Ronald Wilkins is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2007. Based in Jacksonville, FL, his career spans nearly two decades at the firm. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a variety of financial planning and advisory solutions tailored to client discretion.

Gabriela Calderin is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Jacksonville, FL, with seven years of industry experience. She has worked across various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Timara Ware is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, she worked at OptumRx for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Suzanne Cory is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked at firms including 1st Global Advisors Inc and Avantax Advisory Services, and is also employed as a CPA at JJCPA, LLC, where she prepares business and individual tax returns. Additionally, she is involved with MSW Wealth Advisors, LLC, assisting in financial planning and client referrals. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary accounts with access to various program structures and third-party managers.

Norman Clarke is a financial advisor at Merrill based in Jacksonville, FL, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments, Uber, and PNC Bank. Outside of his advisory work, he co-owns and operates a family business, T Inc. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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, and institutions.

James Grzymkowski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Gillespie is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Truist Investment Services and Fidelity Brokerage Services. His background also includes diverse roles outside finance, such as with Freedom Boat Club and Fiverr. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across a large advisor network.

Michael Moceri is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 30 years of experience as a financial consultant, having also worked at First Financial Planners from 1999 to 2010, Merrill Lynch from 1996 to 1999, and Olde from 1994 to 1996. Throughout his career, Michael has focused on building long-lasting and engaged relationships with his clients. He works closely with individuals and families to develop financial plans that help them understand and pursue their financial goals. Outside of his professional work, Michael enjoys activities such as going to the beach, fishing, football, parenthood, and traveling.

Bruce Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2014. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Philip Greer is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Wells Fargo Advisors LLC for seven years before joining Raymond James in 2016. Greer serves as an unpaid board member for HERO—Health Education to Reduce Obesity, a nonprofit focused on health education for underprivileged communities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Alexandra Gonzalez is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work experience includes roles at the University of North Florida and Georgia Southern University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Jennifer DeHart is a Market Leader at Fidelity Investments, where she leads a team of financial advisors. She oversees the development of comprehensive financial plans tailored to clients' needs and goals, encompassing investment strategy, retirement planning, income protection, and family financial discussions. Jennifer has been with Fidelity Investments since 2004, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, VP Financial Consultant, Assistant Branch Manager, VP Branch Office Manager, and currently Market Leader. Her career reflects extensive experience in financial advising and team leadership within the firm.

Richard Hattaway is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 credential. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

David Lee is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience, having previously worked at LSI Jacksonville and Massey Services Jacksonville Beach, among other roles. Fidelity’s Strategic Advisers LLC, where David is based, provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Blaine Houck is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he gained experience at Fidelity Investments through various roles including Investment Solutions Representative III, Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2023. His background as a Marine Corps Veteran has influenced his disciplined approach to financial planning. Blaine focuses on partnering with clients to understand their short and long-term financial goals and developing customized financial plans tailored to their unique needs. He emphasizes the importance of forming strong relationships and maintaining trust, reliability, and competency with his clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional career, Blaine has interests in fitness, food, military service, outdoor adventures, and traveling.

Richard Matthews is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2006 and has been with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Philip Bingham is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Unlimited Welding Inc and World Polymers Consulting. He spent ten years in full-time education before beginning his advisory career. 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, utilizing a broad investable universe of mutual funds, ETFs, and ETPs.

Evan Dillman is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, he was associated with Merrill and Bank of America N.A. from 2015 to 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Kelsie Pomeroy is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior experience working at credit unions and The Golf Club at South Hampton. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Kevin Alberda is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.