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 5 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2015. Merrill, along 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 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 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he owns and manages Utke Wealth Management, LLC, a real estate management business in Pace, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large retail advisor and branch network, as well as its affiliated trust company, mutual funds, and securities-based lending services.

Zachary Brooks is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked at Edward Jones for seven years and spent nine years at Sherwin-Williams prior to his career in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

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 with Edward Jones in Pensacola, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones throughout his career since 2009. Outside of advising, Johnson performs as a singer at parties, weddings, funerals, and other special events. Edward Jones is a full-service wealth management firm serving more than 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 nationwide.

Rhett Fendley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked with LPL Financial since 2010 and previously spent one year at Guardian Life. Outside of his advisory role, he developed a real estate investment company with his father, although it has not been active since its inception. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lowell Hesser is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Independent Financial Partners and Wells Fargo Clearing. Outside of his advisory role, he works as a medical technologist at West Florida Hospital, performing patient testing after hours. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Sharhonda Owens is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked for Ascend Performance Materials for 27 years. She is based in Pace, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Kellie Graham is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2013. Based in Pensacola, FL, her career has been focused within this firm. 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 including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Yu Mei Williamson is a financial advisor with Ameriprise in Pensacola, FL, holding a Series 66 designation and 26 years of industry experience. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and customized recommendation reports.

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.

James Hunter Jr. is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Hunter Livery and Crabs on the Beach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Joseph Peterson Jr. is a financial advisor with Mass Mutual Investors Services in Pensacola, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he is involved in property and casualty insurance brokerage and life settlements, and serves as president of Peterson Advisory Services, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides specialized event-driven planning programs.