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Sarah H

CFP®, Series 65

Pensacola, FL

Saltmarsh Financial Advisors, LLC

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.

Wealth management Founder/Business Owner
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Faustino M

CFP®, Series 66

Pensacola, FL

OneAscent Wealth Management

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.

Tax-loss harvesting Active portfolio management Options & derivatives strategies Wealth management Founder/Business Owner Retired
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Alondra G

CFA®

Pensacola, FL

Ellevest

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.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy Executive Women Professionals Values-based investing
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Evan S

Series 65

Pensacola, FL

HHM Wealth Advisors, LLC

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.

Active portfolio management Options & derivatives strategies Real estate investing College savings (529s, UTMA, etc.) General retirement planning
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Alex B

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Alex Brumback is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Cetera. Outside of his advisory work, he operates two small businesses specializing in custom engraved accessories and food services. 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. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and provides planning and reporting via its investment adviser representatives.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Todd P

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Todd Phillips is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 license and 14 years of industry experience. He has worked extensively within Navy Federal-affiliated firms since 2015, with previous roles at Invest Financial Corporation, Chase Investment Services Corp., and Morgan Stanley & Co. LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Joseph S

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Joseph Schultz Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Navy Federal Investment Services and Navy Federal Financial Group since 2018, following a year at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his advisory career, he spent four years at the University of West Florida. 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. The firm employs managed advisory programs featuring third-party portfolio managers and provides layered investment solutions alongside automated ETF portfolio options.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Edward N

Series 63, Series 65, Series 66

Cantonment, FL

Madison Avenue Securities, LLC

Edward Nelson is a financial advisor with Madison Avenue Securities, LLC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His prior roles include positions at OneAmerica Securities and Mercury Alternatives Group LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm employs a variety of portfolio management approaches through multiple programs and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Jeannan B

Series 63, Series 66

Pensacola, FL

Kingswood Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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Andrew J

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Andrew Jurnovoy is a Series 66 licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has three years of industry experience, including prior roles at Premier Island Management Group and Navy Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios by selecting and monitoring third-party portfolio managers through the Envestnet platform and provides both managed advisory programs and automated ETF portfolio products.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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David W

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

David Wallin is a financial advisor at Navy Federal Investment Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Navy Federal since 2010, including prior experience at Merrill from 2008 to 2010. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs utilizing third-party portfolio managers and supports layered investment solutions alongside digital automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Austin D

Series 65, Series 63

Pensacola, FL

AlphaStar Capital Management

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.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Anna S

Series 66

Pensacola, FL

Kingswood Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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Katherine B

Series 66, Series 63

Pensacola, FL

AlphaStar Capital Management

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.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Alyssa S

Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Alyssa Schuster is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. She previously worked at Stifel, Baird, and Prestige Wealth Management. Alyssa also serves as a Florida Notary and works as a brand ambassador for Red Aspen. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm structures client portfolios primarily through third-party portfolio managers on the Envestnet platform and offers both managed advisory programs and digital automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Gregory M

Series 63, Series 65

Cantonment, FL

Madison Avenue Securities, LLC

Gregory Mcbride is a financial advisor at Madison Avenue Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including OneAmerica Securities and American United Life. Outside of his advisory role, he owns a salon and a tent rental business, serves as a chaplain with Marketplace Chaplains USA, and sits on the board of the Fearless Community. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable organizations. The firm manages approximately $2.0 billion across multiple platforms and employs a range of portfolio management strategies including discretionary and non-discretionary approaches.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Nicholas S

Series 63, Series 65

Cantonment, FL

Madison Avenue Securities, LLC

Nicholas Smith is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at OneAmerica Securities, American Heritage Financial, American United Life, Allstate Insurance, and Pekin Insurance. He is also the owner of a property and casualty insurance agency and co-owner of an educational venture. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and additional services such as pension consulting and college-savings assistance.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Monica C

Series 63, Series 65

Pensacola, FL

Navy Federal Investment Services, LLC

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including Merrill, Truist Investment Services, Raymond James Financial, and Navy Federal Financial Group. Comer is involved in community mentoring and event organization with A Night with the King, a women's addiction center in Pensacola, FL. 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 utilizes third-party portfolio managers on the Envestnet platform and provides layered solutions including unified managed accounts and automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Daniel B

Series 65, Series 63

Gulf Breeze, FL

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Craig J

Series 66

Cantonment, FL

Madison Avenue Securities, LLC

Craig Jernigan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Oneamerica Securities and American United Life, where he spent 12 years, as well as ownership of insurance agencies American Heritage Financial and Craig Jernigan Enterprises. He is also involved in a boat rental business through Clear Horizon Vessel LLC. Madison Avenue Securities serves individual and high-net-worth clients, as well as charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed models, third-party managers, and model portfolios, employing a diverse range of investment vehicles and strategies.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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