Hunter Harting is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Mariner Wealth Advisors and Lincoln Financial Advisors. Harting is based in Jacksonville, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering 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 in its recommendations.

Colton Green is a financial advisor at LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining LPL Financial, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of his advisory roles, he has experience in the food service industry, including positions at Hyde Park Golf Course and Gordo's Cuban Restaurant. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management.

Jay Funyak is a financial advisor at LPL Financial with 18 years of industry experience. His prior roles include positions at Moralis Technologies, MassMutual, MFA Wealth, and Northwestern Mutual. He holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Fieber is a CFP® and ChFC® with 11 years of experience in the financial industry. He has been with Edward Jones since 2014. Outside of his advisory role, he is president and secretary of Fieber Enterprises in Saint Augustine, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Mikala Michael is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments and State Farm Insurance. 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 recommendations.

Amber Oliver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She previously worked at Rainmaker dba Align Wealth Management, a practice of Ameriprise Financial, for seven years and has experience at Stock Yards Bank and Trust. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of wealth advisors, applying an ESG eligibility framework in its recommendations.

Jefry Sulbaran is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Argos Wealth Management, Coastal Wealth (a Mass Mutual subsidiary), UBS, and StoneX. 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 when recommending investment strategies.

David Kleinik is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2007 and is also involved with All Trax Services LLC since 2026. Outside of investment advisory, he engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors across the country.

Timothy Bouslog is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Taynessa Inc for seven years. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrea Cruz is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo. Outside of her advisory role, Cruz is involved in several non-investment activities including sales positions with Mary Kay and Bag Master, and roles as a secret shopper and nanny. 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 an ESG eligibility framework.

Joseph Budd is a financial advisor with OSAIC in St. Johns, FL, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, Budd is involved in several insurance-related businesses specializing in life, health, annuity products, and premium financing. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios suited to clients' risk tolerance and preferences.

Erik Wehner is a CFP® professional with six years of industry experience, currently serving as an advisor at Osaic since 2025. Prior to joining Osaic, he worked for Lincoln Financial Advisors from 2020 to 2025 and has been a co-owner and tax preparer at ESP Financial Services since 2015. Outside of advisory work, he is involved in tax preparation services and holds a role as an insurance agent offering various insurance products, as well as serving as a notary public. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset allocation tools and portfolio management strategies.

Natalie Haskins is a financial advisor with Edward Jones in Fleming Island, FL. She holds the Series 66 designation and has seven years of experience at Edward Jones. Prior to joining Edward Jones, she worked at Sam's St John's Seafood and Florida's First Coast YMCA. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua Zuckerman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has held positions at Bank of America, Merrill, Citigroup, and JPMorgan Chase Bank. Outside of his financial advisory role, he has worked as an independent Uber driver. 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 incorporating an ESG eligibility framework in its investment recommendations.

Robert Zacharias is a ChFC® and holds a Series 66 license with 28 years of industry experience. He has worked at Cetera and its affiliated entities since 2021, previously serving seven years at Voya Financial Advisors. Outside of finance, he serves as a committee member and trustee at Island View Baptist Church in Orange Park, FL. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.

Evan Sliwowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Valore Acquisitions Corp., JPMorgan Chase Bank, N.A., and Northwestern Mutual. 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 an ESG eligibility framework in its approach.

Dipen Patel is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2017 and previously spent seven years at Ramco Group. Outside of advising, Patel is a co-owner of a family-run rental property business in Jacksonville, Florida. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Burger is a financial advisor at Battalion Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, Burger is an optometrist and LASIK surgery specialist, serving as managing member of Surgery Pros LLC and LASIK Specialists LLC. Battalion Asset Management, LLC is an independent firm providing financial advisory services, with Burger as its sole advisor.