Christopher Poate is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committees of Rocky Bayou Country Club and Sinfonia Gulf Coast. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

David Densmore is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, Jackson National Life Distributors, Amundi Pioneer Institutional Asset Management, and Columbia Management Investment Advisers. Outside of his advisory work, he owns a mobile home dealership in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions and other niche areas. The firm’s advisors use proprietary research and tools to develop tailored recommendations, with clients deciding how to implement them.

Aaron Volz is a financial advisor with Raymond James & Associates in Destin, FL, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has been involved in land investing and gutter maintenance businesses. Outside of advising, he is CEO of Ascent Growth LLC, which focuses on improving business efficiency through AI implementation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—as well as institutional and municipal clients. The firm offers tailored financial planning and consulting services using a variety of portfolio management styles supported by in-house research and a broad affiliate network.

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 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 CFP® certificant with 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed by Citigroup Global Markets from 1998 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process with tools such as Secular Return Estimates and Monte Carlo simulations to support its financial advice.

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.

Shane O'dell serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2006, beginning his career with McGovern, O'Dell & Associates. His professional focus includes strengthening client relationships, acquiring new clients, corporate retirement income strategies, and investment selection. Shane holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®). Shane earned his bachelor's degree in business management from Cazenovia College. He has received multiple recognitions including appearances on Forbes' "Best-in-State Wealth Advisors" list for consecutive years and was named among America's Top Next-Generation Wealth Advisors by Forbes/SHOOK. Additionally, he has served in leadership and community roles such as president of the Dianne L. O'Dell Scholarship Foundation and as a member of the Board of Trustees for Cazenovia College from 2017 to 2023. Based in Destin, Florida, Shane lives with his wife, Briane, and their two children, Jax and Avalyn. His professional philosophy centers around working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

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.

William Kline is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summary letters.

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.

Colton Kline is a financial advisor with Wells Fargo Advisors in Fort Walton Beach, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Clemson University for three years and at Choctawhatchee High School for seven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Jessica Atkinson is a financial advisor at Raymond James Financial with 24 years of industry experience and holds a Series 66 designation. She has been associated with Raymond James Financial Services Advisors, Inc. since 2013 and is also involved as a vocalist with The Rowdies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored non-discretionary planning and uses analytical tools to support client goals, and it maintains unique affiliations and specialized advisory programs within the institutional advisory space.