Ivan Gordon is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2009. Gordon serves as Treasurer and a board member of the First Coast YMCA Metro Board and is also a member of the finance and investment committee for the YMCA of Florida’s First Coast. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Timothy Buchanan is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Next Financial Group Inc and Cetera Advisor Networks LLC, alongside his ongoing association with BCI Wealth & Asset Management for over two decades. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party providers.

Jason Fuchs is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at multiple firms, including Wells Fargo Advisors and FSC Securities Corp. Outside of his advisory role, he is a co-owner of YOLO Luxury Consignment and serves as a sponsored athlete for Aerodyne Research, LLC. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory services, utilizing both discretionary and non-discretionary management along with model portfolios and advanced research.

Carol Schacht is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at 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 discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Melody Bundschuh is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at LPL Financial since 2009 and has long-standing roles with Waterstone Financial Group and Commonwealth Financial Group. She is also a partner at Waterstone Financial Services, where she spends part of her time providing fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Lindsay Hughes is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She has held roles at Wells Fargo Advisors, Northwestern Mutual Investment Management, and Merrill. Hughes holds Series 63 and Series 65 designations and is based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Rebecca Rosengard is a financial advisor with Equitable Advisors in Jacksonville, FL. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Glory Days Grill and attended Florida State University. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Reed Ganey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including the period when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and relies on a combination of firm-offered programs and third-party asset managers for investment solutions.

Erin Owen is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual and First Command in various advisory and insurance roles. Beyond her advisory career, Owen is involved as president of Voyager Financial Solutions, LLC, and works in the food and beverage sector at Chow Down Alley. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platforms.

Walter Chown II is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with LPL Financial since 2024. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1 St Global Advisors, among others. He is based in Jacksonville, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Patricia Otterson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she serves as Treasurer and a board member of the Ascension St Vincents Foundation, where she is involved in fundraising and financial oversight. 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 investors, and charitable organizations, offering financial planning and investment consulting services with a range of portfolio management styles and research support.

Michael Gallagher is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Gallagher is based in Jacksonville, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform that includes fee-based financial planning, portfolio management, and capital markets activities.

Parker Barriball is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he serves on the Finance Committee as a board member for Riverside Avondale Preservation, an art and culture organization in Jacksonville, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

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.