Robert Preston is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Fidelity and JPMorgan Chase Bank. 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 non-discretionary client decision-making.

Gina Franco Calderon is a financial advisor with J.P. Morgan Securities based in Jacksonville, FL. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Raymond James Financial Services and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured, non-discretionary process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

George Prattos is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Jacksonville, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through dedicated groups. The firm employs structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Scott Chamberlayne is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Vayhinger is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and BMO Harris Financial Advisors. 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 both brokerage and advisory solutions.

Dajana Zefi is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she worked at Community First Credit Union and Kredo Finance SHPK. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and advisory mandates.

Tyler Whitmore is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. 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’s investment process combines fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios built from a broad investable universe.

Kevin Strother is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Merrill Lynch, AIG/Valic Financial, and Wells Fargo Clearing Services. Outside of his advisory role, he owns and operates a Shopify online store focused on cat toys called American Cat Dad. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Steven Renn is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Merrill and Axa Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce written recommendations, delivered through a centralized team in collaboration with client advisors.

John Nettuno is a financial professional at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 16 years. Outside of his advisory role, he is also a musician performing in a band based in Atlanta, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent financial professionals. The firm offers a range of financial planning and investment management services, utilizing multiple custody platforms and both discretionary and non-discretionary management approaches.

Katarzyna Burnat is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Williamson is a financial advisor at Fidelity with credentials including Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at Debski & Associates, P.A., and held positions at General RV Center and Florida State College at Jacksonville. Outside of advisory work, he performs title clerking responsibilities at Florida Marine & RV. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Natalie Phillips is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles in roofing and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Noah Segovia is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked in various roles including at CargoBarn and SC Audit & Accounting Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a mix of discretionary and non-discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Evan Hanser is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He has a comprehensive background in financial services, having held various roles at Fidelity Investments since 2010, including Planning Consultant, Relationship Manager, Central Relationship Manager, Opportunity Testing Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Evan partners with individuals and families to define their financial goals and develop, implement, and monitor plans to achieve them. He focuses on educating clients and simplifying the financial planning process to instill comfort and confidence. He holds insurance licenses in Arkansas and California. Outside of his professional work, Evan enjoys attending concerts, fitness activities, golf, and running.

Michael Redding is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Merrill since 2008 and Bank of America since 2011. He is also affiliated with the University of North Florida since 2003. 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.

Saida Glass is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and the extended team to provide clients with holistic financial planning and investment guidance. She focuses on developing tailored strategies that address clients' immediate financial needs while supporting strong financial decision-making for the future. Her professional experience includes roles as a Wealth Advisor at Citigroup from 2022 to 2024, Private Client Banker at JPMorgan Chase from 2019 to 2022, Corporate Finance Analyst at JPMorgan Chase from 2016 to 2019, Client Service Associate at Charles Schwab from 2014 to 2015, and Relationship Manager Assistant at Regal Securities from 2013 to 2014.

Ivan Gordon is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2009. Gordon serves as Treasurer and a board member of the First Coast YMCA Metro Board and is also a member of the finance and investment committee for the YMCA of Florida’s First Coast. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Leah Clock is the Vice President and Regional Leader for Investment Management Consulting at Fidelity Investments. In this role, she leads a team dedicated to assisting families with critical financial decisions. Leah has held several positions at Fidelity Investments since 2010, including Branch Leader, Department Leader for Client Services, Team Leader for Financial Consultants and Workplace Planning and Advice, Senior Manager for Portfolio Advisory Services, and various consulting roles. Her experience encompasses leadership and client service within investment management and financial consulting. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Timothy Buchanan is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Next Financial Group Inc and Cetera Advisor Networks LLC, alongside his ongoing association with BCI Wealth & Asset Management for over two decades. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party providers.