Matthew Dahlman is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, FL. He holds a Series 66 designation and has 15 years of industry experience, including prior work at Wells Fargo Clearing. Dahlman serves as Treasurer for the Destin Little League, a youth baseball organization. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, and insurance products.

Lynne Mathews is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 designation and has worked previously at Arbor Wealth Management and Waldorff Insurance and Bonding. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to create customized portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Patrick Mcdowell is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. He previously worked at Arbor Wealth Management for over a decade. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon at its scale.

Nicholas Barlotta III is a Series 66-credentialed financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He has 18 years of industry experience and serves concurrently in the United States Air Force Reserves as an aircraft fuel systems craftsman on C-130 aircraft. Outside of finance, he is involved in the food manufacturing and distribution business through Barlotta Food Group and serves as the vice president of the Windsor Estates HOA board in Santa Rosa Beach, Florida. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, financial planning, investment management consulting, brokerage services, and insurance products, utilizing both proprietary and third-party strategies with an in-house equity and fixed-income trading desk.

Jacob Newcomb is a CFP® with five years of industry experience, currently serving at Mariner since 2025. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he owns and manages Average Joe's CrossFit gym in Gulf Breeze, FL. Mariner serves a diverse client base including individuals, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm utilizes customized, discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting services uncommon for a firm of its enterprise scale.

Charles Glenn is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at First Command Insurance Services, Inc. and served in the US Army from 2021 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Richard Reyle is a financial advisor at Sanctuary Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services for 10 years. Outside of his advisory role, he serves on the board of directors for DreamWorks Theater, a nonprofit theater group in New York City. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers through a range of portfolio management solutions and employs various analytical approaches, operating as a fiduciary when a formal advisory agreement is in place.

Jenika Cook is a CFP® with 16 years of industry experience, currently at Mariner. She worked at Mariner Wealth Advisors for 12 years prior to her current role. Cook holds leadership positions in nonprofit organizations, including serving as Secretary and Treasurer for Arts as Language and ALL IN FOR NEVADA, LLC. Mariner serves a broad mix of clients, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside traditional portfolio management.

Jeffrey Conroy is a financial advisor with LPL Financial in Santa Rosa Beach, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Brandon Yurek is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. His background includes ten years of active duty service in the U.S. Army and recent full-time study at Northwest Florida State College. He has been with Thrivent and its affiliated entities since 2025. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with options to integrate planning and managed accounts under a consolidated billing system.

Christopher Poate is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committees of Rocky Bayou Country Club and Sinfonia Gulf Coast. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

James Roberson III is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves as an election clerk in Walton County, Florida, assisting with the voting process during elections. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

David Lauch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2012 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he maintains ownership and management of a rental property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to manage assets totaling approximately $671 billion and offers both brokerage and advisory solutions.

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Scott Novellas is a CFP® certificant with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed by Citigroup Global Markets from 1998 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process with tools such as Secular Return Estimates and Monte Carlo simulations to support its financial advice.

Kevin Haynes is a financial advisor with UBS Financial Services in Santa Rosa Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Haynes serves on the board of the Stegall Seminary Scholarship Foundation, which provides scholarships for seminary students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Brian La Monica is a financial advisor at Edward Jones in Miramar Beach, FL, holding the ChFC® and Series 66 designations with three years of industry experience. He worked at Sandestin Investments LLC for 13 years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Troy Wagnon is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He has previously worked with Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He holds the Series 63 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized advisory areas such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, offering a broad planning menu to clients who meet certain net-worth criteria.

Christopher Sutherland is a CFP® professional with 21 years of experience in the financial services industry. He has held roles at LPL Financial since 2021, and previously worked at Bank of America and Merrill from 2013 to 2021, as well as Equitable Advisors in 2012-2013. In addition to his work at LPL, he provides investment advisory services through TSFG, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technological tools and extensive non-advisory services.

Claiborne Morton III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Miramar Beach, FL, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with Raymond James since 2009. Morton is the managing partner of Direct 401k, LLC, a fintech firm providing technology solutions for the qualified plan marketplace, and also leads Team SCM Advisors, Inc., a consulting and fintech support entity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides access to institutional consulting, portfolio management, and specialized municipal and public-finance advisory services.