Scott Shanks is a CFP® professional with 23 years of experience in the financial services industry. He has been with Edward Jones since 2003. Outside of his advisory role, he is a managing member of Red Lodge Investments LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Donald Hawkins is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions through a broad planning menu tailored to clients meeting net-worth thresholds.

Michael Blunt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 after six years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member for the Raintree Villas Homeowners Association in Independence, MO. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources to support diversified investment strategies and provides both brokerage and advisory solutions.

Timothy Stewart is a CFP®, ChFC®, and Series 66-licensed financial advisor with 10 years of experience, all at Edward Jones since 2016. He is based in Gulf Breeze, Florida. 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 advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Richard Ralston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Sa Stone Investment Advisors, and Sterne Agee Financial Services. He is also president of Parkway Financial Group, through which he provides investment advice and insurance products. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with diverse program options and model portfolios.

Stephen Ennis is a financial advisor at LPL Financial with 41 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1997. Outside of his advisory role, he is involved in an independent insurance agency and brokerage through The Ennis Company. 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 portfolios, third-party asset management, and institutional platforms.

Richard Miller is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He also owns Rick Miller LLC, an investment-related business based in Niceville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, integrating advisory services with other financial product offerings.

Frederick Lambert II is a CFP® with 23 years of experience, currently serving at Raymond James Financial in Pensacola, FL. He is the owner and CEO of Iron Horse Wealth Strategies, LLC, a branch support company. Lambert also acts as a personal representative managing financial affairs for family. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs through a large advisor network.

Andrew Fort is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, Fort serves as Treasurer on the board of Easter Seals of Birmingham. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mary Tinsley is a financial advisor at LPL Financial with 13 years of industry experience, including 11 years at Edward Jones prior to joining LPL in 2024. She holds a Series 66 designation and operates in Fort Walton Beach, FL. Tinsley is involved with Sand and Shore Financial LLC, doing business as Tinsley Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions supported by a large network of investment adviser representatives and extensive operational resources.

Collin Kagan is a CFP®-certified financial advisor with seven years of industry experience, currently serving at Raymond James Financial. He has held roles at several firms, including New York Life and The Retreat, and is an officer and vice president of Soundside Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA Employer Advisory services.

Wendy Markey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 30 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. for 15 years before joining Wells Fargo Advisors in 2024. Wendy is also an officer and vice president of The Stewart Markey Group, a support company she oversees. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products, serving clients who meet specific net-worth criteria.

Paul Stinebiser is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Cynthia Jones is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Advisors since 2011. Outside of her advisory role, she serves as a trustee for family trusts and a financial LLC 401(k) plan. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations for clients.

Jeremy Carver is a financial advisor with Ameriprise in Gulf Breeze, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for six years before joining Ameriprise in 2020. Outside of his advisory role, Carver owns J and C Coastal Designs LLC, a retail flooring and cabinet design business, and serves as Treasurer of the Navarre Area Chamber of Commerce and Vice-Chair of the Gulf Breeze Chamber Foundation. He is also researching and writing a book focused on stories of resilience among women rebuilding after loss and divorce. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing managed accounts and utilizing algorithmic tools alongside advisor input.

Jonathan Kagan is a financial advisor with Raymond James Financial who holds the CFP® designation and has 26 years of industry experience. He has served in various roles at Raymond James since 2004 and owns two support companies, Soundside Financial Services, Inc. and Soundside Wealth Advisors. Kagan is also a member of the Finance Committee for the YMCA of Northwest Florida. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored, non-discretionary advice supported by advanced analytical tools.

Madisyn Santora is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. She has worked with Ameriprise since 2019 and previously had roles at Envie Boutique and the University of South Alabama. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm combines proprietary research and algorithmic tools to deliver tailored recommendations within a defined investment framework.

Kevin Frost is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and has 20 years of industry experience. He has been with Primerica Advisors since 2006 and was previously with Primerica Financial Services starting in 2004. Frost is involved in part-time sales of non-investment products such as home security and automation through affiliated entities. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors across numerous offices.

Ronald Hawley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at Manpower of Central KY and AECOM. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Steve Pennington is a Series 66 licensed financial advisor with Edward Jones in Navarre, Florida, where he has worked since 2019. He has six years of industry experience and previously spent 22 years at Anheuser-Busch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.