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.

Richard Hattaway is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 credential. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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 at Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, and Personal Investment Advisor. In his role, William focuses on providing integrated wealth management planning, retirement planning, tax minimization strategies, and access to banking and trust services through Bank of America. He works closely with clients to develop personalized financial strategies tailored to their long-term goals. William has over 20 years of experience consulting C-level business executives on strategic decisions. Since joining Merrill Lynch Wealth Management in 2005, he has provided financial guidance to high-net-worth individuals and families, helping them to identify their life goals and plan for a secure financial future. His areas of expertise include college education planning, family wealth management, endowment and non-profit services, retirement income, portfolio management, and special needs planning. He has received awards recognizing his commitment to excellent customer service. William earned his bachelor's degree from Florida State University and his master's degree from the University of North Florida. He is involved in professional organizations such as the Florida Crown Region Porsche Club, NE Florida Estate Planning Counsel, and Theatre Jacksonville. William and his wife Maria, both Jacksonville natives, have raised four children and enjoy their homes in Jacksonville's historic San Marco neighborhood and Savannah's Landmark District. His personal interests include chess, drawing, football, music, painting, surfing, and traveling.

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 the Series 66 designation and has prior experience working at credit unions and The Golf Club at South Hampton. 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 broad client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Kevin Alberda is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Taylor El-Ani is Vice President, Wealth Planner at Fidelity Investments, a role held since 2024. Prior to this, Taylor has held various positions within Fidelity Investments including Financial Consultant from 2018 to 2024, Relationship Manager in 2018, Client Management Representative from 2016 to 2018, Retirement Solutions Representative from 2015 to 2017, Investment Solutions Representative from 2014 to 2015, and Full Trader from 2013 to 2014. Taylor holds insurance licenses for Arkansas and California. Their work is focused on partnering with clients and their families to understand their wishes and preferences to develop financial plans that address what is most important to them. Outside of work, Taylor is interested in family activities, football, golf, parenthood, and reading.

Renee Couch is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Located in Jacksonville, FL, her career has been focused within this firm throughout the past 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Jeremiah Haugabook Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2002. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Morgan Calton is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley, Calton worked at Carnes Wealth Management and Raymond James Financial Services. His background includes a variety of roles across financial services and other industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs using structured discovery and firm-approved planning tools.

Randall Looney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2017, serving in various capacities including Investment Management Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience encompasses client relationship management and developing customized financial plans to align with clients' short-term and long-term financial goals. Randall holds insurance licenses in Arkansas and California. Outside of his professional work, Randall's personal interests include attending concerts, family activities, exploring food, football, golf, and caring for pets.

Jorge Longueira is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, business-owner transition, and specialized niche planning, utilizing Wells Fargo research and tools to develop tailored recommendations.