Jesus Adkins is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Citigroup, Compass, and Fidelity Investments, as well as nine years of service in the United States Navy. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Valerie Obi is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. Prior to her current roles, she worked with Women's Entrepreneurial Opportunity in 2019. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios that incorporate mutual funds, ETFs, and ETPs.

David Aghamalian is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2012. Outside of his advisory role, he owns a boat and RV storage business in Saint Augustine, 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jerald Seebol is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes ten years at Morgan Stanley Private Bank, National Association, and sixteen years at Morgan Stanley Smith Barney. Outside of finance, he is involved in the ByeStanDers Band as part of the Tim and Jerry Guitar Duo. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Connor Marsh is a financial advisor with OSAIC in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years at Triad Advisors. Marsh is also involved with Excalibur Financial Services, where he coordinates life insurance products and assists clients with financial planning related to insurance coverage. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk tolerance assessments, and third-party money managers.

Jamie Froese is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2008, including roles with Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his financial career, he serves as a First Lieutenant leading an infantry platoon in the Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary mix of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Elisabeth Burkley is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2017. Previously, she had a one-year involvement with Engine 15 Brewing Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a noted role in applying AI methods and serving multiple registered investment companies.

Eric Olson is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Signator Investors, Inc. and as President of Retirement Resources, Inc. In addition to his advisory work, Olson is a published author with several books available on Amazon and has been involved in music as a singer. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and provides access to managed accounts and third-party money managers.

William Rica is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Morgan Stanley and other firms in the financial sector. J.P. Morgan Securities 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 to inform its recommendations.

Lawrence Weber IV is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with both Merrill and Bank of America, N.A. since 2013. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of investment management programs with discretionary and client-directed options, supported by its integration with Bank of America’s broader banking and capital markets platform.

Jeffrey Kennett is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and one year of industry experience. His background includes roles with the Jacksonville Jaguars, Atlanta Falcons, and University of Florida. 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 to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Elyse Gustafson is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 credential and seven years of industry experience. She has worked at Morgan Stanley since 2018 and served in the US Army from 2013 to 2017. Outside of her advisory role, Gustafson is involved in a pastoral position at Good Shepherd Episcopal Church. Morgan Stanley Wealth Management provides a range of advisory services and financial planning programs to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment solutions.

Edward Clohessey is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he owns a sole proprietorship in Jacksonville, FL. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Camp is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has been associated with multiple firms, including Avantax Advisory Services and Lifeplan Financial Services LLC, where he is the owner. Camp also serves as president of a local owners association and operates a tax preparation and accounting business under his own CPA firm. Cetera Investment Advisers LLC is a large SEC-registered advisory firm offering portfolio management, financial planning, and retirement services to a broad client base, including individuals, retirement plans, corporations, and institutions. The firm provides access to a multi-manager platform with a variety of program structures and investment options, supported by a nationwide network of over 10,000 advisors.

James Haugen is a financial advisor with Ameriprise in Saint Johns, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Haugen serves as a Finance Committee member at River of Life Methodist Church. Ameriprise is an institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides tailored recommendation reports using research, modeling, and tax-efficiency analysis, alongside a broad range of advisory, brokerage, and insurance solutions.

Ryan Bush is a Financial Consultant currently working at Fidelity Investments since 2022. He has been providing financial consulting services since 2007, having previously worked at Merrill Lynch until 2022. In his role, he assists clients in designing and implementing financial plans tailored to their unique goals. Ryan emphasizes building relationships with clients and their families based on trust and reliability by actively listening to their needs. Ryan holds insurance licenses in Arkansas and California, which support his professional activities in the financial services industry.

Victoria Fitzmorris is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at Raymond James Financial Services and Fidelity Brokerage Services, as well as positions in higher education and healthcare prior to entering the financial sector. She is also involved with Community First Credit Union of Florida. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ethan Isidron is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Florida State University, as well as work outside finance with Miami Nice Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its investment strategies.

Tasha Barrows is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2021. She collaborates with a team to assist clients with complex financial needs, including holistic retirement guidance and estate planning considerations. Her approach focuses on building strong partnerships to develop financial plans aimed at providing clients with peace of mind. Prior to joining Fidelity, Tasha worked as a Financial Solutions Advisor II at Merrill Lynch from 2019 to 2021 and held the position of Branch Manager III at Wells Fargo from 2013 to 2019. Throughout her career, she has gained experience in financial consulting, solutions advising, and branch management. Outside of her professional work, Tasha enjoys activities such as spending time at the beach, family activities, football, parenthood, swimming, and volunteering.

Craig Walker is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993 and Bank of America since 2009. Outside of his advisory role, he is involved in aviation as a general partner of CPCH Aviation and serves on the advisory board of a local hospice foundation and the board of St. Marks Episcopal Church Foundation in Jacksonville, FL. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and provides a range of tax-efficient investment strategies overseen by its CIO and platform team.