Andreas Heinrich is a financial advisor with LPL Enterprise in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America since 2018 and Pruco Securities, LLC from 2018 to 2024. He also works as a broker/agent for United Healthcare and Prudential property and casualty insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

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 with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Merrill, he worked at Bank of America, Fidelity Investments, and Uber. Clarke is also co-owner of a family business, T Inc., based in Jacksonville, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

James Grzymkowski is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation and with 15 years of industry experience. He has been with Merrill and Bank of America since 2010. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, with investment strategies implemented by Managed Account Advisors LLC and Merrill's Chief Investment Office.

Nicholas Gillespie is a financial advisor at Raymond James Financial with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at TRUIST Investment Services, Fidelity Brokerage Services, and Freedom Boat Club. He is also an associate at Horizon Group and Pinnacle Asset Management, providing client service and administrative support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

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 previously worked at Wells Fargo Advisors LLC for seven years before joining Raymond James in 2016. Greer serves as an unpaid board member of HERO, an organization focused on educating underserved communities about healthier lifestyles. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Alexandra Gonzalez is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to her finance career, she held positions in education and the automotive and food service industries. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations and advisory services for fund-of-funds and model portfolios.

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 Series 66-licensed financial advisor with Merrill in Jacksonville, FL, with 19 years of industry experience. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated into Bank of America’s broader corporate platform.

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.

William Sims is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial guidance to high-net-worth individuals and families to identify their life goals, develop financial strategies, and plan for their secure financial future. His role includes integrated wealth management planning, retirement planning, liability management, insurance analysis, tax minimization strategies, and access to banking and trust services from Bank of America. He collaborates with Specialists from Merrill and Bank of America to support his clients' financial needs. With over 20 years of experience consulting C-level business executives on strategic business decisions, William joined Merrill Lynch Wealth Management in 2005. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and is a Personal Investment Advisor. He earned his bachelor's degree from Florida State University and his master's degree from the University of North Florida. William and his wife Maria, both Jacksonville natives, have raised four children and two collies. They reside in Jacksonville's historic San Marco neighborhood and Savannah's Landmark District. He is a member of professional organizations including the Florida Crown Region Porsche Club, NE Florida Estate Planning Counsel, and Theatre Jacksonville.

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.

Isaiah Simpson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2015. Outside of his advisory role, he serves as Vice President of the Red Hawk Village Homeowners Association in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using a combination of proprietary fundamental research, quantitative analysis, and algorithmic methods.

Scott Carroll is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and PNC Investments LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

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 a Series 66 designation and previously worked at Community First Credit Union and Blue Federal Credit Union. Prior to her advisory career, she was employed at The Golf Club at South Hampton. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.