Brian Baird is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Fifth Third Securities, and Jax Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management.

Jarvis Williams Jr. is a financial advisor at Fidelity with one year of industry experience. He previously worked at Magmutual Insurance Company and The Doctors Company. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael McCranie is a financial advisor with Ameriprise in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at LPL Financial (formerly Linsco/Private Ledger Corp.) for 18 years before joining Ameriprise in 2019. McCranie also owns McCranie Company LLC, a consulting business unrelated to investment management. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, algorithm-assisted process that supports client advisors and emphasizes the use of Ameriprise-managed accounts.

Diane Pauly is a financial advisor at Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials with 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets INC since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Jay Braxton Jr. is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and 11 years of industry experience. His prior work includes positions at Wells Fargo and CrossCountry Mortgage LLC. He is based in Jacksonville, FL. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Dylan Stringer is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Fidelity Brokerage Services before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a focus on oversight, compliance, and the use of advanced technologies such as AI in its investment process.

J Robinson Jr. is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked within Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a trustee in a trust based in Vero Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and offers structured planning supported by firm-approved tools and models.

Zac Murphy is a CFP® and CFA® with four years of industry experience, currently serving at LPL Enterprise. His prior roles include positions at PIMCO Investments LLC, Merrill Lynch, and Ullmann Wealth Partners. Outside of finance, he has experience working with the University Athletic Association and in the restaurant industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform combining model portfolios, third-party asset management, and a range of financial products.

Henry Sanders is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2016. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Paula Crow is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 certifications and eight years of industry experience. She has worked at Fidelity Brokerage Services since 2017 and previously held roles at Amelia Underwriters and in the restaurant industry. Outside of her advisory work, she is involved as a shareholder in a pizza restaurant business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and model strategies.

Carlos Asencio Valentin is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at Bank of America, Investment Planners Inc., Advisers Alliance, and held roles outside finance including positions at Intramericana University and Oakley Sunglasses. In addition to advising, he is active as an insurance agent focused on traditional insurance sales. 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 plans, corporations, and charitable organizations.

Jason Bishop is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Merrill Lynch since 2004. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Vail is a financial advisor with LPL Enterprise in Jacksonville, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He was also involved with the Gatorball Baseball Academy for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm combines advisory and brokerage services, offering financial planning, access to model portfolios, and third-party asset management through an integrated platform.

Yatsay Oliva Torres is a financial advisor at Merrill with Series 63 and Series 65 designations and eight years of industry experience. She has worked at Merrill and Bank of America since 2019 and previously held roles at Fifth Third Securities, Fifth Third Bank, and Humana. 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.

Matthew Romano is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Fidelity brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies.

Jack Acebal Jr. is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 56 years of industry experience. He has worked with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. 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 from its investment institute and third-party sources.

Deitmar Dains is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2017. He specializes in asset management for high-net-worth individuals and families, focusing on college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He leads a wealth management team at the Summit, NJ branch, working alongside his business partner and supported by two staff members, including a CERTIFIED FINANCIAL PLANNER® Professional. With over 26 years of experience in the financial services industry, Deitmar began his career as a fixed income specialist at Gibraltar Securities, which later became RBC Dain Rauscher. He also served as Vice President in the Private Client Group of Bear Stearns and as Senior Vice President at Morgan Stanley prior to joining Merrill Lynch. He holds a bachelor's degree from Syracuse University and maintains FINRA series 7, 63, and 65 registrations along with life insurance licenses. Additionally, he holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Deitmar resides in Short Hills, New Jersey with his wife, two children, and their dog Teddy. His team, the Sentinel Team, has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2023, 2024, and 2025.

Sandra Exelby is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with 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 both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christina Holland is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 license and 15 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is an independent contractor with Beachbody LLC, serving as a fitness, nutrition, and wellness coach. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Coranita Carter is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.