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.

Michael Vazquez is a Series 66 licensed financial advisor with Edward Jones in Milton, Florida, and has 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a commercial office rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Micah Mattoon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is based in Pensacola, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Gary Goeppinger is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Prior to his current role, he worked at several firms including Forthright Capital Advisory and Concert Wealth Management. Outside of advising, he is the president of Republic of Texas Capital Management Corporation, where he manages property-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and offers specialized municipal and public finance advisory services.

Gracia Gamez is a financial advisor with Edward Jones in Pensacola, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked in the rental car and retail sectors. 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 nationwide network of financial advisors and branch offices.

Justin Gates is a financial advisor with Cetera in Pensacola, FL, holding a Series 66 credential and 10 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services for nine years and currently owns multiple related entities, including LifeCycle Wealth Advisors LLC and Lifecycle Tax Resolution Specialists LLC, focusing on tax advising, IRS representation, and financial services. He also operated Harry Gates Enterprises, Inc. for four years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures and custodial relationships.

Joshua Jones is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Regions Bank and The Teal Leopard LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Scott Kuchera Jr. is a financial advisor at Edward Jones in Pensacola, FL, with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Wash Depot Holdings, Inc. and Florida Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.