Emily Davis is a Financial Consultant at Fidelity Investments, where she has been contributing since 2023. She is part of a team dedicated to providing clients with financial education and guidance aimed at fostering confidence in their financial futures. Prior to her current role, Emily held various positions within Fidelity Investments, including Planning Consultant (2022-2023), Director Retirement Planner (2021-2022), and roles in Workplace Planning and Advice from 2018 to 2021. Emily holds insurance licenses in Arkansas and California. Her professional experience encompasses working with individuals, families, and small business owners to develop customized financial plans tailored to their unique needs. Outside of her professional life, Emily enjoys spending time at the beach, boating, kayaking, socializing with friends, and caring for pets.

Joseph Powanda is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has four years of industry experience, including roles at Modera Wealth Management and Range Finance prior to joining J.P. Morgan. 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 recommendations.

Anthony Cossio is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, and the United States Navy. J.P. Morgan Securities LLC 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.

Lana Tompkins is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to her current role, Lana held positions in diverse fields including healthcare and entertainment. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds and model portfolios.

Kevin Cunningham is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to that, he was associated with Stolen Rhodes LLC from 2015 to 2018. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Reitz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 65 credential and previously worked at Florida Financial Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stevan Jones is a CFP® with 25 years of industry experience, currently serving as an independent branch owner and CEO of Seaside Planning & Investments since 2025. He has spent 15 years with Raymond James Financial Services Advisors, Inc. and previously worked at Wells Fargo Clearing and A.G. Edwards & Sons. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a large network of advisors with specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Ted Deliard is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity, he worked at Best Buy and Orange Park High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction and serves in advisory roles to multiple registered investment companies and model portfolio platforms.

Alexander Israel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. He has worked in various roles across sectors including tax advisory and logistics prior to joining Fidelity. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and offering model portfolios built from a diverse range of mutual funds, ETFs, and ETPs.

A Perry Chappell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1996 in New York City and has experience managing individual wealth through various market cycles. His approach to wealth management emphasizes understanding clients’ individual needs and goals to develop tailored strategies. Perry holds a Bachelor of Arts degree from Vanderbilt University, a Master of Business Administration from the University of Florida, and a Master of International Management from the American Graduate School of International Management. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Carrie Stinchfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Raymond James & Associates since 2006. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutional entities, and municipal organizations. Raymond James & Associates provides financial planning and investment consulting through various programs, combining a range of portfolio management styles with firm research and affiliated sub-advisers.

Merle Campbell is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, Merle provides personalized wealth management services and guidance to clients. Merle holds the Professional Investment Advisor (PIA) designation, demonstrating expertise in investment strategies and financial planning. Merle's educational background includes a Bachelor's Degree from the University of Oklahoma, as well as a Master's Degree and a Doctorate Degree from Georgia State University.

Joseph Cusick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been involved in managing clients' wealth since 1998, focusing on providing dedicated service to support their financial needs. Joseph holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is also recognized as a Personal Investment Advisor (PIA). He earned a bachelor's degree in Accounting from Villanova University and a Master of Business Administration from the University of North Florida. Additionally, Joseph is a former Certified Public Accountant. He resides in Jacksonville with his wife, Kelly, and their three children.

John Caldwell is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joshua Diaz is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Deutsche Bank, and Jetstream Federal Credit Union. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Tarek Kishek is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill Lynch and Fidelity Brokerage Services LLC. Outside of advising, he manages Kishek & Company LLC, a real estate investment business, and sells items on eBay. 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 with a focus on model portfolios, fund advisory, and management for registered investment companies.

Mitchell Hummel is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked in various positions including at the Alhambra Theatre and Dining and the University of North Florida. 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 manages discretionary and non-discretionary portfolios, engages with multiple sub-advisers, and incorporates advanced methodologies including AI in its investment process.

Zachery Rogers is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been associated with Fidelity Brokerage Services since 2013 and joined Fidelity Investments in 2025. Outside of his advisory role, Rogers works as a realtor in Jacksonville, FL. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Zeb Scott is a Financial Consultant at Fidelity Investments, where he applies a relationship-focused approach to help clients develop and execute comprehensive financial plans. He emphasizes understanding clients' personal situations and priorities to support their financial and lifetime goals. Scott has extensive experience within Fidelity Investments, having held multiple roles since 2012. His career progression includes positions as Private Client Group Service Associate, Retirement Relationship Manager, Portfolio Specialist, Senior Portfolio Specialist, and currently Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Scott engages in activities such as boating, camping, fishing, kayaking, fitness, and spending time with family.

Kyle Bickham is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.