Reed Forrestel is a financial advisor with Ameriprise who holds a Series 66 designation and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2000. Outside of his advisory role, he manages business activities through Forrestel & Associates, LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations within a large institutional framework.

Grant Clemons is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previous work experience in various fields, including roles at RealCold and Dustless Floor Removal. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

James Haynes is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He worked at Merrill for 12 years before joining Wells Fargo Clearing in 2017. Outside of advisory work, he is a silent investor with a minority interest in TEAM Z at Moonshine Landing, LLC. 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 manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Ashlee Brown is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. She holds Series 66 and Series 63 licenses and has been in the industry since 2024, with prior experience at Alex Brown | Raymond James and B2americas Contracted On To Onbeat Socials. Outside of finance, she has been involved with Mad Dance Performing Arts and Rustic French Home. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers a range of products through its broader broker-dealer and banking organization.

Angela Fettik is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Carlos Esquivia Cruz is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Deutsche Bank and Bank of America, among other firms. Outside of his advisory roles, he is the owner of CREC Coffee Holdings LLC, a coffee shop franchise venture not yet operational. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

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.

Kendall Higginbotham is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.

Michael Fiorilli Jr. is a financial advisor with J.P. Morgan Securities in Plantation, FL, holding a Series 66 designation and bringing 13 years of industry experience. His work history includes roles at Fiorilli Consulting, Inc., J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Sunglass Hut. 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 affiliated brokerage, distribution, and investment management capabilities.

Ryan Zangeneh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Fox Rothschild LLP, Withers Worldwide LLP, Diserio Martin O'Connor & Castiglioni LLP, Ernst & Young LLP, University of Miami School of Law, and KPMG LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of discretionary and non-discretionary investment solutions.

William Jones Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting services through various advisory programs and drawing on multiple portfolio management styles and affiliated research.

Chasity Bell is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones in Jacksonville, FL. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roberto Costa is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, Costa is the owner and managing partner of The Prism Group of North Florida and participates in a capital campaign cabinet for Bishop Kenny High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes aligning clients with model portfolios and third-party asset managers without sponsoring its own wrap fee program or advertising hypothetical performance.

Milton Nuckols is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ashley Darr is a financial advisor with J.P. Morgan Securities in Venice, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously held roles at Wells Fargo Bank and Carrabbas. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Michael Keller is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and several other firms. Keller is based in Jacksonville, FL. 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 to support customized investment recommendations.

Wilson Studstill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Raymond James & Associates since 2009. Outside of his advisory role, Studstill serves as a trustee for a related business entity. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Johnson is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advising, he is commissioned as a notary public in Florida and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Arthur Reading is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Tiffany Silva is a financial advisor at Edelman Financial Engines in Jacksonville, FL, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Citigroup and Fidelity Investments. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a long-term, diversified approach.