Christopher Burns is a financial advisor at Prime Capital Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including AE Wealth Management, Burns Wealth Advisors, and Global Financial Private Capital. Burns also manages Burns Estate Planning, an insurance sales and service business he has operated since 2015. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a variety of investment strategies with ongoing monitoring and tax-efficient approaches.

Strawford Dees IV is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at firms such as Community Bank of MS, LPL Financial, and Pinnacle Trust Company. Dees is also involved in insurance brokering through ASA Group, where he sells and services fixed insurance products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis, working extensively with institutional sponsors within the New York Life affiliate structure.

Kelly Ryland is a Series 66-licensed financial advisor at Independent Financial Partners with 16 years of industry experience. He has worked at Independent Financial Partners and IFP Securities since 2019 and previously was with LPL Financial from 2014 to 2019. Kelly is also involved in non-variable insurance sales focused on life and disability insurance. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a broad client base including individual, charitable, corporate, and high-net-worth clients, and provides specialized retirement-plan advisory and pension consulting services.

Robert Brantley is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Principal Life Insurance Company since 2000 and has been with Principal Securities Inc. and Capstone Financial Group since 2016. Outside of his advisory role, he is involved in health insurance sales and brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Scott Clark is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining First Command, he served 24 years in the United States Navy. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, managing model portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Larry Murphy is a financial advisor with Eagle Strategies (New York Life) in Pensacola, FL, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at multiple firms including Atlas Financial Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, Murphy participates as a member of the Louis Maygarden Center for Financial Literacy, assisting with organizing and supporting financial education workshops. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of programs tailored to individual, corporate, and institutional clients, with a notable focus on non-discretionary asset management and advisory services linked to insurance and annuity products.

Corey Lessmann is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with First Command Financial Services since 2011. 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, using a centralized Investment Management Team to design and manage model portfolios.

Angelina Mc Lane is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has held various roles within the First Command organization since 2020. Prior to her financial services career, she worked in yoga instruction and wellness. 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 managed by a centralized Investment Management Team.

Jonathan Lloyd is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing, among other roles. Outside of his advisory work, he participates as a paid plasma donor contributing to the development of life-saving medical applications. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies supported by AI-enabled research tools and inter-affiliate resources.

Meaghan Ives is a Series 66-credentialed financial advisor at NewEdge Advisors with five years of industry experience. She has held roles at Eagle Strategies, NYLIFE Securities LLC, Atlas Financial Strategies, and Mainstay Financial Group. In addition to her advisory duties, she is also a Notary Public authorized to notarize client documents as needed. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing in-house and third-party investment strategies supported by technology tools and centralized due diligence.

Brett Deavenport is a Series 66-licensed financial advisor with Truist Advisory Services and has two years of industry experience. He previously worked at Truist Bank for nine years. Outside of advising, he is involved in managing residential rental properties in Pensacola, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a blend of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Joshua Sharp is a financial advisor with First Command Advisory Services holding a Series 66 designation and five years of industry experience. He serves as an adjunct instructor in Macroeconomics at Pensacola State College and is a Human Resources NCO in the United States Army Reserves. Prior to his current role, Sharp worked in various positions including with Titan Machinery Inc. and AmeriPride Linen Services. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs, utilizing centrally managed model portfolios and third-party managers within a primarily employee-owned structure.

Edward Gross III is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 designations and having 22 years of industry experience. He has worked with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2007. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach emphasizes asset allocation and retirement guidance using proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

David Larsen is a Series 66-registered financial advisor with First Command Advisory Services, where he has worked since 2013, accumulating 12 years of industry experience. He also holds roles as treasurer for two homeowners associations and is a shareholder in a firearms and ammunition manufacturing company. Larsen serves as a board member of the Krewe of Andres de Pez. 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, using a centralized Investment Management Team to design and manage portfolios through discretionary authority.

Timothy Schossow is a CFP®-credentialed financial advisor with Valic Financial Advisors, bringing 16 years of industry experience. He has worked at Valic Financial Advisors since 2011 and has held a position with Agia since 2022. Outside of his advisory work, he operates BEACH BUM TROLLEY, providing transportation services for events such as weddings and military reunions in Pensacola, FL. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Edward Manning is a financial advisor with Empower Advisory Group in Foley, AL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has been with J.P. Morgan Institutional Investments Inc. and JPMorgan Retirement Plan Services since 2003. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Donna Rowell is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Donna has been with Eagle Strategies since 2019 and has also worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2017 and 2016, respectively. She is additionally engaged as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Richard Boehm Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, he worked for Stifel Independent Advisors, LLC for 17 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of investment management and financial planning services through consolidated discretionary and non-discretionary wrap programs, utilizing strategies managed internally and by third parties.

Paul Gormanson is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role starting in 2022, he worked with Bankers Life Securities, Inc. and Bankers Life. Outside of advising, he manages a team of insurance agents and is involved in sales and training within Bankers Life’s insurance operations; he also occasionally sells unused vacation timeshare weeks through an online platform. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.

Michael Hoeflich is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is a board member of the Rotary Club of Gulf Breeze. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.