Melissa Alexander is a financial advisor at Primerica Advisors with four years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Primerica in 2025, she spent 20 years at Aetna, Inc. and has been involved in a separate business, Benefits, LLC DBA BenelynK, since 2021. In addition to her advisory role, she receives non-investment related compensation for referrals related to home security, automation, and loan products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm offers model-based investment strategies managed by third parties and supports trading and custody through BNY Mellon Advisors and Pershing, operating on a scale with thousands of advisors and billions in assets under management.

Gary Vansiclen is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Primerica Advisors since 1998 and has prior experience with Quest Diagnostics, Inc. and Mr. Greens Produce. Outside of advisory work, he is a partner in Linkswiler Farm, a rice farming operation. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Charles Thomas is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Thomas serves as treasurer for the Timucuana Home Owner Association and operates a coin, stamp, and collectibles dealership. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristopher Keating is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Kyle Jarosz is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Intercontinental Capital Group, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Professional Concessions Inc for nine years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Everette Seay IV is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Mass Mutual-affiliated firms since 2016. Outside of his advisory role, he serves as a high school basketball coach in Jacksonville, FL. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved analytical tools and supports implementation through brokerage or insurance arrangements.

Dakota Colonese is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, Colonese worked at Trinity Wealth Securities and Florida Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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, with access to model portfolios, research, and various technology-driven investment solutions.

Duane Lasher is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 combines research and analytics with diversification principles to support a broad range of financial solutions.

Phillip Batchelder is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and was affiliated with Pruco Securities, LLC. for 36 years prior to joining LPL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services through an integrated platform that includes financial planning, model portfolio options, and access to insurance products.

Val Janschutz is a financial advisor at LPL Financial with 14 years of industry experience. He has held positions at several firms, including Fifth Third Bank, Synovus, and SunTrust, prior to joining LPL Financial and South State Bank in 2024. Janschutz holds Series 63 and Series 65 licenses. 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 provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by extensive research and model portfolios.

John Genovese is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephen Harrison is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2019, following a brief tenure at Axa Advisors. Outside of his advisory role, Harrison is involved in beach volleyball as a player for the Association of Volleyball Professionals America and serves as an assistant coach for the varsity girls beach volleyball team at Bishop Kenny High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, offering diversified investment solutions tailored to client needs.

Cherie Anderson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over three decades of experience in the financial services industry, beginning her career in 1985. Cherie managed her practice at Metlife for 25 years before joining Merrill Lynch in 2017. Throughout her career, she has focused on providing personalized financial strategies tailored to her clients' long-term goals, emphasizing integrity and client trust. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Cherie holds the Personal Investment Advisor (PIA) designation and completed her high school education at Ramona High School. She is committed to helping clients navigate complex insurance and investment issues through an educational approach, which has resulted in many long-standing client relationships. Cherie is actively involved in her community, volunteering and fundraising for organizations such as New Life Church SRB, STW Ministries, and Impact Ministries International. Her personal interests encompass boating, gardening, golfing, scuba diving, singing, yoga, and spending time with her family.

Sara Gross is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with LPL Financial since 2016 and also maintains a role at VyStar Credit Union since 2015. 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 retirement plan consulting and brokerage services, with both discretionary and non-discretionary management options supported by research from LPL and third-party subadvisors.

Amanda Foskey is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC for one year. Outside of her advisory role, she has been involved with III Forks Restaurant since 2015. 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Matthew Davison is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing its portfolios.

Timothy Sutherland is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Arturo Granell Heras is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at UBS and Fidelity Investments. His background includes roles outside finance, such as with Elev8tion Fitness and the Paris Saint Germain Franchise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis.

Peter Hargitai is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked in various roles including at Anytime Fitness and Ponte Vedra Inn & Club. He volunteers as a youth mentor with the MaliVai Washington Youth Foundation, providing academic support and online literacy assistance. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Addison Knight Jr. is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James since 2011 and previously worked at The Bolles School from 2019 to 2023. 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 and pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and firm-supported research.