Anthony Rossi is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at TIAA-CREF Individual & Institutional Services and The Vanguard Group. Outside the financial industry, he is a silent partner in Summit Coffee, a coffee shop based in Davidson, North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

Jessica Aull is a CFP®-designated financial advisor with Edward Jones in St. Augustine, FL, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she serves as a board member and executive committee member for Alachua Habitat for Humanity and participates on the planning committee for the Third Thursday Business Luncheon in Gainesville, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 financial advisors.

John Lynch is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. Lynch is also involved in coaching and advising high school athletes through his ownership of Shamrock Soccer Camps. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution supported by an extensive platform and integration with Bank of America affiliates.

Ryan Todd is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2011. Outside of his advisory role, he consults for Metropolis Comic Books, assisting with conventions and operational support. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Josiah Gates is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his role, he collaborates with employers to help employees understand their executive benefits packages and integrate these benefits into their overall financial plans. Josiah has been with Fidelity Investments since 2020, serving in various capacities including Customer Relationship Advocate, Managed Account Service Support, and currently as a Benefits and Planning Consultant since 2022. His experience spans client support and benefits planning, focusing on empowering clients to pursue their financial goals effectively. Outside of his professional responsibilities, Josiah has interests in baseball, football, outdoor adventures, parenthood, pets, and traveling.

Christopher Smith is a CFP® with 25 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Smith is a board member of the First Coast Opera and serves as treasurer for the St. Augustine Rod and Gun Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Glen Mason is a financial advisor with Edward Jones in St. Augustine, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes multiple tenures at Edward Jones as well as positions at Merrill Lynch and SS&C Advent. Between roles in finance, he was involved with Anastasia Baptist Church for three years. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Robert Thomas is a CFP® and holds a Series 66 license with six years of experience in the financial industry. He has worked at Edward Jones since 2020 and previously spent 25 years at State Farm Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a widespread network of financial advisors and branch offices nationwide.

Frank Corso is a ChFC®-designated financial advisor with 44 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and Independent Advisors Group Corp, where he has been involved since the mid-1990s. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, from individuals to institutional accounts, offering portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm provides diverse program options including model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets across more than 10,000 advisors.

Marcus C. Rowe currently serves as a Senior Resident Director at Merrill, where he focuses on providing personalized wealth management strategies that align with clients' life priorities and financial goals. He collaborates with clients to develop flexible financial plans responsive to changing market conditions, leveraging insights from Merrill and the banking solutions of Bank of America. His areas of expertise include education planning, executive compensation, family wealth management strategies, institutional investment consulting, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and sports and entertainment. Mr. Rowe holds a Bachelor of Arts degree in Economics with a concentration in Finance from Dartmouth College. He began his career in consumer banking in 2002, transitioned to asset management in 2004, and joined Merrill Lynch's Wealth Management Group in 2007. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional career, Marcus is actively involved in community organizations and non-profit work, particularly in the field of K-12 education. He serves or has served in various board and leadership roles with organizations such as City Year, Community First Igloo, Early Learning Coalition of Duval, Episcopal School of Jacksonville Endowment Board, Jacksonville Public Education Fund, United Way of Northeast Florida, and others. He supports initiatives with Celebration Church and the Malivai Washington Youth Foundation, reflecting his commitment to mentoring and inspiring young people.

Jason Smith is a Series 66 licensed financial advisor with 21 years of industry experience. He has worked at Merrill from 2002 to 2023, followed by a position at Citigroup until 2026, and currently serves at Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which includes written recommendation reports and ongoing advice based on a combination of internal research, third-party data, and algorithmic tools.

Frank Speace Jr. is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc., with 25 years of industry experience. He has been with Raymond James since 2014 and has held roles at Century Tax & Financial Services, Inc. since 2014. Outside of his advisory work, he serves as CEO of Century Tax & Financial Services, managing staff and reviewing tax returns. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with unique municipal and retirement plan consulting services.

Matthew Jackson is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Outside of his advisory role, he is involved with AllenJackson LLC, a real estate rental business. 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 discretionary and non-discretionary management, supported by research and various third-party subadvisors.

Alexander Gaus is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and global research to tailor plans to clients’ goals and risk tolerances.

Francis Sanchez Jr. is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. His prior experience includes roles at The Vanguard Group, TIAA, and Fidelity. He is also Market President of C-Suite for Christ, a Christian networking group in St. Augustine, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Larry Kirk Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Bank of America since 2011 and Merrill Lynch, Pierce, Fenner & Smith since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeran Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and beginning his advisory career in 2026. His background includes five years of service in the United States Army and ownership of JMF Enterprises LLC. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a nationwide network of independent Financial Professionals.

Jessica Hill is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Burlington Stores. Hill is currently based in Ponte Vedra Beach, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, multi-manager fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to serve a diverse client base.

Lance Beck is a financial advisor with Merrill in Saint Augustine, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Merrill and Bank of America since 2011. Outside of his advisory role, he is a one-third owner of a family business involved in mineral rights for natural gas wells. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Tara Manson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and previously worked at First Citizens Bank for nine years. Manson has been with Thrivent Financial and its related entities since 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across multiple financial topics. The firm combines planning and managed-account services under a consolidated billing option while maintaining separate delivery and does not offer institutional portfolio management.