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.

Stephen Walsh II is a financial advisor at Creative Planning with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2017, following a tenure at PNC Investments from 2013 to 2016. He is based in Santa Rosa Beach, Florida. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

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.

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.

Preston Neumann is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa Beach, FL. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Lucien, Stirling & Gray Advisory Group, Inc., and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Mcdowell is a CFP® professional at Mariner Wealth Advisors with 12 years of industry experience. He worked at Arbor Wealth Management, LLC for nine years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, coordinated tax services, and family office capabilities, employing discretionary, customized portfolios supported by both internal research and third-party managers.

James Luttrell III is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he was affiliated with the University of Alabama from 2014 to 2020. 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 advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and select M&A advisory services.

Cameron Kolwich is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he served in the U.S. Army with the 7th Special Forces Group and held positions at the U.S. Army John F. Kennedy Special Warfare Center and School and the 198th Infantry Brigade. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers and provides integrated tax and administrative CFO services uncommon among large advisory enterprises.

Michael Rankin is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2017 and previously worked at Lincoln Financial Advisors from 2013 to 2017. Rankin also operates a non-variable insurance business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Edward Dennis III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved with an insurance business separate from Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charities, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides account-level services such as lending solutions and donor-advised funds.

James Luttrell Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, FL, holding a Series 63 designation and 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Benjamin F. Edwards & Company since 2013. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management consulting, and brokerage services, combining proprietary strategies with third-party model providers.

Nicholas Barlotta Jr. is a Series 63–licensed financial advisor with 30 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2013, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he teaches a course titled "Fundamentals of Investing" through Troy State Lifelong Learning and holds a majority ownership in a food distribution business. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and managed investment solutions combining proprietary and third-party strategies.

Heather Weidenhamer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Regions Bank, Mutual of America, Wells Fargo Advisors, and Jpmorgan Securities LLC. She is also involved with H Pack Pet Services, a business she has been associated with since 2018. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

David Marmolejos is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Verum Partners LLC and The Vanguard Group, Inc. He also has an academic background from Virginia Tech. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal research, with a notable integration of tax and accounting services uncommon for firms of its size.

Sean Neal is a Series 66-registered financial advisor with Primerica Advisors, based in Miramar Beach, FL, and has two years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Neal serves as Vice President of Birdies and Doubles, assisting with event setup. Park Avenue Securities LLC serves a diverse client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

Alex Astin is a financial advisor with Prime Capital Financial in Destin, FL, holding a Series 66 designation and seven years of industry experience. He has worked with several firms including Cherry Wealth Advisors and Edward Jones. In addition to his advisory role, he is involved with Burns Estate Planning, where he is also engaged in insurance sales and services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing various investment strategies and maintaining an affiliated tax advisory subsidiary.

David Stone is a CFP® with 35 years of industry experience, currently advising at Commonwealth Financial Network since 2024. He also has over a decade of experience with Tartan Wealth Management LLC and previously worked at Beacon Financial Advisory LLC and Curian Capital, LLC. Outside of advisory work, he is involved in tax preparation services as a co-owner of multiple tax-related businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Jeffrey Lewis is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Centaurus Financial, Inc. and has experience in the hospitality sector with Tropicana Las Vegas and MGM Resorts International. Outside of his advisory role, he serves as a hockey official. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors.

Christopher Ogle is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and manages a rental property in Santa Rosa Beach, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, plans, and organizations through over 500 advisors. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, and operates an internal equity and fixed-income trading desk with custody services provided primarily by Pershing.

Rebecca Allen is a financial advisor with Mariner who holds Series 65 and Series 66 licenses. She began her advisory career in 2023 and has a military background, serving in the United States Air Force from 2013 to 2023 and continuing with the United States Air Force Reserve since 2023. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary, customized portfolios with extensive tax and accounting integration, supported by an in-house Investment Committee and access to third-party managers and platforms.