Joey Meininger is a financial advisor with Edward Jones in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he served 25 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

James Laddaga is currently the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2005, serving in various roles including Financial Consultant, Portfolio Specialist, and Retirement Specialist, among others. James holds an Arkansas Insurance License, supporting his expertise in financial planning and investment consulting. His professional experience spans over a decade in the financial services industry, focusing on tailored financial planning to help clients achieve confidence in their financial futures. Outside of his professional role, James enjoys activities such as board games, cooking and baking, fitness, kayaking, running, and traveling.

Kevin Engelstad is a financial advisor with Merrill, holding a Series 66 credential and 18 years of industry experience. He has been with Merrill since 2007 and has also worked at Bank of America, N.A. since 2014. Outside of his advisory role, he is a co-owner of several family-run businesses. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mc Knight is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to his current roles, he was employed at American Classic Homes and attended the University of North Florida. 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.

Jesse Dale is a financial advisor with Edward Jones in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Fidelity Investments, Lido Advisors, LLC, and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Michael Brown is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2016. Prior to his finance career, he was employed at Publix SuperMarkets from 2013 to 2017. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maggie Miller is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Cresset Asset Management, CH Investment Partners, Crow Holdings Capital, and J.P. Morgan Securities. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, utilizing structured financial planning tools and maintaining a large portfolio of client assets. The firm provides tailored plans through its Financial Advisors and Estate Planning Strategies Group.

Nicole Nishimoto is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. She previously worked at Merrill, Capital City Bank, and SunTrust over an eight-year span. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser serving individuals, institutional clients, charitable organizations, and public entities. The firm offers financial planning and non‑discretionary investment consulting, relying on fact-based analyses and a range of portfolio management styles supported by affiliated research and model managers.

Meghan Maxwell is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. She has been with Merrill and Merrill Lynch since 2013. 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 strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Buchanan is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Bernice Davis is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Outside of her advisory role, she serves as treasurer of Talata's Truth LLC, a small family business focused on handmade items and consulting for small businesses, and holds board positions with the D B W Policy Center and Jacksonville Country Day School, where she serves as board secretary and leads the governance committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Javen Thompson is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments, Aerotek/Actalent, Bank of America, Citibank, and Coopers Hawk Winery & Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services and is notable for its use of AI-driven research and its role as a registered commodity pool operator.

Sarah Miller is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Miller serves as the Social Media Chair for the Jacksonville chapter of the National Association of Divorce Professionals and acts as a scribe for collaborative divorce cases. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models implemented through third-party managers and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

William Mclane is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services through the Select Portfolio Solutions (SPS) Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Marshall is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Compass Bank, BBVA Wealth Solutions, and Cambridge Investment Research. He is based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines proprietary research with third-party analytics to support its investment approach.

Charli Clifford is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior roles include positions at Aerotek, Aston Carter, and Turning Point Christian Academy. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds, model portfolios, and registered investment companies.

Kip Zebroski is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked within various Wells Fargo entities since 2013. Outside his advisory role, he is an owner of investment-related businesses in Jacksonville, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory work with other financial products and referral channels.

Austin Gapen is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments as well as positions outside the financial sector, such as at Willowbrook Ford and Amazon. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Robert Mcsweeney is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2021. Prior to his current role, he was employed at Atlantic Tax Service and has held positions at Broward College, the City of Pompano Beach, and the University of Central Florida. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his current capacity, Ira partners with individuals and families to develop financial plans aimed at improving their overall financial well-being. He focuses on understanding clients' goals and needs to outline effective and detailed financial plans and investment strategies. Ira holds insurance licenses in Arkansas and California, supporting his work in the financial services industry. Outside of his professional responsibilities, he has interests in baseball, fishing, football, military service, outdoor adventures, and scuba diving.