Rufus Allen Jr. is a financial advisor with Edward Jones in Niceville, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Paul Largo is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and its affiliated entities since 2016. He also owns Dune Lakes Private Wealth Advisors LLC, a private practice based in Rosemary Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Aaron Volz is a financial advisor at Raymond James & Associates in Destin, FL, holding Series 66 and Series 63 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as entrepreneurial ventures in land investing and gutter maintenance. Outside of his advisory work, he is involved in businesses focused on AI implementation and property transactions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers a range of financial planning and consulting services, utilizing diverse portfolio management styles and affiliated research to support tailored investment solutions.

Maurice Stouse III is a financial advisor with LPL Financial based in Destin, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Renasant Bank, Raymond James Financial Services, and Fidelity. He serves as a board member for the nonprofit Path of Grace, assisting with fundraising and governance. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Kim Lepley is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Taylor, Lepley & Associates team. She has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for multiple years, including 2023 through 2026. Kim joined Merrill Lynch in 2010 after practicing as a Financial Advisor at Morgan Stanley, bringing experience in credit and lending as well. She holds a Bachelor's Degree from the University of South Carolina and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Kim's expertise includes college education planning, legacy planning, retirement income, family wealth management strategies, and special needs planning, among others. Prior to her financial services career, she worked at Alabama Power Company and Southern Company with experience in finance, accounting, and information technology. Active in the community, Kim has served on the boards of Girls Inc. of Central Alabama and The Bell Center. Outside of her professional and community involvement, she enjoys outdoor activities such as fishing, hiking, tennis, and spending time on the beach, as well as cooking.

James Roberson III is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves as an election clerk in Walton County, Florida, assisting with the voting process during elections. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Krista Kenney is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Raymond James in 2018, she worked with the Department of Defense Education Activity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

David Lauch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2012 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he maintains ownership and management of a rental property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to manage assets totaling approximately $671 billion and offers both brokerage and advisory solutions.

William Wahl is a Wealth Management Advisor and founder of The Wahl Group, a Merrill Lynch Wealth Management team based in St. Louis. With over three decades of experience in wealth planning, he leads a practice dedicated to putting clients first and focusing on what matters most in their lives. His team serves a select number of corporate executives, business owners, and affluent families across the country. William holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's degree from the University of Missouri Columbia. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for nine consecutive years as of 2026. Outside of his professional endeavors, William is married to his wife, Amy, and has three children. He is involved in community organizations such as the Guardian Angel Settlement Association and Living Water International. His personal interests include golfing, music, pickleball, singing, spending time with family, and traveling.

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Scott Novellas is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2009, including roles at Morgan Stanley Private Bank, National Association. He previously worked at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its extensive network of financial advisors and specialized planning groups.

Hunter Eager is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America. Outside of his advisory role, he is a general partner and managing member of Eager Operative LLC, a business involving freelance writing, administrative assistance, and consulting primarily for his wife. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Martin is a financial advisor with Thrivent Investment Management in Destin, Florida. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Thrivent, he worked at First Command Advisory Services and served in the United States Army for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm emphasizes a planning-focused approach without discretionary portfolio management or institutional advisory services.

Brance Parker is a financial advisor with Raymond James Financial in Destin, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at Raymond James Financial and affiliated firms since 2002 and owns Support Company LLC. Outside of his advisory role, he serves as president of a condo association and provides personal financial counseling to military families. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as probability modeling to support client decision-making.

Kevin Haynes is a financial advisor with UBS Financial Services in Santa Rosa Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Haynes serves on the board of the Stegall Seminary Scholarship Foundation, which provides scholarships for seminary students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Brian La Monica is a financial advisor at Edward Jones in Miramar Beach, FL, holding the ChFC® and Series 66 designations with three years of industry experience. He worked at Sandestin Investments LLC for 13 years prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Eric Carlson is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise since 2018 and previously worked at Investment Professionals, Inc. for nine years. Carlson operates a consulting business, EC Consulting LLC, which serves as a payroll entity related to his contractor status with Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored written recommendations and ongoing retirement-income planning focused on income reliability and tax-aware withdrawal strategies.

Bradley Coonfield is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services since 2019, as well as positions at Home Depot and Walmart. Outside of advising, he is an independent contractor for Kynect Energy and is involved in sales of non-investment home-related products through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based strategies and discretionary account options supported by third-party custodians and overlay managers. The firm operates at scale with approximately 3,987 advisors and $15.5 billion in assets under management.

Jonathan Woodham is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior experience at Regions Bank, Wells Fargo Advisors, and Stifel, Nicolaus & Company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party investment options.

Samantha Hoffstatter is a financial advisor at Edward Jones with five years of experience at the firm and holds a Series 66 designation. Prior to joining Edward Jones, she worked at Hendrick House Calls for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.