Paul Broussard is a financial advisor with Equitable Advisors in Fernandina Beach, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked with Equitable Advisors since 2011, including its predecessor AxA Advisors. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Christopher Neri is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is a partner in a real estate business involved in buying and selling property. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Heather Thenell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on a wide range of topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Debra Di Napoli is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63 and Series 65 certifications and previously worked at Merrill for six years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide 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 model portfolios and research from both internal and third-party sources.

Charles Weathers Jr. is a financial advisor at Edward Jones in St. Marys, GA, holding a Series 66 designation with one year of industry experience. His prior work includes a position at Homer Reed Ltd and earlier roles involving full-time education. Outside of advising, he is involved with Coastal Luxury Collections LLC, assisting with various tasks such as home staging and landscaping. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions. The firm operates a large national network of advisors and offers services including tax-efficient strategies and affiliated mutual funds under a fiduciary standard.

John Mandt is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and Mutual of Omaha for a combined 13 years. Outside of his advisory role, he is a co-owner of a business that sells lawn and garden ornaments and also operates as a health insurance broker. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a variety of portfolio construction tools and supporting both discretionary and non-discretionary account management.

Karen Macnair is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a board member for the Amelia Island Dance Festival and operates an online retail business on eBay. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Richard Perry Jr. is a financial advisor with LPL Financial based in Fernandina Beach, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked with National Securities Corp and National Asset Management for six years each prior to joining LPL Financial in 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm provides various advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and technology-driven investment solutions.

Andrew Smith is a CFP® and ChFC® with 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously with Family Wealth Advisors, Inc. In addition to his advisory role, he volunteers as the treasurer for a local Girl Scouts council troop. 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 advisory services through independent Financial Professionals utilizing a variety of portfolio and platform strategies, including proprietary and third-party models.

Brittany Kubala is a Series 66-licensed financial advisor with Equitable Advisors in Fernandina Beach, FL, where she has worked since 2015. She has 11 years of industry experience, including five years at AXA Advisors, LLC. Outside of her advisory role, she serves as a second executor to her mother’s will and estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and third-party asset managers to tailor solutions based on client risk tolerance and objectives.

Robert Price is a financial advisor with Stifel in Amelia Island, FL, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.