Benjamin East is a financial advisor with Morgan Stanley in Pensacola, FL, holding a Series 66 designation and two years of industry experience. He previously worked at Abeka Services, Inc. for 17 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its financial planning process.

John Shoemaker is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Charles Schwab since 2000 and at Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated advisory, brokerage, custody, and cash-sweep services.

William Mertins is a financial advisor with OSAIC in Pensacola, FL, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Woodbury Financial Services and Raymond James Financial Services, and he is also the owner of William Mertins Photography, a sole proprietorship focused on portrait and landscape photography. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios including a range of asset types tailored to client preferences.

Beverly Currin III is a financial advisor with LPL Financial in Pensacola, FL, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial and its predecessor firms since 1998 and also runs Currin Insurance & Investments, Inc. alongside his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various managed account options.

Paul Snider is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2010. He serves on the Baptist Healthcare Investment Subcommittee in Pensacola as a board member. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning that utilizes firm-approved tools and models to assist clients in making informed decisions.

John Strickler is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Hancock Whitney Bank. He serves as a board member and president for Trinitas Christian School. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to various investment strategies and program structures.

Amelia Pate is a Series 66-licensed financial advisor with STIFEL, based in Pensacola, FL. She has six years of industry experience, including five years at Huron Consulting - Studer Group before joining STIFEL in 2019. Outside of her advisory role, she is involved with The Society of the Debutante Charity Cotillion, serving on the ball and floral committee to support fundraising for educational and charitable purposes. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Diane Lindsey is a financial advisor with Edward Jones in Gulf Breeze, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide. The firm offers a range of advisory strategies and affiliated investment options under a fiduciary standard.

Bryn Markey is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He previously worked at Raymond James Financial Services and Raymond James Financial Services Advisors Inc. Outside of his advisory role, Markey owns and oversees a self-storage business and operates a firm providing divorce planning solutions. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, delivering tailored recommendations through a variety of niche planning options and investment products.

Melissa Matteson is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2015. Outside of her advisory role, she works as a dance fitness instructor at Anytime Fitness. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation varying by strategy and incorporating tactical asset allocation and tax-aware options.

Cover Brooks is a financial advisor at Morgan Stanley with five years of industry experience. Prior to joining Morgan Stanley in 2020, Brooks worked for 14 years at International Paper. Brooks serves as Treasurer and board member of the Pensacola Womens Alliance, a local civic organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers investment management through various programs and affiliated entities.

Helena Rice is a financial advisor with Edward Jones in Gulf Breeze, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Patton is a CFP® and CFA® affiliated with Stifel in Pensacola, FL, with 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves as Treasurer for the Rotary Club of Pensacola - Five Flags. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jarrod Dawson is a Series 66-licensed financial advisor with Raymond James & Associates in Pensacola, FL, where he has worked since 2022. He has nine years of industry experience, including roles at Bank of America and Merrill. Dawson serves as an advisory board member for Big Brothers Big Sisters of Northwest Florida, a mentoring organization focused on underprivileged youth. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers non-discretionary investment consulting, financial planning, and institutional fiduciary services, supported by a range of portfolio management styles and affiliated research.

Dmitri Green is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Fortman is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His previous roles include positions at Fidelity Investments, Fidelity Brokerage Services LLC, Aflac, and New York Life. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Noah Gilliland is a financial advisor with Raymond James Financial based in Pensacola, FL. He holds a Series 66 designation and has been with Raymond James and affiliated firms since 2025. Prior to his advisory role, he worked in the retail sector and held positions in education at Choctawhatchee High School and Ramstein Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

Nathanael Allen is a CFP®-certified financial advisor with nine years of industry experience, currently with Charles Schwab in Pensacola, FL. His career includes several roles within Charles Schwab entities and TD Ameritrade, as well as a position at FSA Investment Group LLC. He serves as a Budget and Finance Committee member for Trinity Presbyterian Church. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive investment guidance platform supported by multi-asset model portfolios and due diligence on alternative investments.

Patrick Lanza is a financial advisor with Cambridge Investment Research Advisors in Pensacola, FL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Lambert Lanza CPAs and operates Lanza Financial Services, LLC. Lanza also serves as a board member for Mission Ascend, Inc. and holds a treasurer position with the Creighton Center Owners' Association, Inc. 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, retirement advisory, and financial-wellness services through a network of independent professionals, employing both proprietary and third-party strategies across multiple platforms.

Richard Poirier is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists clients with integrated and custom wealth management strategies aimed at helping them pursue their financial goals, including retirement income planning, education funding, tax minimization strategies, and estate planning services. Richard's client focus areas include college education planning, equity compensation services, philanthropic planning, portfolio management, and socially responsible investing, among others. He holds a Bachelor's degree from the Georgia Institute of Technology and a High School Diploma from The Bolles School. Richard has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard is involved in his community through organizations such as the First Baptist Church of Pensacola, the Pensacola State College Foundation Board of Governors, and has served on the board of the Pensacola Symphony Orchestra. He lives in Pensacola, Florida, with his wife Claire and their two children.