Argie Focco is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2011. J.P. Morgan Securities 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.

Terry Stephenson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, he helps family members with investment consulting through his ownership of a private investment-related entity and is a commissioned notary public in Florida. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Ericka King is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Raymond James Financial Services, PWA Securities, and Provenance Wealth Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools supported by its Global Investment Committee’s analyses.

Scott Bostick is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. His prior work includes roles at B. Riley Wealth, CNB Management Partners, LLC, and Pina, as well as employment at the University of Florida. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a range of third-party advisory programs and proprietary solutions.

Micah Carter is a financial advisor at Edward Jones with five years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked at Merrill and has experience in real estate and hospitality. Outside of his advisory role, he manages several rental properties in Sylva, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, supported by a large network of advisors and branch offices nationwide.

David Leavitt is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Ponte Vedra Beach, FL. His work history includes prior roles at Citigroup, Deutsche Bank, and Janney Montgomery Scott. Leavitt has spent a total of eight years across two separate periods at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Thomas Schmid is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes a leadership role at Downtowner Car Wash LLC and attending Florida State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dana Chavez is a CFP® professional affiliated with LPL Financial, based in Fleming Island, FL, with one year of industry experience. Prior to joining LPL Financial, Chavez worked at Strategen Wealth Advisors and Ginn & Patrou, PA. Outside of financial advising, Chavez is involved with Health Pointe Jacksonville Acupuncture & Wellness Clinic. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven solutions.

Danielle Duncan is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at PFS Investments Inc. since 2022 and Primerica Financial Services since 2019. Outside of financial advising, she is a self-employed piano teacher and works part-time as a videographer for Dance Production House, primarily recording dance performances. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-based investment strategies primarily delivered through its financial advisors. The firm oversees approximately $15.5 billion in assets under management and offers a range of discretionary portfolio management solutions supported by third-party asset managers and custodians.

Tony White is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 65 and Series 63 designations and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2014. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Dylen D'aurora is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial, he was associated with Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, D'aurora has worked in various positions including at Queens Harbour Yacht and Country Club and Castillo FL Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by in-house research and third-party subadvisors.

Jonathan Choez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Bank since 2017. Prior to his financial services career, he was involved with Mr. Wich Deli for nine years. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Bradley Goldbach is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at xAI, Lightstream Marketing Agency, Scale AI, James T. Meyer, Inc., and Pearson Education. He is also involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Dennis Cowell is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a broader tenure at Wells Fargo Bank, N.A. dating back to 2013. Outside of his advisory work, he serves as a notary public in the state of Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines brokerage and advisory solutions while utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment offerings.

Heather Wright is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2018 and previously worked as a stylist for Stella & Dot, an online accessory sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Kennon Tyre is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 license and has previously worked at Southern Crown Partners and various roles outside the financial sector, including positions at Splash in the Boro, McAllister's Deli, Georgia Southern University, and Pierce County High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and diverse asset management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advice based on client information and risk tolerance, utilizing both proprietary and third-party investment solutions.

Kenny Ray is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, he partners with executives to help them understand their employer benefits and develop plans to work toward their financial goals, employing a consultative approach to foster client confidence and strong relationships with Fidelity. Kenny has accumulated comprehensive experience at Fidelity Investments, holding various positions including Planning & Advice Help Desk (2024-2025), Investment Solutions Help Desk (2022-2024), Fixed Income Specialist (2019-2022), High Net Worth (2016-2019), and Customer Relationship Advocate (2015-2016). He also worked as a Client Service Associate at Brust Wealth Advisors in 2024. Outside of his professional work, Kenny enjoys baseball, spending time at the beach, cooking and baking, family activities, and outdoor adventures.

Anthony Harp is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2011. Outside of his advisory role, he holds a power of attorney position in a non-investment-related business activity. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary strategies developed by internal CIO teams and third-party managers.

Devon Mertz is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Community First Credit Union of Florida and Cuso Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, incorporating tax-aware withdrawal strategies and Social Security options.

Christopher Acebal is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a co-trustee for his son. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions, leveraging research and analytics from Wells Fargo Investment Institute and third-party sources.