James Lawrence is a financial advisor with First Command Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles at multiple First Command entities as well as experience with Lionheart Merchant Advocates LLC and NetSimple. 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 various wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

James Palmiotto is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and nine years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has a long-standing background with affiliated entities dating back to 2012. Outside of advisory work, he is involved in insurance sales and training as a USV/Satellite Manager and insurance agent with Bankers Life & Casualty, and he owns JPALMS INC, a business established for managing his insurance operations. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Bailey Hargrave is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amazon and Automatic Data Processing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Stephen Pederson is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL. He holds the Series 66 designation and has four years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Gulf Winds Credit Union. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice utilizing multiple program types and primarily manages assets on a non-discretionary basis.

Jeremy Reeder is a financial advisor with Eagle Strategies (NY Life) based in Milton, FL, holding Series 63 and Series 65 credentials with 16 years of industry experience. He has been with Eagle Strategies since 2019 and also operates Reeder Financial Group, Inc., focusing on brokering non-registered insurance products. Reeder serves as a board member and secretary of the Santa Rosa County Chamber of Commerce and chairs the Santa Rosa Young Professionals Committee. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, with the majority of assets under management handled on a non-discretionary basis.

Thomas Dietrich is a financial advisor at Truist Advisory Services with 26 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2010. Dietrich holds the Series 63 and Series 65 designations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program combining discretionary and non-discretionary strategies.

Bradley Keel is a CFP® professional with six years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2019. Prior to his financial advisory role, he worked for nearly a decade at California Pacific Medical Center and is involved in health coaching as an independent consultant through his own venture, Keeling It for Life. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension and profit-sharing plans, and institutions. The firm offers comprehensive fee-based wrap programs and investment management strategies, employing a blend of proprietary, advisor-managed, and third-party models overseen by an Investment Strategy Committee.

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 and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Truist Investment Services and TD Ameritrade. Prior to entering the financial sector, he worked in the outdoor living industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jesse Wickham is a financial advisor with Valic Financial Advisors in Pensacola, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works with Agia in a non-securities insurance capacity. 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 discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and approximately $29.2 billion in assets under management.

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, 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.

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.