Jonathan Slater is a CFP® certified financial advisor with 12 years of industry experience. He has worked at RFG Advisory, LLC since 2019, previously serving at Private Client Services, LPL Financial, and First City Bank. Slater serves as board chair of AMI Kids Emerald Coast, a nonprofit organization providing GED and vocational support for at-risk children. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional clients. The firm employs a mix of actively managed and passive investment models, direct indexing, and tax-aware strategies, with access to alternative investments and retirement plan consulting services.

Brandon Bouchereau is a financial advisor at Madison Avenue Securities, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera, MML Investors Services, and American Heritage Financial. His other business activities include non-variable insurance sales involving fixed life and fixed annuities. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for about 14,000 clients through multiple platforms and offers both discretionary and non-discretionary portfolio management.

Jenna De Moss is a Series 66-licensed financial advisor at AssuredPartners Investment Advisors with seven years of industry experience. Her prior roles include positions at Kestra Advisory Services LLC, Bank of America, and Merrill Lynch. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, retirement plans, and other entities through a team of advisors across multiple offices.

Kevin Kelly is a financial advisor with Realta Investment Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Triad Advisors, and OSAIC. Outside of his advisory duties, he is involved in coordinating activities at a local Catholic chapel in Miramar Beach, FL. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, implementing strategies through diversified asset allocation and a range of third-party programs.

Todd Sensing is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He is currently with Farther in Destin, FL, where he has worked since 2024, following eight years at FamilyVest, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform, as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and incorporates algorithmic rebalancing of diversified portfolios using ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and advisor judgment.

Joseph Wilcoxon is a financial advisor at Mariner Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Arbor Wealth Management, The North Face, and Under Armour. Mariner serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporations, providing investment management, financial planning, tax services, and family office solutions. The firm employs customized, discretionary portfolio strategies supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside specialized operational capabilities for employer clients.

Stephen Walsh II is a financial advisor at Creative Planning with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Planning since 2017, following a tenure at PNC Investments from 2013 to 2016. He is based in Santa Rosa Beach, Florida. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Matthew Karis is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, where he has worked since 2018. His prior experience includes roles at INVEST Financial Corporation, Sage Capital Holdings, Certus Securities, First Legacy Securities, and Raymond James Financial Services. Karis is a member of Karis Wealth Management Group, an entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies aligned with client goals and risk tolerances.

Collin Mccall is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities, LLC, having previously worked at Bank of America and Merrill for 13 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers diverse investment solutions including portfolio management, financial planning, and retirement consulting, utilizing both in-house and third-party resources enhanced by technology and recent adoption of artificial intelligence in business operations.

Nicole Newland is a CFP® professional with six years of industry experience. She is currently with Mariner Wealth Advisors, where she has worked since 2023, after previous roles at Pinnacle Wealth Planning Services and Lynch Financial Group. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Hubert Ross is a CFP® and ChFC® with 22 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2012. His prior experience includes roles at LPL Financial and First Command Brokerage Services. In addition to his advisory work, he is involved part-time as a wealth advisor with First Protective Insurance Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with the selection of portfolio managers and model portfolios from major strategists, utilizing a range of investment methods and technology platforms.

Beth Falkenstein is a financial advisor with Creative Planning, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Creative Planning since 2016. Outside of her advisory role, she is a 25% owner and LLC member of B & A Fresh Concepts, LLC, a non-investment-related business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Nina Mc Daniel is a financial advisor at NewEdge Advisors with seven years of industry experience and holds a Series 66 designation. She has previously worked at Bank of America, Merrill, Regions Bank, and NewEdge Securities. Outside of her advisory role, she serves as a committee member for the Junior League of the Emerald Coast and works as an independent contractor consultant for Rover. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Megan Caulfield is a CFP®-certified financial advisor with 19 years of industry experience. She currently serves at Kestra Advisory, having joined the firm in 2023 after a 17-year tenure at Ameriprise Financial Services, Inc. Outside of finance, she owns several businesses including a luxury denim company, a fashion and art company, and a media production company, and she is involved in acting, directing, and producing films. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and large institutional investors.

Jack Mitchell is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has worked at notable firms including Merrill and Raymond James and Associates. His prior roles span both financial services and other sectors, such as Embassy Suites. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies and advisor discretion.

Preston Neumann is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa Beach, FL. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior experience includes roles at Lucien, Stirling & Gray Advisory Group, Inc., and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Mcdowell is a CFP® professional at Mariner Wealth Advisors with 12 years of industry experience. He worked at Arbor Wealth Management, LLC for nine years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, coordinated tax services, and family office capabilities, employing discretionary, customized portfolios supported by both internal research and third-party managers.

James Luttrell III is a financial advisor at Benjamin F. Edwards & Company, Inc. with Series 66 credentials and four years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he was affiliated with the University of Alabama for six years. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both internally managed and third-party strategies across various asset types.

Scott Howe is a financial advisor at Mariner with Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Mariner in 2023, he worked at Candriam, Forester Capital LLC, and AllianceBernstein L.P., with periods of unemployment in between. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal management team and offers a broad range of investment strategies along with integrated tax and administrative services.

Ashli Smith is a financial advisor at Creative Planning with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lockton Investment Advisors, Lockton Companies, and IRA Group, Inc. Outside of her advisory role, she owns a short-term rental property in Miramar Beach, Florida. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches.