Jeanne Peterson is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2020. She previously worked with Ameriprise Financial Services, Inc. from 2016 to 2020. In addition to her advisory role, Jeanne is involved in independent insurance brokering and co-manages JBJ Financial LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Lindsay Hughes is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She has held roles at Wells Fargo Advisors, Northwestern Mutual Investment Management, and Merrill. Hughes holds Series 63 and Series 65 designations and is based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Rebecca Rosengard is a financial advisor with Equitable Advisors in Jacksonville, FL. She holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Glory Days Grill and attended Florida State University. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Reed Ganey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including the period when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and relies on a combination of firm-offered programs and third-party asset managers for investment solutions.

Erin Owen is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual and First Command in various advisory and insurance roles. Beyond her advisory career, Owen is involved as president of Voyager Financial Solutions, LLC, and works in the food and beverage sector at Chow Down Alley. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platforms.

Walter Chown II is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with LPL Financial since 2024. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1 St Global Advisors, among others. He is based in Jacksonville, FL. 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 offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Patricia Otterson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she serves as Treasurer and a board member of the Ascension St Vincents Foundation, where she is involved in fundraising and financial oversight. 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 investors, and charitable organizations, offering financial planning and investment consulting services with a range of portfolio management styles and research support.

Michael Gallagher is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Gallagher is based in Jacksonville, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform that includes fee-based financial planning, portfolio management, and capital markets activities.

Brady Mims is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity in various capacities from 2021 to 2025. Prior to his financial services career, he gained experience in landscaping and sales. 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 brokerage, distribution, and investment management capabilities.

Parker Barriball is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he serves on the Finance Committee as a board member for Riverside Avondale Preservation, an art and culture organization in Jacksonville, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Scott Schless is a financial advisor with Cambridge Investment Research Advisors in Saint Johns, Florida, holding Series 66 and Series 63 licenses and eight years of industry experience. He has previously worked at First Command Insurance Services and Equity Services, Inc. Schless is also president of Schless Insights, Inc., a paraplanning and trading-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with a range of portfolio management solutions and a combination of proprietary and third-party strategies.

Hunter Harting is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked with firms including Mariner Wealth Advisors and Lincoln Financial Advisors. Harting is based in Jacksonville, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jennafer Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s 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.

Stephanie Brice is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. 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 uses research and analytics to evaluate managers and options, offering both brokerage and advisory solutions across a large platform.

Sharon Porter is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Colton Green is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and experience working in both the financial and service sectors. Outside of finance, he has worked in the restaurant and golf course industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

Tara Harris Josephs is a financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 1982. Outside of her advisory work, she has a home design business she plans to develop as a hobby after retirement. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jay Funyak is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Moralis Technologies, MassMutual, MFA Wealth, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.

Andrea Smithers is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for 15 and 10 years, respectively. Andrea serves on the investment committee of the Jacksonville Jewish Center, participating in bi-annual investment reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Deidre Knott is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Her prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, COMPASS Bank, PNC Bank, and CUSO Financial Services. She is involved with Community First Credit Union of Florida alongside her work at LPL Financial. 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 model portfolios, retirement plan consulting, and brokerage services.