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Daniel K

Series 66

Milton, FL

Thrivent Investment Management

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.

Business ownership considerations
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Brian S

Series 63, Series 66

Milton, FL

Morgan Stanley

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.

General estate planning guidance
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Michael V

Series 66

Milton, FL

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Micah M

CFP®, Series 66

Pensacola, FL

Edward Jones

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.

Retirement income strategy Wealth management ESG / Sustainable investing Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Johanna M

Series 66

Pensacola, FL

Edward Jones

Johanna Mc Gill is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following roles at Regions Bank and Commerce Bank. Outside of her advisory work, she is an affiliate streamer on Twitch.TV, where she streams gameplay of The Sims 4. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin F

Series 65, Series 63

Pensacola, FL

Primerica Advisors

Kevin Frost is a financial advisor with Primerica Advisors based in Pensacola, FL, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Frost is also involved in business activities related to the sale of loan products, home security and automation referrals, and serves as Vice President of S.R Frost & Associates, Inc., a legal entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through model-delivery strategies developed by unaffiliated asset managers and supported by third-party custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Gracia G

Series 66

Pensacola, FL

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Justin G

Series 66

Pensacola, FL

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joshua J

Series 66

Pace, FL

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Rodney R

Series 63, Series 66

Pensacola, FL

Cetera

Rodney Randle is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 41 years of industry experience. He has been with Cetera Investment Advisors LLC since 2014 and has worked within the Cetera network since 2009. Randle serves as a board member of the oversight board for the Pensacola Police Officers Retirement Fund and is the secretary of the Florida Sigma chapter of Sigma Alpha Epsilon Housing Corporation. Cetera Investment Advisors LLC is an SEC-registered firm providing a multi-manager platform that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and retirement services through various program structures and access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Scott K

Series 66

Pensacola, FL

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Edgar A

Series 63, Series 65

Pensacola, FL

OSAIC

Edgar Allison III is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Osaic since 1989 and has been with The Pension Center of Florida, Inc. since 1999. Outside of his advisory roles, he serves on the advisory board for the Pensacola State College Dental Hygiene Program and participates as an investment committee member for the First Baptist Church of Pensacola. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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