Sean Neal is a Series 66-registered financial advisor with Primerica Advisors, based in Miramar Beach, FL, and has two years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Neal serves as Vice President of Birdies and Doubles, assisting with event setup. Park Avenue Securities LLC serves a diverse client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

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.

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.

Jeffrey Johnson is a CFP®-certified financial advisor with Private Advisor Group, LLC and LPL Financial, holding his Series 63 license. He has been active in the financial industry since 2025 and concurrently works for Delta Air Lines. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Gustavo Corte is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background as a Master Sergeant in the US Air Force, where he served for 22 years. Outside of his advisory role, Gustavo owns and operates a seasonal Christmas light installation business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors portfolios using a platform-based approach.

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.

Esteban Vergara is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with First Command in various capacities since 2008. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios from prescreened fund and manager universes.

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.

Abigail Devera is a financial advisor with First Command Advisory Services and holds a Series 66 designation. She has nine years of industry experience, having worked with various entities within the First Command organization since 2012, including First Command Insurance Services and First Command Financial Planning. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

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.

Kelly Chizek is a financial advisor at First Command Advisory Services with six years of industry experience. She holds a Series 66 designation and has worked within various branches of First Command since 2019. Prior to her financial services career, she was employed by the Clark County and North Union Community School Districts. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lauren Jarrell is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Institutional Securities Corp for five years. Outside of her advisory role, she has experience managing her own LLC and previously operated a realty business. Cambridge Investment Research Advisors is a large SEC-registered advisory firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various portfolio management strategies and platform arrangements.

Parker Yates is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, Parker partners with clients to understand their short and long-term financial goals and collaborates with them to build customized financial plans tailored to their unique needs. Parker's experience at Fidelity Investments includes serving as a Planning Consultant from 2022 to 2026, a Relationship Manager in 2022, and an Investment Solutions Representative from 2020 to 2022. This progression reflects a solid background in financial planning and client relationship management. Outside of work, Parker enjoys concerts, cooking and baking, golf, outdoor adventures, and traveling.