Jason Webb is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with various Fidelity entities since 2008 and is a managing member and partner of MGW Creations, LLC, a company involved in creation and distribution. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios and serving multiple registered investment companies through systematic methodologies.

Onycha Baker is a Senior Financial Advisor with Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. She earned both her bachelor's and master's degrees from Florida Agricultural & Mechanical University. Onycha's career with Merrill Lynch began in 2008, during which she has provided individual investors with financial advice and wealth management planning. She specializes in areas including divorce transition planning, education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Onycha offers customized financial strategies for high net-worth individuals, retirees, families, and business owners, focusing on understanding clients' perspectives to help meet their financial goals. Outside of her professional work, Onycha is involved with the COP Youth Choir as a musician and has interests in cooking, interior decorating, music, spending time with family, and traveling.

Juan Babich is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branches.

Charles Cristin is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides advisory services to registered investment companies and fund-of-funds.

Andrew Perez is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Merrill since 2020 and previously held positions at Fidelity Brokerage Services LLC, PRO Unlimited, and State Farm. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s platform, combining investment management with additional financial services.

Linda Macleod is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of finance, she is a majority owner of Frontline Fencing, Inc., a minority-owned business in Jacksonville, Florida, where she assists with contract reviews and company communications. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporations, and municipal entities. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it also serves municipal clients with public finance and investment banking capabilities.

Jerry Williams is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Bank of America and Empower. Outside of his advisory work, he is involved in a logistics business providing trucks to a transportation company in Jacksonville, Florida. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, utilizing model-based and discretionary investment strategies designed for a wide range of clients, including individuals and institutional investors.

David Prizzia is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual, and Deutsche Bank. 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 and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to inform investment decisions.

Matthew Turner is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Truist Advisory Services and Bb&T Securities. Outside of his advisory role, he is owner and partner of two LLCs involved in passive investment ventures. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and municipal entities. Its services include tailored, non-discretionary advisory solutions and a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Michael Svoboda Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. He has worked at several firms, including Guided Financial Advisors and The Modern Rose. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Karen Alimi is a financial advisor with Wells Fargo Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked within Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop individualized recommendations.

Micah Henson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, and Retirement Solutions Representative. His experience encompasses client management and financial consulting. Micah holds insurance licenses in Arkansas and California. He focuses on understanding the priorities of his clients and their families to tailor financial planning that aligns with their specific goals. His approach aims to help clients feel confident about their financial picture. Outside of his professional work, Micah enjoys boating, fishing, fitness, football, golf, and skiing.

Joseph Ouellette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for over two decades. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ashley Montgomery is a financial advisor at Fidelity with CFP® and Series 63 designations and two years of industry experience. Prior to joining Fidelity, she worked at Alpha Financial Partners for three years. Outside of her advisory role, she leads a cycling class once or twice a week at Proof Fitness in Lexington, Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and employs systematic methodologies and long-term asset allocation benchmarks.

Dimitrios Kavalieros is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, Dimitrios focuses on developing personalized financial strategies to help clients pursue their long-term goals. He integrates investment insights from Merrill Lynch and banking solutions from Bank of America to create flexible approaches suited to changing market conditions. He holds multiple professional designations, including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Dimitrios earned his bachelor's degree from the University of Florida. Committed to the Merrill tradition of community involvement, Dimitrios spends time volunteering with local organizations. His approach centers on working collaboratively with clients to understand their financial picture and tailor strategies that align with their priorities.

Suzette Blasini is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked as an independent realtor and as an educator with VIPKIDS. Outside of her advisory role, she serves as treasurer for Boy Scout Troop 389 and works as an independent contractor coordinating real estate transactions. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction for its model portfolios.

Derek Hoffman is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Philip Bowers is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Bank of America, The Vanguard Group, Ace Hardware, Saranac Building Corp., and Wake Forest University. Based in Jacksonville, FL, he has been with Merrill since 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a range of clients, including individuals, high-net-worth clients, and institutional investors.

Taylor Westbrook is a Planning Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. In these roles, Taylor focuses on financial planning and education, aiming to tailor financial strategies to the unique objectives of each client. Taylor holds insurance licenses in Arkansas and California. This professional background supports a comprehensive approach to helping clients understand and manage their financial situations. Outside of work, Taylor has interests in baseball, fishing, football, golf, surfing, and traveling.

John Wilson is a financial advisor with Ameriprise in Ponte Vedra, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. since 2003. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.