Katie Mc Kee is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017, following earlier roles at Damon Allen, Bradley Ernst, and Northwestern Mutual Investment Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Daniel Smith is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He previously worked with Juice Plus as a partner involved in promotional events and speaker conferences. His background also includes roles at the Jewish Community Alliance and Martin J Gottlieb Day School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and model portfolio construction. The firm is noted for its use of algorithmic methods and its advisory role to multiple registered investment companies.

Elio Murillo is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them make informed financial decisions and develop strategies that align their wealth with their personal goals. His work encompasses areas such as retirement planning, investment management, legacy planning, and philanthropic planning. With over 10 years of experience in the financial services industry, Elio focuses on creating personalized financial strategies by understanding each client's unique goals and values. His approach is rooted in integrity and transparency, aiming to simplify financial complexity and help clients pursue meaningful outcomes. Elio holds a Bachelor of Business Administration from the University of Florida and holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Chartered Retirement Planning Counselor™ (CRPC) designation. He is also registered with multiple FINRA licenses. Bilingual in Spanish and English, Elio lives in Jacksonville, Florida, with his wife and their two young sons, and enjoys fishing, football, soccer, traveling, watching movies, and spending time with family.

Bruce Chappell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1966, serving the ultra-high net worth client segment in Jacksonville for over 58 years. Bruce is one of the longest-tenured advisors at Merrill Lynch, providing guidance to multiple generations of families and their extended networks. His expertise lies in developing strategies for high-net-worth individuals, their families, and their businesses to help them achieve both short-term and long-term financial objectives. Bruce holds a Bachelor of Science degree in Civil Engineering from Duke University and maintains the Professional Investment Advisor (PIA) designation.

Anthony Recco Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. With over 20 years of experience, Anthony guides clients through personalized financial strategies aimed at pursuing their long-term goals. Anthony holds the Personal Investment Advisor (PIA) designation and attended the University of California System, though no diploma was conferred. He emphasizes a client-focused approach that involves understanding each individual's full financial picture to develop flexible strategies suited to changing market conditions. He integrates the investment insights of Merrill and lending solutions of Bank of America to provide comprehensive wealth management. Committed to community involvement, Anthony participates actively in local organizations. His past and current roles include serving as President of the Michelle Adey Fund, President of the Senior Citizens Council of Rome, Past President of Rome Rotary and the Teugega Homeowners Association, and as a teacher at St Johns Baptist Church. In his personal time, he enjoys biking, gardening, running marathons, skiing, yoga, and spending time with his family.

Martin Baptiste is a Financial Consultant at Fidelity Investments, where he has been providing personalized financial planning since 2025. He focuses on building long-term relationships with clients based on trust and transparency, delivering clear and objective guidance to support informed financial decisions over time. Martin has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2017, including Investment Management Consultant and Client Management Representative. Prior to joining Fidelity, he worked as a Financial Representative at UF Health of Jacksonville from 2007 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Martin has interests in football, movies, music, and photography.

Michael Smulcheski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2012. Outside of his advisory role, he serves as a power of attorney for a family member. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Marsh is a CFP® with nine years of industry experience, currently associated with Osaic Wealth, Inc. since 2024. He previously worked at Triad Advisors from 2014 to 2024. Marsh is also engaged in insurance sales, providing clients with insurance products to fit their needs. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Catherine Misner is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Fidelity Investments since 2021 and Fleet Landing in 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Christopher Clark is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and currently works within Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Richard Sikorski III is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. His prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America. He has also been involved in marketing and payroll support activities for associated businesses in Neptune Beach, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jose Checo is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Fidelity, he worked at Northwestern Mutual and held academic roles at Old Dominion University and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of model portfolios and formal advisory roles within Fidelity’s institutional platform.

Joshua Zimmerman is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2024, including a role at Morgan Stanley Private Bank, N.A. from 2025. Prior to his professional career, he was a full-time student for nine years and has experience outside finance from a position at Pump It Up. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes, while clients are responsible for plan implementation and updates.

Troy Buckingham is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop customized financial plans. He emphasizes building strong relationships based on trust, reliability, and competency. Troy has progressed through multiple roles at Fidelity Investments, including Investment Solutions Representative III, II, and I, High Net Worth Service Associate, and Customer Relationship Advocate, gaining experience in various aspects of investment and client service. He holds insurance licenses in Arkansas and California. Outside of work, Troy's personal interests include beach activities, football, and soccer.

Andrew Reichenbach is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he assists clients in achieving financial confidence, making informed investment decisions, and simplifying their financial lives. His professional journey at Fidelity Investments began in 2018 and includes positions such as Customer Relationship Advocate, Investment Solutions Representative, Investment Consultant, and Investment Management Consultant II. Andrew holds insurance licenses in Arkansas and California, reflecting his qualifications in the insurance domain. Outside of his professional responsibilities, he engages in activities such as cooking and baking, gardening, parenting, caring for pets, swimming, and traveling.

Alexander Intriago is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Wells Fargo Clearing Services LLC and M Holdings Securities, Inc. Intriago serves as a board member of The River Club in Jacksonville, Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu that addresses various client needs, including cash-flow, retirement, education, and specialized planning such as business-owner transition and sports & entertainment planning.

David Derrick is a Series 66-licensed financial advisor with Fidelity in Jacksonville, FL, where he has worked since 2022. He has four years of industry experience and prior work history includes roles outside finance, such as at The Surf Station and Flagler College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative and algorithmic portfolio construction and serves as an adviser to multiple registered investment companies and fund-of-funds.

Joshua Persson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Uber and DoorDash, and has experience working in higher education at Florida State College of Jacksonville and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Wendy Reedy is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her previous work includes roles at Valor Intelligent Processing and Diversified Consultants, Incorporated. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brandon Whaley is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with LPL Enterprise and has previously worked at Edward Jones, Bank of America, Merrill, and J.P. Morgan Securities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with active sales of financial products and insurance.