Wade Bramlitt is a financial advisor with LPL Financial in Green Cove Springs, FL, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been associated with both LPL Financial and VyStar Credit Union since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory and brokerage services, including financial planning, advisory programs, retirement plan consulting, and uses both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Ashley Darr is a financial advisor with J.P. Morgan Securities in Venice, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously held roles at Wells Fargo Bank and Carrabbas. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Susan Vail is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Chick-fil-A and Piedmont Airlines. Outside of finance, she operates a news paper delivery business as an independent contractor. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leonard Embry is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Watson Mortgage Corp, Community First Credit Union, Bank of America, and Duval County Public Schools. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Keller is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and several other firms. Keller is based in Jacksonville, FL. 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 customized investment recommendations.

Sandi Abernethy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at McKibbon-Pollay Inc and The Kessler Collection, as well as entrepreneurial experience with Blackeyed Susan Catering. Fidelity’s Strategic Advisers LLC provides 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 model portfolios that include mutual funds, ETFs, and ETPs.

Jason Banks is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients and their families to help define their vision of financial success, focusing on understanding their unique situations and providing the knowledge and resources necessary to make informed financial decisions. Prior to his current position, Jason served as a Workplace Planning Consultant and High Net Worth Service Representative at Fidelity Investments from 2020 to 2025. Jason's professional experience spans various roles in the financial industry, including positions as an Insurance Agent and Registered Representative at New York Life and NYLIFE Securities, as well as Fixed Income Trader roles at Insigneo Financial and Northeast Securities. He also has experience as an Equity Trader and Trader with Ivy Securities and Northeast Securities. Jason holds insurance licenses in Arkansas and California. Outside of his professional career, Jason enjoys spending time at the beach, engaging in outdoor adventures, traveling, and participating in social events with friends.

Derek Joyner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Merrill 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Zachary Ballas is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and their families to develop comprehensive financial plans tailored to their needs and goals. His role involves building trust, transparency, and care to provide clients with a high-quality experience. He has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, gaining a diverse range of experience in the financial services industry. Zachary holds insurance licenses in Arkansas and California. Outside of his professional work, Zachary has interests in fitness, food, football, golf, reading, and traveling.

Jammy Michel is a Senior Financial Advisor at Merrill Lynch Wealth Management. Michel's areas of focus include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, sports and entertainment, and retirement income. He emphasizes a personalized approach to financial planning, working one-on-one with clients to develop strategies aligned with their long-term goals. Michel holds a high school diploma from Lake Catholic High School and a bachelor's degree from Baldwin Wallace College. He is a Personal Investment Advisor (PIA). In his personal time, Michel enjoys biking, fishing, and traveling.

Joseph Pratt is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1997. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Johnson is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advising, he is commissioned as a notary public in Florida and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Gregory Roush is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has held various roles within Fidelity since 2007. Outside of his advisory work, he operates Silver Shakers, a small-scale business focused on designing product inserts and managing online store listings. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies.

Joseph Registre is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliate, FIDELITY Brokerage Services LLC, since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is registered as a commodity pool operator, advises multiple registered investment companies, and integrates AI and algorithmic methods in its research and portfolio management.

Felicia Teater is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked in retail roles at Free People, Aerie, and Old Navy. Outside of her advisory work, she is engaged in reselling clothing through Poshmark. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jackson Durant is a financial advisor with Fidelity Investments in Jacksonville, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Fidelity, his work history includes roles at Pinch-A-Penny and MSL CPAs and Advisors, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Susan Hutto is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity in 2025, she worked at Lyft, Inc. and Ess in 2024–2025, and spent 18 years with CSX Transportation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Nicolas Lopez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience in the hospitality and service sectors. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeffrey Sapit is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Sigma Marketing and Home Depot Pro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Joshua Hughes is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and JPMorgan Chase Bank, N.A. Outside of his advisory work, he operates a YouTube channel called Long Turn Larry, which focuses on the Magic the Gathering card game and helps new players learn the commander format. 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 applying an ESG eligibility framework in its investment recommendations.