Cameron Slack is a CFP® certificant and Series 66 license holder currently with Equitable Advisors, where he has worked for three years. He has prior experience at Encor Solar, American Senior Benefits, and Koss Olinger. Slack is a notary public and a member of two small businesses, including an architecture firm focused on environmentally conscious design in the Treasure Coast area. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to serve a broad client base, including both non‑high‑net‑worth and high‑net‑worth clients.

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 with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Jonathan Ross Ong is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to that, he was affiliated with Bank of America N.A., Tolomato Community Development District, and the University of North Florida. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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. His prior work includes positions at Heritage Insurance and involvement with Bo’s Ice Cream. He also has academic experience from the University of Florida. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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 based in Jacksonville, FL, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments, Uber, and PNC Bank. Outside of his advisory work, he co-owns and operates a family business, T Inc. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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, and institutions.

James Grzymkowski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Gillespie is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Truist Investment Services and Fidelity Brokerage Services. His background also includes diverse roles outside finance, such as with Freedom Boat Club and Fiverr. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across a large advisor network.

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 worked at Wells Fargo Advisors LLC for seven years before joining Raymond James in 2016. Greer serves as an unpaid board member for HERO—Health Education to Reduce Obesity, a nonprofit focused on health education for underprivileged communities. 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, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Alexandra Gonzalez is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work experience includes roles at the University of North Florida and Georgia Southern University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

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.