Jane Marchand

Stephen Faries is a financial advisor at Marchand Faries Financial Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marchand Faries since 1996. He is also a member of the Missouri Bar Association. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using fundamental analysis and coordination with clients’ other professional advisors.

Mark Rudolph Jr. is a financial advisor with Charles Schwab in Keystone Heights, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2015. Outside of his advisory role, he serves as an advisor to his significant other for her personal business LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and provides centralized custody and brokerage services.

Courtnie Douglas is a CFP® professional at Edward Jones with 13 years of industry experience, all of which have been with the firm since 2013. She holds a Series 66 license and operates out of Starke, FL. Outside of her advisory role, she manages a personal Airbnb in Steinhatchee, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and corporate accounts. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor network, broad service offerings, and affiliated investment capabilities.

Benjamin Reep is a financial advisor with Ameriprise in St. Augustine, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2019. Outside of his advisory role, he serves as CEO of Concho Bolo, a business focused on managing financial distributions and corporate governance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan O'neal is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a distinctive role in commodity pool operation and formal advisory responsibilities to multiple registered investment companies.

Matthew Dyal is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2023 and concurrently at Capital City Bank since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of financial planning and model-portfolio advisory programs supported by an in-house research team.