David Rauch is a financial advisor with Raymond James Financial in Destin, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James Financial Services since 2003 and Raymond James Financial since 2009. Rauch is also president of DMR Wealth Services, a support company, and serves as a director for Preserve Bluewater Bay Inc., a nonprofit focused on land preservation related to a local golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Davis Parrish is a financial advisor with LPL Financial in Destin, FL, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Raymond James Financial and Renasant Bank. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Gina Grandal is a financial advisor at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lesley Telatovich is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she occasionally works as a bartender at a restaurant in Destin, FL, and has also served as a substitute teacher for the Escambia County School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices across the country.

Rufus Allen Jr. is a financial advisor with Edward Jones in Niceville, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

David Densmore is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Jackson National Life Distributors, Amundi Pioneer Institutional Asset Management, and Columbia Management Investment Advisers. Outside of his advisory work, he owns a mobile home dealership in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions and other niche areas. The firm’s advisors use proprietary research and tools to develop tailored recommendations, with clients deciding how to implement them.

Maurice Stouse III is a financial advisor with LPL Financial based in Destin, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Renasant Bank, Raymond James Financial Services, and Fidelity. He serves as a board member for the nonprofit Path of Grace, assisting with fundraising and governance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Hunter Eager is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America. Outside of his advisory role, he is a general partner and managing member of Eager Operative LLC, a business involving freelance writing, administrative assistance, and consulting primarily for his wife. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane O'dell serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2006, beginning his career with McGovern, O'Dell & Associates. His professional focus includes strengthening client relationships, acquiring new clients, corporate retirement income strategies, and investment selection. Shane holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®). Shane earned his bachelor's degree in business management from Cazenovia College. He has received multiple recognitions including appearances on Forbes' "Best-in-State Wealth Advisors" list for consecutive years and was named among America's Top Next-Generation Wealth Advisors by Forbes/SHOOK. Additionally, he has served in leadership and community roles such as president of the Dianne L. O'Dell Scholarship Foundation and as a member of the Board of Trustees for Cazenovia College from 2017 to 2023. Based in Destin, Florida, Shane lives with his wife, Briane, and their two children, Jax and Avalyn. His professional philosophy centers around working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Craig Martin is a financial advisor with Thrivent Investment Management in Destin, Florida. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Thrivent, he worked at First Command Advisory Services and served in the United States Army for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm emphasizes a planning-focused approach without discretionary portfolio management or institutional advisory services.

Brance Parker is a financial advisor with Raymond James Financial in Destin, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Raymond James Financial and affiliated firms since 2002 and owns Support Company LLC. Outside of his advisory role, he serves as president of a condo association and provides personal financial counseling to military families. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as probability modeling to support client decision-making.

William Kline is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summary letters.

Colton Kline is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Clemson University for three years and at Choctawhatchee High School for seven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Jessica Atkinson is a financial advisor at Raymond James Financial with 24 years of industry experience and holds a Series 66 designation. She has been associated with Raymond James Financial Services Advisors, Inc. since 2013 and is also involved as a vocalist with The Rowdies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the institutional advisory space.

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.

Bradley Coonfield is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services since 2019, as well as positions at Home Depot and Walmart. Outside of advising, he is an independent contractor for Kynect Energy and is involved in sales of non-investment home-related products through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based strategies and discretionary account options supported by third-party custodians and overlay managers. The firm operates at scale with approximately 3,987 advisors and $15.5 billion in assets under management.

Emily McGovern is a Financial Advisor with the McGovern, O'Dell & Associates team at Merrill Lynch Wealth Management. She provides personalized financial strategies and long-term planning to individuals, families, and business owners, focusing on areas such as executive compensation, equity compensation services, family wealth management, legacy planning, retirement planning, and portfolio management services. Emily graduated Magna Cum Laude from Auburn University with a Bachelor's Degree in Finance. She began her career in Dallas, Texas, gaining industry experience with Goldman Sachs and Alliance Bernstein before joining Merrill Lynch. She holds various FINRA registrations, including Series 7, Series 63, Series 66, and SIE, and is designated as a Personal Investment Advisor (PIA). Emily is a member of the Auburn University Alumni Association and Phi Mu Sorority, and participates in the community through Impact100 of Northwest Florida. Outside of her professional duties, Emily enjoys boating, fishing, gardening, pickleball, reading, scuba diving, traveling, and spending time with family and friends.

Martin Robbins is a financial advisor with Ameriprise in Destin, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Wells Fargo Advisors and First Command Advisory Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and employs algorithmic automation overseen by a dedicated committee to generate tailored recommendations.

Christopher Blaszyk is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. His prior experience includes roles at Cetera Investment Advisers, Cetera Advisors LLC, and Net Worth Solutions. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Draylen Mc Grew is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to Merrill, he held positions at Bank of America and Regions Bank. Outside of his advisory role, he streams video games on Twitch as a hobby that generates additional income. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and institutional investors.