Liesl Savage is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Ameriprise. She previously worked at Wells Fargo Bank and Wells Fargo from 2004 to 2021. Outside of her advisory role, she serves on the Board of Directors and as President of the Kiwanis Club of Ponte Vedra. Ameriprise is a large institutional firm providing retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its approach includes algorithm-driven retirement income recommendations combined with personalized financial advice.

Matthew Marcin is a CFA® charterholder with 14 years of experience in the financial industry. He has been with J.P. Morgan Securities and affiliated entities since 2011, currently serving at J.P. Morgan Securities in Ponte Vedra Beach, FL. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Laura Paz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior experience includes 14 years at Gwfs Equities Inc/Great West Life & Ann Ins Co before joining Wells Fargo in 2021. She is also a commissioned notary public in Jacksonville, FL. 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.

Carolyn Pozzi is a CFP® with 35 years of experience in the financial industry. She is currently with Cetera, where she has worked since 2019, following prior roles at firms including LPL, VyStar Credit Union, Regions Bank, Woodbury Financial Services, and Questar Capital Corporation. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Daniel Crews is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at City National Bank, Bank of America, and Merrill. He is based in Jacksonville, FL. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charities. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Nicolas Del Rosal is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Apex Energy Solutions, Paramount Builders, Instacart, and Barrel Oak Winery, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematically managed model portfolios.

Amy Brand is a Series 66–licensed financial advisor with Merrill in Jacksonville, FL, with 18 years at Merrill and 12 years of industry experience overall. 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 constructed by internal and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kat Neff-Whitner is a Planning Consultant at Fidelity Investments, a position she has held since 2023. She began her career at Fidelity as a Workplace Planning Associate in 2022, advancing to Workplace Planning Consultant in 2023 before assuming her current role. Her professional focus centers on developing personalized financial plans that reflect the unique priorities and circumstances of each individual client. Kat holds a California Insurance License, supporting her capabilities in providing comprehensive financial advice. She emphasizes building strong relationships and trust with clients to create effective financial roadmaps tailored to their goals. Outside of her professional work, Kat enjoys fishing, fitness activities, social events with friends, snowboarding, surfing, and volunteering.

Jerry Bokota is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, also employing AI and systematic methodologies in its investment process.

Michael Mason II is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and business owners simplify complex financial decisions and build strategies that support both personal wealth and business outcomes. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael's expertise includes retirement planning, wealth management, portfolio design, and planning support tailored for individuals, families, and small businesses. He works closely with clients to develop personalized financial plans that integrate key areas such as retirement readiness, education funding, and estate considerations. Michael also collaborates with attorneys and tax professionals to address estate and planning needs, and supports lending requirements through his access to Bank of America. He earned a Bachelor's Degree from The Baptist College of Florida and a Master of Business Administration (MBA) from Jacksonville University. Michael lives in Jacksonville, Florida, where he enjoys playing kickball, pickleball, traveling, and spending time with his family. He is involved in his community and is a member of the Jax Chamber.

Andrew Hostetler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked with Fidelity Brokerage LLC since 2014 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services alongside model portfolios built from a broad investable universe.

David Stanton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Bank, BBVA, and Bank of America Corporation. Stanton is based in Jacksonville, Florida. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational functions.

Steven Dao is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Frontline Asset Strategies and Sailormen Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including multi-manager and fund-of-funds structures.

Santiago Martinez is a Series 66-licensed financial advisor with Merrill, based in Jacksonville, FL. He has four years of industry experience and has worked at firms including Bank of America and Gottlieb and Associates. Outside of finance, he has held positions in the hospitality and golf industries. 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.

Matthew Competiello is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he held roles at Brightway Insurance, Jewish Community Family Services, and Stericycle. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered funds while employing algorithmic and AI-driven methods in its investment process.

Anthony Hadd is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at TurboDebt, Zuzick Organization Globe Life American Income Division, and various mortgage and dental practices. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios using systematic methodologies across mutual funds, ETFs, and ETPs and acts as a registered commodity pool operator and advisor to multiple registered investment companies.

Charles Jenkins is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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.

Michael Sturm is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where he has worked since 2007. He has 18 years of industry experience. 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.