Alex Astin is a financial advisor at Prime Capital Financial with six years of industry experience. He holds a Series 66 credential and has worked at firms including Burns Estate Planning and Cherry Wealth Advisors. In addition to his advisory role, Astin is an insurance agent involved with Burns Estate Planning. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing various investment strategies and tax-efficient solutions.

David Stone is a financial advisor with Commonwealth Financial Network, holding CFP® and multiple securities licenses, and has 35 years of industry experience. He has previously worked at Tartan Wealth Management LLC and Beacon Financial Advisory LLC. In addition to his advisory work, he co-owns several tax preparation and accounting service entities, including Tartan Tax and PTG Tax & Accounting Holdings LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeffrey Lewis is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Kestra, he worked at Centaurus Financial, Inc. and has experience in the hospitality sector with Tropicana Las Vegas and MGM Resorts International. Outside of his advisory role, he serves as a hockey official. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a range of clients including large institutional investors.

Christopher Ogle is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 25 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2021. Outside of his advisory role, he has sole ownership of a rental property in Santa Rosa Beach, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies with ongoing portfolio oversight.

Rebecca Allen is a financial advisor at Mariner with Series 65 and Series 66 licenses and one year of industry experience. She previously served in the United States Air Force and Air Force Reserve for a total of ten years. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers discretionary, customized portfolios supported by in-house research and third-party platforms, along with integrated tax services and administrative family office capabilities.

Matthew Dahlman is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds a Series 66 designation. Outside of his advisory role, Dahlman serves as Treasurer for the Destin Little League, a youth baseball organization. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

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 financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 18 years of industry experience. He has been with Benjamin F. Edwards since 2013 and concurrently serves in the United States Air Force Reserves as an aircraft fuel systems craftsman. Outside of his advisory role, he is involved in the food manufacturing and distribution business through Barlotta Food Group and serves as vice president on the HOA board for Windsor Estates in Santa Rosa Beach, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client-specific customization.

Gerald Campbell Sr. is a Series 66-credentialed financial advisor with seven years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He served in the United States Air Force for 22 years before entering the financial services sector. Outside of his advisory role, he coordinates financial education classes at his church and serves on the board of directors for a commercial real estate complex. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

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.

Jerry Brown is a financial advisor at NewEdge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he is a non-participating member of Blue Sky Yoga LLC, a limited liability company involved in volunteer substitute teaching for yoga classes. 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 comprehensive portfolio management, financial planning, and consulting services through multiple program structures that combine in-house and third-party manager solutions, supported by technology and centralized due diligence.

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® professional at Mariner with 16 years of industry experience. She has been with Mariner Wealth Advisors since 2006. Outside of her advisory role, she serves as secretary and treasurer for nonprofit organizations including Arts as Language and All In For Nevada, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and administrative services uncommon at its enterprise scale.

Brenda Whitwell is a financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2016 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Whitwell holds the Series 66 designation. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Meghan Falduto is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

David Rauch is a financial advisor with Raymond James Financial in Destin, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James Financial Services since 2003 and Raymond James Financial since 2009. Rauch is also president of DMR Wealth Services, a support company, and serves as a director for Preserve Bluewater Bay Inc., a nonprofit focused on land preservation related to a local golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Jeffrey Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 2020. Conroy operates Conroy Wealth Management, a DBA entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and portfolio management options supported by in-house and third-party research.

Tod Ingram is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously spent time with Edward Jones and Envision Realty Group LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services while keeping them separate under a consolidated billing option called WealthPlan.