James Hughes is a financial advisor with LPL Financial based in Fleming Island, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Camarda Wealth Advisory Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Glenn is a financial advisor with MassMutual Investors Services who holds the ChFC® designation and has 40 years of industry experience. Since 2012, he has been associated with MML Investors Services and MassMutual Life Insurance Company. Glenn serves as an adjunct professor at Florida State College and participates as a speaker at industry meetings. He is also a member of the Jacksonville Police and Fire Pension Fund Financial Investment and Advisory Committee. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using analytical tools and offers specialized programs including divorce planning and employer-sponsored planning services.

Donald Williams II is a financial advisor with Thrivent Investment Management in Middleburg, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019, and previously spent eight years at Walmart Transportation LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that address a range of topics such as retirement, tax, estate, and business continuation planning. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program while maintaining separate planning and portfolio management services.

Wade Bramlitt is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at LPL Financial and has prior experience at VyStar Credit Union, Edward Jones, UBS Financial Services, and CUNA Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Adams is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation as Axa Advisors, LLC. Outside of his advisory role, Adams is a CPA providing tax and advisory services as a sole proprietor and serves as a deacon and secretary of the deacon board at Evangel Temple Assembly of God in Jacksonville, Florida. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach includes matching clients to advisory models and discretionary managers, with many solutions implemented through third-party platforms and LPL-sponsored programs.

Edward Brennan is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market assumptions to tailor client plans.

Scott Schless is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at First Command Insurance Services and Equity Services, among other firms. Outside of his advisory role, Schless is president of Schless Insights, Inc., a paraplanning and trading business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.

Jay Funyak is a financial advisor at LPL Financial with 18 years of industry experience. His prior roles include positions at Moralis Technologies, MassMutual, MFA Wealth, and Northwestern Mutual. He holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Budd is a financial advisor with OSAIC in St. Johns, FL, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, Budd is involved in several insurance-related businesses specializing in life, health, annuity products, and premium financing. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios suited to clients' risk tolerance and preferences.

Natalie Haskins is a financial advisor with Edward Jones in Fleming Island, FL. She holds the Series 66 designation and has seven years of experience at Edward Jones. Prior to joining Edward Jones, she worked at Sam's St John's Seafood and Florida's First Coast YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Philip Rogero is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He has been with MML Investors Services since 2012 and associated with MassMutual Life Insurance Company since 2011. Rogero is also involved in insurance sales and service through his ownership of Rogero Wealth, LLC, which focuses on fixed insurance products. MassMutual Investors Services, LLC 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 emphasizes collaborative, ongoing planning relationships supported by firm-approved analytical tools and offers a range of programs including estate and employer-sponsored planning.

Martin Burger is a financial advisor at Battalion Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, Burger is an optometrist and LASIK surgery specialist, serving as managing member of Surgery Pros LLC and LASIK Specialists LLC. Battalion Asset Management, LLC is an independent firm providing financial advisory services, with Burger as its sole advisor.