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. He holds a Series 63 designation and has 25 years of industry experience. His prior firms include Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, and corporate entities. The firm offers a range of services such as financial planning, investment management, and retirement plan consulting, with investment solutions that combine proprietary strategies and third-party models.

Rebecca Allen is a financial advisor with Mariner who holds Series 65 and Series 66 licenses. She began her advisory career in 2023 and has a military background, serving in the United States Air Force from 2013 to 2023 and continuing with the United States Air Force Reserve since 2023. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary, customized portfolios with extensive tax and accounting integration, supported by an in-house Investment Committee and access to third-party managers and platforms.

Matthew Dahlman is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, FL. He holds a Series 66 designation and has 15 years of industry experience, including prior work at Wells Fargo Clearing. Dahlman serves as Treasurer for the Destin Little League, a youth baseball organization. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, and insurance products.

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 Series 66-credentialed financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He has 18 years of industry experience and serves concurrently in the United States Air Force Reserves as an aircraft fuel systems craftsman on C-130 aircraft. Outside of finance, he is involved in the food manufacturing and distribution business through Barlotta Food Group and serves as the vice president of the Windsor Estates HOA board in Santa Rosa Beach, Florida. 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. The firm offers a range of advisory programs, financial planning, investment management consulting, brokerage services, and insurance products, utilizing both proprietary and third-party strategies with an in-house equity and fixed-income trading desk.

Gerald Campbell Sr. is a financial advisor with Guardian Life and holds a Series 66 designation, bringing eight years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously served 22 years in the United States Air Force. Outside of his advisory role, he coordinates financial education classes for his church and serves on the board of directors for a commercial real estate complex. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions including access to insurance products and alternative investments.

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.

Jerry Brown is a financial advisor with NewEdge Advisors in Destin, Florida, holding Series 63 and 65 licenses and possessing 39 years of industry experience. Before joining NewEdge Advisors and NewEdge Securities, LLC in 2025, he worked for Bank of America and Merrill from 2014 to 2025. Outside of his advisory role, Brown is a non-participating member of Blue Sky Yoga LLC, where he volunteers as a substitute yoga instructor. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing multiple program structures and technology tools, and has recently integrated artificial intelligence into certain business operations.

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 with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. She has four years of industry experience, including five years with Institutional Securities Corp and involvement with her own business, Lauren Jaclyn Desemar, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions, including proprietary and third-party model strategies, across multiple 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.

Meghan Falduto is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

David Rauch is a financial advisor with Raymond James Financial in Destin, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James Financial Services since 2003 and Raymond James Financial since 2009. Rauch is also president of DMR Wealth Services, a support company, and serves as a director for Preserve Bluewater Bay Inc., a nonprofit focused on land preservation related to a local golf course. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Davis Parrish is a financial advisor with LPL Financial in Destin, FL, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Raymond James Financial and Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Tod Ingram is a Series 66-licensed financial advisor at Thrivent Investment Management with six years of industry experience. He previously worked at Edward Jones and Envision Realty Group LLC before joining Thrivent Financial in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs while maintaining separate services and does not provide portfolio management or adviser selection for institutional clients.

Mark Wingate is a financial advisor at Morgan Stanley in Destin, FL, holding Series 63 and Series 66 designations with 11 years of industry experience. His prior roles include positions at Primerica Financial Services, COMPASS Bank, and BBVA Securities Inc. He also worked at Morgan Stanley Private Bank, N.A. before his current role. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a wide range of investment and financial services.