Noah Janda is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at VyStar Credit Union, Levy Jewelers, Pandora, Vineyard Vines, Palmetto Moon, the University of North Florida, and Middleburg High School. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and various investment strategies.

Hugh Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. His work history includes roles at JPMorgan Chase Bank, JPMorgan Securities LLC, Fiserv, Inc., and the Georgia Institute of Technology. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffery Nettles is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. His career includes roles at Capital Financial Strategies and Minnesota Life Insurance Co., and he has served as a team manager for a youth soccer club. Jeffery is based in Jacksonville, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and access to third-party money managers.

Ronald Barteau is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and a Series 66 license. Barteau has been with Edward Jones since 2015. He also has a military background with the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a broad national network.

Richard Paul II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Workscapes, Inc. from 2015 to 2018. Outside of his advisory role, he assists with operations at Garland Activewear and serves on the finance committee of Veritas Classical Christian School. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gregory Lang is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. Merrill, along 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, and institutional investors.

Lawrence Weber III is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch since 2002 and Bank of America since 2009. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes multiple program strategy types and extensive manager-constructed strategies, supported by oversight from its CIO and platform team.

Marissa Cadiz is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. She previously worked at Fidelity Investments and Wells Fargo Advisors. Cadiz serves on the Board of Directors for The Carter and Olay Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Preston Turner is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Kylee Media LLC and Starbucks. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs for portfolio implementation.

Zachary Henderson is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Fidelity and JPMorgan Chase Bank, N.A. 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.

Christopher Egan is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with JPMorgan Chase Bank and its affiliated entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kharis Quaintance is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Thrivent, Quaintance worked at Pruco Securities, Prudential Insurance, New York Life, and Allstate. He serves as a board member of the Jacksonville Urban League and is treasurer of the University of Florida Black Alumni association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

Julie Shipman is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Dooley is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2019, she worked at AXA Advisors, LLC from 2017 to 2019 and was employed by the St. Johns County School District from 2010 to 2017. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Juan Carlos Chiong is a Financial Advisor with The GTZ Group at Merrill Lynch Wealth Management. He joined the team in 2019 and currently serves as a team financial advisor, working with both international and domestic high to ultra-high net worth individuals, families, and businesses. Juan Carlos focuses on developing financial strategies driven by clients' individual goals and priorities, offering services that include family wealth management, international wealth management, portfolio management, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management, and maintains Series 7 and 66 FINRA registrations. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he aims to educate clients about investing while helping them understand financial planning and the market factors influencing their wealth. Outside of his professional role, Juan Carlos enjoys football, spending time with his family, and traveling.

Libby Roelse is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked for six years at Dyne Hospitality Group. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Awad is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at CITIGROUP from 2018 to 2021 and has held positions related to Case Western Reserve University and UBS Private Wealth Management earlier in his career. He holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a variety of capital markets and lending programs.

Joel Weaver is a financial advisor at Merrill with Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Coachman Lakes Homeowners' Association in Jacksonville, Florida. 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 and profit-sharing plans, corporations, and charitable organizations.

Ashley Liz is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their investment objectives and financial needs. She focuses on developing strategies that support her clients' financial goals and provide peace of mind regarding their portfolios and overall financial plans. Ashley has been with Fidelity Investments since 2013, holding several roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, she worked as a Retirement Distribution Representative at Merrill Lynch in 2012. Outside of her professional career, Ashley enjoys cooking and baking, fitness, football, social events with friends, outdoor adventures, and traveling.

Thomas Huntley Jr. is a Series 63-registered financial advisor with Ameriprise in Jacksonville Beach, FL, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages BLVT LLC, an advisory business. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team.