Elyse Gustafson is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 credential and seven years of industry experience. She has worked at Morgan Stanley since 2018 and served in the US Army from 2013 to 2017. Outside of her advisory role, Gustafson is involved in a pastoral position at Good Shepherd Episcopal Church. Morgan Stanley Wealth Management provides a range of advisory services and financial planning programs to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment solutions.

Victoria Fitzmorris is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Raymond James Financial Services and Fidelity Brokerage Services, as well as positions in higher education and healthcare prior to entering the financial sector. She is also involved with Community First Credit Union of Florida. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Craig Walker is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993 and Bank of America since 2009. Outside of his advisory role, he is involved in aviation as a general partner of CPCH Aviation and serves on the advisory board of a local hospice foundation and the board of St. Marks Episcopal Church Foundation in Jacksonville, FL. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and provides a range of tax-efficient investment strategies overseen by its CIO and platform team.

Sheryl Massey is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2002. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles, and serves plan sponsors with tailored investment solutions and fiduciary oversight.

Sarah Cahan is a financial advisor with Equitable Advisors in Jacksonville, FL. She holds a Series 66 designation and has one year of experience in the industry. Prior to joining Equitable Advisors in 2026, she worked at several insurance and property casualty firms, including Kelly White & Associates Insurance LLC and State Farm. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes various third-party advisory models and programs.

Jerry Therrel is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for a decade. Therrel has been with Raymond James Financial and its affiliates since 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph De Siena is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at NYLIFE Securities, LLC, and Lock Haven University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and sponsored advisory programs to implement customized investment solutions.

Ross Johnson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked in various roles including at College Hunks Hauling Junk and Moving and Bonos BBQ. Outside of his financial advisory career, Johnson owns and coaches at Johnson Clay Target Sports and is involved in making and selling flies for fly fishing. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Phillip Horton is a financial advisor at Osaic Wealth, Inc. with 4 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles including positions at Investment Research Corporation and MassMutual Life Insurance. Outside of his advisory work, he is involved in personal coaching through a sole proprietorship and has experience in property management and sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options and utilizes various tools such as asset-allocation models and automated rebalancing to construct customized investment strategies.

Terry Pasket is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at JPMorgan Securities, JP Morgan Chase Bank, and Wells Fargo Advisors. In addition to his advisory work, he is involved in hospitality and entertainment through St. Johns Bourbon Tastings. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Brian Weepie is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. He has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Southbank Research, Banyan Hill Publishing, and Stansberry Research. Outside of advisory work, he assists with seating and ticket-related support for the Jacksonville Jaguars. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products and includes involvement in collateralized lending arrangements.

Jamie Seim is a CFP® with 16 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2010 to 2016. Seim is also the president of JAX Trailblazers Inc., a business networking organization based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Veronika Mars is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2012. Outside of finance, she is involved with a residential remodeling business in Green Cove Springs, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Remington Chenore is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at TruNorth Innovation and Quaestor Advisors and has educational experience at the University of South Carolina and various schools. He serves as a director on the board of Friends of the Library Ponte Vedra Beach. LPL Enterprise provides financial planning, advisory, and brokerage services to a diverse client base, including individuals, retirement plans, nonprofits, and institutional clients. The firm offers access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Joel Nichols is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Outside of his advisory role, Nichols serves on a committee for Young Life of North Saint Johns County, a charitable organization focused on ministry to teenagers, where he supervises staff and fundraising efforts. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jessica Buchanan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill in various capacities since 2015 and is currently affiliated with Bank of America N.A. through Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lane Strumlauf is a financial advisor with UBS Financial Services and holds the Series 63 and Series 65 designations. He has 33 years of industry experience and has been with UBS since 2014. Outside of his advisory work, he serves as Treasurer for the Selva Preserve II Owners Association, managing budgets and dues for the small homeowners association. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and affiliated banking programs.

Merdan Muhamov is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2012, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Nicholas Shad is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity Investments and Harden. He serves as a board member of the Rotary Club of South Jacksonville. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured discovery processes and firm-approved planning tools.

Catherine Fitorre is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. Her prior roles include positions at Houlihan Lokey Capital, Inc., Triago Americas, Inc., Instinet Incorporated, and Etsy, Inc. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market analyses.