Victoria Hoch is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 63 and 66 licenses. She has 22 years of industry experience, including roles at LPL Financial, Raymond James Financial, and Perrone Financial Group. Hoch provides investment advisory services primarily through Independent Advisor Alliance, a firm she joined in 2025. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines a network model of independent advisory representatives with access to brokerage services through LPL Financial and integrates technology platforms for portfolio management and estate planning.

James De Sanctis is a financial advisor with Lincoln Investment, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Capital Analysts, Empower Financial Services, Merrill, Bank of America, Black Diamond, Charles Schwab, and others. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of investment programs managed through both strategic and tactical approaches.

Elbert Bledsoe is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and providing advice for high-net worth individuals, their families, and their businesses, with a focus on understanding their short- and long-term financial objectives. His areas of expertise include corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Elbert holds a bachelor's degree from Aquinas College and a master's degree from the University of Florida. He has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He has over 39 years of experience assisting individuals and companies in pursuing their financial goals. Outside of his professional work, Elbert is involved in the community and serves on the boards of the North Florida School of Special Education and Safe Haven Ministries. He and his wife Lynn live in Jacksonville and are active in supporting various charitable organizations. He enjoys adventure sports such as kayaking, backpacking, and mountain climbing. Elbert values his faith, family, and friends.

Stephanie Lesso is a financial advisor at Raymond James & Associates with 13 years of industry experience. She held positions at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2025 before joining her current firm. She serves as a board member on the Federation Finance Committee, contributing to investment and budget oversight. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cameron Slack is a CFP® certificant and Series 66 license holder currently with Equitable Advisors, where he has worked for three years. He has prior experience at Encor Solar, American Senior Benefits, and Koss Olinger. Slack is a notary public and a member of two small businesses, including an architecture firm focused on environmentally conscious design in the Treasure Coast area. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to serve a broad client base, including both non‑high‑net‑worth and high‑net‑worth clients.

Nicholas Reifschneider is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Heritage Insurance and involvement with Bo’s Ice Cream. He also has academic experience from the University of Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andreas Heinrich is a financial advisor with LPL Enterprise in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America since 2018 and Pruco Securities, LLC from 2018 to 2024. He also works as a broker/agent for United Healthcare and Prudential property and casualty insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

Andrew Newton is a financial advisor at Edward Jones with four years of industry experience. He holds CFP® and Series 66 designations. Prior to joining Edward Jones, he worked at Raymond James and Associates Inc and Lazarus Of Moultrie. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

William Sims is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Personal Investment Advisor. In his role, William focuses on providing integrated wealth management planning, retirement planning, tax minimization strategies, and access to banking and trust services through Bank of America. He works closely with clients to develop personalized financial strategies tailored to their long-term goals. William has over 20 years of experience consulting C-level business executives on strategic decisions. Since joining Merrill Lynch Wealth Management in 2005, he has provided financial guidance to high-net-worth individuals and families, helping them to identify their life goals and plan for a secure financial future. His areas of expertise include college education planning, family wealth management, endowment and non-profit services, retirement income, portfolio management, and special needs planning. He has received awards recognizing his commitment to excellent customer service. William earned his bachelor's degree from Florida State University and his master's degree from the University of North Florida. He is involved in professional organizations such as the Florida Crown Region Porsche Club, NE Florida Estate Planning Counsel, and Theatre Jacksonville. William and his wife Maria, both Jacksonville natives, have raised four children and enjoy their homes in Jacksonville's historic San Marco neighborhood and Savannah's Landmark District. His personal interests include chess, drawing, football, music, painting, surfing, and traveling.

Isaiah Simpson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2015. Outside of his advisory role, he serves as Vice President of the Red Hawk Village Homeowners Association in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of proprietary fundamental research, quantitative analysis, and algorithmic methods.

Scott Carroll is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and PNC Investments LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Jorge Longueira is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, business-owner transition, and specialized niche planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Raeanne Mc Carty is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 5 years of industry experience. She has previously worked at VyStar Credit Union and State Farm. Outside of her advisory role, she owns a craft hobby sales business and a portrait photography service. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

David Rea is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Cetera and Regions Bank. His prior roles include positions at Wells Fargo Clearing, Bank of America, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as bespoke strategies.

Alan Zinkin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Sequoia Financial Group, Tudor Securities, EisnerAmper LLP, and BNY Mellon Wealth Management. Outside of advisory work, he performs financial institution duties at VyStar Credit Union and acts as a fiduciary for his father. LPL Financial is a national investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various technological tools.

Danese Tremble is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at State Farm and Allstate, as well as operating Tremble Insurance Agency LLC. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary investment solutions, including discretionary models and ERISA fiduciary services for qualified plans.

Russell Jones is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and utilizes a structured financial planning process supported by firm-approved tools and research.

Matthew Solof is the Vice President, Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to address their compensation, benefits, and wealth planning needs through a tailored and consultative approach. Matthew has been with Fidelity Investments since 2020 and has held several roles including Service Associate, Workplace Planning Consultant, Financial Consultant, and currently Vice President, Executive Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Matthew enjoys spending time at the beach, playing board games, attending social events with friends, and traveling.

Crystal Brent is a CFP® professional with 21 years of experience in the financial services industry. She is currently with LPL Financial and previously spent 18 years at Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple management options.

Daniel Namey is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 31 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years at H. Beck, Inc. He has also operated Namey Financial Group Inc. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.