Claiborne Morton III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Miramar Beach, FL, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with Raymond James since 2009. Morton is the managing partner of Direct 401k, LLC, a fintech firm providing technology solutions for the qualified plan marketplace, and also leads Team SCM Advisors, Inc., a consulting and fintech support entity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides access to institutional consulting, portfolio management, and specialized municipal and public-finance advisory services.

Evelyn Kearney is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in delivering comprehensive wealth management strategies that are tailored to the individual goals and needs of her clients. Evelyn's approach begins with understanding each client's full financial picture and creating flexible strategies that adapt to changing market conditions. She offers access to the investment insights of Merrill as well as the banking services of Bank of America to support various financial aspects of her clients' lives. Evelyn's expertise includes college education planning, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Bachelor's Degree from Averett College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Texas, Evelyn is family oriented and spends her off hours running, gardening, fishing, and spending time with her family. Committed to community involvement, she follows Merrill's tradition of participating in the communities served by volunteering with local organizations.

John Suess is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a board member and secretary for The Bob Emig Foundation, a charitable organization supporting youth sports and education. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kristina Ravenhill is a financial advisor with Edward Jones in Inlet Beach, FL, holding a Series 66 designation and one year of industry experience. Her prior roles include self-employment and positions in network marketing with Young Living Essential Oils, which she is currently transitioning to her daughter-in-law. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Paulo Manisck is a financial advisor with UBS Financial Services, holding a Series 63 license and over 34 years of industry experience. He has been with UBS since 1991. Outside of his advisory role, he serves as secretary for Dental Factory Inc., a dental business based in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Nicole Koehler is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, she worked in education with Wake County Public Schools and has served as a logistics officer in the U.S. Army since 2009. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model using third-party asset managers and offers both advisory and brokerage services.

Kristina Elgee is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a range of program options, oversight structures, and affiliations supporting more than 10,000 advisors and over $256 billion in assets under management.

Jesse Belville is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 2007 and joined Merrill Lynch in 2010. In his current role, Jesse leads the team's investment risk-management approach through Merrill's Wealth Outlook tool, which provides risk analytics, predictive stress testing, wealth forecasting, goals-based analyses, and asset allocation. He also oversees the team's alternative investment research and allocation policy, focusing on hedge funds, private equity, managed futures, and non-traditional funds. Jesse holds a Bachelor of Arts degree in political science from Cameron University and a Master of Business Administration from the Michael F. Price College of Business at the University of Oklahoma. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and German. Jesse emphasizes developing personalized financial strategies that align with clients’ long-term goals and is involved in community volunteer activities following Merrill's tradition of community participation.

Kimberly James is a financial advisor with Morgan Stanley in Destin, FL, holding a Series 66 designation and bringing 23 years of industry experience. Her career includes 20 years at Merrill Lynch, Pierce, Fenner & Smith Inc., one year at Bank of America, N.A., and four years with Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Thomas Fautrel is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Fautrel is also involved in several private investment-related ventures, including significant ownership in multiple wealth management and holding companies. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with banking, lending, trustee services, and affiliated fund strategies.

Connor Larson is a financial advisor at Charles Schwab with five years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Schwab, he spent five years with The Vanguard Group in multiple roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments through a centralized platform.

William Murphy is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a co-owner of a beach house rental in Santa Rosa Beach, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Stabell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

John Woodruff is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services with access to model portfolios and third-party research.

Melissa Hines is a financial advisor with Cambridge Investment Research Advisors in Destin, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Guardian Life from 2013 to 2019 and has been with Cambridge Investment Research Advisors since 2019. Hines serves as a board member of the Hines Educational Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and custody platforms.

Angela Hilderbrand is a financial advisor with Morgan Stanley in Destin, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and scenario modeling.

Steven Cann is a financial advisor with Raymond James & Associates in Destin, FL, holding a Series 66 designation and having 19 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and multiple portfolio management styles.

Debra Reyle is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their individual goals, leveraging the investment insights of Merrill and the lending solutions of Bank of America. Debra holds a Bachelor's Degree from Davidson College and a Juris Doctorate Degree from the University of Miami School of Law. She is also designated as a Personal Investment Advisor (PIA). In addition to her professional work, Debra is actively involved in community service, volunteering with local organizations consistent with Merrill’s tradition of community participation.

Leanne Jewett is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since 2008. She provides personalized advice to affluent families and individuals, focusing on complex wealth challenges and helping clients achieve their unique financial goals. Her expertise covers areas such as college education planning, family wealth management, legacy planning, socially responsible investing, and retirement income strategies. With over 16 years of institutional capital markets experience, Leanne previously held roles at Nomura Securities New York as a Vice President and Sales Trader. She holds the Chartered Financial Analyst (CFA) designation and is a qualified Portfolio Manager in Merrill Lynch's Investment Advisory Program. Leanne attended Dalhousie University and has a High School Diploma from Hants West Rural High School. Leanne is also active in community service, supporting organizations including the Alaqua Animal Refuge, American Society for Prevention of Cruelty to Animals, Hilton Head Humane Society, Noah's Ark Rescue, and the World Wildlife Fund. In her personal time, she enjoys boating, cooking, hiking, horseback riding, interior decorating, skiing, spending time with her family, and playing table tennis.

Collin Soule is a financial advisor with Ameriprise in Inlet Beach, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is president and CEO of Envision Abundance LLC, a practice management business. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations in partnership with its financial advisors.