Brandy Boone is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Outside of advising, she is involved in a real estate business and holds a builder’s license in Florida. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm integrates algorithmic tools with advisor input to provide tailored income recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Joseph Trainor is a financial advisor with Ameriprise in St. Johns, Florida, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Reyes is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J. A. Reyes & Co., P. A., Equitable Financial Life Insurance, and Blaze Pizza. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Lewis is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years, and at AXA Equitable Life Insurance Company and AXA Advisors, LLC for eleven years. Outside of his advisory role, Lewis is involved in outside insurance sales and operates under the DBA 75 Strong Financial Group. 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 a variety of asset management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans through credentialed Investment Adviser Representatives.

Filipe De Barros Gusmao is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Deutsche Bank Securities Inc, Merrill, Raymond James & Associates Inc, and Concourse Financial Group Securities Inc. In addition to his advisory role, he operates Gold Tree Financial Inc, providing insurance and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing asset allocation tools and automated portfolio management.

Samuel Dickson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo affiliates since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Johnson is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2019, following ten years at Bank of America and fifteen years at Merrill. Outside of his advisory role, he is a band member in a local group called Lost in the Grass. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary plan-level investment management options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregg Stupinski is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes over a decade at Morgan Stanley Smith Barney LLC. He is also a partner in Mill Brook LLC, a business involved in renovating apartments for vacation rentals. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jeffrey Jones is a financial advisor with Mass Mutual Investors Services in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He is also the owner of multiple CPA practices, including Jones & Company, LLC and Gray, Callison & Jones, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing a structured, collaborative planning process that utilizes firm-approved analytical tools.

Zachary Burnett is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Chris Hoomany is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he partners with executives to help them maximize their employer-sponsored benefits and navigate complex financial decisions. He focuses on designing personalized financial plans that provide clients with confidence and a clear path toward achieving long-term goals. Chris has been with Fidelity Investments since 2020, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and multiple levels of Investment Solutions Representative before assuming his current position in 2025. His experience spans client service and investment solutions within the company. He holds an Arkansas Insurance License.

Teresa Haley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent three years with LPL Financial. Outside of her advisory role, she serves as a Sunday school teacher at Port Orange Presbyterian Church and is a commissioned notary public. Wells Fargo Advisors is a national securities firm offering 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Humberto Cruz Ortiz is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank dating back to 2013. 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, combining research from Wells Fargo Investment Institute and third-party sources to support diversified investment strategies.

Bridget Monahan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has been with Merrill and Bank of America since 2026. Outside of her advisory role, she has been involved with several yacht clubs, including the Florida Yacht Club and the Carolina Yacht Club. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Hunter Little is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2018 and also operates Jax Wealth Advisors. He has worked previously at Northwestern Mutual and has a background that includes experience outside finance, such as working at Outback Steakhouse. Additionally, he has been affiliated with the University of North Florida for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Dino Ragazzo is a financial advisor with UBS Financial Services in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 1989. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tonja Holmes is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services since 2017 and has worked at Wells Fargo Bank NA since 2012. Outside of her advisory role, she owns and manages an auto sales business in Jacksonville and serves as a notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Tanner Murphy is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at GM Hill, Lululemon Athletica, and the New York Mets. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Barbara Jaffe is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 registrations and has 47 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a director for the Sidney & Lois Gefen Family Foundation and participates on the advisory board of the Eric Friedheim Family Foundation, both nonprofit organizations focused on charitable activities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers diverse investment products and services across retail and institutional markets.

Patrick Bouthiller is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.