Mauricio Oelsner Gutierrez is a financial advisor at Equitable Advisors in Jacksonville, FL. He holds the Series 66 designation and has recently begun his career in the industry. Prior to his current role, his background includes diverse experiences in sectors such as banking and retail. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party advisory solutions.

Derrick Cartozian is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors LLC, Bank of America, N.A., and Merrill. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, tax-aware processes, and various risk management techniques.

David Schrott is a financial advisor with Wells Fargo Clearing based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to his current role since 2016, he worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Thomas Heed is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Northwestern Mutual Investment Services LLC and Ben Carter. Outside of his advisory role, Heed serves as a referee for youth lacrosse games. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory programs, often utilizing third-party asset managers and sponsored advisory programs.

Sanford Zimmerman is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Zimmerman also serves as president of River Garden Hebrew Home, a nursing home care organization in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm employs structured planning tools and a sophisticated investment approach, managing approximately $2.74 trillion in client assets.

Edwin Reynolds is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Community First Credit Union of Florida, Cuso Financial Services, Pruco Securities, and The Prudential Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jordan Parks is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, FL. He has one year of industry experience and previously worked in various legal roles at several law firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Samuel Barrington is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Fidelity Investments and J.P. Morgan Chase. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Gregory Liguori is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Sasaki Scanlon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 18 years of industry experience. Prior to his current role, he worked at Merrill Lynch, Pierce, Fenner & Smith Inc. In addition to his advisory work, Scanlon serves as a captain of a fishing charter and mentors a private fishing boat captain. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual and institutional clients. The firm offers tailored, non-discretionary advisory programs using risk profiling and modeling tools, and is noted for its unique municipal advisory affiliation and recent enhancements in SIMPLE IRA advisory services.

Brian Schlaks is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages trillions in client assets and offers diverse investment services beyond standard wealth management.

Kyle Baldasso is a financial advisor at UBS Financial Services with 12 years of industry experience. He previously spent eight years with Merrill before joining UBS in 2022. Outside of his advisory role, he creates and sells wooden art projects and refurbishes furniture as an individual entrepreneur. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm provides a broad range of services, including wealth management, institutional trading capabilities, and proprietary research.

Katherine Riechmann is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 11 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA spanning more than a decade. She is based in Jacksonville, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that address a wide range of planning needs, including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, offering clients flexibility in implementing strategies through brokerage or advisory programs.

Karen Gibson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kurt Rodriguez is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics while managing roughly $671 billion in assets.

Kevin Cordova Celleri is a CFP® with 10 years of industry experience, currently working at Wells Fargo Clearing. His prior roles include positions at Deutsche Bank Securities Inc and various divisions of Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and utilizes research and analytics to evaluate investment options.

Sean Shea is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Cambridge in 2021, he worked at Lincoln Financial Securities Corporation from 2008 to 2021. Outside of his advisory role, he is involved in ownership positions within insurance, benefits, and human resources businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a range of portfolio management and model-based solutions tailored to client objectives.

Corinne Shad is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Healogics Inc and Fis, and spent three years at Florida State University early in her career. Outside of her advisory role, she serves as a board member of the Family Nurturing Center of Florida, focusing on fundraising and marketing efforts for the organization. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jodi Collins is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Trend Offset Printing for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Urban Fleming IV is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has previously worked at VyStar Credit Union, BB&T, Cetera, and Regions Bank. In addition to his advisory role, he serves as an adjunct professor at Florida State College at Jacksonville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies.