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.

Jeffery Noe Jr. is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked six years at Pratt & Whitney. His career at First Command includes roles across advisory, insurance, and brokerage services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

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.

Crystal Mc Leod is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. She has held various roles within First Command entities since 2008. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Marissa Cross is a financial advisor with First Command Advisory Services, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, she served in the United States Air Force from 2015 to 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers within defined program constraints.

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 with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has four years of industry experience. Prior to joining Benjamin F. Edwards in 2020, he was affiliated with the University of Alabama from 2014 to 2020. 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 through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and select M&A advisory services.

Christopher Wilson is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with First Command Advisory Services since 2015 and previously worked at Rocky Bayou Country Club. Wilson holds the Series 66 designation. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Ralph Kauzlarich is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked for seven years. His prior experience includes roles at APR Energy, LLC and Georgia Military College. Outside of advising, he is president and COO of Kauz & Effect Consulting, LLC, a consulting business he founded that currently provides support to a law firm in a specific case. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Cameron Kolwich is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner, he served in the U.S. Army with the 7th Special Forces Group and held positions at the U.S. Army John F. Kennedy Special Warfare Center and School and the 198th Infantry Brigade. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers and provides integrated tax and administrative CFO services uncommon among large advisory enterprises.

Michael Rankin is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2017 and previously worked at Lincoln Financial Advisors from 2013 to 2017. Rankin also operates a non-variable insurance business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Edward Dennis III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved with an insurance business separate from Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charities, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides account-level services such as lending solutions and donor-advised funds.