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.

Jeannan Brewer is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Kingswood in 2024, she worked at Purshe Kaplan Sterling Investments, Eudaimonia Advisors LLC, Brewer Wealth Management, Wunderlich Securities, and Raymond James & Associates. She serves as Vice President of the Chantarene Home Owners Association and is involved with the nonprofit Impact 100. Kingswood Wealth Advisors serves individual and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and supports insurance-linked account management through affiliated financial entities.

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 license and 19 years of industry experience. Her prior roles include positions at Kingswood Capital Partners, Purshe Kaplan Sterling Investments, Raymond James & Associates, and Morgan Keegan & Company. Schoor is also associated with Eudaimonia Advisors LLC d/b/a Brewer Wealth Management, where she serves as a registered sales associate involved in client services, trading, and account servicing. Kingswood Wealth Advisors serves a diverse range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, with a focus on integrating third-party managers and supporting insurance-linked accounts through an open-architecture investment platform.

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.

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.

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 at Sequent Planning, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC and several healthcare organizations. Outside of advising, he has experience in the hospitality industry, including roles at The Bridge Bar and Sunset Lounge and Casino Beach Bar and Grill/Taco Agave. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations with services including asset management, financial planning, and retirement-plan fiduciary consulting. The firm employs a structured risk framework and offers access to in-house and third-party investment models, delivering services through a network of independent adviser representatives.

Alan Sanders is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and bringing 16 years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company, Farmers Financial Solutions, MassMutual, and MetLife Securities. He serves as a board member of the Gulf Breeze Chamber of Commerce, participating in decisions regarding membership, policies, and publicity. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and supports advisors in recommending and monitoring MOIS-approved model portfolios.

Jennifer Groulx is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes a decade at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

Ernest Commins is a CFP® professional with 43 years of industry experience. He is currently with IHT Wealth Management LLC and has been associated with LPL Financial, LLC since 2005. His background includes roles involving investment advisory and non-variable insurance products. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Samantha Wells is a financial advisor with Capital Analysts in Pensacola, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at Lincoln Investment LLC since 2016 and is involved with The Gabor Agency, Inc., where she provides insurance services to employees of Florida state colleges and universities. Outside of finance, she is president and majority owner of W3 Engineering, Inc., an engineering consulting firm. Capital Analysts serves a range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary in-house management and non-discretionary advisor and third-party manager solutions.

Ashley Tucker is a CFP® professional with five years of industry experience, currently advising at Waverly Advisors, LLC since 2022. Prior to Waverly Advisors, Ashley worked at Warren Averett Asset Management, LLC for six years. Ashley serves as a board member for the Community Foundation of Northwest Florida and is an instructor for the Estate Planning Online Course in Florida State University's Certified Financial Planning Program. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides financial planning, retirement plan consulting, and multi-family office services.

Erin Wilmer is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 13 years of industry experience. Prior to joining CreativeOne Wealth and affiliated firms in 2022, she worked at Edward Jones for ten years. Outside of her advisory role, Wilmer is involved in several community and nonprofit organizations, including serving as a minister, a member of philanthropic review groups, and overseeing financial literacy seminars through her foundation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.

Isaac Holland is a financial advisor at McAdam LLC in Pensacola, FL, holding a Series 65 credential. He joined McAdam LLC in 2021 after working at Clarion University of Pennsylvania and Goodmans. Holland has no prior industry experience before joining McAdam LLC. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering both traditional and alternative investment strategies tailored to client objectives.

William Phillips is a financial advisor with Summit Financial, LLC in Pensacola, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors, in addition to operating his own firm, Phillips Financial Strategies. He serves as president of the board for CMI-Promex Inc., a nonprofit organization. Summit Financial, LLC is a multi-team, SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.