Kimberly Newsome is a financial advisor with Cambridge Investment Research Advisors in Jacksonville, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firm since 2010. Outside of her advisory role, she is also an independent insurance agent for various insurance companies through Pinnacle Insurance and Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models as well as third-party strategies across multiple platform arrangements.

Charles Igwilo is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Upstart Venture Partners and Global Technology Sourcing Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves in advisory roles to multiple registered investment companies.

Christopher Sivley is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has held advisory roles at Truist Advisory Services and Bb&T Securities. Outside of his advisory work, he is a co-owner of Turner-Sivley, LLC, which holds shares in private placements. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored, non-discretionary advisory services and supports specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Garrett Williams is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it maintains a formal advisory role with several registered investment companies.

John Marsella is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work background includes roles at Bank of America and American Income SSBH, as well as involvement in various non-financial positions including at Green Key Lawn and Old Scratch. 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 diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

David Childers Jr. is a financial advisor with UBS Financial Services, holding a Series 63 designation and bringing 51 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Michael Kahn is a Wealth Management Advisor with over 30 years of experience at Merrill Lynch Wealth Management. He leads The Kahn Freites Group, assisting a select group of families with pragmatic investing strategies. His approach emphasizes attention to clients' investment experiences and personal emotions, aiming to develop financial plans that align with individual risk tolerance and long-term goals. Mike has expertise in areas including college education planning, family wealth management strategies, legacy and tax minimization planning, as well as retirement income and personal retirement planning. He holds a Bachelor's Degree from the University of Florida and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Residing in Plantation Acres with his wife Debbie, a retired third-grade teacher, Mike is involved in his community as a volunteer high school football coach at St. Thomas Aquinas, where several of his players have advanced to college and professional levels. He is also an avid runner, having completed multiple marathons including the Boston Marathon.

Eric Hart is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he spent 22 years at Book Bonanza Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Michael Britt is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Eric Martin is a financial advisor at Fidelity with six years of industry experience. He previously worked at Edward Jones and served ten years in the U.S. Army. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in advising multiple registered investment companies and its use of systematic methodologies in managing model portfolios.

Hayden Schmidt is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Otis Elevator Company and E&J Gallo Winery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction and model portfolios derived from mutual funds, ETFs, and ETPs.

Andrew Welch is a financial advisor at Morgan Stanley in Jacksonville, FL, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Fidelity Investments. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured tools and firm-approved methodologies without providing individual security recommendations in standalone plans.

Bradley Jordan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has been with Merrill since 2013. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s broader corporate platform.

Alfredo Howard is an Investment Solutions Representative III at Fidelity Investments. In his current role, he partners with clients to develop customized financial plans tailored to their individual needs. He leverages Fidelity's resources, tools, and strategies to support clients in working towards their personal goals and securing the financial future of themselves and their families. Alfredo's experience at Fidelity spans several roles, beginning as a Customer Relationship Advocate from 2022 to 2024, followed by progressive positions as Investment Solutions Representative I and II before attaining his current role in 2026. This progression reflects his growing expertise in investment solutions and client support. Outside of his professional activities, Alfredo enjoys gardening, hiking, and reading.

Kasey Lyons is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity Investments, Lyons worked in retail and education roles including positions at Academy Sports and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic methods to construct model portfolios across mutual funds, ETFs, and ETPs.

Ami McGowan is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader corporate platform, providing access to a wider set of financial products and services.

Matthew Buckley is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and has 12 years of industry experience. He has been with Merrill since 2013. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Andrew Nitti is a financial advisor at Wells Fargo Clearing with one year of industry experience. His work history includes several years at Publix Super Markets and Mainland High School. 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.

David Heykens is a financial advisor at Equitable Advisors in Jacksonville, FL, holding a Series 66 license. He began his advisory career at Equitable Advisors in 2025 after prior roles including positions at the University of North Florida and MWR Mayport. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Nicholas Grassia is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America and Empower. Outside of his financial career, he works part-time as a driver for Uber and Lyft. 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 that includes individuals, high-net-worth clients, and institutional accounts.