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Charles M
Series 63, Series 65
Defuniak Springs, FL
Arete Wealth Advisors, LLC
Charles Majors is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., and has operated Majors Financial Group since 2001. Outside of his advisory role, he serves as president of Majors Financial Group, Inc., which sells life, health, and disability insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels within its service offerings.
Mary M
Series 65
Defuniak Springs, FL
Arete Wealth Advisors, LLC
Mary Murphy is a financial advisor with Arete Wealth Advisors, LLC in Defuniak Springs, FL, holding a Series 65 designation and two years of industry experience. She also serves as Office Manager at Majors Financial Group, where she has worked since 2014. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.
Eric G
Series 66
Defuniak Springs, FL
Kestra Advisory
Eric Galloway is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 17 years of industry experience, including 16 years at Edward Jones before joining Kestra in 2024. Galloway also operates Galloway Wealth Management, where he provides financial planning and insurance services. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and provides access to multiple management platforms and complex investment products.
Timothy S
Series 66
Defuniak Springs, FL
Edward Jones
Timothy Singleton is a financial advisor at Edward Jones in Defuniak Springs, FL, with four years of industry experience. Prior to joining Edward Jones in 2022, he served six years in the United States Army. He holds a Series 66 designation and has an additional role as a pyro technician, setting up fireworks shows on occasion. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Bethany J
Series 66
Defuniak Springs, FL
Equitable Advisors
Bethany Joyner is a financial advisor at Equitable Advisors with one year of industry experience. She previously worked at Primerica Financial Services and has been a volunteer bookkeeper at Sanford & Sisters since 2015. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.
Robert N
Series 63, Series 65
Defuniak Springs, FL
Equitable Advisors
Robert Neale is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a volunteer board member for Walton Academy and the Defuniak Springs Kiwanis Club, and he owns a group benefits business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and proprietary models, to deliver personalized investment solutions.
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