Evonne Heykens is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 13 years before joining Wells Fargo in 2021. 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 and offers both brokerage and advisory solutions.

Ryan Goodwin is a financial advisor with Equitable Advisors in Neptune Beach, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, previously working under Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Ryan Williams is a financial advisor with LPL Enterprise and holds the Series 63 and Series 66 designations. He has 17 years of industry experience, including six years at Fidelity Personal and Workplace Advisors and 14 years of service with the United States Marine Corps Reserves. Williams operates under the Alpha Wealth Group, a financial planning practice affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Andrew Frederick is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including roles at Congruent Wealth and VyStar Credit Union. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Lauren Keene is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked at the Florida Department of Children and Families. Outside of her advisory role, she owns and operates a cottage industry bakery called Wicked Sweet in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Tyler Cassidy is a Planning Consultant who works closely with clients to develop comprehensive plans aimed at achieving their short and long-term financial goals. He emphasizes building trust and maintaining open communication to foster lasting relationships that help clients navigate their financial journeys with confidence. Tyler has held multiple roles at Fidelity Investments, progressing from Customer Relationship Advocate (2022-2023) to Investment Solutions Representative I (2023-2024), then to Investment Solutions Representative II (2024), and most recently Investment Solutions Representative III (2024-2025). He holds insurance licenses in Arkansas and California.

Mark Wilson is a Planning Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on listening to clients' unique financial situations to understand their goals, objectives, and time horizons, and works with a team to build, maintain, and implement long-term financial plans. Mark has accumulated experience within Fidelity Investments through various roles since 2018, including Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. He holds a California Insurance License. Outside of his professional work, Mark has interests in museums, parenthood, puzzles, reading, soccer, and yoga.

Kendal Hutto is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Prior to this role, Kendal held progressive positions within Fidelity, starting as a Customer Relationship Advocate in 2022 and advancing through the ranks to the current role. This progression reflects experience in client relationship management and investment solutions. Kendal holds insurance licenses in Arkansas and California, supporting expertise in insurance-related financial planning. The professional focus includes partnering with clients to build tailored financial plans aimed at meeting their goals and providing peace of mind. Outside of work, Kendal enjoys camping, fishing, scuba diving, theater, and traveling.

Robert Mealey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Marsh Landing Country Club and Oak Bridge Golf Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

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 the Series 66 designation and has worked at Merrill since 2019. Her prior experience includes roles at Bank of America, Mayo Clinic Florida, University of North Florida, and Florida State College of Jacksonville. 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 and serves individual, high-net-worth, pension, corporate, and charitable clients.

Chase Topol is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.