Donald Williams II is a financial advisor with Thrivent Investment Management in Middleburg, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, and previously spent eight years at Walmart Transportation LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that address a range of topics such as retirement, tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program while maintaining separate planning and portfolio management services.

Michael Fiorilli Jr. is a financial advisor with J.P. Morgan Securities in Plantation, FL, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Fiorilli Consulting, Inc., J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Sunglass Hut. 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 affiliated brokerage, distribution, and investment management capabilities.

Wade Bramlitt is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at LPL Financial and has prior experience at VyStar Credit Union, Edward Jones, UBS Financial Services, and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ashley Darr is a financial advisor with J.P. Morgan Securities in Venice, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously held roles at Wells Fargo Bank and Carrabbas. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Michael Keller is a financial advisor at J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 designations with two years of industry experience. He previously worked at Fidelity Investments and has a varied background including roles at Beeline, Kessler Creative, Compass Group, and Publix Super Markets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured process that combines quantitative asset allocation and centralized due diligence, applying an ESG eligibility framework in its recommendations.

David Johnson is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advising, he is commissioned as a notary public in Florida and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Matthew Dyal is a Series 66 licensed financial advisor with LPL Financial, based in Starke, Florida, and has three years of industry experience. He has worked at LPL Financial since 2023 and concurrently at Capital City Bank since 2015. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joshua Hughes is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and JPMorgan Chase Bank, N.A. Outside of his financial advisory role, Hughes is the owner and content creator of Long Turn Larry, a YouTube channel focused on Magic: The Gathering's commander format. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Matthew White is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing six years of industry experience. His background includes roles at PFSI Investments Inc. and extended tenure in non-financial employment at CSX Transportation. In addition to advisory work, he receives compensation related to mortgage sales and referrals for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through a model-recommendation approach supported by third-party asset managers and custodians.

Wesley Ward 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 Fidelity Investments and Citigroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Mitchell Wright is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Wright serves on the Community Advisory Board for Haven Hospice in Orange Park, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Janet Baynes is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and with 26 years of industry experience. She has been with JPMorgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting 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.

Erin Fox is a Series 66-licensed financial advisor with 12 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2018. Prior to this, she was associated with Family Wealth Advisors, Inc. from 2014 to 2019. She is also the president of Fox Financial Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management options and model-based solutions tailored to client objectives.

John Adams is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation as Axa Advisors, LLC. Outside of his advisory role, Adams is a CPA providing tax and advisory services as a sole proprietor and serves as a deacon and secretary of the deacon board at Evangel Temple Assembly of God in Jacksonville, Florida. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach includes matching clients to advisory models and discretionary managers, with many solutions implemented through third-party platforms and LPL-sponsored programs.

Robert Preston is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Fidelity and JPMorgan Chase Bank. 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 non-discretionary client decision-making.

Gina Franco Calderon is a financial advisor with J.P. Morgan Securities based in Jacksonville, FL. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Raymond James Financial Services and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured, non-discretionary process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Rebecca Sheehan is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of investment advisory, she is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Edward Brennan is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market assumptions to tailor client plans.

Brady Mims is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity in various capacities from 2021 to 2025. Prior to his financial services career, he gained experience in landscaping and sales. 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 brokerage, distribution, and investment management capabilities.

Scott Schless is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at First Command Insurance Services and Equity Services, among other firms. Outside of his advisory role, Schless is president of Schless Insights, Inc., a paraplanning and trading business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.