Christopher Beutel is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership in a landscaping and lawn care business operated by his son. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

William Maicon is a financial advisor at Thrivent Investment Management with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent since 2020. His prior roles include positions at MWA Financial Services, Modern Woodmen of America, and real estate firms such as Grand Living Realty and Coldwell Banker Premier Properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, maintaining a separation between planning and portfolio management.

Bernard Baran is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Stillwater Wealth Management prior to his current role. Outside of his advisory work, he was involved with Maple Leaf Nutrition LLC for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Ryan Chesler is a financial advisor at Merrill with 12 years of experience at the firm and holds a Series 66 designation. He is based in Jacksonville, FL, and has a total of five years of industry experience. 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 developed by internal and third-party managers.

Rush Hanner is a financial advisor with Fidelity, holding a Series 66 designation and 24 years of industry experience. He has been with Fidelity Brokerage since 2006 and has worked across multiple Fidelity business units since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brian Chappell is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He previously worked for UBS Financial Services for 21 years before joining Raymond James in 2023. Chappell serves on the finance and investment committees for both Hope Haven, a nonprofit organization, and the Jacksonville Police and Fire Pension Fund. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports both retail and institutional clients through a broad advisor network.

Matthew Heavener is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously at Citicards and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, overseeing affiliated and unaffiliated sub-advisers while maintaining documented governance and proxy-voting procedures.

Kathryn Amodeo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Publix and several community and educational organizations in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Robert Wall is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He is based in Jacksonville, FL. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Dalton Butler is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2022, following prior roles at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Anderson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2021. Outside of finance, he has experience at Regatta Bay Golf and Yacht Club. 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 for individuals, institutions, and charitable organizations.

Burt Miltenberger is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as treasurer for Providence Church in Ormond Beach, FL, where he assists in reviewing church finances and potential projects. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Darrell Wranovics is the Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He brings extensive experience in financial consulting, having held multiple roles within Fidelity Investments since 2006, including Senior Portfolio Specialist and Portfolio Specialist in Portfolio Advisory Services, as well as positions in client management and retirement solutions. Prior to joining Fidelity, he worked at Merrill Lynch as a 401k & Stock Plan Services Representative from 2005 to 2006. Throughout his career, Darrell has focused on simplifying the investing process for clients and assisting them in achieving their financial goals across various life stages. His expertise spans investment strategies, income planning, college savings, and estate planning considerations. He holds an Arkansas Insurance License, supporting his ability to address insurance-related financial needs. Darrell is committed to delivering excellence in every client interaction and maintaining a client-first approach in all his professional relationships.

Adam Kladiva is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023. Adam holds insurance licenses in Arkansas and California. In his professional capacity, Adam focuses on understanding clients' perspectives to help them manage their finances in ways that align with their personal priorities. He values learning about individuals' stories and assisting them in shaping their financial futures. Outside of his professional work, Adam's interests include parenthood, surfing, and volunteering.

Taylor Reemsnyder is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2010 and Bank of America since 2020. He is an authorized member of an LLC related to his father's restaurant business for estate planning purposes but has no active role in the operation. 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 for individuals, high-net-worth clients, and institutional accounts.

Alba Jaundoo is a financial advisor at Merrill in Jacksonville, FL, with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and Wells Fargo Clearing. Jaundoo serves as a board member of Rooting for Joy Inc., a nonprofit focused on promoting joy, gentleness, and kindness through community and nature. 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 for individuals, high-net-worth clients, and institutions.

Marcus Brannon is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, and various Raymond James entities since 2012. Based in Jacksonville, FL, he has been with Raymond James & Associates since 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Colleen Parkhurst is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a wider range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brayden Nones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and various other organizations, including a five-year period at Red Oak Church. Outside of his advisory work, he assists with a family-operated lemonade concession trailer and manages an affiliate marketing business producing repair and maintenance videos. 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 employs a research-driven, quantitative investment process with systematic methodologies and long-term asset allocation benchmarks.

Brandon Frick is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to his current role, he was a homemaker and held positions at Village Presbyterian Church and Woods Memorial Presbyterian Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated and unaffiliated sub-advisers as part of its investment process.