Jason Dyken is the principal of Dyken Wealth Strategies, Inc. in Gulf Shores, Alabama, with 24 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. He serves as a councilman for the City of Gulf Shores and operates a consulting business alongside his advisory practice. Dyken Wealth Strategies provides portfolio management, financial planning, and pension consulting to individual investors and pension or profit-sharing plans. The firm follows a long-term investment approach based on modern portfolio theory, primarily utilizing mutual funds and third-party managers, and combines advisory services with affiliated insurance activities.

Julie Jenkins is a financial advisor at Redesign Wealth Planning with a Series 65 credential and one year of industry experience. She previously worked at Care Financial and Southern Women's Specialist. Jenkins’s background includes healthcare and insurance, and she provides educational seminars and speaking engagements for groups. Redesign Wealth Planning offers comprehensive, project-based, and hourly financial planning along with discretionary investment management to individual and high-net-worth clients, emphasizing passive, low-cost, diversified ETFs and mutual funds with attention to tax efficiency and client restrictions. The firm integrates outside managers and focuses on ongoing planning relationships rather than standalone investment services.

Christopher Bales is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He is the principal of Bridgeworks Asset Management, LLC, and also operates Bales Law Firm. His prior experience includes roles at Morgan Stanley and other financial firms. Bales has been involved in divorce financial planning through an affiliated business and legal services. Bridgeworks Asset Management is an independent registered investment adviser serving primarily individual clients and charitable organizations. The firm offers customized portfolio management and financial planning, using methods such as modern portfolio theory and option strategies, and maintains a unique connection to family-law financial planning through its integrated legal services.

John Grant is the sole advisor at Grant Financial Group in Elberta, Alabama, holding Series 63 and Series 65 designations with 26 years of industry experience. He has operated Grant Financial Group since 2008. Grant is also a licensed life, health, and variable annuity insurance agent with appointments at multiple insurance companies, focusing primarily on fixed deferred, equity-linked index, and immediate annuities. Grant Financial Group is an independent, state-registered investment adviser serving approximately 97 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a conservative, actively managed approach blending bond funds, equities, ETFs, and mutual funds, with daily security reviews and discretionary trading authority to implement client investment plans.

Nathan Faircloth is a financial advisor at STM Asset Management LLC with 14 years of industry experience. He holds a Series 63 designation and has worked at STM Asset Management and The Faircloth Group P.C. since 2014. Outside of financial advising, he is a partner in The Faircloth Group, a tax preparation and accounting firm. STM Asset Management provides investment supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management using ETFs, mutual funds, and individual equities, combining technical, fundamental, and cyclical analysis supported by third-party research.

Todd Turk is a financial advisor at Freedom Wealth Coaching, LLC with two years of industry experience. He holds a Series 65 designation and has worked in real estate and investment management roles at various firms, including Coldwell Banker Coastal Realty and Colomb Investment Management Company. Prior to his financial services career, he spent over two decades at United Rentals. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting services to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory relationship with Matson Money, focusing on efficient portfolios aligned with clients’ objectives and risk profiles, and maintains a distinctive emphasis on retirement plan and pension consulting.

Lance Williams is a financial advisor at NewSong Capital Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at LPL Financial LLC. Outside of his advisory role, he owns and operates a commercial spear fishing business and participates in fishing and diving tournaments as a brand ambassador. NewSong Capital Management provides investment management and ongoing financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm offers customized portfolio management that includes equities, mutual funds, ETFs, fixed income, limited cryptocurrency exposure, and derivatives, combining traditional asset management with subscription-style financial planning and integrated risk management.

Robert Cassella is a financial advisor at Cross State Financial Group LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Crown Capital Securities, Foothill Securities, and in legal services. He has been with Cross State Financial Group since 2016 and has also been involved in insurance sales since 2007. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning, portfolio management, and oversight of third-party advisers. The firm combines fundamental analysis with tactical asset allocation and manages approximately $166.8 million in discretionary assets through a team of nine advisors operating across nine offices.

Alex Brumback is a Series 66-licensed financial advisor with six years of industry experience, currently with Navy Federal Investment Services, LLC. His prior roles include positions at JP Morgan Chase Bank and Cetera. Outside of finance, he owns and operates two small businesses: a custom engraved accessories venture and a taco meal service. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides clients with account monitoring, rebalancing, and optional overlay services.

Todd Phillips is a financial advisor with Navy Federal Investment Services, LLC and holds a Series 66 designation. He has 14 years of industry experience, all within various entities affiliated with Navy Federal, including Navy Federal Credit Union and Navy Federal Brokerage Services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of advisory platforms including wrap fee programs and unified managed accounts.

Joseph Schultz Jr. is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, where he has worked since 2018. He has seven years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial services industry, he spent four years at the University of West Florida. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of advisory platforms including wrap fee programs and unified managed accounts.

Andrew Jurnovoy is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Pensacola, FL. He has two years of industry experience and has held various roles within Navy Federal entities since 2017. Prior to joining Navy Federal, he worked at Premier Island Management Group and the Independent Florida Alligator. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party subadvisers and provides ongoing account monitoring, rebalancing, and optional overlay services.

David Wallin is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Navy Federal Investment Services since 2010 and Navy Federal Financial Group since 2010, based in Pensacola, FL. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers on platforms such as Envestnet and works with well-known firms including BlackRock, Vanguard, and Fidelity.

Alyssa Schuster is a financial advisor at Stifel with two years of industry experience. She previously worked at Baird and Prestige Wealth Management before joining Stifel in 2021. Outside of her advisory role, she serves as a Brand Ambassador for Red Aspen and is a commissioned notary in the state of Florida. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Monica Comer is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with Navy Federal Investment Services since 2014 and is also affiliated with Navy Federal Financial Group. Outside of her advisory work, Comer is involved with "A Night with the King," a women’s addiction center in Pensacola, FL, where she serves as a mentor, coach, and co-hosts an annual banquet event. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides ongoing due diligence, account monitoring, and optional tax and impact overlay services.

Thomas Leechin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with Navy Federal Brokerage Services and Navy Federal Financial Group since 2014. Outside of his advisory role, he volunteers as Treasurer for the Emerald Coast Gator Club and serves as President and Board Member of the Intercoastal Point Condo Association. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides a range of advisory platforms including wrap fee programs and unified managed accounts.

William Bowman Jr. is a financial advisor with Navy Federal Investment Services, LLC, holding ChFC® and Series 66 designations and bringing 20 years of industry experience. He has worked with Navy Federal affiliated firms since 2010. Outside of his advisory role, he owns and manages a property management company overseeing lease contracts and maintenance. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Andrea Mack is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. Her prior roles include positions at Highland Capital/OWI, Riversource Distributors, Inc., and Securian Financial Services, Inc. She is based in Pensacola, FL. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional overlay services.

Adam Cartwright is a financial advisor at Navy Federal Investment Services, LLC with six years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Navy Federal, he worked at Regions Bank and Walmart, and has experience in higher education from his time at the University of South Dakota. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses third-party portfolio managers on platforms like Envestnet and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Paul Globetti is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel Independent Advisors since 2002. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and governmental entities, offering brokerage and investment advisory services that include financial planning and portfolio management. The firm employs a collaborative planning process supported by proprietary modeling and provides a broad range of affiliated capabilities across advisory and brokerage functions.