Melissa Alexander is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Primerica in 2025, she worked at Aetna, Inc. for 20 years and has been involved with Benefits, LLC DBA BenelynK since 2021. She also receives compensation for referrals related to home security, automation products, and loan products through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-delivery investment approach managed by third-party asset managers and supports a variety of strategic, tactical, and income-focused strategies.

Gary Vansiclen is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Primerica Advisors since 1998 and has prior experience with Quest Diagnostics, Inc. and Mr. Greens Produce. Outside of advisory work, he is a partner in Linkswiler Farm, a rice farming operation. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Kyle Jarosz is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Intercontinental Capital Group, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Professional Concessions Inc for nine years. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Dakota Colonese is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining LPL Financial, Dakota worked with Trinity Wealth Securities, Florida Financial Advisors, Liberty Mutual Insurance, and other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, providing financial planning, model portfolios, third-party asset management, and institutional platforms.

Val Janschutz is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining LPL Financial and South State Bank in 2024, Janschutz worked at Fifth Third Bank and Fifth Third Securities from 2021 to 2024, and at Synovus Bank and Synovus Securities from 2020 to 2021. Janschutz has also held roles at SunTrust Advisory Services and related entities from 2013 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by tools including machine learning for operational research and oversight of over $819 billion in discretionary assets.

Arturo Granell Heras is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at UBS and Fidelity Investments. His background includes roles outside finance, such as with Elev8tion Fitness and the Paris Saint Germain Franchise. 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 multiple market-facing registrations, delivering recommendations on a non-discretionary basis.

Joseph Grant is a Series 65-licensed financial advisor with Primerica Advisors in Jacksonville, FL, bringing 10 years of industry experience. His work history includes roles at Primerica Financial Services since 1998, PFS Investments Inc., and Dental Fix RX. He also participates in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm uses third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

Lionel Alcidor is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of products through its broad affiliations within the J.P. Morgan organization.

Jacob Weintraub is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Deutsche Bank Securities, Banco Safra, and Saga Capital. 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 combination of advisory and brokerage capabilities.

Scott Hellman is a financial advisor with LPL Financial in Orange Park, FL, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. He previously worked at Merrill for 14 years before joining LPL Financial in 2021. Outside of his financial career, he works as a stagehand for IATSE Local 115. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Gerrity is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial and its predecessor firm since 2000. 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 a range of financial planning and investment management solutions through a large network of advisors, utilizing multiple portfolio strategies and technology tools to support its advisory and brokerage services.

Neal Mc Daniel is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2008. He is based in Fleming Island, FL. Outside of his advisory role, he is the owner of Seasons Holdings LLC, a commercial real estate business that leases property to Edward Jones Investments and Progressive Step Rehap. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Frank Meininger is a financial advisor at Edward Jones in Jacksonville, FL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved as an owner and landlord of a commercial office property in Jacksonville. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Elmore is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with nonprofit organizations including World of Fellowship Inc and Gospel Volunteers 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.

James Hughes is a financial advisor with LPL Financial based in Fleming Island, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Camarda Wealth Advisory Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ryan Kennedy is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 credentials. He has one year of industry experience, including prior work at Fidelity Investments and involvement with Town Beer Co and Mandarin Christian Church of Jax FL INC. 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 in its approach.

Alexander Jean Mary is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Personal and Workplace and Strategic Advisers LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Steven Glenn is a financial advisor with MassMutual Investors Services who holds the ChFC® designation and has 40 years of industry experience. Since 2012, he has been associated with MML Investors Services and MassMutual Life Insurance Company. Glenn serves as an adjunct professor at Florida State College and participates as a speaker at industry meetings. He is also a member of the Jacksonville Police and Fire Pension Fund Financial Investment and Advisory Committee. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using analytical tools and offers specialized programs including divorce planning and employer-sponsored planning services.

Ashlee Brown is a financial advisor at J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses with approximately one year of experience in the industry. Her prior roles include positions at Alex Brown | Raymond James and JPMorgan Chase Bank, N.A., as well as involvement with Mad Dance Performing Arts and a home décor business, Rustic French Home. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to inform non-discretionary advisory services.

Carlos Esquivia Cruz is a financial advisor at LPL Financial with two years of industry experience. He has worked previously at Deutsche Bank, Bank of America, and Florida Financial Advisors. Outside of finance, he is the owner of CREC Coffee Holdings LLC, a coffee shop enterprise in development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.