Terry Pasket is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at JPMorgan Securities, JP Morgan Chase Bank, and Wells Fargo Advisors. In addition to his advisory work, he is involved in hospitality and entertainment through St. Johns Bourbon Tastings. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofits. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Mason Davis is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Baptist Medical Center and Whataburger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

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.

Joshua Feinstein is a financial advisor with Charles Schwab holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2017, following two years at Ameriprise Financial Services, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and access to alternative investments, leveraging its scale and integrated operational structure.

Camren Duncan is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019. Outside of his advisory role, he streams video games on Twitch under a gamer tag, where he occasionally receives donations from viewers. 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.

Kristin Allen is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she has a personal investment in MOJO BBQ & BLUES, LLC, a private company based in Jacksonville. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.

Adrian Aleksandrowicz is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Walmart and in academic roles at Fresno Pacific University and Emmanuel University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Andrew Boehmer is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Thomas is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bass Pro Shop, FHIA Remodeling, and managing his own professional partnership group. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to manage a range of funds and model portfolios.

Gregory Entzi is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2012. 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.

Aditya Narayan is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Best Buy and self-employment, as well as academic positions at the University of South Florida and Penn State University - Harrisburg. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with noted use of AI and formal governance procedures.

Ryan Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2013, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Williams is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, serving a diverse client base including registered investment companies and charitable gift funds.

Jamie Seim is a CFP® with 16 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2010 to 2016. Seim is also the president of JAX Trailblazers Inc., a business networking organization based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Veronika Mars is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2012. Outside of finance, she is involved with a residential remodeling business in Green Cove Springs, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Chase Hunt is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors, where he also served as a financial consultant. Outside of advisory roles, he has experience in fixed insurance sales. 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 advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

George Faris is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and their families to co-create and implement financial plans and investment strategies, focusing on building deep relationships to help clients with their wealth strategies and lifetime goals. He has been with Fidelity Investments since 2015, progressively advancing through various roles including Financial Consultant, Regional Center Planning Consultant, Relationship Manager for Portfolio Advisory Services, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative-Full Trader. George holds insurance licenses in Arkansas and California.

Lloyd Archibald is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at several firms, including Raymond James & Associates and Cetera, before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through a process that combines quantitative modeling and centralized due diligence.

Remington Chenore is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at TruNorth Innovation and Quaestor Advisors and has educational experience at the University of South Carolina and various schools. He serves as a director on the board of Friends of the Library Ponte Vedra Beach. LPL Enterprise provides financial planning, advisory, and brokerage services to a diverse client base, including individuals, retirement plans, nonprofits, and institutional clients. The firm offers access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Matthew Hylton is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Bank of America, Amazon.com, 7-Eleven, and Retail Product Solutions. 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, and institutional accounts, supported by internal Chief Investment Office teams and third-party managers.