Andrew Pheiff is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2009 and previously operated Pheiff Wealth Partners / Ponte Vedra Financial LLC, where he remains owner. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored, non-discretionary advisory solutions and maintains a notable focus on state and municipal clients, supported by an extensive affiliate network.

Shane Corbett is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with Merrill since 2009 and has operated under his own name since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to various financial products and services.

Sydney Konuch is a Series 66 licensed financial advisor with five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018 and previously held a position at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients making final decisions.

Katherine Crider is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, with 18 years of industry experience. She has been with Merrill since 2007. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services.

Jackson Lee is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 credential and previously worked at J.W. Cole Financial, Inc. from 2022 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary approaches.

Declan Rogers is a Series 66 licensed financial advisor with Merrill, based in Jacksonville, FL, and has three years of industry experience. His prior work includes roles at Hampton Golf and Northwestern Mutual, as well as military service in the United States Navy. He also has teaching experience at the University of North Florida and Saint Leo University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Corinne Shad is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Healogics Inc and Fis, and spent three years at Florida State University early in her career. Outside of her advisory role, she serves as a board member of the Family Nurturing Center of Florida, focusing on fundraising and marketing efforts for the organization. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Urban Fleming IV is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has previously worked at VyStar Credit Union, BB&T, Cetera, and Regions Bank. In addition to his advisory role, he serves as an adjunct professor at Florida State College at Jacksonville. 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 model portfolios, third-party subadvisors, and various technologies.

Nadine White is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2016, including a prior period from 2016 to 2021 and her current tenure starting in 2021, as well as four years at Bank of America, N.A. from 2017 to 2021. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm employs model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Terry Surrency is a financial advisor at Morgan Stanley with 28 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2022, he worked at UBS Financial Services for nine years. He is based in Jacksonville, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and investment research to model outcomes. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Qingquan Li is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, bringing eight years of industry experience. His career includes multiple roles at Merrill since 2017, as well as prior experience at Centers Plan for Healthy Living and the College of Staten Island, CUNY. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Curt Duncan is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2017, following a decade at Fidelity Investments. He is based in Jacksonville, FL. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Blaine Johnson is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at VyStar Investment Services and has experience in roles outside of finance, including positions at DoorDash and the University of North Florida. 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 plan consulting, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Sands is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial roadmaps that align present decisions with future goals. He has been serving in this role since 2025. Prior to this, Ryan worked as a Financial Representative at Fidelity Investments from 2023 to 2025. Outside of his professional career, Ryan's personal interests include spending time at the beach, engaging in family activities, following football, parenthood, and caring for pets.

William Dukelow is a financial advisor at Raymond James & Associates with 38 years of industry experience. He has held positions at Raymond James since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. He holds Series 63 and Series 65 credentials. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Audrey Berry is a financial advisor at Merrill with eight years of industry experience. She has been with Merrill since 2017. Audrey holds a Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joshua Allen is a financial advisor at Fidelity with four years of industry experience. He has held positions at Fidelity Investments since 2021 and previously worked at Allen Fleet, Michaels, and M Shack. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Angelo Cristobal is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes eight years at Navy Federal Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on a variety of investment portfolios.

Alexander Sokolowski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation. He has been with Merrill since 2025 and has prior experience at Target and in public sector roles in Alachua County. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Arianna Bittner is a Series 66-licensed financial advisor with Fidelity Investments in Jacksonville, FL. She joined Fidelity in 2026 and has prior experience at ABC Fine Wine & Spirits and Flagler's Legacy, along with a background in education at Creekside High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.