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Gregory M

Series 63, Series 65

Cantonment, FL

Madison Avenue Securities, LLC

Gregory Mcbride is a financial advisor at Madison Avenue Securities, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including OneAmerica Securities and American United Life. Outside of his advisory role, he owns a salon and a tent rental business, serves as a chaplain with Marketplace Chaplains USA, and sits on the board of the Fearless Community. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable organizations. The firm manages approximately $2.0 billion across multiple platforms and employs a range of portfolio management strategies including discretionary and non-discretionary approaches.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Nicholas S

Series 63, Series 65

Cantonment, FL

Madison Avenue Securities, LLC

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.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Joe F

Series 65

Pace, FL

Portfolio Medics, LLC

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.

Active portfolio management Passive / index investing
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Robert H

Series 65

Milton, FL

Sequent Planning, LLC

Robert Hughes Jr. is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Longleaf Financial Strategies, Ameritas Life Insurance, and The Wingate Group. He also maintains an active insurance agent role, offering insurance products to clients. Sequent Planning, LLC serves a range of clients including individuals, retirement plan sponsors, and nonprofit organizations. The firm provides asset management, financial planning, and retirement-plan services through a network of independent adviser representatives using a diversified, risk-structured investment approach.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Monica C

Series 63, Series 65

Pensacola, FL

Navy Federal Investment Services, LLC

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including Merrill, Truist Investment Services, Raymond James Financial, and Navy Federal Financial Group. Comer is involved in community mentoring and event organization with A Night with the King, a women's addiction center in Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes third-party portfolio managers on the Envestnet platform and provides layered solutions including unified managed accounts and automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Daniel B

Series 65, Series 63

Gulf Breeze, FL

Beacon Capital Management, Inc.

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.

Active portfolio management Passive / index investing Tax-loss harvesting
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Kathryn H

ChFC®, Series 63, Series 65, Series 66

Milton, FL

Navy Federal Investment Services, LLC

Kathryn Hill is a financial advisor at Navy Federal Investment Services, LLC with 27 years of industry experience. She holds a ChFC® designation along with Series 63, 65, and 66 licenses. Her prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Navy Federal. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services through managed advisory programs that utilize third-party portfolio managers and automated investment options.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Craig J

Series 66

Cantonment, FL

Madison Avenue Securities, LLC

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.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Robert B

Series 66

Pensacola, FL

AlphaStar Capital Management

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.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Brandon B

Series 65

Pensacola, FL

Sequent Planning, LLC

Brandon Borganelli is a financial advisor at Sequent Planning, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC and several healthcare organizations. Outside of advising, he has experience in the hospitality industry, including roles at The Bridge Bar and Sunset Lounge and Casino Beach Bar and Grill/Taco Agave. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations with services including asset management, financial planning, and retirement-plan fiduciary consulting. The firm employs a structured risk framework and offers access to in-house and third-party investment models, delivering services through a network of independent adviser representatives.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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William B

ChFC®, Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

William Bowman Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 66 license. He has 21 years of industry experience, including five years at Ameriprise and over 16 years at Navy Federal Financial Group and its affiliated entities. Outside of advising, he owns and manages a property management company that oversees lease contracts and maintenance. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and offers layered investment solutions that include unified managed accounts and automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Alan S

Series 66

Gulf Breeze, FL

Mutual Of Omaha Investor Services, Inc.

Alan Sanders is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and bringing 16 years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company, Farmers Financial Solutions, MassMutual, and MetLife Securities. He serves as a board member of the Gulf Breeze Chamber of Commerce, participating in decisions regarding membership, policies, and publicity. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and supports advisors in recommending and monitoring MOIS-approved model portfolios.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Andrea M

ChFC®, Series 63

Pensacola, FL

Navy Federal Investment Services, LLC

Andrea Mack is a financial advisor with Navy Federal Investment Services, LLC, holding a ChFC® designation and Series 63 license. She has 28 years of industry experience, including roles at Securian Financial Services, Minnesota Life Insurance Company, Riversource Distributors, Inc., and Highland Capital/OWI. She is based in Pensacola, FL. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs with third-party portfolio managers and offers both personalized and automated investment solutions.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Adam C

ChFC®, Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Adam Cartwright is a ChFC® credentialed financial advisor with six years of industry experience. He is currently affiliated with Navy Federal Investment Services, LLC and Navy Federal Financial Group, where he has worked since 2019. Prior to this, he held positions at Regions Bank and WalMart. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of layered investment solutions, including automated ETF portfolios.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jennifer G

Series 63, Series 66

Pensacola, FL

Waverly Advisors, LLC

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.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Nicholas W

CFP®, Series 66

Pensacola, FL

Navy Federal Investment Services, LLC

Nicholas Wilson is a CFP® with three years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His work history includes various roles within the Navy Federal organization as well as positions outside the financial sector. Outside of his advisory role, he works as an audio engineer for a local church. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options, primarily through managed advisory programs utilizing third-party portfolio managers.

ESG / Sustainable investing Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Ernest C

CFP®, Series 63, Series 65

Pensacola, FL

IHT Wealth Management LLC

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.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Skipper W

Series 65

Pace, FL

Redhawk Wealth Advisors, Inc.

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 been with Redhawk since 2014. In addition to his advisory role, Waller is president and owner of Annuity Benefit Counselors, Inc., a firm specializing in the sale of annuities and insurance. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and incorporates third-party signal providers while maintaining discretionary authority over client portfolios.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Samantha W

Series 63, Series 65

Pensacola, FL

Capital Analysts

Samantha Wells is a financial advisor with Capital Analysts in Pensacola, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at Lincoln Investment LLC since 2016 and is involved with The Gabor Agency, Inc., where she provides insurance services to employees of Florida state colleges and universities. Outside of finance, she is president and majority owner of W3 Engineering, Inc., an engineering consulting firm. Capital Analysts serves a range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary in-house management and non-discretionary advisor and third-party manager solutions.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Olivia D

Series 65

Pensacola, FL

Gradient Advisors, LLC

Olivia Di Filippo is a financial advisor at Gradient Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Swan Capital, LLC for three years. Outside of finance, she has a background that includes roles at Haven Salon & Spa and involvement with multiple United Methodist Churches. 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 that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Retirement income strategy General tax planning
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