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 two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at NewEdge Advisors, LLC, Commonwealth Financial Network, and Blakely Financial Inc. Levin has also served in educational roles at Elon University and The Bolles School. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Graeme Lamb is a financial advisor with Ameriprise in St. Augustine, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

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 based in Jacksonville, FL. He holds the Series 66 designation and has 11 years of industry experience, including his current tenure at both Bank of America, N.A. and Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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. is a financial advisor with Merrill who holds the Series 66 designation and has eight years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held roles at Trademark Sports Management, Foreside Fund Services, and Angel Oak Capital Advisors. Outside of his advisory work, he serves as president and advisory board member of the River City United Foundation, a charitable organization focused on engaging young professionals in Jacksonville-based philanthropy, and is a board member of the University of Georgia Young Alumni Board. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individual, high-net-worth, institutional, and charitable clients.

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 Series 66 licensed financial advisor with Merrill in Jacksonville, FL, and has three years of industry experience. His prior work experience spans several roles, including positions at Starbucks, Mr. Cooper LLC, and Arizona State University. 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 a broad range of clients including individuals, high-net-worth clients, and institutions.

Olajide Amoran is a Financial Advisor at Merrill Lynch Wealth Management. He is engaged in providing financial advisory services within the wealth management sector. Specific details about his experience, areas of expertise, education, credentials, or personal interests were not provided.

Anthony Masiello is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Masiello was involved in the food service industry at Mezzaluna Pizza and has experience in real estate with Landmark Realty of Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its use of algorithmic methods and advisory roles with multiple fund structures.

Robert Walls is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Space Coast Credit Union for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Carol Wells is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at PennyMac, Spring EQ, NewRez, and Ditech Financial. Outside of her advisory work, she is employed as a bookkeeper for a health care provider called Family Comes First. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Tyler Binkiewicz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at SouthState Bank, the Jacksonville Jaguars, and Ameris Bank. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Igor Chernetskiy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in several transportation and logistics businesses where he holds leadership positions. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies. The firm operates at scale with thousands of advisors and offices, offering various model portfolios supported by third-party asset managers and custodial services.