Ronald Barteau is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and a Series 66 license. Barteau has been with Edward Jones since 2015. He also has a military background with the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a broad national network.

Preston Turner is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Kylee Media LLC and Starbucks. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs for portfolio implementation.

Jessica Cook is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 designations and bringing 22 years of industry experience. She has been with Ameriprise in various capacities since 2004. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Dana Chavez is a CFP® professional with experience at Strategen Wealth Advisors, LPL Financial, and Ginn & Patrou, PA. Chavez also has a background in health and wellness, working at Health Pointe Jacksonville Acupuncture & Wellness Clinic. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice.

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. He holds a Series 66 designation and has worked at various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Andres Barbosa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo Bank, N.A., and TD Bank, N.A. Outside of finance, he has been involved with fitness-related businesses such as AMP Fitness Group III, LLC and Functional Fitness Management LLC. 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.

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 in Saint Augustine, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at Brooks Rehabilitation from 2012 to 2017 and operated a private practice, Deborah Lennon, OT, from 2002 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rose Ellisor is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and with nine 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 acts as a hospitality coordinator for the organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

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 industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. His prior experience includes roles at Metlife Securities Inc. and New England Securities. Outside of his advisory work, he is the owner of Atlantic Coast Financial LLC, an entity established to manage commissions from his investment advisory business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and estate settlement services.

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.