Alexia Gooch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has held roles at several firms, including Alight (now Strada) and NetLaw Inc., and is involved in part-time work discussing Medicare and Medicaid options. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms, managing regulatory assets of approximately $1.7 billion.

Stephen Gansler Jr. is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Janney in 2019, he worked at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutions, offering brokerage services, financial planning, and advisory programs with a mix of in-house and third-party portfolio management.

Margaret Wright is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Janney, she held positions at Thomas Head, Skye Hamilton, Stephen Harrison, and Equitable Advisors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

David Glenn is a Series 66 credentialed financial advisor with 10 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015, based in Jacksonville, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, enabling access to a wide range of products and services.

Sianna Soto is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Merrill since 2015. Outside of her advisory role, she owns Brain Frog Designs LLC, a business that sells custom shirts and crochet items. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Amanda Schwab is a financial advisor at Merrill with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at both Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Samuel Dunn is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2019, following five years with Voya Financial Partners. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves as a registered commodity pool operator with oversight roles for multiple registered investment companies.

Elbert Bledsoe is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and providing advice for high-net worth individuals, their families, and their businesses, with a focus on understanding their short- and long-term financial objectives. His areas of expertise include corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Elbert holds a bachelor's degree from Aquinas College and a master's degree from the University of Florida. He has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He has over 39 years of experience assisting individuals and companies in pursuing their financial goals. Outside of his professional work, Elbert is involved in the community and serves on the boards of the North Florida School of Special Education and Safe Haven Ministries. He and his wife Lynn live in Jacksonville and are active in supporting various charitable organizations. He enjoys adventure sports such as kayaking, backpacking, and mountain climbing. Elbert values his faith, family, and friends.

Terry Bowser is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Vision Manufacturing, American Public University, and service in the United States Air Force. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Stephanie Lesso is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. She serves as a board member of the Federation Finance Committee, contributing to investment and budget oversight. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable presence in municipal and public finance.

Cameron Slack is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Equitable Advisors. His background includes roles at Encor Solar, American Senior Benefits, and Koss Olinger. Outside of finance, he is a notary public and a member of a small architecture firm focused on environmentally conscious design in the Treasure Coast area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Thomas Goodrich IV is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. from 2005 to 2020. Goodrich is a board member of the North Florida Land Trust. Ameriprise is a large institutional firm providing retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Garrison is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies. The program serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jonathan Ross Ong is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Bank of America N.A. and the Tolomato Community Development District, and he also spent a year at the University of North Florida. Merrill 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, pension plans, charitable organizations, and corporate fiduciaries.

Eric Fortenberry is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, he held positions at DoorDash, HomeTeam Pest Defense, and M Hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios that utilize proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Kathryn Hall is a financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include 13 years at Seaside Bank and six years with Beaches Habitat for Humanity, Inc. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Nicholas Reifschneider is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Heritage Insurance and has a background that includes four years at the University of Florida and six years at Bo’s Ice Cream. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.