Top annuities financial advisors in Panama City, FL

Joe King Jr. is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and Raymond James & Associates. Outside of his advisory role, he is an author with several published works. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services.

John Farrell is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Hancock Whitney Bank. Outside of his advisory role, he serves as a board member for Anchorage Children's Home. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employers, corporations, charities, and institutional clients. The firm provides access to multiple investment strategies and third-party managers within a large multi-manager platform.

Malissa Romack is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2011. She has 28 years of industry experience and holds a Series 63 license. Outside of her advisory role, she serves as an Attorney-in-Fact and Trustee for investment-related entities in the Panama City area. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.

Bradlee Hilley is a CFP® professional with 10 years of experience, currently serving with First Command Advisory Services. He has worked with affiliated First Command entities since 2016 and serves in the United States Army National Guard since 2013. Outside of advising, he is involved in a local coffee shop business, Hilltrust Coffee, LLC. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and asset management through model portfolios and third-party managers selected by an internal Investment Management Team.

Richard Filippi is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he leads and moderates discussions on current foreign policy topics for the Encore Life-long Learning program at Gulf Coast State College. 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 solutions, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.