Edwin Cunningham is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2014. In addition, he has been associated with Vystar Credit Union since 2006 and is involved with Vystar Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Sydney Konuch is a Series 66 licensed financial advisor with five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018 and previously held a position at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients making final decisions.

Jackson Lee is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 credential and previously worked at J.W. Cole Financial, Inc. from 2022 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management solutions across multiple platforms with both discretionary and non-discretionary approaches.

Kurt Gerhardt is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2023. He has prior experience with Cetera Wealth Services, LLC and BCI Wealth & Asset Management. Outside of his advisory role, he coaches youth roller hockey in Jacksonville, FL. Cetera Investment Advisers LLC is an SEC-registered firm delivering a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm employs a multi-manager platform allowing advisors to implement a variety of investment strategies across discretionary and non-discretionary accounts.

Joseph Hannigan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he is a sports official with Mark Kedziora, an activity he has been involved with since 2000. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Eric Gregson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2014 and has been associated with VyStar Credit Union since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kristin Nourse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and Jpmorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Michael Maunz is a financial advisor with Ameriprise in Orange Park, FL, holding a Series 66 credential and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized team to deliver tailored, non-discretionary recommendations.

Michael Turnage is a financial advisor with Primerica Advisors based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes roles at PFS Investments since 2010 and Primerica Financial Services since 1993. Outside of advisory activities, he works as a contractor for Cerifi, dedicating time monthly to this role. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Kevin Sheehan is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Prior to his financial career, he worked at McDonnell Douglas Aerospace, a Boeing Company subsidiary, for 37 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and uses third-party asset managers vetted through an independent consultant.

Jason Rhodes is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include work at Reditus Labs and JPMORGAN Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jesse Kneiss is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works with clients to develop financial plans aimed at helping them achieve their financial goals and ensures they maximize the benefits of their relationship with Fidelity. Jesse has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative I and II, and Benefits & Planning Consultant before his current position. Prior to joining Fidelity, he worked at Bank of America Merrill Lynch from 2016 to 2021, serving as a Relationship Manager followed by a role as Business Owner Specialist. No information about Jesse's education, credentials, personal interests, or community involvement has been provided.

Edugie Ekuase is a Series 66 licensed financial advisor with J.P. Morgan Securities in Jacksonville, FL, with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Thrivent Investment Management. Outside of his advisory role, he has tutored finance and science courses through Varsity Tutors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Mark Fronczek is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991, alongside a career at Lockheed Martin spanning the same duration. Outside of advising, he is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program using model-delivery strategies and discretionary separately managed accounts, supported by third-party managers and custodians.

Tim Mc Mahon is a Series 66-licensed financial advisor at J.P. Morgan Securities with experience at Morgan Stanley and J.P. Morgan Chase Bank. His background includes entrepreneurial activities such as operating Tims Hoops and involvement with the Danny Balderson Basketball Camp. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Antonio Kes is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Merrill Edge for four years and has held various roles in other industries, including construction and communications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and accesses a broad range of investment products through its unique regulatory registrations.

Timothy Guididas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Outside of his advisory role, he is an angel investor in a medical device development and manufacturing company, SteriTools, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Scott Penrod is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing Services and JPMorgan Chase Bank. Outside of finance, he operated a woodworking and furniture business under the name Penrod Chic from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers recommendations on a non-discretionary basis, combining institutional advisory capabilities with broker-dealer and investment adviser functions.

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.