Jonathan Faucher is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to understand their financial objectives and develop customized financial plans aimed at meeting their individual needs. Jonathan's approach is centered on partnering with clients to help them work toward their financial goals. Jonathan has been with Fidelity Investments since 2017, progressing through several roles including Planning Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. His experience spans multiple aspects of financial consulting and client relationship management. He holds an insurance license in Arkansas. Outside of his professional work, Jonathan's personal interests include family activities, food, social events with friends, military service, outdoor adventures, and soccer.

Ferol Brechler is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She began her career with Merrill in 1993 and transitioned to the Wealth Management division in 1999 as a Client Associate before becoming a Financial Advisor in 2017. Ferol holds a Bachelor’s degree in Business Management from the University of North Florida and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Personal Investment Advisor. Ferol’s expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, special needs planning strategies, and women and wealth. She brings in-depth knowledge and compassion to helping individuals navigate their financial journeys and focuses on developing long-term client relationships through a strategic and tailored approach that aligns with each client’s unique circumstances. Her experience with a special needs family member informs her understanding of challenges faced by special needs individuals. Outside of her professional work, Ferol is involved with the Jacksonville Zoo and Gardens Planned Gifting Council and her church. She lives in the Guana area of Ponte Vedra, Florida, with her husband John and their son Cody. In her spare time, she enjoys gardening, hiking, biking, kayaking, reading, traveling, and spending time with family and friends.

Rochelle Bullen is a financial advisor at Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 designations with 28 years of industry experience. She worked at Janney Montgomery Scott for 12 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Tina Bodnar is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Bodnar is also affiliated with First Horizon, where she has been involved since 2021. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Will Boyt is a Financial Consultant currently with Fidelity Investments. His work focuses on partnering with individuals and families to help achieve their unique financial goals. He utilizes advanced planning tools and a broad range of investment options to provide clients with a comprehensive financial planning experience. Since joining Fidelity Investments in 2015, Will has held multiple roles including Regional Center Planning Consultant, Relationship Manager for Personal and Workplace Advisors Services (PAS), Workplace Planning Consultant at two levels, and High Net Worth Representative. He holds insurance licenses in Arkansas and California. Outside of his professional career, Will has interests in fitness, golf, music, skiing, tennis, and traveling.

Steven Eversole is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2017. Prior to his full-time financial career, he served six years as Operations Manager in the Florida Air National Guard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Cody Atherton is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he has worked as an independent contractor for Instacart. 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 combines in-house research and third-party analytics to support portfolio diversification and offers a range of brokerage and advisory solutions.

Erika Gill is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Corwin is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC for two years. Outside of his advisory role, he acts as co-trustee for his mother’s investment matters. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bradley Zimmerman is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as CitiGroup Global Markets since 2008. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

John Douglass is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked with Bank of America and Merrill for the past 16 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies. The firm serves individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Chrabot is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge since 2016 and previously worked for First Heartland Capital Inc for 13 years. Chrabot also acts as a licensed insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and platform solutions.

James Busch is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2006 and is a member of the Bledsoe Baker Busch & Associates team. In his current role, James focuses on performance analysis across various asset classes and the development of portfolio strategies. He also conducts ongoing investment research and monitors market conditions to help clients capitalize on opportunities. James has over 15 years of experience in wealth management, providing highly personalized services and strategies that align clients' wealth plans with their individual passions and objectives. He holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in business from the College of Charleston.

Paul Charles is a financial advisor at Merrill in Jacksonville, FL with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 2006. 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, and institutions.

Michael Taras is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Lincoln Investment, Capital Analysts of Jacksonville, and Merrill. Raymond James & Associates is a 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 supported by a range of portfolio management styles and affiliated research resources.

John Roque is a financial advisor with Fidelity Investments holding a Series 66 designation. He has been with Fidelity since 2024 and has prior experience in various roles outside the investment industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory and fund management through a systematic, research-driven approach utilizing quantitative analysis, algorithmic portfolio construction, and oversight of affiliated sub-advisers.

Mack Mcshut is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of finance, he is the owner of Jacksonville Electric Vehicle On-Demand LLC, an on-demand transportation business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with a range of financial products and an integrated platform.

Ryan Osborne is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2014. 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 constructed by internal and third-party teams.

Valerie Kiernan is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to her advisory role, she held various positions including roles at Instacart, Shipt, and Brinker International. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Kevin Peffer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has been associated with Fidelity Brokerage Services since 2014. Outside of his financial advisory role, he works as a wedding DJ and emcee in Jacksonville, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios, and it serves in advisory roles including oversight of multiple registered investment companies.