Krueger, Fosdyck, Brown, McCall & Associates (KFBMA Private Wealth Management, operating under SEC-registered fiduciary Investment Adviser NewEdge Advisors, LLC, CRD #171351, SEC File #801-107105, and NewEdge Securities, LLC, CRD #10674) is one of the Emerald Coast's largest and most credentialed private wealth management and retirement advisory practices, located on the 2nd Floor of 4481 Legendary Drive in Destin, Okaloosa County, Florida (ZIP 32541, immediately south of the Mid-Bay Bridge and adjacent to Regatta Bay and Destin Commons within the City of Destin). Managing more than $1.4 billion in client assets and utilizing Goldman Sachs Custody Solutions as its primary institutional custodian, the firm is led by Founding Partners Cory Justin Fosdyck, CFP®, CIMA®, CPWA®, CRPC® (CRD #4590235), Collin A. McCall, CFP® (CRD #6032450), Roger Timothy ("Tim") Krueger (CRD #1200452), and Jerry Scott Brown (CRD #1676362).

Recognized on the Forbes Best-in-State Wealth Management Teams list, KFBMA Private Wealth Management serves affluent retirees, business owners, physicians, and senior military and defense-aerospace executives across Destin (32541), Kelly Plantation, Regatta Bay, Indian Bayou, Niceville (Bluewater Bay), and Fort Walton Beach. Partner Cory Fosdyck brings four elite credentials—Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC®)—alongside CFP® partner Collin McCall and 35+-year market veterans Tim Krueger and Jerry Brown to engineer tax-efficient retirement paychecks, custom municipal bond ladders, executive deferred-compensation liquidations, and multi-generational family governance.

For retired flag and field-grade officers from Eglin Air Force Base, Hurlburt Field (AFSOC), and 96th Test Wing defense contractors, KFBMA coordinates Thrift Savings Plan (TSP) and 401(k) rollovers, DFAS pension and Survivor Benefit Plan (SBP) cash-flow integration, and multi-year Roth conversions calibrated to mitigate Medicare Part B/D IRMAA surcharges alongside TRICARE For Life and NWFLAAA (PSA 1) SHINE Medicare resources (1-866-531-8011). The team also advises Choctawhatchee Bay and Gulf-front homeowners on structuring dedicated windstorm and flood insurance reserves, establishing Florida domicile, and maximizing Okaloosa County Property Appraiser (Mack Busbee, CFA — 1250 N Eglin Pkwy, Ste 201, Shalimar, FL 32579) $50,000 Homestead, Save Our Homes (3%) portability, and F.S. 196.081 disabled veteran property tax exemptions.