Rene Gonzalez is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and operates as a large institutional firm offering a broad range of advisory, brokerage, and insurance solutions.

Andre Williams is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for nine years. Outside of his advisory work, he co-owns Poise and Execution, LLC, a business that sells sports memorabilia. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources with diversification principles and modern portfolio theory to support its investment decisions.

Juan Osorio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, Merrill, Edward Jones, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith. Outside of his advisory role, Osorio owns Cardkicksnflips LLC, where he live streams on weekends. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines internal research with third-party analytics and offers brokerage and advisory solutions across a large national platform.

Allison Edge is a financial advisor with Equitable Advisors holding a Series 66 designation and six years of industry experience. Her work history includes roles in logistics, restaurant management, and education prior to her current position. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors for managing advisory solutions.

Quan Pham is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked with Merrill since 2012 and has been associated with 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 plans, corporations, and charitable organizations.

Krista Collver is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent four years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jesus Lopez Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been with Wells Fargo Bank, N.A. since 2015 and Wells Fargo Clearing since 2021, both based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Thomas Kealy is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Jacob Chevalier is a financial advisor with Merrill based in Jacksonville, FL. He holds Series 66 and Series 63 designations and has 12 years of industry experience. He has worked at Merrill since 2014 and has also been affiliated with Bank of America since 2015. Outside of his advisory role, he is involved as a general partner and managing member of a limited liability company that holds and sells rental properties. 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, and institutional investors.

Dustin Gilliam is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity divisions since 2016. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, often incorporating AI and systematic methodologies in managing multi-manager and fund-of-funds strategies.

Leslie Valerio is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 66 registrations and has worked within Wells Fargo entities since 2013, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Christian Furze is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advises multiple registered investment companies, distinguishing it among large institutional peers.

Logan Elfreich is a Series 66 credentialed financial advisor with 12 years of experience. He has worked at Bank of America, N.A. and Merrill since 2014. 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.

Megan Clough is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2015. 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.

Colin Jones is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with both Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal Chief Investment Office teams and third-party managers.

Stephen Settle is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Keller Williams Atlantic Partners and Angel Oak Home Loans. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Joshua Brantley is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. Located in Jacksonville, FL, he serves clients through Merrill's extensive institutional platform. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and various institutional entities.

Elizabeth Brown is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Pearl Henry Boutique and teaching positions at Trevecca Nazarene University and Maury County Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs through systematic methodologies. The firm also serves as a commodity pool operator and advisor to registered investment companies, employing algorithmic methods and AI in its investment process.

John Piraneo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and asset allocation models.

Paul Wefer is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2025, previously working at Fidelity Brokerage Services LLC and Chimera Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.