Taylor Willetts is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank, Fidelity Investments, and Carter Healthcare. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary investment services.

Thompson Lemaistre is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and having 20 years of industry experience. He has previously worked at Raymond James & Associates and Maryland Financial Group, Inc., as well as Headland Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Ryan Merrell is a Series 65-licensed financial advisor with Merrell Brothers, LLC in Jacksonville, FL, and has 13 years of industry experience. He is also an attorney at Cancer Specialists, LLC, where he has worked since 2006. Outside of his advisory and legal work, Merrell owns and operates Merrell Fishing Company, which runs offshore fishing charters in the Jacksonville area. Merrell Brothers, LLC is an independent advisory firm that provides investment management services.

Steven Farmand is a financial advisor at Farmand Investment Services, Inc. in Jacksonville, FL, holding a Series 65 credential with three years of industry experience. He has been with Farmand Investment Services since 2007. Farmand Investment Services is a small firm with two advisors that provides supported financial advisory services.

Nelson Greene is a CFP® professional with six years of industry experience currently with Highline Private Wealth, LLC in Jacksonville, FL. His prior roles include positions at Financial Independence Advisors, LLC, Parkside Investments, LLC, and TD Ameritrade, Inc. Outside of advisory work, he is a co-owner of Deepwake Analytics, LLC, providing operational data consultation for small businesses. Highline Private Wealth, LLC is a small firm serving clients with personalized wealth management strategies.

Mike Farmand is a financial advisor at Farmand Investment Services, Inc. with 22 years of industry experience. He holds a Series 65 designation and has also been a partner and shareholder at Farmand, Farmand & Farmand, LLP, CPAs since 1975. In addition to his advisory role, he works 20-25 hours per week at the CPA firm. Farmand Investment Services, Inc. is a small firm based in Jacksonville, FL, serving clients with supported advisory services.

Richard Crawford II is a financial advisor at Highline Private Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has also worked for over ten years at SS&C Technologies, Inc. as Senior Director of Wealth Market Commercial Strategy. Highline Private Wealth, LLC is a small advisory firm based in Jacksonville, Florida, offering personalized wealth management services.