Jared Burleson is a CFP® with 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Panama City, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, to meet plan objectives and risk tolerances.

John Perez Sanchez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' personal priorities and developing strategies to help them pursue their financial goals. He provides guidance on a range of topics including general investing, retirement planning, and saving for unforeseen circumstances. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). John earned his Bachelor's Degree from Valdosta State University. He is bilingual in English and Spanish, which allows him to serve a diverse client base.

Phil Donahue is a financial advisor at Primerica Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 1983. Outside of his advisory role, he is involved in referrals for home security and automation products through a Primerica affiliate. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Steven Seward is a financial advisor with Cambridge Investment Research Advisors in Panama City Beach, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has longstanding affiliations with The Financial Planning Center and Cambridge Investment Research, Inc. Outside of advisory work, he owns LifePoint Financial Solutions, an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing various portfolio management approaches and platform arrangements tailored to client objectives.

Norbert Rudek is an independent financial advisor based in Panama City, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Income Advisers, Inc. since 2003.