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.

Charles Steward is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His career includes roles at PFS Investments Inc. and Waylon Grey Enterprises, as well as work with Electrical & Computer Resources and Calhoun Liberty Hospital. He has also been affiliated with Primerica Financial Services since 2008. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-delivery strategies managed by unaffiliated asset managers and providing a range of investment approaches including strategic and tax-managed models.

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.

John Suess is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a board member and secretary for The Bob Emig Foundation, a charitable organization supporting youth sports and education. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kristina Ravenhill is a financial advisor with Edward Jones in Inlet Beach, FL, holding a Series 66 designation and one year of industry experience. Her prior roles include self-employment and positions in network marketing with Young Living Essential Oils, which she is currently transitioning to her daughter-in-law. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Cindy Clark is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 38 years of experience in financial services, including 28 years with Merrill Lynch, where she has been recognized as a member of the firm’s Quarter Century Club. Cindy specializes in personal retirement planning, women and wealth, and retirement income. Cindy holds a Bachelor's degree in Business Administration with a major in Finance from Auburn University. She also holds the designation of Personal Investment Advisor (PIA). Beyond her professional career, Cindy has been actively involved in community organizations, including serving as a board member of the Family Guidance Center for 15 years and volunteering with the Montgomery Area Council on Aging’s Meals on Wheels program. She has also contributed to Auburn University’s Women’s Philanthropy Board and is a Sustainer of Montgomery Junior League. Additionally, she serves as a Centerpoint Connect Group Leader. Cindy and her husband Bryan reside in Millbrook, where they live with their two children and are anticipating the arrival of a third grandchild. Her personal interests include music, traveling, yoga, and spending time with her family.

Kristina Elgee is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a range of program options, oversight structures, and affiliations supporting more than 10,000 advisors and over $256 billion in assets under management.

Jesse Belville is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 2007 and joined Merrill Lynch in 2010. In his current role, Jesse leads the team's investment risk-management approach through Merrill's Wealth Outlook tool, which provides risk analytics, predictive stress testing, wealth forecasting, goals-based analyses, and asset allocation. He also oversees the team's alternative investment research and allocation policy, focusing on hedge funds, private equity, managed futures, and non-traditional funds. Jesse holds a Bachelor of Arts degree in political science from Cameron University and a Master of Business Administration from the Michael F. Price College of Business at the University of Oklahoma. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and German. Jesse emphasizes developing personalized financial strategies that align with clients’ long-term goals and is involved in community volunteer activities following Merrill's tradition of community participation.

Thomas Fautrel is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Fautrel is also involved in several private investment-related ventures, including significant ownership in multiple wealth management and holding companies. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with banking, lending, trustee services, and affiliated fund strategies.

Matthew Wyatt is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Dynamic Pain & Wellness PLLC and Head and Neck Associates. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

Connor Larson is a financial advisor at Charles Schwab with five years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Schwab, he spent five years with The Vanguard Group in multiple roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments through a centralized platform.

William Murphy is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a co-owner of a beach house rental in Santa Rosa Beach, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Stabell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Collin Soule is a financial advisor with Ameriprise in Inlet Beach, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is president and CEO of Envision Abundance LLC, a practice management business. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations in partnership with its financial advisors.

James Breen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Breen serves as president of the Stephen Breen Memorial Foundation, organizing annual events for the nonprofit, and participates on the finance committee of St. Patrick Cathedral Church in Fort Worth, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Will Lukow is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2009, progressing through roles including Regional Planning Consultant and Financial Consultant. Prior to joining Fidelity, Will worked as a Personal Financial Consultant at Allstate Financial Services and as a Financial Advisor at Smith Barney. Will holds insurance licenses in Arkansas and California. His professional approach focuses on understanding his clients' unique stories to provide tailored financial planning. Outside of work, he enjoys board games, concerts, golf, caring for pets, soccer, and traveling.

Whitney Streck is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 17 years of industry experience. Prior to joining Ameriprise, Whitney worked at Amegy Bank and LPL Financial. Outside of advising, Whitney owns Streck Enterprises, managing his Ameriprise business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that delivers tailored retirement planning through written recommendations and ongoing advice focused on income stability and tax-aware withdrawals.

Patrick Poate is a financial advisor with Wells Fargo Clearing in Miramar Beach, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked independently and has held instructional roles at Rocky Bayou Country Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to guide its diversified investment approach and operates one of the largest advisor networks in the industry.

Artiom Calmis is a CFP® professional with six years of industry experience, currently affiliated with Edward Jones. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience in the hospitality sector. 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 under management through a broad network of financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated funds and specialized advisory services.

Michael Olmsted is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2015 and holds Series 63 and Series 65 licenses. Outside of finance, he is a musician and singer-songwriter. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.