Sean Fortenberry is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Fidelity Investments since 2011 in various roles and was previously with Merrill from 2017 to 2021. 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 algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and an advisor to multiple registered investment companies.

William Forrester Jr. is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and has held roles at Cetera Wealth Services, Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of advisory work, he owns Crimson Creek Farms LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Jordan Arthur is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has worked previously at Fidelity and Bank of America Merrill Lynch. Outside of his advisory role, he is involved as an owner and partner in two LLCs engaged in real estate activities unrelated to his work in finance. 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 applying an ESG eligibility framework in its recommendations.

Ryan Murdock is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2012. Outside of his advisory role, Murdock is involved in local history tours in St. Augustine, Florida, serving as a guide and operating a walking tour business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors, including registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Ashley Miller is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2012. Prior to her current role, she worked at Bank of America and was involved with Locust Hill Country Club for ten years. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Johnthomas Cumbow is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as an assistant football coach at the Episcopal School of Jacksonville and is a board member of Odom Beachs Tree Service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with the Global Investment Committee’s return estimates and Monte Carlo simulations to support its financial planning process.

Logan Teate is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments since 2021. His prior roles include positions at the University of North Florida and Sawgrass Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in managing model portfolios.

Charles Huber is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Universal Roof & Contracting, Eleven South, Hearthstone, and Roy's Hawaiian Fusion. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a diversified range of 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 algorithmic and AI-based methods in portfolio management.

Laura Kukaj is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work background includes roles in hospitality and education in the Jacksonville, FL area. 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 a range of individual and institutional clients.

Alida Lupari is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. She brings experience in corporate benefits, personal retirement planning, portfolio management services, and retirement income, with a commitment to helping clients integrate their financial goals into long-term strategies. Alida began her career at Merrill in 1999 within the Retirement Benefits Group and held various positions before joining ING in 2005 as a Client Relationship Manager for multi-billion dollar corporations administering 401(k) plans. She returned to Merrill Lynch Wealth Management in 2010 to serve as a financial advisor. Alida holds a Bachelor's Degree from the University of Central Florida and holds the Personal Investment Advisor (PIA) designation. Residing in Jacksonville since 1999, Alida lives in the Southside area with her spouse and three children. Her family enjoys traveling and spending time outdoors.

Piero Carhuamaca is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Bank of America, Citigroup Global Markets, Raymond James & Associates, and The Legends of Real Estate. 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 with model-based and discretionary investment strategies.

Joshua Bowlus is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2008, progressing through roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Fixed Income Specialist, Investment Solutions Representative, and Financial Representative. Joshua's expertise encompasses investment strategies, retirement planning, income planning, college savings, and estate planning considerations. He emphasizes a straightforward and thorough approach to help clients understand their financial plans and strives to improve their financial well-being and peace of mind. He holds insurance licenses in Arkansas and California. Outside of work, Joshua enjoys cooking and baking, family activities, exploring food, playing musical instruments, music, and traveling.

Deborah Pirner is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2014. She 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Yann Perez Solis is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he has worked in various roles across transportation, banking, and government sectors, including positions at Swift Transportation, the Internal Revenue Service, and Banco Popular. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Campbell Williamson is a financial advisor with Equitable Advisors in Jacksonville, FL. He holds the Series 66 designation and has been in the industry for one year. His prior experience includes roles at Northwestern Mutual, Maverick Acquisition Ventures, and involvement with Gnats Landing, Georgia Southern University, Stonebridge Golf and Country Club, and Deerfield Windsor School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Daniel Dollar is a Financial Consultant at Fidelity Investments, where he has been working since 2019 in various roles. He currently helps clients work toward their financial goals by actively listening to their needs and identifying concerns. Using his financial knowledge along with Fidelity's resources, he guides clients to appropriate next steps. Daniel's experience at Fidelity includes positions such as Financial Consultant I, Regional Center Planning Consultant, and Workplace Planning Consultant across multiple levels. This progression reflects his engagement with client financial planning and workplace consulting. He holds insurance licenses in Arkansas and California.

Michael Cush is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Andrew Newsom is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL. He has one year of industry experience and previously worked at Bank of America, N.A. Newsom's background includes roles outside finance, such as teaching at the University of North Florida and Santa Fe College, as well as experience at eBay. 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 a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Ashleigh Provencher is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity in 2022, she held positions at Florida State College at Jacksonville and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of AI and systematic methodologies in managing diversified model portfolios across mutual funds, ETFs, and ETPs.

Theodore Morrison is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2018. Prior to that, he was employed at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Theodore serves as secretary for the Rushing Branch Homeowners Association in Jacksonville, Florida, where he participates in administrative decisions and compliance oversight. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.