Michael Talley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 43 years of industry experience. He has been with Cambridge since 2005. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

William Dugger is a financial advisor with Robert Baird & Co. in Santa Rosa Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998 and joined Robert Baird in 2019. Outside of his advisory role, he is a rental property owner. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals using a variety of investment strategies and management approaches.

Dale Strasler is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Panama City Beach, FL. He has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, Strasler serves as president of Family Investment LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Duncan Conroy is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Southern Airways Express from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Thomas O'mera is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at both Merrill and Bank of America, N.A. He is based in Panama City Beach, FL. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Coletta is a financial advisor with OSAIC in Santa Rosa Beach, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at LPL Financial, Centennial Bank, and Investment Professionals, Inc. Outside of his advisory work, he owns a sole proprietorship related to insurance and serves as a trustee managing a family trust. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated advisory and brokerage services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

John Hodges III is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Wells Fargo Advisors, and Morgan Stanley. He also serves as a vice president private banker at Capital City Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology-driven tools and a broad array of non-advisory financial products.

John Keating is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc, Moors & Cabot, Merrill, Banc of America Investment Services, and RBC Capital Markets. 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 financial planning and portfolio management services, supported by a broad platform of advisory and non-advisory financial products.

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.

Taylor Lamb is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cetera. His prior work includes roles at RED Creative Group, Position Music, and full-time education. Lamb is involved with multiple wealth management entities within Cetera, including 30A Wealth Management and ATL Global Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Bryan Mullin is a CFA® charterholder with five years of industry experience. He is the sole advisor at Palm View Investments in Santa Rosa Beach, FL, where he has worked since 2023. Prior to this, he spent seven years with RBC Capital Markets, LLC. Outside of his advisory role, he holds ownership stakes in several small businesses related to aviation, maintenance, and pet services.