Roberto Costa is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, Costa is the owner and managing partner of The Prism Group of North Florida and participates in a capital campaign cabinet for Bishop Kenny High School. 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 emphasizes aligning clients with model portfolios and third-party asset managers without sponsoring its own wrap fee program or advertising hypothetical performance.

Milton Nuckols is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 sources.

Wilson Studstill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Raymond James & Associates since 2009. Outside of his advisory role, Studstill serves as a trustee for a related business entity. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Arthur Reading is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Tiffany Silva is a financial advisor at Edelman Financial Engines in Jacksonville, FL, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Citigroup and Fidelity Investments. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a long-term, diversified approach.

Justin Hancher is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 credential and has worked at Raymond James since 2013, previously spending four years at Think FCM. Raymond James & Associates, Inc. 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 high net worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Maria Diaz Vanegas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at TD Bank and Bank of America, N.A., and has business experience with B Well Beauty and Wellness LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sonya Sandage is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at JP Morgan Securities LLC, JP Morgan Chase Bank, and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Donald Sanders is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Hustead is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and over two decades at Edward D. Jones & Co., L.P. He is based in Winter Park, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Skye Hamilton is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, Hamilton held various roles including involvement with the Panhellenic Organization at Florida State University and working at Tiki Docks Bar + Grill. Hamilton serves as Secretary for Uptown Civitan in St. Johns Cathedral of Jacksonville, attending monthly meetings and coordinating community service activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm emphasizes matching clients with appropriate program models or discretionary managers through a network of Investment Adviser Representatives and third-party asset managers.

Amy Chaney is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 credentials and has 38 years of industry experience. Her prior roles include positions at UBS Financial Services and multiple capacities within Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Jacksonville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory platforms.

Robert Forsyth Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill and its predecessor firms since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Rohloff is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at J. Kelly & Associates, Carmax Auto Superstore, and Grassroots Natural Market II. 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 range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jacob Carver is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior experience includes roles at Vystar Credit Union and Fidelity Investments. He has also worked in education and community services, including positions with the Baker County School Board and University of North Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Albino is a financial advisor with UBS Financial Services in Jacksonville, FL, holding a Series 66 designation and bringing 21 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, Albino serves as treasurer for a local church and is the owner of a trucking business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and a variety of investment products.

Jeremy Thomas is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Merrill from 2013 to 2019 before joining Raymond James & Associates in 2019. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad nationwide adviser network.

Jason Crownover is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm that offers 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Christian Douglas is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in several entrepreneurial ventures focused on motorsports, automotive publishing, and intellectual property management. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Silas Gassett is a financial advisor at Raymond James & Associates with 46 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining his current firm in 2022. He holds Series 63 and Series 65 licenses and is president of Silas William Gassett, Inc., a general business enterprise. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and multiple portfolio management strategies.