Laura Michaud is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, John Hancock Life Insurance Company, Deutsche Bank, and Merrill Lynch. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by the firm’s integrated platform and model portfolios.

Jonathan Moskowitz is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Moskowitz is also a contributor to the Deborah Jean Foundation, a charitable organization based in St. Johns, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Elizabeth Cambareri is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Tatyana Peshko is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley for five years and has experience in education and self-employment. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Raquel Zisman is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Melissa Bailey is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and bringing 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Hannah Hamm is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she was involved with SoToSpeakArt and held positions at the University of North Florida, Florida State College at Jacksonville, Publix, and Son Light Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management across a broad range of investment vehicles.

Lisa Badder is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. She has worked with Equitable Advisors since 2014 and was previously with AXA Advisors, LLC. during the same period. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Rebecca Bliss is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mary Ritter is a financial advisor at Edward Jones in Jacksonville, FL. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in educational roles within the Diocese of St. Augustine and at Lakewood Presbyterian Preschool. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrew Stash III is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president of BNI Strategic Connections, a professional networking organization based in Fernandina Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Mitchelle Holland is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 63 designation and 34 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a trustee and personal representative for trusts in Atlantic Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and approved planning tools.

Matthew Campbell is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 34 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Prudential Advisors. Outside of advisory work, he owns and operates multiple laundromats through his business, Matthew Campbell Enterprises, LLC, and serves as a committee member for the Gator Bowl Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset management platforms to deliver personalized investment solutions.

Charles Thomas is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Thomas serves as treasurer for the Timucuana Home Owner Association and operates a coin, stamp, and collectibles dealership. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristopher Keating is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Louine is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Bridgestone Americas and ARAMARK. Outside of finance, he works as a delivery driver for Uber and DoorDash. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers and offers multiple discretionary separately managed account options.

Duane Lasher is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 research and analytics with diversification principles to support a broad range of financial solutions.

Phillip Batchelder is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and was affiliated with Pruco Securities, LLC. for 36 years prior to joining LPL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services through an integrated platform that includes financial planning, model portfolio options, and access to insurance products.

John Genovese is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephen Harrison is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2019, following a brief tenure at Axa Advisors. Outside of his advisory role, Harrison is involved in beach volleyball as a player for the Association of Volleyball Professionals America and serves as an assistant coach for the varsity girls beach volleyball team at Bishop Kenny High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, offering diversified investment solutions tailored to client needs.