Chasity Bell is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones in Jacksonville, FL. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roberto Costa is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, Costa is the owner and managing partner of The Prism Group of North Florida and participates in a capital campaign cabinet for Bishop Kenny High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes aligning clients with model portfolios and third-party asset managers without sponsoring its own wrap fee program or advertising hypothetical performance.

Milton Nuckols is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Pollare is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation. He has begun his career in the financial industry, joining Fidelity in 2026 after roles in various sectors including healthcare and insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, its role as a commodity pool operator registered with the CFTC, and its advisory services to multiple registered investment companies and fund-of-funds.

Jason Johnson is a financial advisor at Merrill with 23 years at the firm and 12 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Jacksonville, FL. He has worked at Bank of America, N.A. since 2014 alongside his role at Merrill. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage custody services. The firm utilizes multiple investment program strategies and emphasizes integration with Bank of America affiliates to support trading, lending, and capital-markets activity.

Rene Gobeyn is a financial advisor at Fidelity with six years of industry experience. He previously worked at the Oakland County Prosecutors Office for ten years and has held roles in education at St Johns County School District and Hawaii Community College. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles and use of AI-driven methodologies.

Kevin Leen is a CFP® credentialed financial advisor with Fidelity, based in Jacksonville, FL, and has 19 years of industry experience. He has been with Fidelity Investments and its affiliated entities since 2006. Leen serves on the board of Junior Achievement of North Florida, a nonprofit organization focused on promoting financial literacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registered advisory role to multiple investment companies and its use of systematic methodologies and AI in portfolio development.

Steven Wiktorek is a Financial Consultant at Fidelity Investments, where he has been assisting clients since 2015. In his role, he helps clients develop comprehensive financial plans tailored to their unique situations, utilizing the tools and resources available through Fidelity. Prior to his current position, Steven held various roles at Fidelity, including Retirement Relationship Manager from 2012 to 2015, Retirement Solutions Representative in 2012, and Investments Solutions Representative from 2011 to 2012. He also worked as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2010 to 2011. Steven holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include cooking and baking, exploring food, football, golf, parenthood, and spending time with pets.

Anthony Mesquit is an Investment Management Consultant III at Fidelity Investments. He has been with Fidelity since 2006, holding various roles that demonstrate his progression and commitment within the financial services industry. With over 18 years of experience, Anthony has supported clients by offering comprehensive financial services and advocating for customized financial plans tailored to meet unique family needs. His career at Fidelity includes positions such as Financial Consultant, Managed Solutions Consultant, Senior Portfolio Specialist, and Private Client Group Relationship Manager, highlighting his expertise in portfolio management and client relationship management. Throughout his tenure, Anthony has focused on helping clients identify strategies to improve their financial plans while ensuring they feel confident and comfortable working toward their financial goals.

Ashley Darr is a financial advisor with J.P. Morgan Securities in Venice, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously held roles at Wells Fargo Bank and Carrabbas. J.P. Morgan Securities provides institutional consulting services to 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Leonard Embry is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Watson Mortgage Corp, Community First Credit Union, Bank of America, and Duval County Public Schools. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Keller is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and several other firms. Keller is based in Jacksonville, FL. 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 an ESG eligibility framework to support customized investment recommendations.

Sandi Abernethy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at McKibbon-Pollay Inc and The Kessler Collection, as well as entrepreneurial experience with Blackeyed Susan Catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios that include mutual funds, ETFs, and ETPs.

Jason Banks is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients and their families to help define their vision of financial success, focusing on understanding their unique situations and providing the knowledge and resources necessary to make informed financial decisions. Prior to his current position, Jason served as a Workplace Planning Consultant and High Net Worth Service Representative at Fidelity Investments from 2020 to 2025. Jason's professional experience spans various roles in the financial industry, including positions as an Insurance Agent and Registered Representative at New York Life and NYLIFE Securities, as well as Fixed Income Trader roles at Insigneo Financial and Northeast Securities. He also has experience as an Equity Trader and Trader with Ivy Securities and Northeast Securities. Jason holds insurance licenses in Arkansas and California. Outside of his professional career, Jason enjoys spending time at the beach, engaging in outdoor adventures, traveling, and participating in social events with friends.

Zachary Ballas is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and their families to develop comprehensive financial plans tailored to their needs and goals. His role involves building trust, transparency, and care to provide clients with a high-quality experience. He has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, gaining a diverse range of experience in the financial services industry. Zachary holds insurance licenses in Arkansas and California. Outside of his professional work, Zachary has interests in fitness, food, football, golf, reading, and traveling.

Wilson Studstill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Raymond James & Associates since 2009. Outside of his advisory role, Studstill serves as a trustee for a related business entity. 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 including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Roush is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has held various roles within Fidelity since 2007. Outside of his advisory work, he operates Silver Shakers, a small-scale business focused on designing product inserts and managing online store listings. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies.

Arthur Reading is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Tiffany Silva is a financial advisor at Edelman Financial Engines in Jacksonville, FL, holding a Series 66 credential with two years of industry experience. Her prior roles include positions at Citigroup and Fidelity Investments. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a long-term, diversified approach.

Justin Hancher is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 credential and has worked at Raymond James since 2013, previously spending four years at Think FCM. Raymond James & Associates, Inc. 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 high net worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.