Gregory McBride is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at OneAmerica Securities and American United Life. Outside of financial advising, he owns a salon and a tent rental business and serves as a chaplain for Marketplace Chaplains USA as well as a board member of Fearless Community. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and support for pension consulting, college savings, and charitable institutions. The firm manages approximately $2.0 billion across multiple advisories and employs both discretionary and non-discretionary investment strategies.

Nicholas Smith is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at OneAmerica Securities, American Heritage Financial, American United Life, Allstate Insurance, and Pekin Insurance. He is also the owner of a property and casualty insurance agency and co-owner of an educational venture. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and additional services such as pension consulting and college-savings assistance.

Joe Freeland is an advisor at Portfolio Medics, LLC with a Series 65 designation and over ten years of industry experience, including time at Birdseye Financial and Portfolio Medics. He is based in Pace, Florida. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and offers various program structures, including Advisor Managed Portfolios and Market Trend Strategy.

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Navy Federal Investment Services since 2014 and is also affiliated with Navy Federal Financial Group. Outside of her advisory work, Comer is involved with "A Night with the King," a women’s addiction center in Pensacola, FL, where she serves as a mentor, coach, and co-hosts an annual banquet event. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides ongoing due diligence, account monitoring, and optional tax and impact overlay services.

Daniel Baccarini is a financial advisor at Beacon Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 designations and has been with Beacon Capital Management since 2012. Beacon Capital Management, Inc. provides investment advisory services primarily to retail investors introduced through third-party financial intermediaries. The firm offers model portfolios and discretionary account management using tactical, data-driven strategies based mainly on ETFs and mutual funds.

Craig Jernigan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Oneamerica Securities and American United Life, where he spent 12 years, as well as ownership of insurance agencies American Heritage Financial and Craig Jernigan Enterprises. He is also involved in a boat rental business through Clear Horizon Vessel LLC. Madison Avenue Securities serves individual and high-net-worth clients, as well as charitable institutions, foundations, and trusts. The firm offers both discretionary and non-discretionary portfolio management through various advisor-managed models, third-party managers, and model portfolios, employing a diverse range of investment vehicles and strategies.

Robert Beargie is a financial advisor with AlphaStar Capital Management in Pensacola, FL, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Mainstay Financial Group. Outside of advisory work, he is involved in managing rental real estate properties. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both model and custom portfolio strategies that combine strategic asset allocation with quantitative and tactical analysis, and it provides a range of services including portfolio management, financial planning, and retirement plan consulting.

Brandon Borganelli is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Sequent Planning in 2024, he worked at Gradient Advisors LLC from 2022 to 2024. His background includes roles outside finance, such as positions at medical groups and local hospitality establishments. Sequent Planning, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement services through a network of independent advisers using firm-developed models, third-party managers, and a structured risk framework.

Thomas Leechin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Navy Federal Investment Services since 2014 and also serves with Navy Federal Financial Group. Outside of his advisory role, Leechin volunteers as Treasurer for the Emerald Coast Gator Club, a nonprofit organization, and serves as President of the Intercoastal Point Condo Association board. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union and a range of individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and offers overlay services and a Private Wealth Consulting program for high-net-worth clients.

William Bowman Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding ChFC® and Series 66 designations and bringing 20 years of industry experience. He has worked with Navy Federal affiliated firms since 2010. Outside of his advisory role, he owns and manages a property management company overseeing lease contracts and maintenance. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Alan Sanders is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 15 years of industry experience. His prior roles include positions at Farmers Financial Solutions, MassMutual, and MetLife Securities. He serves as a board member of the Gulf Breeze Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives.

Andrea Mack is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. Her prior roles include positions at Highland Capital/OWI, Riversource Distributors, Inc., and Securian Financial Services, Inc. She is based in Pensacola, FL. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Adam Cartwright is a financial advisor at Navy Federal Investment Services, LLC with six years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Navy Federal, he worked at Regions Bank and Walmart, and has experience in higher education from his time at the University of South Dakota. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on platforms like Envestnet and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Jennifer Groulx is a financial advisor at Waverly Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes a decade at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

Nicholas Wilson is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Spanish Fort, AL. He has three years of industry experience, including roles at Navy Federal Investment Services and Navy Federal Financial Group. Outside of his advisory work, he serves as a religious audio engineer for Freedom Church. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union and individual investors, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s approach includes managed accounts and model portfolios utilizing third-party managers, with ongoing due diligence and client account monitoring.

Ernest Commins is a CFP® professional with 43 years of industry experience. He is currently with IHT Wealth Management LLC and has been associated with LPL Financial, LLC since 2005. His background includes roles involving investment advisory and non-variable insurance products. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Skipper Waller is a financial advisor at RedHawk Wealth Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at RedHawk since 2014. Additionally, he is the president and owner of Annuity Benefit Counselors, Inc., where he is involved in the sales of annuities and insurance. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, using a risk-based approach guided by a weekly investment committee and third-party risk tools.

Olivia Di Filippo is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. She previously worked at Swan Capital, LLC for three years and has background experience in client services and advisory roles. Outside of financial advising, she has been involved with several community organizations and church activities. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers using a largely non-discretionary model.

Kari Foust is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Navy Federal Investment Services, LLC since 2017. She has been affiliated with Navy Federal Financial Group and its investment services divisions since 2012. Navy Federal Investment Services, LLC primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on the Envestnet platform and emphasizes ongoing due diligence and account monitoring.

Ashley Tucker is a CFP® professional with five years of industry experience, currently advising at Waverly Advisors, LLC since 2022. Prior to Waverly Advisors, Ashley worked at Warren Averett Asset Management, LLC for six years. Ashley serves as a board member for the Community Foundation of Northwest Florida and is an instructor for the Estate Planning Online Course in Florida State University's Certified Financial Planning Program. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides financial planning, retirement plan consulting, and multi-family office services.