Brandon Yurek is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. His background includes ten years of active duty service in the U.S. Army and recent full-time study at Northwest Florida State College. He has been with Thrivent and its affiliated entities since 2025. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with options to integrate planning and managed accounts under a consolidated billing system.

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.

Zachary Seabolt is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He joined Ameriprise in 2022 after brief tenures at SA Stone Investment Advisors and SA Stone Wealth Management. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning and delivers this service through a centralized consulting team in partnership with its financial advisors.

Christopher Poate is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committees of Rocky Bayou Country Club and Sinfonia Gulf Coast. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Paul Largo is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and its affiliated entities since 2016. He also owns Dune Lakes Private Wealth Advisors LLC, a private practice based in Rosemary Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Aaron Volz is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Raymond James in 2024, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has experience in land investing and operating a gutter cleaning business. Outside of his advisory role, he is involved in entrepreneurial ventures including a business focused on strategic implementation of AI to improve efficiency. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional clients, and charitable organizations. The firm offers tailored financial planning and consulting services with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Kim Lepley is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Taylor, Lepley & Associates team. She has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for multiple years, including 2023 through 2026. Kim joined Merrill Lynch in 2010 after practicing as a Financial Advisor at Morgan Stanley, bringing experience in credit and lending as well. She holds a Bachelor's Degree from the University of South Carolina and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Kim's expertise includes college education planning, legacy planning, retirement income, family wealth management strategies, and special needs planning, among others. Prior to her financial services career, she worked at Alabama Power Company and Southern Company with experience in finance, accounting, and information technology. Active in the community, Kim has served on the boards of Girls Inc. of Central Alabama and The Bell Center. Outside of her professional and community involvement, she enjoys outdoor activities such as fishing, hiking, tennis, and spending time on the beach, as well as cooking.

Brian Haugen is a financial advisor with Raymond James & Associates in Destin, Florida, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he is the owner of Taygen LLC, a holding company with minority ownership in several business entities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary consulting supported by extensive research and a range of portfolio management styles.

James Roberson III is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves as an election clerk in Walton County, Florida, assisting with the voting process during elections. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Krista Kenney is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Raymond James in 2018, she worked with the Department of Defense Education Activity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

David Lauch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2012 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he maintains ownership and management of a rental property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to manage assets totaling approximately $671 billion and offers both brokerage and advisory solutions.

William Wahl is a Wealth Management Advisor and founder of The Wahl Group at Merrill Lynch Wealth Management, located in St. Louis. With over 30 years of experience, he leads a team dedicated to providing a preeminent wealth management experience to a select number of corporate executives, business owners, and affluent families across the country. His approach centers on putting clients first and focusing on what matters most in their lives. William holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's degree from the University of Missouri Columbia. In recognition of his work, he was named to the Forbes "Best-in-State Wealth Advisors" list in 2026 for the ninth consecutive year. Outside of his professional life, William values his family deeply, sharing life with his wife Amy and their three children. His personal interests include golfing, music, pickleball, singing, spending time with family, and traveling. He is involved in community organizations such as the Guardian Angel Settlement Association and Living Water International.

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Scott Novellas is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2009, including roles at Morgan Stanley Private Bank, National Association. He previously worked at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its extensive network of financial advisors and specialized planning groups.

Brance Parker is a financial advisor with Raymond James Financial in Destin, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Raymond James Financial and affiliated firms since 2002 and owns Support Company LLC. Outside of his advisory role, he serves as president of a condo association and provides personal financial counseling to military families. Raymond James Financial Services Advisors, Inc. offers 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 probability modeling to support client decision-making.

Kevin Haynes is a financial advisor with UBS Financial Services in Santa Rosa Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Haynes serves on the board of the Stegall Seminary Scholarship Foundation, which provides scholarships for seminary students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Brian La Monica is a financial advisor with Edward Jones in Miramar Beach, FL. He holds the Series 66 designation and has three years of industry experience, including 13 years at Sandestin Investments LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Carlson is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise since 2018 and previously worked at Investment Professionals, Inc. for nine years. Carlson operates a consulting business, EC Consulting LLC, which serves as a payroll entity related to his contractor status with Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored written recommendations and ongoing retirement-income planning focused on income reliability and tax-aware withdrawal strategies.

Jonathan Woodham is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior experience at Regions Bank, Wells Fargo Advisors, and Stifel, Nicolaus & Company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party investment options.

Samantha Hoffstatter is a financial advisor at Edward Jones with five years of experience at the firm and holds a Series 66 designation. Prior to joining Edward Jones, she worked at Hendrick House Calls for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.