Candice Neel is a financial advisor at Wells Fargo Clearing with the Series 66 designation and no prior industry experience. Her work history includes positions at Wells Fargo Bank, LPL Enterprise LLC, Brown & Brown Insurance, US Bank, and City National Bank. She is also involved in non-variable insurance activities tied to previous roles in insurance agencies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

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.

Joshua Zuckerman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has held positions at Bank of America, Merrill, Citigroup, and JPMorgan Chase Bank. Outside of his financial advisory role, he has worked as an independent Uber driver. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Matthew Friedl is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Raelawn Dawson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, he works as an interior designer for William Sonoma. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm provides both brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Miranda Kimball is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and VyStar Credit Union. 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 research and model portfolios.

William Evans Jr. is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Zacharias is a ChFC® and holds a Series 66 license with 28 years of industry experience. He has worked at Cetera and its affiliated entities since 2021, previously serving seven years at Voya Financial Advisors. Outside of finance, he serves as a committee member and trustee at Island View Baptist Church in Orange Park, FL. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.

Kathleen Whitsel is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 66 and Series 63 credentials and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Maria Galino Paez is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management (MSWM) provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and corporate financial planning agreements.

Andrew Beh is a financial advisor at Morgan Stanley in Jacksonville, FL, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Beh is involved in community activities as an officer of Meninak Jacksonville and is a partial owner of Rockwood Steel, a company providing commercial support to small and medium railroad firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and a Global Investment Committee to help model financial outcomes.

Paul Stern is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Fidelity Investments, Edward Jones, and Empower Advisory Group. LPL Enterprise serves a wide range of clients including individuals, retirement plans, and institutional investors, offering financial planning, advisory services, and access to model portfolios and third-party management through an integrated platform that combines advisory programs with other financial products.

Evan Sliwowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Valore Acquisitions Corp., JPMorgan Chase Bank, N.A., and Northwestern Mutual. J.P. Morgan Securities LLC 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.

Kevin Maroney is a financial advisor at Ameriprise Financial Services with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America Securities for ten years. Outside of his advisory role, he serves as the CEO of Clubs Fore Kids Inc., a nonprofit that provides golf clubs and equipment to youth players. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Hansford Sasser is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Bank of America/Merrill Lynch for seven years. Outside of his financial advisory role, he serves as an Officer Candidate in the Florida National Guard. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Parker Smith is a financial advisor at Ameriprise in Jacksonville, FL, holding a Series 66 designation. He has been with Ameriprise since 2022 and previously worked at Bag-a-Nut in 2021. Smith attended the University of North Florida from 2020 to 2024. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations through a centralized consulting team.

Pamela Nelson is a financial advisor with Edward Jones in Jacksonville, FL, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 36 years of industry experience, including 19 years at Edward Jones since 2007. Nelson serves as a lay member on the Internal Review Board at St. Vincent's Hospital, reviewing medical cases and patient consent forms. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Arthur Dobosiewicz is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2019. Outside of his advisory role, he owns two LLCs that hold yachts. 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 employs research-driven investment approaches and offers a broad range of brokerage and advisory solutions.

Taylor Willetts is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank, Fidelity Investments, and Carter Healthcare. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary investment services.

Thompson Lemaistre is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and having 20 years of industry experience. He has previously worked at Raymond James & Associates and Maryland Financial Group, Inc., as well as Headland Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.