Robert Calbert is a financial advisor with Edward Jones in Pensacola, FL. He holds a Series 66 designation and joined Edward Jones in 2026 after an 18-year career at Office Depot. 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 and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Lauter is a financial advisor at Raymond James Financial with credentials including Series 63 and Series 65. He has three years of industry experience and has previously worked at firms such as Merrill, Bank of America, and SunTrust Bank. Lauter serves on multiple nonprofit boards in Pensacola, Florida, including the Baptist Hospital Foundation and the Escambia Sheriff's Department Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools to support client goals, while maintaining specialized programs in municipal finance and employer-sponsored retirement plans.

James Hunter Jr. is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Hunter Livery and Crabs on the Beach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Joseph Peterson Jr. is a financial advisor with Mass Mutual Investors Services in Pensacola, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he is involved in property and casualty insurance brokerage and life settlements, and serves as president of Peterson Advisory Services, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides specialized event-driven planning programs.

Jeffrey Knisley is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor customized investment strategies aimed at achieving long-term investment goals. Jeffrey has been with Fidelity Investments since 1998, holding various positions including Senior Portfolio Specialist, Senior Investment Consultant, Assigned Relationship Manager, Fixed Income Specialist, Premium Service Representative, and Service and Trading Specialist. His extensive experience within the firm reflects a deep knowledge of investment management and client service. Outside of his professional work, Jeffrey enjoys activities such as spending time at the beach, family activities, fitness, football, running, and volunteering.

Richard Ralston is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Sa Stone Investment Advisors, and Sterne Agee Financial Services. He is also president of Parkway Financial Group, through which he provides investment advice and insurance products. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of over 10,000 advisors, offering a range of portfolio management and financial planning services with diverse program options and model portfolios.

Derek Park is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies and fiduciary advisory services through a large nationwide network of financial advisors.

Stephen Ennis is a financial advisor at LPL Financial with 41 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1997. Outside of his advisory role, he is involved in an independent insurance agency and brokerage through The Ennis Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristin De Boisblanc is a financial advisor with Merrill in Pensacola, FL, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work history includes roles at Bank of America and Wells Fargo affiliates. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Joel Dunham is a CFP®-designated financial advisor with Edward Jones, based in Pensacola, FL, with 27 years of industry experience. He has worked at Edward Jones since 1998. Outside of his advisory role, he is a partner in a local rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 advisors.

Joshua Benavente is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has been affiliated with both Merrill and Bank of America since 2011, totaling 15 years at these institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nadia Basilone is a financial advisor at Edward Jones in Pensacola, FL, holding a Series 66 designation. She began her career at Edward Jones in 2026 after 18 years with GUESS? Canada Corporation and a brief period at GUESS?, Inc. prior to that. 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 network of financial advisors and branch offices nationwide.

Hugh Mann is a financial advisor with Cetera in Pensacola, FL, holding a Series 63 designation and over 40 years of industry experience. He has worked with Cetera since 2009 and also has a longstanding role at Pen Air Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and retirement services, employing a multi-manager platform with access to third-party managers and customized investment strategies.

Richard Wright is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 20 years of industry experience. He has worked with MassMutual Life Insurance Company since 2016 and previously spent 11 years at METLIFE Securities Inc. Outside of his advisory role, Wright is an independent insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to support collaborative, annual planning engagements.

Stephen O'Reilly is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Cetera Investment Advisors LLC since 2014 and Cetera Investment Services LLC since 2009, and he has been associated with Pen Air Credit Union since 2007. His other business activity includes serving as a power of attorney for a family member. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Shawn Kelly is a financial advisor with Ameriprise in Pensacola, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he was self-employed for eight years and briefly studied at the University of Georgia. Outside of his advisory role, he participates in ownership of points in the Disney Vacation Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver tailored, research-based recommendations that incorporate tax efficiency and modeling techniques.

Frederick Lambert II is a CFP® with 23 years of experience, currently serving at Raymond James Financial in Pensacola, FL. He is the owner and CEO of Iron Horse Wealth Strategies, LLC, a branch support company. Lambert also acts as a personal representative managing financial affairs for family. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs through a large advisor network.

Jacob Singleton is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work includes roles at Builders FirstSource, Client Solutions Architects, and Jacobs Technology Inc., as well as service in both the U.S. Navy and U.S. Navy Reserves. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shawn Bergstrom is a financial advisor at Edward Jones with 10 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 over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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.