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.

Stefan Lord is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan O'neal is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a distinctive role in commodity pool operation and formal advisory responsibilities to multiple registered investment companies.

Michael Woods is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 36 years of industry experience. He has previously worked at Securities America Advisors, Securities America Inc., National Planning Corporation, and Summit Financial Group. Woods serves as Treasurer for the Lake Worth Dollars For Scholars nonprofit scholarship program. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools that include asset allocation, risk tolerance analysis, and access to third-party money managers.

Robert Doll is a Series 66-credentialed advisor with Merrill, based in Saint Johns, FL, who has four years of industry experience. He has worked with Merrill since 2017 and with Bank of America N.A. since 2023. Prior to his financial roles, he was involved with Celebration Church of Jacksonville for one year. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Deborah Lennon is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has a background that includes five years at Brooks Rehabilitation and fifteen years operating Deborah Lennon, OT before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Rose Ellisor is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she serves on the Board of Directors for Tennis 4 Cancer and works as a Hospitality Coordinator for the organization. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Nicholas Sudik is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has been with J.P. Morgan Securities LLC since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Boudreaux is a financial advisor at Edward Jones in Fleming Island, FL, with 18 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in managing commercial real estate ventures through Michael Boudreaux LLC and Bold City Commercial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wendy Wolfe is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Creative Design Space and Big Oak Wolf Sanctuary. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations through a centralized consulting team.

James Byrnes is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including prior roles at Eagle Strategies, NYLife Securities, and Rosenblatt Securities. In addition to his advisory work, Byrnes is also licensed as an insurance broker, selling life, disability, property and casualty, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through structured, collaborative engagements using advanced planning tools.

Brandon Kuhn is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services, where he has worked since 2017, and previously worked at MetLife Securities Inc. Kuhn is also the owner of Atlantic Coast Financial LLC, an entity established to manage commissions from his investment advisory business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and a collaborative annual planning process.

Christian Ramjohn is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at JPMorgan Chase Bank and a brief tenure at Amazon Inc. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kristjan Preka is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Wells Fargo Clearing, Wells Fargo Bank, and St. Vincents Hospital Southside. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that uses quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Neal Mc Daniel is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2008. He is based in Fleming Island, FL. Outside of his advisory role, he is the owner of Seasons Holdings LLC, a commercial real estate business that leases property to Edward Jones Investments and Progressive Step Rehap. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Tara Eulenfeld is a financial advisor at MassMutual Investors Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at The Glenn Planning Group and Princor Financial Services Corporation. She has been involved with The Glenn Planning Group beyond her advisory role, serving as an employee focused on group insurance products and as a director overseeing compensation audits and expense control. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers financial planning through structured, collaborative engagements using firm-approved analytical tools and offers specialized planning services including divorce, estate-settlement, and employer-sponsored planning.

James Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial and Vystar Credit Union since 2016. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Glenn is a financial advisor with MassMutual Investors Services who holds the ChFC® designation and has 40 years of industry experience. Since 2012, he has been associated with MML Investors Services and MassMutual Life Insurance Company. Glenn serves as an adjunct professor at Florida State College and participates as a speaker at industry meetings. He is also a member of the Jacksonville Police and Fire Pension Fund Financial Investment and Advisory Committee. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using analytical tools and offers specialized programs including divorce planning and employer-sponsored planning services.

Donald Williams II is a financial advisor with Thrivent Investment Management in Middleburg, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, and previously spent eight years at Walmart Transportation LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that address a range of topics such as retirement, tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program while maintaining separate planning and portfolio management services.

Wade Bramlitt is a financial advisor with LPL Financial in Green Cove Springs, FL, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been associated with both LPL Financial and VyStar Credit Union since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory and brokerage services, including financial planning, advisory programs, retirement plan consulting, and uses both discretionary and non-discretionary management approaches supported by in-house and third-party research.