Kurt Rodriguez is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics while managing roughly $671 billion in assets.

James Robbins is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at various firms including Fidelity Brokerage Services LLC and Devry E Dewan CPA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Kevin Cordova Celleri is a CFP® with 10 years of industry experience, currently working at Wells Fargo Clearing. His prior roles include positions at Deutsche Bank Securities Inc and various divisions of Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and utilizes research and analytics to evaluate investment options.

Edwin Cunningham is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2014. Prior to that, he has been associated with Vystar Credit Union since 2006. 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 with both discretionary and non-discretionary management options.

Sean Shea is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Cambridge in 2021, he worked at Lincoln Financial Securities Corporation from 2008 to 2021. Outside of his advisory role, he is involved in ownership positions within insurance, benefits, and human resources businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a range of portfolio management and model-based solutions tailored to client objectives.

Daniel Ehrsam is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity in 2025, he worked for six years at Capstone Logistics. 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’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies across mutual funds, ETFs, and ETPs.

Patrick Mc Connell is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior experience includes roles at Symrise, Credit Management Solutions, and Helzberg Diamonds. 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, retirement plans, corporations, and charitable organizations.

Bevin Countryman is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Bevin works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Bevin provides guidance on a range of financial topics including investing, retirement planning, and preparation for unforeseen expenses. Clients also have access to additional resources through Bank of America specialists in banking, credit, home financing, and small business solutions. Bevin's expertise covers areas such as college education planning, corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Bevin holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bevin earned a Bachelor's Degree from Northern Illinois University. Outside of work, Bevin enjoys activities including baseball, biking, boating, cooking, golfing, music, reading, spending time with family, traveling, and volleyball.

Jeffery Murphy is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked with various divisions within Fidelity since 2012. Outside of his advisory role, he serves as president of the Plantation Oaks at Ponte Vedra Homeowners Association board. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Brad Taylor is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their financial goals and helps build customized financial plans. He uses in-depth planning conversations, portfolio guidance, and appropriate strategies to work toward achieving these goals. Brad has experience in investment solutions, having progressed through roles from Investment Solutions Representative 1 to 3 at Fidelity Investments between 2021 and 2025. Prior to that, he worked as a Financial Professional at Prudential Advisors from 2018 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brad has interests in comedy, family activities, golf, movies, pets, and traveling.

David Ammerman is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at Bank of America and Merrill. Outside of his financial career, he is a musician who performs regularly with the band Dad Bodz. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and other entities. The firm uses tailored, non-discretionary planning methods supported by analytical tools and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.

Andrew Pheiff is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes 13 years at Citigroup Global Markets and over a decade as owner and financial advisor at Pheiff Wealth Partners / Ponte Vedra Financial LLC. He has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports a large network of advisors with a range of advisory programs and institutional consulting services.

Shane Corbett is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Merrill since 2009 and has operated under his own name since 2007. 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 organizations.

Sydney Konuch is a Series 66 licensed financial advisor with five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018 and previously held a position at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients making final decisions.

Katherine Crider is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. 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.

Jackson Lee is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 credential and previously worked at J.W. Cole Financial, Inc. from 2022 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary approaches.

Kurt Gerhardt is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2023. He has prior experience with Cetera Wealth Services, LLC and BCI Wealth & Asset Management. Outside of his advisory role, he coaches youth roller hockey in Jacksonville, FL. Cetera Investment Advisers LLC is an SEC-registered firm delivering a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm employs a multi-manager platform allowing advisors to implement a variety of investment strategies across discretionary and non-discretionary accounts.

Declan Rogers is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His career includes roles at Hampton Golf, Northwestern Mutual, and service in the United States Navy. He has also been involved in academic positions at the University of North Florida and Saint Leo University. 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 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.

Corinne Shad is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Healogics Inc and Fis, and spent three years at Florida State University early in her career. Outside of her advisory role, she serves as a board member of the Family Nurturing Center of Florida, focusing on fundraising and marketing efforts for the organization. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Urban Fleming IV is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has previously worked at VyStar Credit Union, BB&T, Cetera, and Regions Bank. In addition to his advisory role, he serves as an adjunct professor at Florida State College at Jacksonville. 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 model portfolios, third-party subadvisors, and various technologies.