Christian Early is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and four years of industry experience. His career includes roles within various branches of Navy Federal, as well as prior experience in retail and education sectors. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs managed advisory programs featuring third-party portfolio managers on the Envestnet platform and provides both advisory and commission-based implementation options.

Jeremy Fowler is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Navy Federal Investment Services, LLC and Navy Federal Financial Group, LLC since 2017. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of solutions including unified managed accounts and digital automated ETF portfolios.

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.

Brittany Brower is a Series 66 licensed financial advisor with Truist Advisory Services. She has six years of industry experience, including roles at Truist Advisory Services and SunTrust Bank. Outside of finance, she is the managing member of a plumbing and gas services business in Milton, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager-selection programs, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Bessann Watson is a CFP® with 21 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. She has spent her career primarily with these firms, beginning in 2005. Outside of her advisory role, Watson is involved in several business activities including consulting through Abbey Road Financial, LLC, serving as an executor for an estate, and researching captive insurance arrangements for clients. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and retirement plan consulting services, with advisory options that include discretionary and non-discretionary management using both in-house and third-party model portfolios.

Richard Mccool is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2002. Outside of his advisory role, he serves as a director for Locklin Lake and is a member of the Historic Preservation Board in Milton, Florida. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

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.

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.

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.

Benjamin Boyd is a Series 66 licensed financial advisor with three years of industry experience. He is currently affiliated with Park Avenue Securities and has prior experience with Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory role, Boyd is a partner in JNBB Financial, LLC, where he maintains recordkeeping and tax responsibilities. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and a digital advice platform, supporting various account types and lending solutions.

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.

Jay Rinehart is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and New York Life. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm serves individual and institutional clients, providing brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

Alexander Hoffman is a financial advisor with Empower Advisory Group in Milton, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at GWFS Equities, U.S. Bancorp Investments, U.S. Bank, Fifth Third Bank, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

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.