Danny Steele is a financial advisor at The Retirement Planners, USA, LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with several firms including Silver Oak Securities, Inc. and First Heartland Capital Inc. Outside of advisory work, he owns Steele Insurance Agency, focusing on Medicare and other insurance sales. The Retirement Planners, USA, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and small businesses. The firm offers ongoing portfolio management, retirement planning, ERISA plan services, and distinctive annuity management along with educational seminars and workshops.

Wesley Odom is a financial advisor at Armada Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Armada Advisors since 2009. Outside of his advisory role, he owns and operates Go Retro, a tour company, and Mr. Retro, an importing business. Armada Advisors serves individual and corporate clients with portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach using proprietary models and offers tailored portfolios with an emphasis on tax efficiency and individual bond holdings.

Douglas Guernsey is the sole advisor at Guernsey Financial, LLC in Pensacola, FL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America. Guernsey also serves as Vice President of the Plantation Road Town Office Owners Association. Guernsey Financial, LLC provides financial planning, retirement planning, and consulting services primarily to individual and high-net-worth clients, including insurance companies. The firm uses an evidence-driven advisory approach and generally refers clients to third-party investment managers while maintaining client relationships and conducting ongoing reviews.

John Mugarian is a financial advisor with FamilyWealth Asset Management in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Mugarian Investment Group, LLC and Painewebber Incorporated since 2000. Outside of his advisory role, he manages a vacation property in Gatlinburg, Tennessee. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a proprietary platform that facilitates model portfolios, SMAs, UMAs, and overlay management.

Shannon Hill is a financial advisor at Alpha Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Alpha Advisors since 2006. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. Alpha Advisors constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and also manages affiliated private limited partnerships that may be recommended to qualified clients.

Trevor Odom is a financial advisor at Armada Advisors in Pensacola, FL, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Beacon Global Advisor Network, deVere Group, and multiple engagements with Armada Advisors. Outside of finance, his background includes work in recreational sports and wellness at Mercer University and involvement with Go Retro, Inc. Armada Advisors serves individual and corporate clients with discretionary and non-discretionary portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach using proprietary valuation models and emphasizes tax-efficient portfolio management tailored to client goals.

Scott Klaassen is a financial advisor at Turner Financial Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Claraphi Advisory Network, LLC, Constellation Trust Company, and Northern Lights Distributors, LLC. Klaassen has been with Turner Financial Group since 2021. Turner Financial Group provides investment advice and financial planning to individuals, families, high-net-worth clients, and charitable organizations. The firm manages approximately $171 million in discretionary assets through a team of eight advisors, using model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, along with offering planning-focused services and public educational seminars.

Andrew Tang is a financial advisor at Turner Financial Group, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Arete Wealth Advisors LLC, Legend Securities, Inc., and Claraphi Advisory Network, LLC. Outside of his advisory role, Tang is involved in business development for an apparel company called Real Snow Milk and is the principal content creator for EDIBLE econoMIX, a channel covering economic and market commentary. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations, managing approximately $171 million in discretionary assets. The firm employs model-based portfolio allocations and a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, comprehensive financial planning, and sub-advisory referrals.

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.

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.

Nicholas Wilson is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, based in Spanish Fort, AL. He has three years of industry experience, including roles at Navy Federal Investment Services and Navy Federal Financial Group. Outside of his advisory work, he serves as a religious audio engineer for Freedom Church. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union and individual investors, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s approach includes managed accounts and model portfolios utilizing third-party managers, with ongoing due diligence and client account monitoring.

Michaela Hintz is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Morgan Stanley and E*TRADE Securities LLC. 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 uses model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.