Cornelius Cronin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, each for several decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a platform that integrates investment advice with insurance products and collateralized lending programs.

Erica Mc Loughlin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, she held roles at various organizations including Year Up Jacksonville and Florida State College at Jacksonville. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Lance Hemmer is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and over 26 years of industry experience. His career includes roles at Cetera Wealth Services, Coordinated Capital Securities, and managing his own firms, Hemmer & Associates and Hemmer Capital. Outside of his advisory work, he is involved in restaurant franchising as a part owner of a Tropical Smoothie Café and serves on the boards of multiple office condominium associations. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services, offering advisors access to both affiliated and third-party managers through multiple program structures and custodial relationships.

James Robbins is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at various firms including Fidelity Brokerage Services LLC and Devry E Dewan CPA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Anne Rochael is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Safra National Bank of New York and Safra Securities, as well as Merrill Lynch. 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, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Edwin Cunningham is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2014. Prior to that, he has been associated with Vystar Credit Union since 2006. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Daniel Ehrsam is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity in 2025, he worked for six years at Capstone Logistics. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies across mutual funds, ETFs, and ETPs.

Patrick Mc Connell is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior roles include positions at Symrise, Credit Management Solutions, and Helzberg Diamonds. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Jeffery Murphy is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked with various divisions within Fidelity since 2012. Outside of his advisory role, he serves as president of the Plantation Oaks at Ponte Vedra Homeowners Association board. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Brad Taylor is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their financial goals and helps build customized financial plans. He uses in-depth planning conversations, portfolio guidance, and appropriate strategies to work toward achieving these goals. Brad has experience in investment solutions, having progressed through roles from Investment Solutions Representative 1 to 3 at Fidelity Investments between 2021 and 2025. Prior to that, he worked as a Financial Professional at Prudential Advisors from 2018 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brad has interests in comedy, family activities, golf, movies, pets, and traveling.

Shane Corbett is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Merrill since 2009 and has operated under his own name since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to various financial products and services.

Sydney Konuch is a Series 66 licensed financial advisor with five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018 and previously held a position at PNC Bank. 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 applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients making final decisions.

Katherine Crider is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, with 18 years of industry experience. She has been with Merrill since 2007. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services.

Jackson Lee is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 credential and previously worked at J.W. Cole Financial, Inc. from 2022 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary approaches.

Kurt Gerhardt is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2023. He has prior experience with Cetera Wealth Services, LLC and BCI Wealth & Asset Management. Outside of his advisory role, he coaches youth roller hockey in Jacksonville, FL. Cetera Investment Advisers LLC is an SEC-registered firm delivering a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm employs a multi-manager platform allowing advisors to implement a variety of investment strategies across discretionary and non-discretionary accounts.

Declan Rogers is a Series 66 licensed financial advisor with Merrill, based in Jacksonville, FL, and has three years of industry experience. His prior work includes roles at Hampton Golf and Northwestern Mutual, as well as military service in the United States Navy. He also has teaching experience at the University of North Florida and Saint Leo University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Nadine White is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2016, including a prior period from 2016 to 2021 and her current tenure starting in 2021, as well as four years at Bank of America, N.A. from 2017 to 2021. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm employs model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Qingquan Li is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, bringing eight years of industry experience. His career includes multiple roles at Merrill since 2017, as well as prior experience at Centers Plan for Healthy Living and the College of Staten Island, CUNY. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Curt Duncan is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2017, following a decade at Fidelity Investments. He is based in Jacksonville, FL. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ryan Sands is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial roadmaps that align present decisions with future goals. He has been serving in this role since 2025. Prior to this, Ryan worked as a Financial Representative at Fidelity Investments from 2023 to 2025. Outside of his professional career, Ryan's personal interests include spending time at the beach, engaging in family activities, following football, parenthood, and caring for pets.