Taylor Mccullers is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding a Series 66 designation and having eight years of industry experience. Prior to his current role, he worked at Bank of America and Merrill Lynch, among other firms. He has also worked with the Universal Cheerleaders Association and the University of North Florida. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

Tristan Goldman is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Bank of America, Citi Personal Wealth Management, and Fidelity Investments. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Davis is a CFP® professional with 29 years of industry experience, currently serving at Raymond James & Associates since 2010. He holds the Series 63 and Series 65 licenses and is based in Jacksonville, FL. Outside of his advisory role, he serves as Vice President and Treasurer on the board of the 200 Club of Jacksonville, which supports families of fallen law enforcement and emergency service personnel. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients with a focus that includes public finance and municipal work.

Timothy Feagan is a financial advisor at Merrill with 18 years of experience at the firm and nine years in the industry. He holds a Series 66 designation and is based in Jacksonville, FL. 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.

Adam Campbell is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a broad client base, including individuals, pension plans, corporations, and municipal entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Phyllis Levario is a financial advisor with J.P. Morgan Securities in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2002, with a brief hiatus from 2021 to 2022. Outside of her advisory role, she operates as an independent contractor for Melaleuca, offering nutritional supplements to friends and family. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale advisory operations with brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and customized reporting through a centralized due-diligence framework.

Kara Gray is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies tailored to pursue their short-, mid-, and long-term goals. Kara provides guidance on a range of financial topics, including investing, retirement planning, and savings for unexpected events. She also facilitates access to Bank of America specialists for additional banking, credit, home financing, and small business services. Kara holds the designation of Personal Investment Advisor (PIA), which supports her expertise in delivering investment advice and financial planning. Her approach emphasizes uncovering what matters to her clients and their families in order to create personalized financial strategies.

Melissa Gillespie is a CFP®-designated financial advisor at Raymond James & Associates with nine years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she owns and manages JEM Restorations LLC, a business focused on administration and marketing. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public finance and investment banking capabilities.

Matthew Barrett is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation. He began his advisory career in 2025 and previously served on the University of North Florida Board of Trustees. Outside of his advisory role, he has experience in entrepreneurial ventures including ownership of 4 Star Customs Repair LLC. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Alysha Ammerman is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds the Series 66 designation and has a background that includes roles in education and hospitality prior to joining the financial industry. Alysha is also associated with Ammerman Wealth Management in a marketing capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a broad affiliate network.

Moses Salib is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2012 and 2013, respectively. 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’s integration with Bank of America’s broader corporate platform allows access to a wide set of products and services.

David Longo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and DoorDash. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities.

Zachary Willey is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he held several positions within the company, including Portfolio Specialist, Workplace Planning Consultant at various levels, High Net Worth Associate, and Customer Relationship Advocate, demonstrating a progressive career in financial services since 2018. Before joining Fidelity Investments, he worked as a Bank Teller at Wells Fargo in 2018. Zachary holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial consultation. His professional approach emphasizes partnering with clients to co-create and maintain strong financial plans tailored to their individual goals. Outside of his professional life, Zachary enjoys attending concerts, social events with friends, running, traveling, and spending time with his family and pets.

Christine Hrdlicka is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. In addition to her advisory role, she is a partner in two personal real estate ventures based in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm is notable for its advisory roles to registered investment companies and use of systematic methodologies incorporating AI tools.

John Phillips is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 credential and has been with Merrill since 2015. Outside of his advisory role, he works as a freelance consultant and driver for transportation services during evenings and weekends. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Tahirah Hamilton is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior roles include positions at Wells Fargo and Empower Retirement. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

Sean Read is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2006. Over his career at Fidelity, he has held various positions including Branch Planning Consultant, Senior Portfolio Specialist, and Private Client Group Relationship Manager, gaining comprehensive experience in financial consulting and client management. Sean's approach emphasizes straightforward communication and education, enabling clients to make informed and confident decisions regarding their financial goals. Sean holds insurance licenses in Arkansas and California. He has dedicated two decades to assisting individuals and families in defining, prioritizing, and pursuing their financial objectives. Outside of his professional work, Sean's personal interests include family activities, golf, parenthood, and traveling.

Joseph Johnson is an Investment Solutions Representative III at Fidelity Investments, where he has held various roles since 2022. In his current position, he collaborates with clients to develop and implement financial plans aimed at improving their financial wellbeing. Joseph focuses on understanding clients' goals and needs to establish effective investment strategies and comprehensive financial plans. Joseph has progressed through multiple roles within Fidelity Investments, starting as an Investment Solutions Representative I in 2022, advancing to level II in 2024, and achieving his current level III status in 2026. This experience has provided him with a thorough understanding of investment solutions and client engagement. Outside of his professional responsibilities, Joseph engages in activities such as camping, fitness, gardening, hiking, music, and swimming.

Emily Davis is a Financial Consultant at Fidelity Investments, where she has been contributing since 2023. She is part of a team dedicated to providing clients with financial education and guidance aimed at fostering confidence in their financial futures. Prior to her current role, Emily held various positions within Fidelity Investments, including Planning Consultant (2022-2023), Director Retirement Planner (2021-2022), and roles in Workplace Planning and Advice from 2018 to 2021. Emily holds insurance licenses in Arkansas and California. Her professional experience encompasses working with individuals, families, and small business owners to develop customized financial plans tailored to their unique needs. Outside of her professional life, Emily enjoys spending time at the beach, boating, kayaking, socializing with friends, and caring for pets.

Joseph Powanda is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at Modera Wealth Management and Range Finance prior to joining J.P. Morgan. 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 applying an ESG eligibility framework in its recommendations.