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.