Rees Mason is a Wealth Management Advisor at Merrill Lynch Wealth Management. She works with a 38-person team that addresses the financial needs and goals of modern multigenerational families, focusing not only on financial aspects but also integrating considerations related to health, family, work, leisure, and philanthropy. Rees joined Merrill in 2012 and has expertise in areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, women and wealth, and tax minimization. She holds a Bachelor's Degree in Finance from Illinois State University and professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). In addition to her professional work, Rees serves as a board member of the American Heart Association and has previously served on the Joffrey Ballet Auxiliary Board. Her personal interests include cooking, dancing, reading, skiing, tennis, traveling, and yoga.

Austin Stevens is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Visual Awareness Technologies and Consulting and Florida Polytechnic University. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios, including discretionary and non-discretionary advisory services.

Jose Bosque is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and the University of North Florida, as well as over a decade with Ultimate Rides of the SE Inc. 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 manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios, distinguishing itself through its use of systematic methodologies and regulatory registrations uncommon among large institutional peers.

Julio Rengifo is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity Investments since 2012 in various capacities. Outside of his advisory role, he is involved with QMIUS, an online market vendor, where he handles vendor onboarding. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its regulatory registrations and use of advanced technologies such as AI in its investment process.

David Benoit is a CFP® with 31 years of experience, currently serving at Raymond James Financial Services Advisors Inc. since 2009. He is also the President, CEO, Treasurer, and Secretary of Benoit, Chepenik & Benoit PA, a business he has been involved with since 2000. Outside of financial services, Benoit owns and operates Whistle Stop Farms, where he manages agricultural activities including hay baling and egg sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, and supports specialized municipal and SIMPLE IRA advisory programs.

Nicholas Buglisi is a financial advisor at UBS Financial Services with 19 years of industry experience. He has previously worked at Bank of America, Merrill, and Axa Advisors, LLC. Outside of his advisory role, he is the sole proprietor of NLB Enterprises, Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Cameron Nash is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Edge and Brian Gottfried and JTCC prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ramesh Pudhucode is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Primerica Advisors, he worked at Primerica Financial Services, Liberty National Insurance, and held an IT position before transitioning to finance. His outside business activities include referral work for home security and automation products through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody with third-party firms.

Phillip Brunson is a financial advisor at J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 credential with four years of industry experience. His prior roles include positions at Hub Retirement & Wealth Management and Ameriprise Financial. He also provides administrative support to independent advisory firms such as Global Retirement Partners. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Brandon Cowart is a financial advisor with OSAIC based in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has held positions at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he serves as CFO and agent for Retirement Resources, Inc., where he manages day-to-day operations and is involved in sales of life insurance, long-term care insurance, and fixed and indexed annuities. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that may include a range of investment vehicles.

Richard Stuart is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, he held roles at Bass Pro Shops and Bose. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Brandon Flynn is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and 25 years of industry experience. He has been with Ameriprise since 2016. Outside of advisory services, Flynn is involved in managing multiple business entities related to real estate ownership and office operations in Jacksonville, Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's investment approach incorporates proprietary research, third-party data, and algorithmic tools, with an emphasis on tax-aware withdrawal strategies and dependable income sources.

John Dondero is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. He previously worked at FSC Securities Corporation from 2009 to 2019. Outside of his advisory role, Dondero is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using multiple custody platforms and both discretionary and non-discretionary management approaches.

Anthony Durel is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in providing professional asset management and financial planning strategies tailored to clients' individual needs. His service offerings include retirement planning, estate and legacy planning, tax mitigation, educational savings, insurance consultation, and access to wealth management banking and lending solutions through Bank of America. Anthony holds a Bachelor's Degree from Florida State University and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He emphasizes personalized relationships with clients and maintains a high level of ongoing engagement and support. In addition to his professional commitments, Anthony participates in community volunteering activities. His personal interests include boating, camping, fishing, football, golfing, and hiking.

Keith Adams is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2010. He is based in Jacksonville, FL. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Daniel Woelkers is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. He has been with Fidelity Investments since 2018, holding various roles including Planning Consultant, Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience spans comprehensive financial planning and developing personalized investment strategies to help clients achieve their financial goals. Daniel holds insurance licenses for Arkansas and California. He emphasizes trust, commitment, and integrity in his work, focusing on building financial confidence with his clients. Outside of his professional role, Daniel enjoys concerts, fitness, exploring diverse cuisines, gardening, hiking, and traveling.

Mark Taliaferro Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios that utilize mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Christopher Davis is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with Fidelity's valued clients to develop and implement comprehensive financial plans, focusing on investment strategies and retirement planning. He holds the CERTIFIED FINANCIAL PLANNER™ designation, reflecting his qualification in financial planning. Christopher has accumulated extensive experience at Fidelity Investments, beginning as a College Planning Specialist in 2011 and progressing through various roles including Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, and Portfolio Specialist before his current position since 2018. He holds a California Insurance License. Outside of his professional work, Christopher enjoys activities such as comedy, fitness, outdoor adventures, lake activities, travel, and parenthood.

Alexander Cooper is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Cooper is involved with Dergalis Associates, LLC, where he acts as a sales associate in health and ancillary insurance products. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering diversified investment solutions without sponsoring its own wrap fee program.

Adam Makar is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Cady for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.