Shane Dohrer is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He joined NewEdge Advisors in 2026 after working at NewEdge Securities LLC since 2025. Prior to entering the financial industry, he worked for Northwest Florida State College and the Okaloosa County School District. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services and employs multiple program structures combining in-house and third-party manager solutions, with a focus on centralized due diligence and technology integration.

Cecil Redmon II is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has four years of industry experience, including six years of service in the United States Air Force. His career has been focused entirely within various First Command entities since 2022. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage portfolios using mutual funds, ETFs, and third-party managers.

James Kersanac is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has been affiliated with NYLIFE Securities Inc and New York Life Insurance Company since the early 2000s. In addition to his advisory role, he acts as an outside brokering agent for various insurance companies, focusing on non-registered life, health, annuity, disability, accident, and cancer policies. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

James Luttrell Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, FL, holding a Series 63 designation and 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Benjamin F. Edwards & Company since 2013. 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, investment management consulting, and brokerage services, combining proprietary strategies with third-party model providers.

Frank Painter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with First Command in various capacities since 2002. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage discretionary portfolios using model portfolios and approved third-party managers.

Nicholas Barlotta Jr. is a Series 63–licensed financial advisor with 30 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2013, following positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he teaches a course titled "Fundamentals of Investing" through Troy State Lifelong Learning and holds a majority ownership in a food distribution business. 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, and managed investment solutions combining proprietary and third-party strategies.

James Renfroe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Marcum Wealth, LPL Financial, Principal Financial Services, and BBVA, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines active and passive management with quantitative, momentum, and fundamental analysis.

Heather Weidenhamer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Regions Bank, Mutual of America, Wells Fargo Advisors, and Jpmorgan Securities LLC. She is also involved with H Pack Pet Services, a business she has been associated with since 2018. 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, insurance products, and certain M&A advisory services.

Lindsey Peters is a financial advisor at NewEdge Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 19 years before joining NewEdge in 2025. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a broad range of portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

David Marmolejos is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Verum Partners LLC and The Vanguard Group, Inc. He also has an academic background from Virginia Tech. 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 coordinated tax services. The firm employs discretionary, customized portfolios supported by an investment committee and internal research, with a notable integration of tax and accounting services uncommon for firms of its size.

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 with Prime Capital Financial in Destin, FL, holding a Series 66 designation and seven years of industry experience. He has worked with several firms including Cherry Wealth Advisors and Edward Jones. In addition to his advisory role, he is involved with Burns Estate Planning, where he is also engaged in insurance sales and services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing various investment strategies and maintaining an affiliated tax advisory subsidiary.

David Stone is a CFP® with 35 years of industry experience, currently advising at Commonwealth Financial Network since 2024. He also has over a decade of experience with Tartan Wealth Management LLC and previously worked at Beacon Financial Advisory LLC and Curian Capital, LLC. Outside of advisory work, he is involved in tax preparation services as a co-owner of multiple tax-related businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

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® with Series 63 credentials affiliated with Private Advisor Group, LLC. He has one year of experience in financial advising and concurrently works at LPL Financial. Prior to his advising career, he has worked at Delta Air Lines for over ten years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services.

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 at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and manages a rental property 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, plans, and organizations through over 500 advisors. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, and operates an internal equity and fixed-income trading desk with custody services provided primarily by Pershing.

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.