Duane Lasher is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with diversification principles to support a broad range of financial solutions.

Phillip Batchelder is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and was affiliated with Pruco Securities, LLC. for 36 years prior to joining LPL. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services through an integrated platform that includes financial planning, model portfolio options, and access to insurance products.

Patrick Hairiston is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds Series 63 and Series 66 designations and has 11 years of industry experience. His work history includes roles across Fidelity Brokerage LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Luthra is a Planning Consultant at Fidelity Investments, where he works alongside individuals and families to implement plans and strategies aimed at accomplishing their financial and lifestyle goals. He focuses on building relationships that instill trust and confidence. David has held several roles at Fidelity Investments since 2020, including Investment Management Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans multiple areas within financial planning and investment management. He holds insurance licenses for Arkansas and California.

Val Janschutz is a financial advisor at LPL Financial with 14 years of industry experience. He has held positions at several firms, including Fifth Third Bank, Synovus, and SunTrust, prior to joining LPL Financial and South State Bank in 2024. Janschutz holds Series 63 and Series 65 licenses. 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 provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by extensive research and model portfolios.

Keith Woltman is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2008. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that utilize mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

John Lunney Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms, including Community First Credit Union of Florida and BBVA Wealth Solutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by a range of model portfolios, research, and technology solutions.

Melissa Howard is a financial advisor at Merrill with Series 63 and Series 66 credentials and nine years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she works part-time waiting tables at a restaurant in Jacksonville, Florida. Merrill, along 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, pension plans, corporations, and charitable organizations.

John Genovese is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was employed at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jennifer Scott is a financial advisor at Raymond James & Associates in Jacksonville, FL, with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Claire Doyle is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has a background that includes roles in education at IDEA Public Schools, Flagler County Public School, The Bolles School, and the University of Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo’s research and planning tools.

Christopher Leeper is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner at Meinrod & Leeper LLC, a non-investment-related business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a wide range of portfolio management styles and affiliated research.

David Colicci is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity divisions since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage multi-manager and fund-of-funds structures.

Scott Reisinger is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Merrill since 2008 and at Bank of America since 2011. Outside of his advisory role, he has a minority interest in a family-owned golf and RV park business but is not involved in its operations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to a range of individual and institutional clients.

Stephen Harrison is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2019, following a brief tenure at Axa Advisors. Outside of his advisory role, Harrison is involved in beach volleyball as a player for the Association of Volleyball Professionals America and serves as an assistant coach for the varsity girls beach volleyball team at Bishop Kenny High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, offering diversified investment solutions tailored to client needs.

Cherie Anderson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over three decades of experience in the financial services industry, beginning her career in 1985. Cherie managed her practice at Metlife for 25 years before joining Merrill Lynch in 2017. Throughout her career, she has focused on providing personalized financial strategies tailored to her clients' long-term goals, emphasizing integrity and client trust. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Cherie holds the Personal Investment Advisor (PIA) designation and completed her high school education at Ramona High School. She is committed to helping clients navigate complex insurance and investment issues through an educational approach, which has resulted in many long-standing client relationships. Cherie is actively involved in her community, volunteering and fundraising for organizations such as New Life Church SRB, STW Ministries, and Impact Ministries International. Her personal interests encompass boating, gardening, golfing, scuba diving, singing, yoga, and spending time with her family.

Gavin Scott is an Investment Solutions Representative III at Fidelity Investments, where he currently works to create tailored financial strategies for clients and their families. He focuses on investing for the future, retirement preparation, and wealth management, aiming to simplify the process and provide clear guidance. Gavin's experience includes progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023 and advancing through three levels of Investment Solutions Representative roles from 2024 to the present. Prior to this, he was a Financial Representative at Florida Financial Advisors from 2022 to 2023. He holds an AR Insurance License. Outside of his professional work, Gavin has interests in football, golf, kayaking, and pets.

Sara Gross is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with LPL Financial since 2016 and also maintains a role at VyStar Credit Union since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with both discretionary and non-discretionary management options supported by research from LPL and third-party subadvisors.

Amanda Foskey is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at WELLS FARGO Advisors, LLC for one year. Outside of her advisory role, she has been involved with III Forks Restaurant since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Anna Medley is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. Her prior work includes roles at Hueman People Solutions, Leon County Public Schools, and Chick-fil-A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and emphasizes systematic methodologies and oversight in its investment process.