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.

Jack Mitchell is a financial advisor at NewEdge Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Merrill, Raymond James and Associates, and several other firms prior to joining NewEdge Advisors in 2025. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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 at Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 66 designation with four years of industry experience. He has been with Benjamin F. Edwards since 2020 and previously worked at the University of Alabama from 2014 to 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party model portfolios with periodic strategic reviews.

Scott Howe is a financial advisor with Mariner Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Mariner in 2023, he worked at Candriam and Sanford C. Bernstein & Co., LLC among other roles. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Ashli Smith is a financial advisor at Creative Planning with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lockton Investment Advisors, Lockton Companies, and IRA Group, Inc. Outside of her advisory role, she owns a short-term rental property in Miramar 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches.

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.

Wayne Rogers is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing the Envestnet platform along with proprietary and third-party investment models, and operates with a unique mix of roles and fee structures uncommon among large enterprise firms.

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.

Shane Dohrer is a financial advisor with NewEdge Advisors, holding a Series 66 designation and based in Destin, FL. He joined NewEdge Advisors in 2026 and has prior experience working in education at Northwest Florida State College and Okaloosa County School District. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Roger Hobby is a financial advisor at Empower Advisory Group with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors for over a decade. Outside of his advisory role, he serves as the sole trustee for the Scott Family Trusts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

James Luttrell Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals—including high-net-worth clients—as well as corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions.

Nicholas Barlotta Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 30 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of advising, he teaches a course titled "Fundamentals of Investing" at Troy State Lifelong Learning and has a majority ownership in a food distribution and sales business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services using both firm-developed and third-party model strategies.

Heather Weidenhamer is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 66 and Series 63 credentials and has four years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Regions Bank, Mutual of America, Wells Fargo Advisors, and JPMorgan Securities LLC. Outside of finance, she has been involved with H Pack Pet Services since 2018. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines financial planning, consulting, and active portfolio management with broker-dealer services and an in-house trading desk.

Lindsey Peters is a financial advisor at NewEdge Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for 19 years before joining NewEdge Advisors in 2025. NewEdge Advisors serves a diverse client base including individuals, trusts and estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.