Jamie Hartfield is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Jamie worked as an independent consultant for Rodan & Fields and served as a substitute teacher at First Baptist Academy of Jacksonville. Jamie continues to maintain ties with First Baptist Academy as a substitute teacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jonathan Leonard is a CFP® professional with 11 years of experience at Edward Jones, where he has worked since 2015. He holds the Series 66 designation and is also a member of the US Navy with over 25 years of service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Dondero is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. He previously worked at FSC Securities Corporation from 2009 to 2019. Outside of his advisory role, Dondero is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using multiple custody platforms and both discretionary and non-discretionary management approaches.

Keith Winter is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Keith Winter LLC, a fiduciary financial advisory business based in Ponte Vedra, FL. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Kershner is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds the Series 63 designation and has been with Mass Mutual Investors Services since 2017, following prior roles within the MassMutual organization dating back to 2002. Outside of his advisory work, he serves as an area chaplain and director for the Third Order Society of St. Francis, a nonprofit organization. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software tools, and provides specialized planning programs including estate settlement and employer-sponsored planning.

Edward James is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill for 24 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Charles Robshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. Outside of finance, he is president of Robshaw Masonry, a construction company he has operated since 1975. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

Taisha Roche is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked in various roles including self-employment and positions at the University of North Florida prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models or discretionary managers, utilizing both proprietary and third-party solutions.

Melissa Korkes is a financial advisor with Primerica Advisors in Jacksonville, FL. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her work history includes roles at PFS Investments, Mike L Wrotén Inc., and Primerica Financial Services. Outside of her advisory role, she is involved in sales of investment-related products and receives compensation related to loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-driven investment strategies supported by third-party asset managers and custodians.

August Wossner is a financial advisor with MassMutual Investors Services in Saint Johns, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at MSI Financial Services, World Equity Group, and Calamos Advisors. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm’s financial planning engagements involve collaborative, annual relationships using firm-approved tools to analyze goals and deliver written recommendations.

Tristan Goldman is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America/Merrill Lynch, Citi Personal Wealth Management, and Fidelity Investments. J.P. Morgan Securities 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 in its investment recommendations.

James Schless is a CFP® professional affiliated with Cambridge Investment Research Advisors, bringing 33 years of industry experience. He has held positions at Cambridge Investment Research Advisors since 2021 and has prior experience at First Command Financial Planning spanning from 1993 to 2021. Outside of advisory services, he is involved in business coaching and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and estates. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various custodial platforms and proprietary and third-party model strategies tailored to client objectives.

Justin Wroten is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Primerica Advisors since 2003 and previously served as Vice President of Chapter from 2016 to 2017. Outside of advising, he is involved in sales of loan products and home security referrals through affiliated companies and operates Justin K. Wroten, LLC for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining a focus on percentage-based fees and ongoing manager oversight.

Paul Sinofsky is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and offering 41 years of industry experience. He has worked with Primerica Advisors since 1985 and with Primerica Financial Services since 1984. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated entities. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that employs model-driven strategies and operates at scale with thousands of advisors and billions in assets under management.

Lisa Preston is a financial advisor with Primerica Advisors based in Jacksonville, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers a range of investment models including strategic, tactical, tax-managed, and income-distribution approaches.

Michael De Bellis is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been with Edward Jones since 2019 and previously worked at Madison Avenue Securities, Anders & Anders Financial Group, and TIAA-CREF. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a substantial national presence with over 23,000 financial advisors.

Michael Young is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Community First Credit Union of Florida, Cuso Financial Services, Fidelity Brokerage Services, Osaic FA, Inc., and Merrill. Outside of his advisory work, he is involved with Community First Investment Services, an affiliated LPL business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, using various advisory tools and strategies across a broad client base.

Matthew Jacob Sr. is a CFP® professional with 41 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2016. He has also managed Jacob & Jacob Asset Management since 1993. Jacob serves as executive director for the Liverpool Independent Foundation for Excellence and the Greater Syracuse Sports Hall of Fame, as well as a managing partner at CNY Center for Wealth Management, Financial Planning and Tax Strategies. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements and offers a range of programs including wrap and money-manager services.

Zachary Steinberg is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Bank of America and Merrill since 2015. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chad Dixon is a financial advisor with J.P. Morgan Securities in Saint Augustine, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Merrill, Regions Bank/Cetera, and GLP Investment Services/Asset Allocation Strategies. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.