Jennafer Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Karen Macnair is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a board member for the Amelia Island Dance Festival and operates an online retail business on eBay. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Stephanie Brice is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. 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 uses research and analytics to evaluate managers and options, offering both brokerage and advisory solutions across a large platform.

Brian Henning is a financial advisor at Edward Jones in Fernandina Beach, FL, holding the CFP® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sharon Porter is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Tara Harris Josephs is a financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 1982. Outside of her advisory work, she has a home design business she plans to develop as a hobby after retirement. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrea Smithers is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for 15 and 10 years, respectively. Andrea serves on the investment committee of the Jacksonville Jewish Center, participating in bi-annual investment reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Deidre Knott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, COMPASS Bank, PNC Bank, and CUSO Financial Services. She is involved with Community First Credit Union of Florida alongside her work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

Stephen Kowitski is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with LPL Financial since 2014 and also maintains a role at VyStar Credit Union since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Jeremiah Paradis is a financial advisor at Merrill with 9 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes ten years at Financial Transition Services and thirteen years at TMCC. 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 strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Jacobson is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients through goals-based wealth planning, with expertise in executive compensation, family wealth management strategies, and personal retirement planning. Joshua holds the Chartered Retirement Planning Counselor (CRPC) designation and earned his Bachelor's Degree from the University of North Florida. His approach centers on creating structured plans that align with clients' personal priorities while managing appropriate levels of risk. Outside of his professional work, Joshua enjoys football, golfing, and spending time with his family.

Holly Van Wagner is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS Financial Services since 2015, with a brief period at Morgan Stanley in 2017-2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Volha Laurentsik is a financial advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Enterprise, she worked at Bristol Infrastructure Inc and Century 21 LH Realty, and served in the US Navy from 2008 to 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset managers through advisory and brokerage channels.

Jesse Peck is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 credential and 19 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ECJ Capital, LLC, a business involved in real estate investment and property management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with multiple portfolio management styles and affiliated research support.

David Smith is a financial advisor at Wells Fargo Clearing with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, TD Bank, and Coastal Wealth, among others. He has also served in the United States Navy. Wells Fargo Advisors is a national securities firm providing 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hunter Chappell Walker is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2022 after working as a supply chain operations and finance analyst for a major U.S. retailer. Hunter is a member of the Chappell Walker Group, a team with over 250 years of collective experience dedicated to assisting affluent households and business owners with their wealth management needs. Hunter holds a Bachelor of Business Administration in Finance and a Master of Science in Business Analytics, both from The University of Georgia. He is also a Personal Investment Advisor (PIA) and is bilingual in English and Spanish. His approach focuses on understanding clients' unique financial goals to develop customized strategies that leverage Merrill's investment resources and Bank of America's banking services. In addition to his professional work, Hunter serves on the Alumni Association Board of The Bolles School, where he graduated, and participates in the Angels for Allison community initiative. He resides in the Jacksonville area with his wife Abigail and their Goldendoodle, Rosie.

Nadine Of Gatas is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and having eight years of industry experience. She has been with Wells Fargo Clearing since 2017 and has also worked at Wells Fargo Bank since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Timothy Hollinger is a CFP® professional with 27 years of industry experience, currently serving at LPL Financial since 2022. His prior roles include work at Principal Life Insurance Company and Principal Securities Inc. from 2016 to 2022. He also acts as a retirement plan consultant for South State Bank in Jacksonville, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Andrew Smith is a CFP® and ChFC® with 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously with Family Wealth Advisors, Inc. In addition to his advisory role, he volunteers as the treasurer for a local Girl Scouts council troop. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing a variety of portfolio and platform strategies, including proprietary and third-party models.

Allison Mulgrew is a Series 66-registered financial advisor with Merrill, based in Jacksonville, FL, and has 14 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she serves as a board member for the North Florida School for Special Education, assisting with their planned giving program. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.