Joe Freeland is an advisor at Portfolio Medics, LLC with a Series 65 designation and over ten years of industry experience, including time at Birdseye Financial and Portfolio Medics. He is based in Pace, Florida. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and offers various program structures, including Advisor Managed Portfolios and Market Trend Strategy.

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including Merrill, Truist Investment Services, Raymond James Financial, and Navy Federal Financial Group. Comer is involved in community mentoring and event organization with A Night with the King, a women's addiction center in Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes third-party portfolio managers on the Envestnet platform and provides layered solutions including unified managed accounts and automated ETF portfolios.

Craig Jernigan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Oneamerica Securities and American United Life, where he spent 12 years, as well as ownership of insurance agencies American Heritage Financial and Craig Jernigan Enterprises. He is also involved in a boat rental business through Clear Horizon Vessel LLC. Madison Avenue Securities serves individual and high-net-worth clients, as well as charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed models, third-party managers, and model portfolios, employing a diverse range of investment vehicles and strategies.

William Bowman Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including five years at Ameriprise and over 16 years at Navy Federal Financial Group and its affiliated entities. Outside of advising, he owns and manages a property management company that oversees lease contracts and maintenance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers layered investment solutions that include unified managed accounts and automated ETF portfolios.

Andrea Mack is a financial advisor with Navy Federal Investment Services, LLC, holding a ChFC® designation and Series 63 license. She has 28 years of industry experience, including roles at Securian Financial Services, Minnesota Life Insurance Company, Riversource Distributors, Inc., and Highland Capital/OWI. She is based in Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

Adam Cartwright is a ChFC® credentialed financial advisor with six years of industry experience. He is currently affiliated with Navy Federal Investment Services, LLC and Navy Federal Financial Group, where he has worked since 2019. Prior to this, he held positions at Regions Bank and WalMart. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of layered investment solutions, including automated ETF portfolios.

Nicholas Wilson is a CFP® with three years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His work history includes various roles within the Navy Federal organization as well as positions outside the financial sector. Outside of his advisory role, he works as an audio engineer for a local church. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs utilizing third-party portfolio managers.

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.

Kari Foust is a CFP® professional with 18 years of experience in the financial services industry. She has been with Navy Federal Investment Services, LLC since 2012 and currently works in Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs with third-party portfolio managers and provides layered investment solutions alongside a digital automated ETF portfolio product.

Tyler Lovett is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. He has been with Navy Federal Financial Group and its affiliated entities since 2017, including a prior role at Tom James Company. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan fiduciary services, utilizing managed advisory programs with third-party portfolio managers and providing both advisory and commission-based options through its affiliation with a banking and credit-union group.

William Copeland is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has 10 years of industry experience and has been with Navy Federal Investment Services and Navy Federal Financial Group since 2015. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and offers layered investment solutions alongside digital automated portfolios.

Langley Holley is a Series 66 licensed advisor with six years of industry experience. He is currently with Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC, having joined both in 2025. Prior to this, he worked at Wiregrass Investment Management LLC for seven years and LPL Financial for ten years. Outside of his advisory work, he provides bookkeeping services for a family farm on a contract basis. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers and supports layered portfolio solutions and automated ETF products.

Troy Schoonover is an investment advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes positions at Edward Jones and multiple roles within Navy Federal entities since 2011. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes a managed advisory approach with third-party portfolio managers and provides layered investment solutions through the Envestnet platform.

Warren Johnson Jr. is a financial advisor at Navy Federal Investment Services, LLC with 11 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Cetera Investment Services LLC and Regions Bank, along with service in the US Army Reserves and the Mississippi National Guard. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and provides both customized and automated investment solutions.

Ruddie Powell is a CFP® with four years of industry experience, currently advising at Navy Federal Investment Services, LLC. His career has been focused within the Navy Federal Financial Group and its affiliated entities since 2019, with prior work experience in the automotive industry. Navy Federal Investment Services serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm relies on managed advisory programs that utilize third-party portfolio managers and offers layered solutions including unified managed accounts and automated ETF portfolios.

Brandon Baum is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Equitable Advisors, LLC, and service in the United States Army Reserve, where he currently serves as a 2nd Lieutenant in the Quartermaster Corps. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options through managed advisory programs and third-party portfolio managers.

Bryan Etheridge is a Series 66-credentialed financial advisor with six years at Navy Federal Investment Services, LLC and related entities, and a total of four years in the financial industry. Prior to his current role, he worked for the Florida Department of Corrections for three years. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports layered solutions including unified managed accounts and digital automated ETF portfolios.

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.