Stephen Walsh II is a financial advisor at Creative Planning with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2017, following a tenure at PNC Investments from 2013 to 2016. He is based in Santa Rosa Beach, Florida. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Jeffery Noe Jr. is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Pratt & Whitney for six years. Noe’s current roles include positions at several First Command entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved third-party managers.

Matthew Karis is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having worked previously at INVEST Financial Corporation. Outside of his advisory work, he is a member of Karis Wealth Management Group, an entity used for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, providing portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Collin Mccall is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked for Bank of America and Merrill for 13 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Nicole Newland is a CFP® professional with six years of industry experience. She is currently with Mariner Wealth Advisors, where she has worked since 2023, after previous roles at Pinnacle Wealth Planning Services and Lynch Financial Group. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Hubert Ross is a CFP® and ChFC® with 21 years of industry experience. He has been with Private Advisor Group, LLC and affiliated with LPL Financial since 2012. Ross operates primarily out of Niceville, FL, and has additional involvement as a wealth advisor with First Protective Insurance Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing a range of strategies and third-party asset management programs.

Beth Falkenstein is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Creative Planning since 2016. Outside of her advisory role, she is a 25% owner and LLC member of B & A Fresh Concepts, LLC, a non-investment-related business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Nina Mc Daniel is a Series 66-licensed financial advisor at NewEdge Advisors with seven years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2025, she worked at Bank of America and Merrill from 2018 to 2025 and held positions at Regions Bank and other organizations. She serves as a committee member on the Funds Development Committee for the Junior League of the Emerald Coast, organizing fundraising activities. NewEdge Advisors provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a wrap fee program with asset allocation across mutual funds, ETFs, and individual securities, employing multiple analytic approaches with regular portfolio reviews.

Crystal Mc Leod is a financial advisor at First Command Advisory Services with six years of industry experience. She holds the Series 66 designation and has been with First Command since 2019. Prior to that, she was associated with Frank Painter - First Command beginning in 2008. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Megan Caulfield is a CFP®-certified financial advisor with 19 years of industry experience. She currently serves at Kestra Advisory, having joined the firm in 2023 after a 17-year tenure at Ameriprise Financial Services, Inc. Outside of finance, she owns several businesses including a luxury denim company, a fashion and art company, and a media production company, and she is involved in acting, directing, and producing films. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

Jack Mitchell is a financial advisor at NewEdge Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Merrill, Raymond James and Associates, and several other firms prior to joining NewEdge Advisors in 2025. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Preston Neumann is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa Beach, FL. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Lucien, Stirling & Gray Advisory Group, Inc., and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Marissa Cross is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, she served in the United States Air Force from 2015 to 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers within defined program constraints.

Andrew Mcdowell is a CFP® professional at Mariner Wealth Advisors with 12 years of industry experience. He worked at Arbor Wealth Management, LLC for nine years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, coordinated tax services, and family office capabilities, employing discretionary, customized portfolios supported by both internal research and third-party managers.

James Luttrell III is a financial advisor at Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 66 designation with four years of industry experience. He has been with Benjamin F. Edwards since 2020 and previously worked at the University of Alabama from 2014 to 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party model portfolios with periodic strategic reviews.

Christopher Wilson is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with First Command Advisory Services since 2015 and previously worked at Rocky Bayou Country Club. Wilson holds the Series 66 designation. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Bishop is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has recently transitioned from a military career with the Department of Defense, where he served in the Army from 2016 to 2022, and also operates a pyro show business. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management teams to design and monitor model portfolios and select third-party managers.

Cameron Kolwich is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he served in the U.S. Army with the 7th Special Forces Group and held positions at the U.S. Army John F. Kennedy Special Warfare Center and School and the 198th Infantry Brigade. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers and provides integrated tax and administrative CFO services uncommon among large advisory enterprises.

Michael Rankin is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2017 and previously worked at Lincoln Financial Advisors from 2013 to 2017. Rankin also operates a non-variable insurance business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Edward Dennis III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved with an insurance business separate from Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charities, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides account-level services such as lending solutions and donor-advised funds.