Saltmarsh Financial Advisors, LLC

Mark Hemby is a CFA® charterholder with five years of industry experience, currently serving at Saltmarsh Financial Advisors, LLC since 2020. Prior to joining Saltmarsh, he was involved with Table Needs, Inc. and Hemby Foods. Saltmarsh Financial Advisors, LLC provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm manages approximately $318.4 million across about 227 client relationships, employing an investment approach focused on asset allocation based on Modern Portfolio Theory and diversification across asset classes using both passive and active vehicles.

Christina Doss is a financial advisor at Saltmarsh Financial Advisors, LLC in Pensacola, FL, holding Series 63 and Series 66 licenses with 22 years of industry experience. She has been with Saltmarsh Financial Advisors since 2013. Outside of her advisory role, she owns a condo rental business in Pensacola. Saltmarsh Financial Advisors provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory, employing both passive and active investment strategies with a multi-year time horizon.

Michael Hall is a CFP® professional with 22 years of industry experience. He is currently with Saltmarsh Financial Advisors, LLC in Pensacola, FL, and has held positions at Charles Schwab Bank, SSB, Schwab Private Client Investment Advisory, Inc., and Charles Schwab & Co., Inc. since 2015. Saltmarsh Financial Advisors, LLC provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory with a multi-year time horizon and utilizes a combination of passive and active investment vehicles.

Pierce Broscious is a financial advisor at Saltmarsh Financial Advisors, LLC in Pensacola, FL, holding a Series 65 credential with five years of industry experience. He has been with Saltmarsh Financial Advisors since 2019 and previously worked at Saltmarsh, Cleaveland & Gund and Paytech Commercial. Broscious attended the University of Georgia from 2014 to 2018. Saltmarsh Financial Advisors provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm emphasizes asset allocation based on Modern Portfolio Theory with a multi-year time horizon and utilizes both passive and active investment vehicles across diversified asset classes.

George Peaden is a Series 65-licensed financial advisor with Saltmarsh Financial Advisors, LLC in Pensacola, FL, where he has worked since 2001. He has 20 years of industry experience and is also associated with Saltmarsh, Cleaveland & Gund. Saltmarsh Financial Advisors, LLC provides investment management and financial planning services to individuals, families, fiduciaries, pension plans, corporations, and small businesses. The firm manages approximately $318 million in assets and employs an investment approach based on asset allocation and diversification, utilizing both passive and active strategies with a multi-year time horizon.

Sarah Horne is a CFP® and Series 65-licensed financial advisor with Saltmarsh Financial Advisors, LLC, where she has worked since 2022. She has four years of industry experience, including prior roles at OneAmerica Securities and American United Life. Before entering the financial industry, she held academic positions at the University of West Florida, University of Alabama in Huntsville, and Auburn University. Saltmarsh Financial Advisors, LLC serves individuals and families, including high-net-worth clients, as well as fiduciaries, pension plans, corporations, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory with a multi-year time horizon, emphasizing diversification through a mix of passive and active funds, ETFs, stocks, and bonds.

Jeffrey Crouse is a CFP® professional with eight years of industry experience, currently serving as an advisor at Capital Markets IQ, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and Equipment Depot. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth and portfolio management, financial planning, and support for alternative investments.