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.

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.

Erin Wilmer is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 13 years of industry experience. Prior to joining CreativeOne Wealth and affiliated firms in 2022, she worked at Edward Jones for ten years. Outside of her advisory role, Wilmer is involved in several community and nonprofit organizations, including serving as a minister, a member of philanthropic review groups, and overseeing financial literacy seminars through her foundation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.

Isaac Holland is a financial advisor at McAdam LLC in Pensacola, FL, holding a Series 65 credential. He joined McAdam LLC in 2021 after working at Clarion University of Pennsylvania and Goodmans. Holland has no prior industry experience before joining McAdam LLC. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering both traditional and alternative investment strategies tailored to client objectives.

Stephen Callahan is a financial advisor at Brookwood Investment Group with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Brookwood in 2026, he operated Callahan Investment Advisor, LLC for 13 years and worked as a sole proprietor for 16 years. Outside of his advisory work, he is the sole member of KBG, LLC, a personal investing entity. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of management styles and investment instruments, supports both discretionary and non-discretionary management, and maintains several affiliated businesses and platform relationships.

Stephen Speirs is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with G. A. Repple & Company since 2002. Outside of his advisory work, Speirs serves as a pastor and officiates beach weddings. G. A. Repple & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and corporations. The firm employs various analytical methods to create portfolios aligned with clients’ goals and risk tolerances and offers both wrap and non-wrap programs, including Biblically-Responsible Investing options.

William Phillips is a financial advisor with Summit Financial, LLC in Pensacola, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors, in addition to operating his own firm, Phillips Financial Strategies. He serves as president of the board for CMI-Promex Inc., a nonprofit organization. Summit Financial, LLC is a multi-team, SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

Harley King is a CFP® professional with two years of experience in financial advising, currently with Pure Financial Advisors, LLC. Prior to this role, he worked at Symphony Financial Planning and has a background that includes positions at UC Davis Health Cancer Center and Centura Health. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm employs a financial-planning-centered approach using academic frameworks and offers a range of services including comprehensive planning, discretionary portfolio management, and specialized solutions such as pension consulting and donor-advised fund management.

Richard Rivera is a CFP® with 40 years of experience in the financial services industry. He is currently with United Capital Financial Advisors and has prior experience spanning nearly two decades at Calton & Associates, Inc. Outside of financial advising, he is a member and manager of Cell Gen Therapeutics, LLC, a therapeutic laser sales business. United Capital provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services, including sub-advisory, consulting, and a technology platform that supports independent advisors and customization of investment portfolios.

Eric Jones is a financial advisor with Ally Invest Advisors in Pensacola, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at E*TRADE Securities, E*TRADE Capital Management, and BMO Harris Financial Advisors. He supports both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity, servicing clients with self-directed and advisory accounts. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm employs Modern Portfolio Theory-based model allocations using ETFs, automated rebalancing, and provides extensive online performance reporting, operating at scale with a digital-first approach.

Nafees Alam is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently an advisor at Strategic Blueprint, LLC and has previously worked at FamilyWealth Advisers, LLC, Wells Fargo Advisors, LLC, and Regions. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, using customized, goal-based strategies and a formal Subscription Advisory Services program that provides ongoing planning for a flat annual fee.

Jason Carter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Security National Life Insurance Company, and other firms. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of model portfolio strategies and third-party portfolio construction tools, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Martina Mason is a financial advisor with Gradient Advisors, LLC, holding a Series 65 license and four years of industry experience. She has previously worked at firms including Sound Income Strategies LLC and Market America. Mason also owns Mason Wealth Group, LLC, where she provides advisory and insurance services alongside financial planning. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach supported by fundamental, technical, and cyclical portfolio analysis.

Stephen Schlichter is a financial advisor with Independence Square Holdings, LLC in Pensacola, FL, holding a Series 63 designation and 41 years of industry experience. His career includes roles at Private Advisor Group, LPL Financial, FSC Securities Corporation, and Main Line Financial Advisors. Independence Square Holdings serves individuals, retirement plans, and institutional clients through financial planning, portfolio management, pension consulting, and ERISA advisory services. The firm operates as a multi-team adviser offering discretionary and non-discretionary management, model portfolios, and access to third-party managers and advisory programs, utilizing a blend of customized and algorithm-driven investment solutions across a broad range of asset classes.

Mary Mulcahy is a financial advisor with Empower Advisory Group in Gulf Breeze, FL, holding Series 63 and Series 66 registrations and 15 years of industry experience. Her prior roles include positions at Navy Federal Brokerage Services, Navy Federal Financial Group, TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform tied to Empower’s recordkeeping and administrative systems. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term return forecasts.

Kent Lipham is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds a Series 63 designation and has worked at Benjamin F. Edwards since 2014, following six years at Wells Fargo Clearing and 12 years at A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting.

Matthew Reed is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 registrations and previously served in the United States Navy for eight years. 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 provides financial planning and offers multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Derek Ryder is a financial advisor with Truist Advisory Services in Pensacola, FL. He holds the Series 66 designation and has four years of industry experience. Prior to his current role, he worked at Truist Bank from 2014 to 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches with oversight from an Equity Research team and an Investment Advisory Group.

Richard Casey is a financial advisor with Fifth Third Securities, Inc. in Gulf Breeze, Florida, holding Series 63, 65, and 66 licenses and 35 years of industry experience. His prior roles include eight years at J.P. Morgan Securities and a brief retirement before joining Fifth Third Securities and Fifth Third Bank in 2021. Outside of his advisory duties, he serves as president of Excellence Labs LLC, a consultative speaking business unrelated to securities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and trusts through investment advisory and brokerage services. The firm offers multiple investment programs on its Passageway Managed Account platform, enabling tailored portfolio management solutions via third-party managers and advisor-directed strategies.

Philip Kingrey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also owns PS Kingrey & Co, LLC, which he uses for tax-related business activities. From 2020 to 2024, he was affiliated with The Church of Jesus Christ of Latter-Day Saints (Miamisburg Ward). Transamerica Financial Advisors serves a diverse client base including individual investors, high net worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.