Micah Carter is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked at Merrill and has experience in real estate and hospitality. Outside of his advisory role, he manages several rental properties in Sylva, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, supported by a large network of advisors and branch offices nationwide.

John Fiore is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 12 years of industry experience. He has worked at Cetera since 2023 and previously held positions at Regions Bank, LPL Financial, and VyStar Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

David Leavitt is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Ponte Vedra Beach, FL. His work history includes prior roles at Citigroup, Deutsche Bank, and Janney Montgomery Scott. Leavitt has spent a total of eight years across two separate periods at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Thomas Schmid is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes a leadership role at Downtowner Car Wash LLC and attending Florida State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tony White is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 65 and Series 63 designations and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2014. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Jonathan Choez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Bank since 2017. Prior to his financial services career, he was involved with Mr. Wich Deli for nine years. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Combs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Oppenheimer for eight years before joining Raymond James in 2017. Combs serves as Treasurer and Board Member of the Jacksonville Chapter of the International Wine & Food Society. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary, tailored planning and investment consulting using risk profiling and analytical tools, and offers specialized municipal and SIMPLE IRA advisory services.

Kai Ting Cheek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Raymond James since 2019 and previously worked at Merrill for nine years. In addition to his advisory role, he serves as a Registered Client Associate at BCW Financial Consultants, LLC and Eleven Atlantic. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations in municipal and public finance advisory services.

Dennis Cowell is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a broader tenure at Wells Fargo Bank, N.A. dating back to 2013. Outside of his advisory work, he serves as a notary public in the state of Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines brokerage and advisory solutions while utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment offerings.

Kennon Tyre is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 license and has previously worked at Southern Crown Partners and various roles outside the financial sector, including positions at Splash in the Boro, McAllister's Deli, Georgia Southern University, and Pierce County High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and diverse asset management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advice based on client information and risk tolerance, utilizing both proprietary and third-party investment solutions.

Kenny Ray is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, he partners with executives to help them understand their employer benefits and develop plans to work toward their financial goals, employing a consultative approach to foster client confidence and strong relationships with Fidelity. Kenny has accumulated comprehensive experience at Fidelity Investments, holding various positions including Planning & Advice Help Desk (2024-2025), Investment Solutions Help Desk (2022-2024), Fixed Income Specialist (2019-2022), High Net Worth (2016-2019), and Customer Relationship Advocate (2015-2016). He also worked as a Client Service Associate at Brust Wealth Advisors in 2024. Outside of his professional work, Kenny enjoys baseball, spending time at the beach, cooking and baking, family activities, and outdoor adventures.

Anthony Harp is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2011. Outside of his advisory role, he holds a power of attorney position in a non-investment-related business activity. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary strategies developed by internal CIO teams and third-party managers.

Devon Mertz is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Community First Credit Union of Florida and Cuso Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, incorporating tax-aware withdrawal strategies and Social Security options.

Christopher Acebal is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a co-trustee for his son. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics from Wells Fargo Investment Institute and third-party sources.

Brandy Boone is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Outside of advising, she is involved in a real estate business and holds a builder’s license in Florida. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm integrates algorithmic tools with advisor input to provide tailored income recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Christopher Lewis is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years, and at AXA Equitable Life Insurance Company and AXA Advisors, LLC for eleven years. Outside of his advisory role, Lewis is involved in outside insurance sales and operates under the DBA 75 Strong Financial Group. 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 a variety of asset management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans through credentialed Investment Adviser Representatives.

Filipe De Barros Gusmao is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Deutsche Bank Securities Inc, Merrill, Raymond James & Associates Inc, and Concourse Financial Group Securities Inc. In addition to his advisory role, he operates Gold Tree Financial Inc, providing insurance and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing asset allocation tools and automated portfolio management.

Samuel Dickson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo affiliates since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Johnson is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2019, following ten years at Bank of America and fifteen years at Merrill. Outside of his advisory role, he is a band member in a local group called Lost in the Grass. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary plan-level investment management options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregg Stupinski is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes over a decade at Morgan Stanley Smith Barney LLC. He is also a partner in Mill Brook LLC, a business involved in renovating apartments for vacation rentals. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.