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 with Turner Financial Group, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC and Claraphi Advisory Network, LLC. Outside of advising, he is involved in apparel business development for Real Snow Milk and serves as the principal content creator for EDIBLE econoMIX, a content channel providing economic and market commentary. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations through an eight-adviser team managing approximately $230 million in assets. The firm offers comprehensive financial planning, discretionary asset management using model portfolios, and sub-advisory services, employing a blend of fundamental, technical, and cyclical investment approaches.

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 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.

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.

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.

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 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.

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.

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 at Kingswood Wealth Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked 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 LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering tailored investment advice through an open-architecture platform that incorporates both affiliated and unaffiliated third-party managers.

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.

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.