Erin Wilmer is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 13 years of industry experience. Prior to joining CreativeOne Wealth and affiliated firms in 2022, she worked at Edward Jones for ten years. Outside of her advisory role, Wilmer is involved in several community and nonprofit organizations, including serving as a minister, a member of philanthropic review groups, and overseeing financial literacy seminars through her foundation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, and options.

Tyler Lovett is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and seven years of industry experience. He has worked with Navy Federal Financial Group since 2017, with prior experience at the Tom James Company. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers a range of services including model-driven asset allocation, tax and impact overlay services, and a Private Wealth Consulting program for high-net-worth clients.

Isaac Holland is a financial advisor at McAdam LLC in Pensacola, FL, holding a Series 65 credential. He joined McAdam LLC in 2021 after working at Clarion University of Pennsylvania and Goodmans. Holland has no prior industry experience before joining McAdam LLC. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering both traditional and alternative investment strategies tailored to client objectives.

Lindsay Heyman is a CFP® professional with eight years of industry experience, currently with Concurrent Investment Advisors, LLC. Her background includes roles at Raymond James Financial Services and UBS. Outside of advising, she serves as a seasonal rowing assistant coach at the Episcopal School of Dallas and operates an e-commerce business through a sole proprietorship. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

William Copeland is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Navy Federal Investment Services and Navy Federal Financial Group since 2015. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm utilizes third-party portfolio managers via the Envestnet platform and maintains a unique structure affiliated with a large credit-union banking group.

Langley Holley is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Wiregrass Investment Management LLC and LPL Financial. Outside of his advisory role, he provides bookkeeping services for a family farm. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm employs model portfolios managed by third-party portfolio managers and provides ongoing account monitoring and investment committee reviews.

Stephen Speirs is a financial advisor with G. A. Repple & Company, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with G. A. Repple & Company since 2002. Outside of his advisory work, he officiates weddings on the beach in Pensacola Beach, FL. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm employs a variety of analytical approaches to construct portfolios aligned with client goals and offers both discretionary and non-discretionary management along with multiple investment program options.

Troy Schoonover is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Navy Federal Investment Services since 2011 and also has a longstanding role at Navy Federal Financial Group. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Warren Johnson Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 10 years of industry experience, including roles at Navy Federal Financial Group and prior positions at Cetera Investment Services and Regions Bank. Johnson also served in the US Army Reserves and the Mississippi National Guard. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

William Phillips is a financial advisor with Summit Financial, LLC in Pensacola, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors, in addition to operating his own firm, Phillips Financial Strategies. He serves as president of the board for CMI-Promex Inc., a nonprofit organization. Summit Financial, LLC is a multi-team, SEC-registered advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management programs, financial planning, retirement plan advisory services, and access to alternative investments and variable annuities.

Harley King is a CFP® professional with two years of experience in financial advising, currently with Pure Financial Advisors, LLC. Prior to this role, he worked at Symphony Financial Planning and has a background that includes positions at UC Davis Health Cancer Center and Centura Health. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm employs a financial-planning-centered approach using academic frameworks and offers a range of services including comprehensive planning, discretionary portfolio management, and specialized solutions such as pension consulting and donor-advised fund management.

Ruddie Powell is a financial advisor at Navy Federal Investment Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked within various Navy Federal entities since 2019, including roles at Navy Federal Financial Group and Navy Federal Brokerage Services. Prior to joining Navy Federal, he was employed at Hill Kelly Dodge Chrysler Jeep Ram. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm provides investment advice through model portfolios managed by third-party managers on platforms such as Envestnet, with ongoing due diligence and account monitoring.

Brandon Baum is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 credential. He has one year of industry experience and previously worked at Equitable Advisors, LLC. Baum is also an officer in the United States Army Reserve, serving as a 2nd Lieutenant Quartermaster. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers through the Envestnet platform and provides a range of investment options including model-driven allocation, tax overlay services, and a Private Wealth Consulting program for high-net-worth clients.

Bryan Etheridge is a Series 66-registered financial advisor at Navy Federal Investment Services, LLC, with six years at the firm and a total of four years in the industry. Prior to joining Navy Federal, he worked for the Florida Department of Corrections for three years. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm uses third-party portfolio managers accessed via the Envestnet platform and offers a range of advisory programs and brokerage services.

Michael Crouch is a financial advisor at Cyndeo Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2022. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners by providing portfolio management, financial planning, family office services, and financial consulting. The firm manages approximately $2.58 billion and employs customized investment strategies across various asset classes, integrating its advisory services with business consulting for middle-market clients.

Christian Early is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has four years of industry experience and has held various roles within Navy Federal Financial Group since 2021. Prior to his financial services career, Early worked in customer service roles at Doordash and Zips Car Wash, and he spent three years at the University of West Florida. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and offers a range of investment options, including model-driven asset allocation and Private Wealth Consulting for clients with $1 million or more in assets.

Jeremy Fowler is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has seven years of industry experience and has been with Navy Federal in various capacities since 2016. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management. The firm offers investment solutions through third-party portfolio managers on the Envestnet platform and maintains a mixture of advisory assets under management and brokerage services.

Martina Mason is a financial advisor at Gradient Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at firms including Sound Income Strategies LLC and Market America. She is also the owner of Mason Wealth Group, LLC, where she provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm supports a network of 169 advisors and manages approximately $218.6 million in regulatory assets under management.

Jose Robles is a financial advisor with Navy Federal Investment Services, LLC in Pensacola, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Navy Federal, he worked at Regions Bank and has held various roles in educational institutions and other businesses. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Mitchell Whitenack is a financial advisor with Exodus Wealth, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Fortune Financial Services and Prosperity Wealth Management, Inc. Exodus Wealth serves individuals, including high net worth clients, as well as trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting services. The firm employs a diversified investment approach with discretionary portfolio management and periodic rebalancing, managing several hundred million dollars in assets.