Gregory Salvatore is a financial advisor with Equitable Advisors in Santa Rosa, Florida, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. Outside of his advisory work, Salvatore serves as a board member for Tech Credit Union and the Hawk's Landing Townhome Owners' Association and acts as treasurer for the Shorewood Golf League. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Beverly Currin III is a financial advisor with LPL Financial in Pensacola, FL, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial and its predecessor firms since 1998 and also runs Currin Insurance & Investments, Inc. alongside his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various managed account options.

John Strickler is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Hancock Whitney Bank. He serves as a board member and president for Trinitas Christian School. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to various investment strategies and program structures.

Dmitri Green is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Noah Gilliland is a financial advisor with Raymond James Financial based in Pensacola, FL. He holds a Series 66 designation and has been with Raymond James and affiliated firms since 2025. Prior to his advisory role, he worked in the retail sector and held positions in education at Choctawhatchee High School and Ramstein Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Patrick Lanza is a financial advisor with Cambridge Investment Research Advisors in Pensacola, FL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Lambert Lanza CPAs and operates Lanza Financial Services, LLC. Lanza also serves as a board member for Mission Ascend, Inc. and holds a treasurer position with the Creighton Center Owners' Association, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent professionals, employing both proprietary and third-party strategies across multiple platforms.

Michael Utke is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is the owner of Utke Wealth Management, LLC, a real estate management business in Pace, FL. 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 affiliated services, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Zachary Brooks is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. He previously worked at Edward Jones for seven years and spent nine years at Sherwin-Williams prior to that. Brooks is involved with OBAAT Investment LLC, a business entity for tax and investment purposes. LPL Financial serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Donald Campbell is a financial advisor with Edward Jones in Pensacola, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and is also associated with Hunter Hills Church since 2000. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Camferdam is a CFP® with 40 years of industry experience, currently serving at Osaic Wealth, Inc. since 2023. He previously worked at Royal Alliance for 10 years. Outside of his advisory role, he owns a sole proprietorship involved in crop planting and harvesting. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, utilizing various portfolio construction tools and offering access to multiple third-party managed account solutions.

Keith Allen is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 27 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He operates a business under the DBA Buttonwood Financial Services. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm offers collaborative, annual planning engagements using firm-approved analysis tools and supports specialized offerings such as estate-settlement and divorce planning.

Jeffrey Steichen is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2020, following five years at Regions Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

James Johnson is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he performs as a singer at parties, weddings, funerals, and other special events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Rhett Fendley is a financial advisor with LPL Financial in Pace, Florida, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he co-founded The Fendley Group LLC, an entity created with his father for real estate ventures, though it has not been active since inception. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating research and model portfolios.

Lowell Hesser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial since 2010 and previously was with Independent Financial Partners from 2012 to 2019. Outside of his advisory role, he works as a medical technologist at West Florida Hospital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Sharhonda Owens is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2021, she worked for Ascend Performance Materials for 27 years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Kellie Graham is a financial advisor at Edward Jones in Pensacola, FL, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Yu Mei Williamson is a financial advisor with Ameriprise in Pensacola, FL, holding a Series 66 designation and 25 years of industry experience. She works at a large institutional firm with over 12,000 advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support clients’ retirement planning.

Robert Calbert is a financial advisor with Edward Jones in Pensacola, FL. He holds a Series 66 designation and joined Edward Jones in 2026 after an 18-year career at Office Depot. 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 solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Lauter is a financial advisor at Raymond James Financial with credentials including Series 63 and Series 65. He has three years of industry experience and has previously worked at firms such as Merrill, Bank of America, and SunTrust Bank. Lauter serves on multiple nonprofit boards in Pensacola, Florida, including the Baptist Hospital Foundation and the Escambia Sheriff's Department Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools to support client goals, while maintaining specialized programs in municipal finance and employer-sponsored retirement plans.