Jonathan Eason is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with additional roles including executive assistant contractor duties in Milton, FL. Outside of advising, he has experience in event planning and administrative support through private contracting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hunter Jr. is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Hunter Livery and Crabs on the Beach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Joseph Peterson Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he is an insurance brokerage agent specializing in property/casualty and life settlements, and he serves as president of Peterson Advisory Services, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager programs, educational seminars, and specialized planning such as divorce and estate settlement services.

Richard Ralston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Sa Stone Investment Advisors, and Sterne Agee Financial Services. He is also president of Parkway Financial Group, through which he provides investment advice and insurance products. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with diverse program options and model portfolios.

Margarita Vazquez is a financial advisor with Primerica Advisors in Milton, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Primerica Advisors since 1999 and previously served as Supervisor of Elections for Santa Rosa County in 2020 and 2022. Outside of her advisory role, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

Derek Park is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies and fiduciary advisory services through a large nationwide network of financial advisors.

Stephen Ennis is a financial advisor with LPL Financial, holding a Series 63 designation and 41 years of industry experience. He has been with LPL Financial and its predecessor since 1997. Outside of his advisory work, he is involved with The Ennis Company, an independent insurance agency and brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kristin De Boisblanc is a financial advisor with Merrill in Pensacola, FL, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work history includes roles at Bank of America and Wells Fargo affiliates. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Joel Dunham is a CFP®-designated financial advisor with Edward Jones, based in Pensacola, FL, with 27 years of industry experience. He has worked at Edward Jones since 1998. Outside of his advisory role, he is a partner in a local rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 advisors.

Joshua Benavente is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has been affiliated with both Merrill and Bank of America since 2011, totaling 15 years at these institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nadia Basilone is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation. She began her career at Edward Jones in 2026 after 18 years with GUESS? Canada Corporation and a brief period at GUESS?, Inc. prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Hugh Mann is a financial advisor with Cetera in Pensacola, FL, holding a Series 63 designation and over 40 years of industry experience. He has worked with Cetera since 2009 and also has a longstanding role at Pen Air Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and retirement services, employing a multi-manager platform with access to third-party managers and customized investment strategies.

Richard Wright is a financial advisor with Mass Mutual Investors Services in Pensacola, FL, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Co and METLIFE Securities Inc. Wright is also an independent insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using advanced software tools to analyze client goals.

Stephen O'Reilly is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Cetera Investment Advisors LLC since 2014 and Cetera Investment Services LLC since 2009, and he has been associated with Pen Air Credit Union since 2007. His other business activity includes serving as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Shawn Kelly is a financial advisor with Ameriprise in Pensacola, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he was self-employed for eight years and briefly studied at the University of Georgia. Outside of his advisory role, he participates in ownership of points in the Disney Vacation Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, research-based recommendations that incorporate tax efficiency and modeling techniques.

Frederick Lambert II is a CFP® with 23 years of experience, currently serving at Raymond James Financial in Pensacola, FL. He is the owner and CEO of Iron Horse Wealth Strategies, LLC, a branch support company. Lambert also acts as a personal representative managing financial affairs for family. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs through a large advisor network.

Jacob Singleton is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Builders FirstSource, Client Solutions Architects, and Jacobs Technology Inc., as well as service in both the U.S. Navy and U.S. Navy Reserves. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shawn Bergstrom is a financial advisor with Edward Jones in Pensacola, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016 and previously worked briefly at Horizon Home Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Daniel Klug is a Series 66-credentialed financial advisor at Thrivent Investment Management with 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and a managed-account program under a consolidated billing option, focusing on comprehensive recommendations without discretionary trading authority.

Brian Schwab is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management, E*TRADE Securities, TD Ameritrade, and Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its services.