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.

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.

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 at Kingswood Wealth Advisors, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Raymond James & Associates. Brewer is involved in community activities such as serving as Vice President of the Chantarene Home Owners Association and is a member of the charitable organization Impact 100. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, with ongoing monitoring of third-party managers.

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 designation and 18 years of industry experience. Her prior roles include positions 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, where she dedicates significant time to client services, trading, and account servicing. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with oversight of third-party managers and various advisory services.

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.

Gregory McBride is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at OneAmerica Securities and American United Life. Outside of financial advising, he owns a salon and a tent rental business and serves as a chaplain for Marketplace Chaplains USA as well as a board member of Fearless Community. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and support for pension consulting, college savings, and charitable institutions. The firm manages approximately $2.0 billion across multiple advisories and employs both discretionary and non-discretionary investment strategies.

Nicholas Smith is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at OneAmerica Securities, American Heritage Financial, American United Life, Allstate Insurance, and Pekin Insurance. He is also the owner of a property and casualty insurance agency and co-owner of an educational venture. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and additional services such as pension consulting and college-savings assistance.

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.

Craig Jernigan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Oneamerica Securities and American United Life, where he spent 12 years, as well as ownership of insurance agencies American Heritage Financial and Craig Jernigan Enterprises. He is also involved in a boat rental business through Clear Horizon Vessel LLC. Madison Avenue Securities serves individual and high-net-worth clients, as well as charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed models, third-party managers, and model portfolios, employing a diverse range of investment vehicles and strategies.

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 with Sequent Planning, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Sequent Planning in 2024, he worked at Gradient Advisors LLC from 2022 to 2024. His background includes roles outside finance, such as positions at medical groups and local hospitality establishments. Sequent Planning, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement services through a network of independent advisers using firm-developed models, third-party managers, and a structured risk framework.