Adam Mcdonough is a financial advisor at Ameriprise Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Enterprise and Prudential Insurance Company of America. Outside of his advisory role, he is also an agent for United Health Care specializing in non-variable insurance. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data within a structured product ecosystem.

Amy Chaney is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 credentials and has 38 years of industry experience. Her prior roles include positions at UBS Financial Services and multiple capacities within Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Jacksonville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory platforms.

Cameron Perez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Schwab, he worked at Cantor Fitzgerald & Co. and Mens Wearhouse. He is currently based in Jacksonville, Florida. 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. The firm offers a combination of non-discretionary and discretionary investment options, supported by a large integrated platform with centralized supervisory, custody, and order-routing arrangements.

Robert Forsyth Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill and its predecessor firms since 2004. 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.

Peter Sabatino is a financial advisor with Stifel in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is the sole owner of Dexter Enterprises A1 L.L.C., a business involved in buying and selling tax liens and deeds. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Thomas Rohloff is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at J. Kelly & Associates, Carmax Auto Superstore, and Grassroots Natural Market II. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Carlos Alviarez Delgado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Bank of America, Thrivent Financial, and TD Ameritrade. He is also the owner of Utopia Shop LLC, a company created for his daughters to sell sunglasses online. 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 both model-based and discretionary investment strategies for a variety of client types including individuals, high-net-worth clients, and institutions.

Elissa Fraipont is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services for a combined 15 years. She is also a commissioned notary in Jacksonville, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

Sierra Hibbs is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Bank of America, CitiGroup Global Markets, and Fidelity Investments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Schweitzer is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and is based in Jacksonville, FL. Schweitzer has been with Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios, and it serves a distinct role in advisory services, including proxy voting and the use of AI in research.

BK Choi is a Planning Consultant at Fidelity Investments, a role held since 2026. Prior to this, BK served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. In these positions, BK focuses on helping clients navigate the complexities of finance by building thoughtful plans that address both immediate priorities and long-term financial security. BK holds insurance licenses for Arkansas and California, which support their ability to provide informed financial guidance. BK emphasizes trust, integrity, and personal connection in their work to understand each client's unique needs. Outside of their professional role, BK is interested in fitness, golf, and hiking.

Jacob Carver is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior experience includes roles at Vystar Credit Union and Fidelity Investments. He has also worked in education and community services, including positions with the Baker County School Board and University of North Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Andres Moreno is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America, Merrill, and SS&C Advent. Outside of his advisory role, Moreno is involved in a floor and coating contractor startup as a general partner and managing member. 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kurt Butler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Fidelity Investments since 2021 and prior experience at One Ocean Resort and Starbucks Corporation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Taiseng Ly is an Investment Solutions Representative III at Fidelity Investments. In this role, Ly works closely with individuals and families to develop retirement strategies that align with their unique goals and needs. Ly emphasizes building meaningful relationships and providing clear, thoughtful guidance to help clients navigate complex financial decisions. Ly's experience at Fidelity Investments includes several progressive roles since 2024, starting as a Customer Relationship Advocate before advancing to Investment Solution Representative positions. Ly holds an Arkansas insurance license, supporting their capability in the financial services field. Outside of work, Ly enjoys fitness, social events with friends, movies, and traveling.

Jessica Albino is a financial advisor with UBS Financial Services in Jacksonville, FL, holding a Series 66 designation and bringing 21 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, Albino serves as treasurer for a local church and is the owner of a trucking business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and a variety of investment products.

Jeremy Thomas is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Merrill from 2013 to 2019 before joining Raymond James & Associates in 2019. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad nationwide adviser network.

Amy Rhodes is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2016, progressing through several positions including Planning Consultant, Relationship Manager, Financial Representative, and Central Relationship Manager. Her professional experience encompasses client relationship management and financial planning. Amy holds insurance licenses in Arkansas and California. Outside of her professional career, Amy enjoys activities such as going to the beach, attending concerts, gardening, listening to music, surfing, and traveling.

Wesley Ward is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Citigroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brendan Bargeron is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Bankers Life and Florida Educators Insurance, as well as work with Central Florida Aerospace Academy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.