Michael Hall is a CFP®-designated financial advisor with Saltmarsh Financial Advisors, LLC, located in Pensacola, FL. He has 22 years of industry experience, including roles at Charles Schwab Bank, Schwab Private Client Investment Advisory, Inc., and Charles Schwab. Saltmarsh Financial Advisors provides discretionary investment management and financial planning to individuals, families, trustees, pension plans, corporations, and small businesses. The firm uses an asset-allocation driven investment process grounded in Modern Portfolio Theory, offering diversified portfolios that combine passive and active funds and separately managed accounts.

Pierce Broscious is a financial advisor at Saltmarsh Financial Advisors, LLC in Pensacola, FL, holding a Series 65 credential with five years of industry experience. He has been with Saltmarsh Financial Advisors since 2019 and previously worked at Saltmarsh, Cleaveland & Gund and Paytech Commercial. Broscious attended the University of Georgia from 2014 to 2018. Saltmarsh Financial Advisors provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory with a multi-year time horizon and utilizes both passive and active investment vehicles across diversified asset classes.

Richard Peek III is a financial advisor at RWM Capital, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Helmsing Leach Law Firm and Park First, as well as engagements at the University of South Alabama Mitchell College of Business and All American Heroes. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and quantitative algorithms for portfolio management across multiple offices.

George Peaden is a Series 65-licensed financial advisor with Saltmarsh Financial Advisors, LLC in Pensacola, FL, where he has worked since 2001. He has 20 years of industry experience and is also associated with Saltmarsh, Cleaveland & Gund. Saltmarsh Financial Advisors, LLC provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm manages approximately $318 million in assets and employs an investment approach based on asset allocation and diversification, utilizing both passive and active strategies with a multi-year time horizon.

Maxwell Greenberg is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Altrius Capital Management since 2022 and previously held roles at State Farm and a law office. Altrius Capital Management serves individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies with discretionary investment management, financial planning, pension consulting, and advisory consulting. The firm employs a fundamentally based, value-oriented, and risk-managed investment process across multiple asset classes and acts as sub-adviser to the Altrius Global Dividend ETF.

William Moy is a financial advisor at Swan Capital in Pensacola, FL, with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and First Command Brokerage Services, Inc. Prior to his financial career, he served in the United States Marine Corps for two years. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm’s investment process focuses on fundamental analysis applied across multiple model portfolios, incorporating direct indexing and tax-management techniques.

Andrew Tang is a financial advisor at Turner Financial Group, Inc. with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Arete Wealth Advisors LLC, Claraphi Advisory Network, B. Riley Wealth Advisors, and Wells Fargo Advisors. Outside of his advisory role, Tang is involved in business development for a clothing company and is the principal content creator for an economic and market commentary channel. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with concierge financial planning, discretionary asset management, and sub-advisory services. The firm employs a blend of fundamental, technical, and cyclical investment approaches, managing client accounts primarily through model portfolios and discretionary strategies.

Jacob Hawkins is a financial advisor with Swan Capital in Pensacola, FL. He holds a Series 65 designation and has been with Swan Capital since 2024. Prior to joining Swan Capital, he held roles at Soulcial Kitchen, Ethos Consulting Group, Becker Dyer Stanton Funeral Home, Moila Country Club, Benedictine College, and Floyd Construction. Swan Capital provides asset management, financial planning, private placement, and consulting services to individuals, high-net-worth clients, trusts, estates, and investors in pooled vehicles. The firm emphasizes fundamental analysis across several model portfolios and incorporates direct indexing with tax management, while also managing private funds alongside individual client accounts.

Sarah Haizlip is a financial advisor at Summit Asset Management LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Summit since 2006. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients and nearly $939 million in assets. The firm provides portfolio management, financial planning, and retirement plan advisory services, implementing client plans primarily through diversified asset allocation overseen by an internal Investment Committee.

Allan Pickle is a financial advisor with Mag Cap who holds a Series 66 designation and has 27 years of industry experience. He has worked at several firms, including Raymond James & Associates and multiple entities within the Mag Cap organization since 2018. Outside of his advisory role, he is a partner managing a family-owned farm and serves as president of the Ridgeland Tourism Commission. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management and financial planning services using a mix of fundamental, quantitative, technical, and sector-rotation analysis across a broad range of investment instruments.

Sarah Horne is a CFP® and Series 65-licensed financial advisor with Saltmarsh Financial Advisors, LLC, where she has worked since 2022. She has four years of industry experience, including prior roles at OneAmerica Securities and American United Life. Before entering the financial industry, she held academic positions at the University of West Florida, University of Alabama in Huntsville, and Auburn University. Saltmarsh Financial Advisors, LLC serves individuals and families, including high-net-worth clients, as well as fiduciaries, pension plans, corporations, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory with a multi-year time horizon, emphasizing diversification through a mix of passive and active funds, ETFs, stocks, and bonds.

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.

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.

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.

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 roles include positions at J.P. Morgan Securities LLC and Cetera. Outside of his advisory work, he operates two small businesses specializing in custom engraved accessories and food services. 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 provides planning and reporting via its investment adviser representatives.

Todd Phillips is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and 14 years of industry experience. He has worked extensively within Navy Federal-affiliated firms since 2015, with previous roles at Invest Financial Corporation, Chase Investment Services Corp., and Morgan Stanley & Co. LLC. 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, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform.

Joseph Schultz Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Navy Federal Investment Services and Navy Federal Financial Group since 2018, following a year at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his advisory career, he spent four years at the University of West Florida. 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 employs managed advisory programs featuring third-party portfolio managers and provides layered investment solutions alongside automated ETF portfolio options.

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.

Jeannan Brewer is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Kingswood in 2024, she worked at Purshe Kaplan Sterling Investments, Eudaimonia Advisors LLC, Brewer Wealth Management, Wunderlich Securities, and Raymond James & Associates. She serves as Vice President of the Chantarene Home Owners Association and is involved with the nonprofit Impact 100. Kingswood Wealth Advisors serves individual and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and supports insurance-linked account management through affiliated financial entities.

Andrew Jurnovoy is a Series 66 licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has three years of industry experience, including prior roles at Premier Island Management Group and Navy Federal Credit Union. 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 structures client portfolios by selecting and monitoring third-party portfolio managers through the Envestnet platform and provides both managed advisory programs and automated ETF portfolio products.