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Faustino M

CFP®, Series 66

Pensacola, FL

OneAscent Wealth Management

Faustino Munoz is a CFP® professional with 4 years of industry experience, currently serving at OneAscent Wealth Management. His prior experience includes roles at Thrivent Financial and involvement with Faith Lutheran Church. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm utilizes a combination of direct securities, third-party managers, and model portfolios, alongside quantitative and qualitative analysis, and provides access to Unified Managed Accounts and insurance-based solutions.

Tax-loss harvesting Active portfolio management Options & derivatives strategies Wealth management Founder/Business Owner Retired
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Alondra G

CFA®

Pensacola, FL

Ellevest

Alondra Garcia is a CFA® charterholder with seven years of industry experience. She currently serves as a financial advisor at Ellevest, where she has worked since 2022. Prior to joining Ellevest, she held roles at Wilbanks Smith & Thomas and Bank of America. Ellevest provides discretionary investment management and financial planning services with a focus on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization strategies and values-aligned investment options.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy Executive Women Professionals Values-based investing
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Evan S

Series 65

Pensacola, FL

HHM Wealth Advisors, LLC

Evan Seagle is a Series 65 licensed financial advisor with five years of industry experience. He currently works at HHM Wealth Advisors, LLC and previously held roles at BNG Financial Services, LLC, DigiPro Media, LLC, and Indian Bayou Golf Club. HHM Wealth Advisors, LLC provides fee-based investment advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and business retirement plans. The firm offers portfolio management, comprehensive financial planning, and retirement plan consulting, managing over $1.37 billion in discretionary assets with a broad range of investment options and a close affiliation with an accounting firm.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Alex B

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Alex Brumback is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior work experience includes roles at J.P. Morgan Securities LLC, Cetera, and Capital One Bank. Outside of advising, he owns and operates two small businesses specializing in custom engraved accessories and selling prepared taco meals. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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Todd P

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Todd Phillips is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has 14 years of industry experience, all within various entities affiliated with Navy Federal, including Navy Federal Credit Union and Navy Federal Brokerage Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of advisory platforms including wrap fee programs and unified managed accounts.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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Joseph S

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Joseph Schultz Jr. is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, where he has worked since 2018. He has seven years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial services industry, he spent four years at the University of West Florida. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of advisory platforms including wrap fee programs and unified managed accounts.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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Edward N

Series 63, Series 65, Series 66

Cantonment, FL

Madison Avenue Securities, LLC

Edward Nelson is a financial advisor with Madison Avenue Securities, LLC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His prior roles include positions at OneAmerica Securities and Mercury Alternatives Group LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm employs a variety of portfolio management approaches through multiple programs and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jeannan B

Series 63, Series 66

Pensacola, FL

Kingswood Wealth Advisors, LLC

Jeannan Brewer is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Raymond James & Associates. Brewer is involved in community activities such as serving as Vice President of the Chantarene Home Owners Association and is a member of the charitable organization Impact 100. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, with ongoing monitoring of third-party managers.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Andrew J

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Andrew Jurnovoy is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at Navy Federal Investment Services, Navy Federal Financial Group, Premier Island Management Group, and Navy Federal Credit Union. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm delivers investment services mainly through third-party portfolio managers on the Envestnet platform and combines advisory and brokerage offerings within a credit-union affiliated structure.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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David W

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

David Wallin is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Navy Federal Investment Services since 2010 and Navy Federal Financial Group since 2010, based in Pensacola, FL. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet and works with well-known firms including BlackRock, Vanguard, and Fidelity.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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Austin D

Series 65, Series 63

Pensacola, FL

AlphaStar Capital Management

Austin Dixon is a financial advisor with AlphaStar Capital Management in Pensacola, FL, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Empower Financial Services, Empower Advisory Group, and John Hancock, among other roles. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses both strategic and tactical investment approaches across a range of asset types and supports ERISA plan services.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Anna S

Series 66

Pensacola, FL

Kingswood Wealth Advisors, LLC

Anna Schoor is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Kingswood Capital Partners, Purshe Kaplan Sterling Investments, Eudaimonia Advisors LLC d/b/a Brewer Wealth Management, and Raymond James & Associates. She is also a registered sales associate with Eudaimonia Advisors, where she dedicates significant time to client services, trading, and account servicing. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with oversight of third-party managers and various advisory services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Katherine B

Series 66, Series 63

Pensacola, FL

AlphaStar Capital Management

Katherine Beargie is a financial advisor at AlphaStar Capital Management with three years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Fidelity Brokerage Services, Northwestern Mutual, and Coan Payton Payne LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Alyssa S

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Alyssa Schuster is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Stifel for five years and has held roles with Baird and Prestige Wealth Management. Outside of her advisory work, she serves as a notary in Florida and works as a brand ambassador for Red Aspen. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides a range of services including tax and impact overlay and a Private Wealth Consulting program for clients with $1,000,000 or more.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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Gregory M

Series 63, Series 65

Cantonment, FL

Madison Avenue Securities, LLC

Gregory McBride is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at OneAmerica Securities and American United Life. Outside of financial advising, he owns a salon and a tent rental business and serves as a chaplain for Marketplace Chaplains USA as well as a board member of Fearless Community. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and support for pension consulting, college savings, and charitable institutions. The firm manages approximately $2.0 billion across multiple advisories and employs both discretionary and non-discretionary investment strategies.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Nicholas S

Series 63, Series 65

Cantonment, FL

Madison Avenue Securities, LLC

Nicholas Smith is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at OneAmerica Securities, American Heritage Financial, American United Life, Allstate Insurance, and Pekin Insurance. He is also the owner of a property and casualty insurance agency and co-owner of an educational venture. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and additional services such as pension consulting and college-savings assistance.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Monica C

Series 63, Series 65

Pensacola, FL

Navy Federal Investment Services, LLC

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Navy Federal Investment Services since 2014 and is also affiliated with Navy Federal Financial Group. Outside of her advisory work, Comer is involved with "A Night with the King," a women’s addiction center in Pensacola, FL, where she serves as a mentor, coach, and co-hosts an annual banquet event. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides ongoing due diligence, account monitoring, and optional tax and impact overlay services.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired HENRY (High Earners, Not Rich Yet)
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Daniel B

Series 65, Series 63

Gulf Breeze, FL

Beacon Capital Management, Inc.

Daniel Baccarini is a financial advisor at Beacon Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has been with Beacon Capital Management since 2012. Beacon Capital Management, Inc. provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries. The firm offers model portfolios and discretionary account management using tactical, data-driven strategies based mainly on ETFs and mutual funds.

Active portfolio management Passive / index investing Tax-loss harvesting
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Craig J

Series 66

Cantonment, FL

Madison Avenue Securities, LLC

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.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Robert B

Series 66

Pensacola, FL

AlphaStar Capital Management

Robert Beargie is a financial advisor with AlphaStar Capital Management in Pensacola, FL, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Mainstay Financial Group. Outside of advisory work, he is involved in managing rental real estate properties. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both model and custom portfolio strategies that combine strategic asset allocation with quantitative and tactical analysis, and it provides a range of services including portfolio management, financial planning, and retirement plan consulting.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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