Jeffrey Catlin is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tanner Schonberger is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Spothopper, Sheer Logistics, Fastenal, and DJ Rock LLC, as well as running Tanner's Lawn Care for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Elijah Bray is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments, the Department of Defense Finance and Accounting Service, Mitre Corporation, BAE Systems, and service in the United States Navy. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rosa Mickelson is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citi Group and Aqua Finance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles with multiple registered investment companies.

Danielle Duncan is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at PFS Investments Inc. since 2022 and Primerica Financial Services since 2019. Outside of financial advising, she is a self-employed piano teacher and works part-time as a videographer for Dance Production House, primarily recording dance performances. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-based investment strategies primarily delivered through its financial advisors. The firm oversees approximately $15.5 billion in assets under management and offers a range of discretionary portfolio management solutions supported by third-party asset managers and custodians.

Jonathan Rogers currently serves as a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works alongside financial consultants to support clients with retirement planning, investment strategies, and other financial goals. Prior to his current role, Jonathan was a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026 and began his career at Fidelity as a Customer Relationship Advocate from 2023 to 2024. Before joining Fidelity, he worked as an Account Manager at Legacy Capital from 2020 to 2023. Jonathan's experience spans various aspects of financial planning and client relationship management. He focuses on connecting with clients individually to understand their needs and to help them achieve their financial objectives through tailored support and strategies. Outside of his professional work, Jonathan has interests in board games, boating, camping, fishing, and fitness.

Alexander Umansky is a Series 66-licensed financial advisor with Ameriprise, based in Ponte Vedra Beach, FL. He has 28 years of industry experience, including 21 years with Ameriprise and its affiliate Ameriprise Financial Services, Inc. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research-driven modeling, tax-efficiency analysis, and algorithmic automation to deliver tailored, written recommendation reports through a centralized consulting team.

Richard Gianzero is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2014 and has held various roles including Financial Consultant, Investment Consultant, Fixed Income Specialist, and Retirement Solutions Representative. Throughout his tenure at Fidelity, Richard has developed experience in investment management, client management, and financial consulting. He is licensed to hold insurance licenses in Arkansas and California. Richard is committed to partnering with clients to understand their personal and financial goals and to help them build personalized financial plans using Fidelity's tools and technology.

Dylen D'aurora is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial, he was associated with Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory roles, D'aurora has worked in various positions including at Queens Harbour Yacht and Country Club and Castillo FL Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by in-house research and third-party subadvisors.

William Uhlemeyer is a financial advisor with Fidelity who holds Series 65 and Series 63 licenses and has 15 years of industry experience. He has worked at various Fidelity entities since 2016 and was previously with Organized Financial Solutions LLC from 2013 to 2016. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Krystal Mcglamery is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services since 2015. Strategic Advisers LLC, a Fidelity Investments company where she works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of mutual funds, ETFs, and model portfolios.

Nelrae Ali is a CFP® professional with 24 years of industry experience, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she volunteers as a math tutor with The Yield Foundation in Jacksonville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Emily Lyons is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she held positions at Florida Financial Advisors and Arch City Partners. Outside of her advisory role, she works as a Learn to Skate instructor at Community First Igloo, teaching figure skating to children and adults. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christopher Price is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020 and Edward Jones from 2018 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Dwayne Key is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at CVS Health and Wawa. Fidelity’s Strategic Advisers LLC, where Dwayne serves, 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 is noted for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

David Adams is a financial advisor with Ameriprise based in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including previous roles at Sagepoint Financial, INC and Ameriprise Financial Services, INC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Jennifer Doherty is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including SoFi Wealth LLC, LPL Financial, H. Beck, Inc., and Namey Financial Group. Outside of her advisory role, she is co-owner of BTB Lacrosse, a high school lacrosse club in St. Johns, Florida. Ameriprise offers retirement-income planning services aimed at clients approaching or in retirement, typically with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, using a combination of research, modeling, and tax-efficiency analysis to support client planning.

Michael Legrande is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2014, progressing from Portfolio Specialist to Financial Consultant, and now to his current role. Michael works with individuals and families to improve their overall financial well-being by understanding their specific situations and simplifying investing. He collaborates with clients to develop strategies that address their evolving financial needs. His professional experience spans over a decade at Fidelity Investments, where he has gained expertise in portfolio management and financial consulting. Michael holds insurance licenses in Arkansas and California. Further details about his education and personal interests are not provided.

Ray Walker is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. 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 offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Goldbach is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at xAI, Lightstream Marketing Agency, Scale AI, James T. Meyer, Inc., and Pearson Education. He is also involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.