Andrew Bonjean is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tammra Crossett is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and previously served 20 years in the U.S. Air Force. Crossett has worked at PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers.

Khiem Truong Von Garvisch is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill, Cetera, and Fidelity Brokerage Services. Outside of his advisory role, he is a business owner of KTV Builders in Panama City Beach, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products through an integrated platform.

Philip Cunningham III is a financial advisor with OSAIC who holds a Series 66 credential and has 10 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent two years at SII. Cunningham is also involved with Aspire Financial Partners Inc., where he engages in the sales and marketing of fixed insurance products, securities, and investment advisory services. OSAIC serves a diverse client base including retail and institutional investors by providing brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and offers portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, managed on discretionary or non-discretionary bases.

Shelley Albarado is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Debra Grill is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Robert W. Baird since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of traditional and alternative investment strategies tailored to client goals and risk tolerances.

Joseph Altic is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® and Series 63 designations and has worked at LPL Financial since 1998. He is also associated with Community Bank of Trenton. LPL Financial is a national investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Benjamin Dukes is a Series 66-registered financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2012 and previously worked at the Georgia Institute of Technology from 2018 to 2021. He serves as an executor of an estate, which is noted as part of his other professional activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

John Churchill is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with Woodbury Financial Services Inc., Churchill Wealth Management, Inc., and SII Investments, Inc. Outside of advising, he is an insurance agent and owns a property management business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple advisory platforms.

William Parker is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has experience working at LPL Financial and has a diverse background that includes time at Tombigbee Log Homes and teaching at Auburn University and Pickens Academy. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, delivering these through meetings and written summaries.

Kevin Myers is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and is also the owner of 30A Wealth Management. Outside of his advisory roles, he serves as an executor for family wills. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment services through a multi-manager platform, providing access to both affiliated and third-party money managers under various program structures.

John Mccallion is a financial advisor with Ameriprise in Panama City Beach, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Ameriprise since 2015, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages several LLCs related to vacation rental properties. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement who meet specific asset thresholds, delivering written, non-discretionary Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nancy Ungarino is a financial advisor with LPL Financial based in Santa Rosa Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior work includes five years at Edward Jones and experience in credit union and development sectors. She is also a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary and third-party research, offering both discretionary and non-discretionary management options.

Nicholas Boehle is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Michael Farne is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he serves as CEO of Farne Financial, a support company unrelated to investment activities. 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 provides tailored, non-discretionary planning and employs analytical tools to support client goals, along with specialized offerings in municipal finance and employer advisory services.

David Teeter is a CFP®-certified financial advisor with 42 years of industry experience. He has been with Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and a prior year at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and 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, supported by Wells Fargo’s research and planning tools.

Kenneth Rickelman is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes seven years at Commonwealth Financial Network and 21 years with Lincoln Financial Securities Corporation. Outside of his advisory role, he is an agent for Choice Benefit Plans, Inc., where he sells and services insurance products including life, health, fixed annuities, and disability insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports advisory programs across a large network of advisors.

Richard Mcdowell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates is a large firm serving individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. The firm features a broad range of portfolio management styles and notable municipal advisory services.

C Travis Saacke is a CFP® credentialed financial advisor with Ameriprise, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Saacke subleases office space to other advisors within his Ameriprise office without deriving income from these arrangements. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients nearing or in retirement that emphasizes written recommendations and ongoing retirement-income planning.

Nichole Rabon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.