Craig Gibian is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2016 and previously worked at Bank of America, N.A. from 2023 to the present. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

Michael Sousou is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and over 41 years of industry experience. He previously worked at Metlife Securities Inc. for 31 years before joining Mass Mutual in 2016. Outside of his advisory role, Sousou serves as a board member for the Riverplace Office Park Owners Association and is a licensed realtor assisting clients with property transactions. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, typically recommending investment strategies without discretionary authority.

Catherine Mendez is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses. She has 11 years of industry experience, all of which has been with Merrill since 2015. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader corporate platform allows access to a wide set of investment products and services.

Edward Clohessey is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he owns a sole proprietorship unrelated to investments. 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 for individuals, high-net-worth clients, and institutional investors.

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.

Edward Leddy is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where he has worked since 1987, totaling 39 years of experience in the industry. He serves as an Advisory Board Member for the Securities Industry & Financial Markets Association, a nonprofit organization representing banks, broker-dealers, and asset managers. Merrill provides managed account services through the Select Portfolio Solutions program for a wide range of clients, including individuals, high-net-worth clients, and institutional fiduciaries, using model-based and discretionary investment strategies implemented in partnership with Managed Account Advisors LLC.

Christopher Gumula is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with Merrill since 2018, previously spending two years at Black Sheep. Christopher is based in Jacksonville, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical managed accounts.

Ethan Plotkin is a financial advisor with Merrill in Jacksonville, FL. He holds a Series 66 designation and has been with Merrill since 2025. Prior to joining Merrill, Ethan worked in various roles including positions at the University of Florida, State Farm, and The Dalton Agency. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Noah Janda is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at VyStar Credit Union, Levy Jewelers, Pandora, Vineyard Vines, Palmetto Moon, the University of North Florida, and Middleburg High School. 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, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and various investment strategies.

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.

Jeffery Nettles is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. His career includes roles at Capital Financial Strategies and Minnesota Life Insurance Co., and he has served as a team manager for a youth soccer club. Jeffery is based in Jacksonville, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and access to third-party money managers.

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.

Ronald Barteau is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and a Series 66 license. Barteau has been with Edward Jones since 2015. He also has a military background with the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a broad national network.

Richard Paul II is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Workscapes, Inc. from 2015 to 2018. Outside of his advisory role, he assists with warehouse operations at Garland Activewear and serves on the finance committee for Veritas Classical Christian School in Saint Augustine, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Gregory Lang is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where he has worked since 2012. He has 13 years of industry experience. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a variety of model-based, discretionary, and tax-aware investment strategies integrated within Bank of America’s platform.

Joseph Chica is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. In his role, he collaborates with clients to develop and maintain personalized financial plans, focusing on clear communication and education to help clients understand financial concepts without jargon. Prior to this position, Joseph held roles at Fidelity Investments including Regional Planning Consultant in 2023, Investment Solutions Representative from 2021 to 2023, and Customer Relationship Advocate from 2020 to 2021. Joseph holds insurance licenses in Arkansas and California. His approach involves taking the time to understand the individual needs, concerns, and family stories of his clients to present relevant financial information in an understandable manner.

Preston Turner is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2024. Prior to his current role, he was involved with Kylee Media LLC and held positions at Starbucks. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.