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.

Alex Maceda is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America NA and Merrill Lynch. Maceda is based in St Johns, FL. 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 nationwide network of financial advisors and branch offices.

Christian Ramjohn is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at JPMorgan Chase Bank and a brief tenure at Amazon Inc. 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, distribution, and investment management capabilities.

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.

Kristjan Preka is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Wells Fargo Clearing, Wells Fargo Bank, and St. Vincents Hospital Southside. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that uses quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.

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.

Jason York is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation and with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at The Home Depot/Interline Brands for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Tara Eulenfeld is a financial advisor at MassMutual Investors Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at The Glenn Planning Group and Princor Financial Services Corporation. She has been involved with The Glenn Planning Group beyond her advisory role, serving as an employee focused on group insurance products and as a director overseeing compensation audits and expense control. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers financial planning through structured, collaborative engagements using firm-approved analytical tools and offers specialized planning services including divorce, estate-settlement, and employer-sponsored planning.

Nicholas Barulic is a CFP® and ChFC® credentialed financial advisor with 18 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked for nine years, and previously held positions at Zahn Associates and several BBVA entities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

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.

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.

Ulrike Aoki is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Ponte Vedra, FL. She has 27 years of industry experience, including ten years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

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.

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.

Donna Stoll is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Charles Schwab, Bank of America Corporation/Merrill Lynch, UBS Financial Services, and Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

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.

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.