Michael Sousou is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and over 41 years of industry experience. He previously worked at Metlife Securities Inc. for 31 years before joining Mass Mutual in 2016. Outside of his advisory role, Sousou serves as a board member for the Riverplace Office Park Owners Association and is a licensed realtor assisting clients with property transactions. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, typically recommending investment strategies without discretionary authority.

Noah Janda is a financial advisor with LPL Financial in Green Cove Springs, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at VyStar Credit Union and various retail positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Richard Paul II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Workscapes, Inc. from 2015 to 2018. Outside of his advisory role, he assists with operations at Garland Activewear and serves on the finance committee of Veritas Classical Christian School. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Preston Turner is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Kylee Media LLC and Starbucks. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs for portfolio implementation.

Zachary Henderson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience with Fidelity and JPMorgan Chase Bank, N.A. 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 recommendations.

Christopher Egan is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with JPMorgan Chase Bank and its affiliated entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Chase Hunt is a financial advisor with LPL Financial based in Jacksonville, FL. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining LPL Financial in 2026, he worked with Trinity Wealth Securities and Florida Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and portfolio management through various institutional and participant-level platforms.

Jessica Cook is a financial advisor with Ameriprise Financial Services, holding Series 65 and Series 66 designations and bringing 22 years of industry experience. She has been with Ameriprise in various capacities since 2004. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Lloyd Archibald is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at several firms, including Raymond James & Associates and Cetera, before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through a process that combines quantitative modeling and centralized due diligence.

Shawn Chapman is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2017. Prior to that, he spent two years at the U.S. Office of Personnel Management. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Lunise Casimir Dufrene is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2010. Outside of her advisory role, she is a member of Nisee & Nisee, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses an independent due-diligence process, with a tiered wrap-fee structure distinguishing its operational model.

Charles Jenkins is a financial advisor with LPL Financial in Orange Park, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior firms include Ameriprise Financial Services, Inc., where he worked for 14 years, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Gavin Noble is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to this, his work history includes positions at Northwestern Mutual and Applebee’s. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Argie Focco is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2011. 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 brokerage, distribution, and investment management capabilities.

Dana Chavez is a CFP® professional with experience at Strategen Wealth Advisors, LPL Financial, and Ginn & Patrou, PA. Chavez also has a background in health and wellness, working at Health Pointe Jacksonville Acupuncture & Wellness Clinic. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice.

Dylen D'aurora is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing two years of industry experience. Prior to joining LPL Financial, Dylen was affiliated with Trinity Wealth Securities, LLC and Florida Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Heather Wright is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2018 and previously worked as a stylist for Stella & Dot, an online accessory sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Reyes is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J. A. Reyes & Co., P. A., Equitable Financial Life Insurance, and Blaze Pizza. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Michael Gobert is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Capital One. He served in the US Marine Corps from 2014 to 2016. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Stefan Lord is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.