Philip Kingrey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also owns PS Kingrey & Co, LLC, which he uses for tax-related business activities. From 2020 to 2024, he was affiliated with The Church of Jesus Christ of Latter-Day Saints (Miamisburg Ward). Transamerica Financial Advisors serves a diverse client base including individual investors, high net worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Miranda King is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) in Pensacola, FL, and has two years of industry experience. She has been associated with Eagle Strategies since 2025 and NYLIFE Securities LLC since 2024. King is also involved with Manna Food Bank, Inc., a nonprofit providing food assistance in Escambia and Santa Rosa counties. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jeffrey Hendrix is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at OneAmerica Securities and American United Life. Hendrix serves as a board member for the Sunny Days Foundation, Rally Foundation for Childhood Cancer, and Jayla's Voice, and is a partner at Wealth DX, a medical education business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Brandon Devries is a financial advisor at Truist Advisory Services with four years of industry experience and holds a Series 66 designation. He has been with Truist Advisory Services since 2022 and previously worked with Truist Investment Services. Prior to his financial advisory roles, he spent over a decade at East Hill Christian School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment processes.

Leon Hirsh is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory work, Hirsh serves as President of the Kentucky Military Institute Alumni Association and as Alumni Director for the Eta Pi Chapter of Pi Kappa Alpha at The University of West 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 fee-based wrap programs and investment management consulting supported by a large team of advisors and utilizes both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Charles Pipes is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Before joining Brookstone, he worked at AmeriLife and held roles outside financial services, including positions at Alpha E Bikes and The Belmont Bar. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Randy Wentz is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes positions at Reeder Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, and Navy Federal Credit Union. He also operated Wentz Home Services for one year. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Du Tran is a financial advisor at Eagle Strategies (NY Life) based in Pensacola, FL, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Nylife Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves both individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored recommendations through multiple program types and manages a majority of its regulatory assets on a non-discretionary basis.

Eric Mc Arthur is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with firms including National Marketing Group and Pinnacle Financial Services. In addition to his advisory role, he is involved in Medicare insurance sales and works with clients on estate planning documents through his association with Net Law. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Ty Miller is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and Consolidated Planning, as well as experience outside finance at Hanks Fine Furniture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Michael Mcgurk is a financial advisor at First Command Advisory Services with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various entities within the First Command organization since 2010. He is based in Pensacola, FL. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Victor Sokul III is a CFP®, ChFC®, and holds a Series 66 license with eight years of industry experience. He has worked with First Command Advisory Services and its affiliated entities since 2017, following prior roles at Cintas Corporation. He serves as treasurer on the board of a local homeowners association in Pensacola, FL. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Jeffrey Endecott is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Financial Planning. Outside of his advisory work, he is involved in firearm and ammunition manufacturing as a professional shooter and advisor for CAM- Chamber Arms Manufacturing. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers.

Savannah Arnold is a financial advisor with J.W. Cole Advisors, Inc. in Pensacola, FL, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at Ameriprise, NPC Financial, Bank of America, and Merrill. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, model-based strategies, and digital advice tools in managing client portfolios.

Heatherann Bozeman is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for the Escambia County School District for ten years. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Dr. Alfredo Gerardo Discepolo is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms including Latino & American Financial Group, LLC, New York Life Securities LLC, and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner-consultant at Castaneda-Discepolo Consulting LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types, including fee-based hourly advice and co-advisory relationships, primarily managing assets on a non-discretionary basis for individual and institutional clients.

Dexter Leger is a financial advisor with Empower Advisory Group in Gulf Breeze, FL, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Valic Financial Advisors and Edward Jones, among others. Outside of advisory work, he occasionally works as a weekend rideshare driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates, delivered through a large-scale platform tied to Empower’s recordkeeping and administrative services.

Wendy Kickhofel is a financial advisor at Valic Financial Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Valic Financial Advisors since 2018. Prior to that, she was with Money Concepts Capital Corp from 2016 to 2018 and AGIA since 2022. Outside of her advisory work, she manages a rental property as a sole proprietor. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and third-party UMA model managers.

David Padgett is a financial advisor with AE Wealth Management, LLC, holding Series 63, 65, and 66 licenses. He has experience working with affiliated firms including AE Financial Services, American Heritage Financial, and Padgett Private Wealth, as well as a long career in the US Navy since 2007. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm uses discretionary model portfolios and employs a range of investment strategies, supporting a large client base through standardized model and platform services.

James Lawrence is a financial advisor with First Command Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles at multiple First Command entities as well as experience with Lionheart Merchant Advocates LLC and NetSimple. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.