Ryan O'Neal is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Woods is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 36 years of industry experience. He has previously worked at Securities America Advisors, Securities America Inc., National Planning Corporation, and Summit Financial Group. Woods serves as Treasurer for the Lake Worth Dollars For Scholars nonprofit scholarship program. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools that include asset allocation, risk tolerance analysis, and access to third-party money managers.

Andres Barbosa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo Bank, N.A., and TD Bank, N.A. Outside of finance, he has been involved with fitness-related businesses such as AMP Fitness Group III, LLC and Functional Fitness Management LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joshua Trice is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 14 years of industry experience. His work history includes roles at Merrill, PFS Investments Inc., Primerica Financial Services, Duval County Public Schools, and Shark Coatings. Outside of advisory work, he is involved in training for licensing exams and has experience selling various home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Caden Napier is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at The Vanguard Group, Shopify, Robinhood, eBay, and Uber. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Amanda Henry is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Premature Driveaway, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Alexander Silberman is a financial advisor at J.P. Morgan Securities LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Securities and State Street Corporation. Outside of his advisory role, he works as an administrative assistant at Kittrich Corporation, a manufacturer of office supplies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lauren Heck is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs and Littera Education Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Wroten is a financial advisor with Primerica Advisors in Saint Johns, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he owns a legal entity formed for Primerica business purposes and is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading to BNY Mellon Advisors.

Anh Bui is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan, Anh worked at Fidelity Investments and has experience in education, having held positions at Jean Ribault High School and William Raines High School. Anh also operated a business, Bui Business LLC, from 2022 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Rose Ellisor is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and with nine years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she serves on the Board of Directors for Tennis 4 Cancer and acts as a hospitality coordinator for the organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Van Tran is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with J.P. Morgan Securities in Jacksonville, FL. Prior to joining J.P. Morgan, Van worked at Merrill Lynch/Bank of America for eight years and is the owner of Vanovations, an event planning and floral design business. She also provides part-time office support for a tax services firm. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset allocation advice, manager searches, and customized performance reporting using a quantitative and ESG-integrated approach.

Benjamin Scharron is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Boudreaux is a financial advisor at Edward Jones in Fleming Island, FL, with 18 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in managing commercial real estate ventures through Michael Boudreaux LLC and Bold City Commercial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wendy Wolfe is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Creative Design Space and Big Oak Wolf Sanctuary. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.

Luis Salmeron is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and M&T Securities. His other activities include sales of investment-related products and part-time referrals for home security and automation services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm employs model-driven strategies overseen by third-party managers and supports accounts with custodial services from Pershing.

Nicole Ubillus is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. She has held roles at Fidelity and JPMorgan Chase Bank, N.A., among other employers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lea Hunter is a Series 66-licensed financial advisor with Raymond James Financial, based in Jacksonville, FL, and has 24 years of industry experience. She has been with Raymond James Financial Services since 2010 and Raymond James Financial Services Advisors Inc. since 2013. Outside of her advisory role, she works as an associate at Benoit, Chepenik & Benoit, P.A., where she performs administrative and support duties unrelated to investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting services using risk profiling and modeling tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Mccaskill is a Series 66 licensed financial advisor with 16 years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Anthony Mccaleb Edwards is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and JPMorgan Chase Bank, N.A. Outside of his advisory work, his background includes various roles in service and management sectors, such as valet parking services and hospitality. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan financial organization.