Helena Rice is a financial advisor with Edward Jones in Gulf Breeze, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathy Cunningham is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2013. Outside of her advisory role, she is a partner in Cunningham Cabins, a family business involved in property management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and nonprofit organizations. The firm offers financial planning, advisory programs, and institutional consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Christopher Blaszyk is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisors LLC, Investors Capital Corporation, and Net Worth Solutions, where he was involved for nearly three decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Cathleen Brock is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Donald Hawkins is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hawkins holds Series 63 and Series 65 licenses. He also serves as a trustee for a family trust in Shalimar, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning solutions and uses proprietary research and tools to develop tailored recommendations, with clients able to choose whether and how to implement those recommendations.

Michael Blunt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 after six years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member for the Raintree Villas Homeowners Association in Independence, MO. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources to support diversified investment strategies and provides both brokerage and advisory solutions.

Lowell Hesser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial since 2010 and previously was with Independent Financial Partners from 2012 to 2019. Outside of his advisory role, he works as a medical technologist at West Florida Hospital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Sharhonda Owens is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2021, she worked for Ascend Performance Materials for 27 years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Derek Park is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies and fiduciary advisory services through a large nationwide network of financial advisors.

Richard Miller is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He also owns Rick Miller LLC, an investment-related business based in Niceville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, integrating advisory services with other financial product offerings.

Andrew Fort is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, Fort serves as Treasurer on the board of Easter Seals of Birmingham. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mary Tinsley is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones for 11 years before joining LPL Financial in 2024. She also operates Tinsley Wealth Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Collin Kagan is a CFP®-certified financial advisor with seven years of industry experience, currently serving at Raymond James Financial. He has held roles at several firms, including New York Life and The Retreat, and is an officer and vice president of Soundside Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA Employer Advisory services.

Wendy Markey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 30 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. for 15 years before joining Wells Fargo Advisors in 2024. Wendy is also an officer and vice president of The Stewart Markey Group, a support company she oversees. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products, serving clients who meet specific net-worth criteria.

Paul Stinebiser is a Series 66-credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2016 and previously spent one year at New York Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated financial services under a fiduciary standard.

Cynthia Jones is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Advisors since 2011. Outside of her advisory role, she serves as a trustee for family trusts and a financial LLC 401(k) plan. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations for clients.

Jeremy Carver is a financial advisor with Ameriprise in Gulf Breeze, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for six years before joining Ameriprise in 2020. Outside of his advisory role, Carver owns J and C Coastal Designs LLC, a retail flooring and cabinet design business, and serves as Treasurer of the Navarre Area Chamber of Commerce and Vice-Chair of the Gulf Breeze Chamber Foundation. He is also researching and writing a book focused on stories of resilience among women rebuilding after loss and divorce. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing managed accounts and utilizing algorithmic tools alongside advisor input.

Keith Offel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and also serves in the U.S. Air Force. Offel is the owner and president of Stonehaven Financial Group, a financial services business based in California. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Matthew Ritter is a financial advisor at Edward Jones in Ft Walton Beach, FL, holding Series 63 and Series 66 credentials with 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay tax-efficient services.

Jonathan Kagan is a financial advisor with Raymond James Financial who holds the CFP® designation and has 26 years of industry experience. He has served in various roles at Raymond James since 2004 and owns two support companies, Soundside Financial Services, Inc. and Soundside Wealth Advisors. Kagan is also a member of the Finance Committee for the YMCA of Northwest Florida. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored, non-discretionary advice supported by advanced analytical tools.