Zachary Henderson is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Fidelity and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Christopher Egan is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with JPMorgan Chase Bank and its affiliated entities since 2007. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kharis Quaintance is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Thrivent, Quaintance worked at Pruco Securities, Prudential Insurance, New York Life, and Allstate. He serves as a board member of the Jacksonville Urban League and is treasurer of the University of Florida Black Alumni association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

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.

Andrew Boehmer is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Chase Hunt is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors, where he also served as a financial consultant. Outside of advisory roles, he has experience in fixed insurance sales. 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 a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Jessica Cook is a financial advisor with Ameriprise, holding Series 65 and Series 66 credentials and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lloyd Archibald is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at several firms, including Raymond James & Associates and Cetera, before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through a process that combines quantitative modeling and centralized due diligence.

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.

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.