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.

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.

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.

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.

Anna Schoor is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 license and 19 years of industry experience. Her prior roles include positions at Kingswood Capital Partners, Purshe Kaplan Sterling Investments, Raymond James & Associates, and Morgan Keegan & Company. Schoor is also associated with Eudaimonia Advisors LLC d/b/a Brewer Wealth Management, where she serves as a registered sales associate involved in client services, trading, and account servicing. Kingswood Wealth Advisors serves a diverse range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, with a focus on integrating third-party managers and supporting insurance-linked accounts through an open-architecture investment platform.

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.

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.

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.

Brandon Borganelli is a financial advisor at Sequent Planning, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC and several healthcare organizations. Outside of advising, he has experience in the hospitality industry, including roles at The Bridge Bar and Sunset Lounge and Casino Beach Bar and Grill/Taco Agave. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations with services including asset management, financial planning, and retirement-plan fiduciary consulting. The firm employs a structured risk framework and offers access to in-house and third-party investment models, delivering services through a network of independent adviser representatives.

Alan Sanders is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and bringing 16 years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company, Farmers Financial Solutions, MassMutual, and MetLife Securities. He serves as a board member of the Gulf Breeze Chamber of Commerce, participating in decisions regarding membership, policies, and publicity. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and supports advisors in recommending and monitoring MOIS-approved model portfolios.

Jennifer Groulx is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes a decade at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

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.

Samantha Wells is a financial advisor with Capital Analysts in Pensacola, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at Lincoln Investment LLC since 2016 and is involved with The Gabor Agency, Inc., where she provides insurance services to employees of Florida state colleges and universities. Outside of finance, she is president and majority owner of W3 Engineering, Inc., an engineering consulting firm. Capital Analysts serves a range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary in-house management and non-discretionary advisor and third-party manager solutions.

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.