Mark Rosenlof is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and Northwestern Mutual. He also served in the US Army National Guard from 2015 to 2017. 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 advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Hugh Saussy is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Georgia and Waycross Bank & Trust. Outside of financial advising, he previously managed Saussy Tennis, a tennis-related business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management services. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, using a mix of proprietary and third-party investment solutions.

Joseph Celiberti is a financial advisor with LPL Enterprise LLC based in Jacksonville, FL. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Metlife Securities Inc., Morgan Stanley, and Stratos Wealth Partners. Outside of his advisory work, he is also involved in insurance brokerage, focusing on life, fixed annuities, disability, long-term care, and health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by an integrated platform that combines adviser programs with the sale of financial products including insurance.

Neal Mc Daniel is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2008. He is based in Fleming Island, FL. Outside of his advisory role, he is the owner of Seasons Holdings LLC, a commercial real estate business that leases property to Edward Jones Investments and Progressive Step Rehap. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

William Tesche is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith from 2011 to 2018 before joining Raymond James in 2018. Raymond James & Associates is a large dual-registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Gary Slaven Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1999. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julio Gonzalez is a financial advisor with Cambridge Investment Research Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His work history includes roles at EQUIS and Ameritas Investment Corp, and he has operated independently in insurance agency activities for several years. In addition to his advisory work, he is involved in independent insurance agency operations under the SMART PRO FINANCIAL name. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platforms and emphasizes both proprietary and third-party model strategies along with institutional resources for financial professionals.

Sabrina Carter is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of advisory work, she serves on the Advisory Board for Duval County Extension Services and is involved as an independent travel consultant and contracted personal shopper. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Frank Meininger is a financial advisor at Edward Jones in Jacksonville, FL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved as an owner and landlord of a commercial office property in Jacksonville. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Devon Eberling is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Devon works directly with clients to understand their financial priorities and develop strategies aimed at pursuing short-, mid-, and long-term goals. Devon provides ongoing advice on subjects ranging from investing and retirement planning to managing unexpected expenses, with access to additional support from Bank of America specialists in banking, credit, home financing, and small business solutions. Devon’s expertise lies in helping clients manage complex financial demands, including saving for education, home purchasing, elder care, and healthcare needs. As a Personal Investment Advisor (PIA), Devon collaborates closely with clients to define objectives and select portfolio strategies tailored to those goals, adapting recommendations as clients’ circumstances evolve. Devon holds a High School Diploma/GED from A Philip Randolph Academies of Technology.

Luke Elmore is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with nonprofit organizations including World of Fellowship Inc and Gospel Volunteers Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Damien Rend is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Citadel Tax Advisors for three years. Rend is also the single member of Rend Property Group, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and services supported by a large national network of financial advisors and branch offices.

Samantha Vadnais is a financial advisor at Merrill with a Series 66 designation and 11 years of experience, all with Merrill in Jacksonville, FL. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Derek Elftmann is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of his advisory role, he serves as President of the Christ the King Athletic Association and is an athletic coach at Fletcher High School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Hughes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial and Vystar Credit Union since 2016. 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Brady is a Series 66–registered financial advisor with Merrill in Jacksonville, FL. He has seven years of industry experience, having worked at Bank of America and Merrill since 2019 and previously at Paya Services from 2013 to 2018. 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 Kennedy is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 credentials. He has one year of industry experience, including prior work at Fidelity Investments and involvement with Town Beer Co and Mandarin Christian Church of Jax FL INC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.

Alexander Jean Mary is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace and Strategic Advisers LLC. His background includes roles in both investment firms and educational services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Alexis Guilloux is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, Alexis worked at Johnson Matthey and held educational roles at Georgia Southern University and Pine View School. Outside of advising, Alexis serves as a beneficiary and agent of record for a family trust. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory models, including third-party and proprietary programs, serving a broad client base from non–high-net-worth individuals to institutional clients.

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.