Lynne Mathews is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 designation and has worked previously at Arbor Wealth Management and Waldorff Insurance and Bonding. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to create customized portfolios and provides integrated tax and accounting services alongside traditional portfolio management.

Patrick Mcdowell is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. He previously worked at Arbor Wealth Management for over a decade. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon at its scale.

Nicholas Barlotta III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Benjamin F. Edwards since 2013 and also serves in the United States Air Force Reserves as an aircraft fuel systems craftsman. Outside of his advisory work, Barlotta is involved in food manufacturing and distribution through the Barlotta Food Group and serves as vice president on the Windsor Estates HOA board in Santa Rosa Beach, Florida. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and planning services through discretionary and non-discretionary wrap programs, utilizing various managed strategies and an internal trading desk.

Gerald Campbell Sr. is a Series 66-credentialed financial advisor with seven years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He served in the United States Air Force for 22 years before entering the financial services sector. Outside of his advisory role, he coordinates financial education classes at his church and serves on the board of directors for a commercial real estate complex. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

Jacob Newcomb is a CFP® with five years of industry experience, currently serving at Mariner since 2025. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he owns and manages Average Joe's CrossFit gym in Gulf Breeze, FL. Mariner serves a diverse client base including individuals, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm utilizes customized, discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting services uncommon for a firm of its enterprise scale.

Jerry Brown is a financial advisor with NewEdge Advisors in Destin, Florida, holding Series 63 and 65 licenses and possessing 39 years of industry experience. Before joining NewEdge Advisors and NewEdge Securities, LLC in 2025, he worked for Bank of America and Merrill from 2014 to 2025. Outside of his advisory role, Brown is a non-participating member of Blue Sky Yoga LLC, where he volunteers as a substitute yoga instructor. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing multiple program structures and technology tools, and has recently integrated artificial intelligence into certain business operations.

Charles Glenn is a financial advisor at Empower Advisory Group with one year of industry experience. He previously worked at First Command Insurance Services, Inc. and served in the US Army from 2021 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Richard Reyle is a financial advisor at Sanctuary Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services for 10 years. Outside of his advisory role, he serves on the board of directors for DreamWorks Theater, a nonprofit theater group in New York City. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers through a range of portfolio management solutions and employs various analytical approaches, operating as a fiduciary when a formal advisory agreement is in place.

Jenika Cook is a CFP® professional at Mariner with 16 years of industry experience. She has been with Mariner Wealth Advisors since 2006. Outside of her advisory role, she serves as secretary and treasurer for nonprofit organizations including Arts as Language and All In For Nevada, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and administrative services uncommon at its enterprise scale.

Lauren Jarrell is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Institutional Securities Corp for five years. Outside of her advisory role, she has experience managing her own LLC and previously operated a realty business. Cambridge Investment Research Advisors is a large SEC-registered advisory firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various portfolio management strategies and platform arrangements.

Brenda Whitwell is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for two years before joining Edward Jones in 2016. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Meghan Falduto is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and Compass Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

David Rauch is a financial advisor with Raymond James Financial in Destin, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Raymond James Financial Services since 2003 and Raymond James Financial since 2009. Rauch is also president of DMR Wealth Services, a support company, and serves as a director for Preserve Bluewater Bay Inc., a nonprofit focused on land preservation related to a local golf course. 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 tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Jeffrey Conroy is a financial advisor with LPL Financial in Santa Rosa Beach, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Davis Parrish is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with technology and institutional platforms.

Tod Ingram is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously spent time with Edward Jones and Envision Realty Group LLC. 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 allows clients to combine planning with managed-account services while keeping them separate under a consolidated billing option called WealthPlan.

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.