Bradley Keel is a CFP® and Series 66-registered advisor with Benjamin F. Edwards & Company, Inc., bringing six years of industry experience. He has worked at Benjamin F. Edwards since 2019 and previously spent nine years at California Pacific Medical Center. Outside of financial advising, Keel is involved in health coaching through his independent consulting business, Keeling It for Life. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, and retirement plan consulting, utilizing proprietary strategies as well as third-party models.

John De Busk is a financial advisor with First Command Advisory Services in Pensacola, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked at affiliated First Command entities since 2010. 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 offers financial planning and multiple wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by an internal Investment Management Team.

Lindsay Heyman is a CFP® certificant with eight years of industry experience, currently serving with Concurrent Investment Advisors, LLC. Her prior roles include positions at Raymond James Financial Services and UBS. Outside of her advisory work, she is involved as a seasonal rowing assistant coach at the Episcopal School of Dallas and operates an e-commerce business selling everyday products. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Russell Morrison is a financial advisor with Truist Advisory Services in Pensacola, FL, holding Series 63 and Series 66 credentials and eight years of industry experience. His professional background includes roles at Truist Investment Services, TD Ameritrade, and Outdoor Living Pool and Patio. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm integrates inter-affiliate resources and employs AI-enabled research tools to support its investment process.

Jesse Wickham is a financial advisor with Valic Financial Advisors based in Pensacola, FL. He holds Series 63 and Series 65 designations and has 11 years of industry experience. Since 2022, he has also been involved with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors and uses centralized technology and model solutions to manage its client relationships.

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.

Scott Clark is a financial advisor with First Command Advisory Services in Pensacola, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience following a 24-year career in the United States Navy. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design, monitor, and manage model portfolios.

Larry Murphy is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL. He holds Series 63 and Series 65 registrations and has five years of industry experience. His prior work includes roles at Atlas Financial Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. He is a member of the Louis Maygarden Center for Financial Literacy, where he contributes to community financial education by supporting workshop logistics. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

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.

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.

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 at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Independent Advisors, LLC and Citigroup Global Markets. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, and investment management, utilizing both proprietary strategies and third-party model portfolios.