Craig Fertenbaugh is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Fertenbaugh serves on multiple local boards, including the Rotary Club of Mandarin as Youth Services Director and the Mandarin Oaks Elementary School Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Marr is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at several First Command entities, including advisory and brokerage services, from 2023 to 2026. His background includes experience in manufacturing and retail sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and access to brokerage and insurance products through its integrated platform.

Deborah Koutnik is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked with Bank of America, N.A. since 2018. Her prior experience includes roles at Mayo Clinic Florida and educational institutions such as the University of North Florida and Florida State College of Jacksonville. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates into Bank of America’s broader platform, providing access to a diverse set of financial products and services.

Chase Topol is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Janet Shatto is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2005 and holds the Series 63 and Series 65 credentials. Outside of her advisory role, she is involved in a small business, The Purple Winged Pop Up, which sells crafts and miscellaneous items online and at local craft fairs. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and offers both proprietary research and a broad range of capital markets services.

Charles Marczynski is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he held roles at various organizations including the Tennessee Performing Arts Center and Powers Management LLC. He also owned Brewhound Dog Park and Bar in 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in research.

James Hobson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He joined Cambridge in 2017 after a prior role at Signator Investors. Outside of advisory work, he serves as a law enforcement officer with the Jacksonville Sheriff’s Office and engages in charitable fundraising for the Fraternal Order of Police. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals and utilizes both proprietary and third-party model strategies across multiple platform arrangements.

Wesley Stapp is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Bank NA and Wells Fargo Advisors LLC. He is based in Jacksonville, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Cory Wilcox Vasquez is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2019, with prior experience at Merrill and VyStar Credit Union. 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 supported by proprietary research and third-party subadvisors.

Jeffrey Batts Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Robert Yarbrough is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Bank of America and Merrill for 11 years. Yarbrough serves on the Board of Directors for Family Renew Community and is a past board president. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient retirement recommendations.

Samuel Levin is a financial advisor at Merrill with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining Merrill, he worked at NewEdge Advisors, LLC, Commonwealth Financial Network, and Blakely Financial Inc. His background also includes roles at Elon University and The Bolles School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kimberly Palmer is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Sofi and Consolidated Credit, as well as a year at Jax Fray. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods, advisory roles to multiple registered investment companies, and formal governance procedures.

Jason Rhodes is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, following a one-year tenure at Reditus Labs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework into its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Brice Roden is an Investment Management Consultant II at Fidelity Investments. In this role, he provides clients with financial planning and investment guidance. Brice has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Workplace Planning Consultant from 2022 to 2024. He holds insurance licenses in Arkansas and California.

Ryan Wolf is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad set of financial products and services beyond typical managed account offerings.

Aaron Noles is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Mantay & Company. Noles is also involved with Mantay & Company Insurance and Financial Services as a financial planner. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Craig Walker Jr. serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he applies a comprehensive approach to wealth management tailored to the unique goals of each client. He focuses on assisting individuals and families with investment management, retirement planning, estate planning, tax minimization, and strategies for managing new and legacy wealth. Craig works within the Chappell-Walker Group—a team offering over 250 years of combined experience—to provide customized financial strategies that help clients pursue their desired retirement lifestyles and achieve their financial objectives. Craig began his career at Merrill Lynch Wealth Management in 2018 after graduating from the University of Georgia's Terry College of Business with a degree in Finance. He holds the Series 7 and Series 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. Beyond his advisory role, Craig founded the River City United Foundation, a nonprofit organization supporting local charities in Jacksonville. He is also involved with the University of Georgia Terry College of Business Board. Outside of his professional work, Craig enjoys boating, cooking, fishing, football, golfing, spending time with his family, and traveling.

Alan Painter is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Allegiance Financial Advisors, Inc. In addition to his advisory role, he serves on the executive committee of the American Legion Fallen Heroes Post 372, a nonprofit veterans organization. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across a wide range of investment options.

Chris De Bruyn is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His career includes roles at Mr. Cooper LLC, Oncue, and Arizona State University health services, among others. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.