Daniel Tye is a financial advisor at Raymond James & Associates in Jacksonville, FL, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Distribution, Inc. from 2015 to 2021. Outside of his advisory role, Tye owns several businesses, including a commercial fishing enterprise and multiple real estate-related LLCs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Leelynn Osborn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Osborn worked at Lions Bridge Talent, a talent agency where they managed marketing and performed at events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic, long-term asset allocation models.

Riley Choi is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 designations and four years of industry experience. His prior work history includes roles at Community First Credit Union, self-employment, and positions at Starbucks Coffee Co and Firehouse Subs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI-driven research tools.

Davis Whitenton is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he focuses on partnering with clients to navigate their short- and long-term financial goals, helping to identify and implement tools and strategies tailored to their unique needs. Prior to becoming a Planning Consultant, Davis held several roles at Fidelity Investments, including Investment Solutions Representative III from 2024 to 2025, Investment Solutions Representative II from 2023 to 2024, Investment Solutions Representative in 2023, and Customer Relationship Advocate from 2022 to 2023. His experience across these positions has contributed to his understanding of financial planning and client service. Davis holds insurance licenses in Arkansas and California.

Kevin Forrest is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Voya Financial Partners. Outside of his advisory career, he is the founder and owner of K4S Entertainment/HFL Magazine, where he is involved in web creation, music production, and magazine publishing. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios comprising mutual funds, ETFs, and ETPs.

Winslow Wheeler is a Series 66–licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. His background includes roles at Equitable Advisors and State Farm, along with studies at Florida State University. He is based in Jacksonville, Florida. 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 investment recommendations.

Brian Burke is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works closely with high net worth families to develop, implement, and monitor financial plans tailored to their unique goals and preferences. He employs an educational approach to financial planning, helping investors understand their portfolios, the broader markets, and key planning topics. Brian has been with Fidelity Investments since 1999, serving in various capacities including Financial Representative from 1999 to 2005 and Financial Consultant from 2005 to 2021. His long tenure at Fidelity reflects extensive experience in financial planning and client collaboration to address areas of focus important to his clients.

Richard Chiarenza is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL since 2014. He is also associated with VyStar Credit Union and is involved with VYSTAR Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

Michael Rains is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at PNC Investments, BBVA Wealth Solutions, and several BBVA affiliates. He is based in Jacksonville, FL. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Denise Villarreal Ruiz is a Series 66 licensed financial advisor with 11 years of industry experience. She has been with Merrill since 2011 and concurrently with Bank of America, N.A. since 2019. Outside of her advisory role, she is the general partner and managing member of BullNest LLC, a small retail storefront business in Jacksonville, FL, and provides occasional administrative support to a family-run home inspection business. 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, utilizing model-based and discretionary investment strategies for a range of clients including individuals, pensions, corporations, and charitable organizations.

Lionel Alcidor is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for multiple overlapping periods since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting through a non-discretionary advisory approach.

James Evans is a Financial Consultant at Fidelity Investments, where he has been supporting clients since 2006. Over the course of his career at Fidelity, he has held various roles including Investment Solutions Representative, Investment Management Consultant at multiple levels, and Retirement Relationship Manager. He has been serving in his current position since 2023. James's extensive experience encompasses investment management and retirement planning. He holds insurance licenses in Arkansas and California, enabling him to provide comprehensive financial services to his clients. Outside of his professional work, James enjoys cooking and baking, participating in family activities, maintaining fitness, engaging in social events with friends, pursuing outdoor adventures, and running.

Nathan Damron is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Andrew Burdett is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked within various Fidelity entities since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Matthew Anderson is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Deutsche Bank Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Bailey Cleveland is a financial advisor at Fidelity with a Series 66 license and four years of industry experience. Prior to joining Fidelity, Cleveland worked at firms including TKC Group and StoryTerrace. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves in advisory roles that include managing multiple registered investment companies and fund-of-funds.

Matthew Farrell is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Providence Technology Solutions LLC and various life insurance companies. Based in Jacksonville, FL, he has been with Fidelity since 2022. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, with oversight controls and delegation to sub-advisers to address potential conflicts of interest.

Gabriel Sokolowski is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at TIAA-CREF for 15 years before joining Fidelity Brokerage Services LLC and subsequently Fidelity Investments. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios constructed from mutual funds, ETFs, and ETPs using systematic methodologies.

Darcie Fugatt is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Fidelity Brokerage Services, LLC, as well as a recent role at Hampr, LLC. Raymond James & Associates 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 that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jackson Schulz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has held various positions prior to joining Fidelity, including roles at TreyLor Park and the University of North Florida. Outside of his advisory work, Schulz is a partner and manager at Ponte Vedra Basketball Club, where he helps train elementary and middle school children in basketball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including mutual funds, ETFs, and fund-of-funds, and serves as an adviser to multiple registered investment companies.