to his advisory work, he is involved part-time as a wealth advisor with First Protective Insurance Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with the selection of portfolio managers and model portfolios from major strategists, utilizing a range of investment methods and technology platforms.

Nina Mc Daniel is a financial advisor with NewEdge Advisors in Destin, FL, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Regions Bank, and other firms. She serves as a committee member for the Junior League of the Emerald Coast, where she helps organize fundraising efforts. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing multiple program structures and technology tools to support customized investment solutions.

Crystal Mc Leod is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. She has held various roles within First Command entities since 2008. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.