Jose Robles is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Navy Federal Financial Group and Regions Bank. 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 primarily through managed advisory programs that utilize third-party portfolio managers. The firm combines advisory and commission-based services through its affiliation with a banking and credit-union group.

Mitchell Whitenack is a financial advisor with Exodus Wealth, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Fortune Financial Services and Prosperity Wealth Management, Inc. Exodus Wealth serves individuals, including high net worth clients, as well as trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting services. The firm employs a diversified investment approach with discretionary portfolio management and periodic rebalancing, managing several hundred million dollars in assets.

Patrick Bryant is a CFP® with 16 years of industry experience, currently advising at Navy Federal Investment Services, LLC. He has worked with Navy Federal and its affiliated entities since 2015 and has prior experience at firms including Morgan Keegan & Company and LPL Financial. Bryant serves as a Trustee for the Rehabilitation Foundation of Northwest Florida, where he participates in funding decisions for disability-related support. Navy Federal Investment Services provides financial planning, portfolio management, and retirement-plan fiduciary services to members of Navy Federal Credit Union, as well as individual, trust, and institutional clients. The firm primarily offers advice through managed advisory programs utilizing third-party portfolio managers and also supports automated investment solutions.

Christopher Albonetti is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at Guaranty Private Wealth, Redhawk Wealth Advisors, Fidelity Investments, and TD Ameritrade. Outside of his advisory work, he serves as a board member for St. Benedict at Auburndale, a private high school, where he advises on general school operations. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering managed advisory programs that utilize third-party portfolio managers, financial planning, and various investment solutions delivered through both advisory and commission-based channels.

Luke Zumbusch is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and two years of industry experience. Prior to joining Inspire Advisors in 2023, he served 12 years in the United States Marine Corps. He is currently a Naval Aviator and flight instructor in the United States Navy Reserves and also works as a contract instruction pilot for Flight Safety International. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a mix of quantitative and fundamental strategies, often implementing portfolios through model allocations and proprietary ETFs.

Khoi Nguyen is a financial advisor at Navy Federal Investment Services, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Navy Federal in 2011, he worked at Edward Jones for two years. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options through managed advisory programs and third-party portfolio managers.

Kent Lipham is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 30 years of industry experience. Lipham has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, employing both strategic and tactical investment approaches.

Jeffrey Hendrix is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at OneAmerica Securities and American United Life. Hendrix serves as a board member for the Sunny Days Foundation, Rally Foundation for Childhood Cancer, and Jayla's Voice, and is a partner at Wealth DX, a medical education business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Leon Hirsh is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory work, Hirsh serves as President of the Kentucky Military Institute Alumni Association and as Alumni Director for the Eta Pi Chapter of Pi Kappa Alpha at The University of West Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment management consulting supported by a large team of advisors and utilizes both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Randy Wentz is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes positions at Reeder Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, and Navy Federal Credit Union. He also operated Wentz Home Services for one year. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

David Padgett is a financial advisor with AE Wealth Management, LLC, holding Series 63, 65, and 66 licenses. He has experience working with affiliated firms including AE Financial Services, American Heritage Financial, and Padgett Private Wealth, as well as a long career in the US Navy since 2007. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm uses discretionary model portfolios and employs a range of investment strategies, supporting a large client base through standardized model and platform services.

James Palmiotto is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and nine years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has a long-standing background with affiliated entities dating back to 2012. Outside of advisory work, he is involved in insurance sales and training as a USV/Satellite Manager and insurance agent with Bankers Life & Casualty, and he owns JPALMS INC, a business established for managing his insurance operations. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Jeremy Reeder is a financial advisor with Eagle Strategies (NY Life) based in Milton, FL, holding Series 63 and Series 65 credentials with 16 years of industry experience. He has been with Eagle Strategies since 2019 and also operates Reeder Financial Group, Inc., focusing on brokering non-registered insurance products. Reeder serves as a board member and secretary of the Santa Rosa County Chamber of Commerce and chairs the Santa Rosa Young Professionals Committee. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with the majority of assets under management handled on a non-discretionary basis.

Bradley Keel is a CFP® professional with six years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2019. Prior to his financial advisory role, he worked for nearly a decade at California Pacific Medical Center and is involved in health coaching as an independent consultant through his own venture, Keeling It for Life. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension and profit-sharing plans, and institutions. The firm offers comprehensive fee-based wrap programs and investment management strategies, employing a blend of proprietary, advisor-managed, and third-party models overseen by an Investment Strategy Committee.

Richard Massingill Jr. is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, NA before joining GWFS Equities, Inc. His current role has spanned seven years. 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’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their financial planning.

Kelly Ryland is a Series 66-licensed financial advisor at Independent Financial Partners with 16 years of industry experience. He has worked at Independent Financial Partners and IFP Securities since 2019 and previously was with LPL Financial from 2014 to 2019. Kelly is also involved in non-variable insurance sales focused on life and disability insurance. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a broad client base including individual, charitable, corporate, and high-net-worth clients, and provides specialized retirement-plan advisory and pension consulting services.

Paul Gormanson is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role starting in 2022, he worked with Bankers Life Securities, Inc. and Bankers Life. Outside of advising, he manages a team of insurance agents and is involved in sales and training within Bankers Life’s insurance operations; he also occasionally sells unused vacation timeshare weeks through an online platform. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Steven Barry is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has served as an elected County Commissioner for Escambia County, Florida since 2013. Barry also owns Contract Insurance Services, a property and casualty insurance franchise, and operates as an independent insurance agent. United Planners Financial Services of America is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, trusts, and estates. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and emphasizes predominantly non-discretionary account management.

Michael Hoeflich is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is a board member of the Rotary Club of Gulf Breeze. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Beverly Currin III is a financial advisor with LPL Financial in Pensacola, FL, holding a Series 63 designation and over 36 years of industry experience. He has been with LPL Financial since 1998 and also operates Currin Insurance & Investments, Inc., which provides insurance services alongside his advisory work. Beverly is involved in non-variable insurance activities through Acentria/Foundation Risk Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.