Richard Camp is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 22 years of industry experience. He has been associated with multiple firms, including Avantax Advisory Services and Lifeplan Financial Services LLC, where he is the owner. Camp also serves as president of a local owners association and operates a tax preparation and accounting business under his own CPA firm. Cetera Investment Advisers LLC is a large SEC-registered advisory firm offering portfolio management, financial planning, and retirement services to a broad client base, including individuals, retirement plans, corporations, and institutions. The firm provides access to a multi-manager platform with a variety of program structures and investment options, supported by a nationwide network of over 10,000 advisors.

James Haugen is a financial advisor with Ameriprise in Saint Johns, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, Haugen serves as a Finance Committee member at River of Life Methodist Church. Ameriprise is an institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides tailored recommendation reports using research, modeling, and tax-efficiency analysis, alongside a broad range of advisory, brokerage, and insurance solutions.

Ryan Bush is a Financial Consultant currently working at Fidelity Investments since 2022. He has been providing financial consulting services since 2007, having previously worked at Merrill Lynch until 2022. In his role, he assists clients in designing and implementing financial plans tailored to their unique goals. Ryan emphasizes building relationships with clients and their families based on trust and reliability by actively listening to their needs. Ryan holds insurance licenses in Arkansas and California, which support his professional activities in the financial services industry.

Edward Leddy is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1987. Outside of his advisory role, he serves as an Advisory Board Member for the Securities Industry & Financial Markets Association, a nonprofit organization representing banks, broker-dealers, and asset managers. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Gumula is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Bank of America and Black Sheep. Merrill, along 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 various institutional investors.

Ethan Plotkin is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, the University of Florida, The Dalton Agency, State Farm, Downtown Vision, Tom Coughlin's Jay Fund, and Fresh Market. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ethan Isidron is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Florida State University, as well as work outside finance with Miami Nice Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its investment strategies.

Hugh Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. His work history includes roles at JPMorgan Chase Bank, JPMorgan Securities LLC, Fiserv, Inc., and the Georgia Institute of Technology. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffery Nettles is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. His career includes roles at Capital Financial Strategies and Minnesota Life Insurance Co., and he has served as a team manager for a youth soccer club. Jeffery is based in Jacksonville, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and access to third-party money managers.

Tasha Barrows is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2021. She collaborates with a team to assist clients with complex financial needs, including holistic retirement guidance and estate planning considerations. Her approach focuses on building strong partnerships to develop financial plans aimed at providing clients with peace of mind. Prior to joining Fidelity, Tasha worked as a Financial Solutions Advisor II at Merrill Lynch from 2019 to 2021 and held the position of Branch Manager III at Wells Fargo from 2013 to 2019. Throughout her career, she has gained experience in financial consulting, solutions advising, and branch management. Outside of her professional work, Tasha enjoys activities such as spending time at the beach, family activities, football, parenthood, swimming, and volunteering.

Craig Walker is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993 and Bank of America since 2009. Outside of his advisory role, he is involved in aviation as a general partner of CPCH Aviation and serves on the advisory board of a local hospice foundation and the board of St. Marks Episcopal Church Foundation in Jacksonville, FL. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and provides a range of tax-efficient investment strategies overseen by its CIO and platform team.

Ronald Barteau is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and a Series 66 license. Barteau has been with Edward Jones since 2015. He also has a military background with the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a broad national network.

Richard Paul II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Workscapes, Inc. from 2015 to 2018. Outside of his advisory role, he assists with operations at Garland Activewear and serves on the finance committee of Veritas Classical Christian School. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gregory Lang is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. Merrill, along 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.

Joseph Chica is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. In his role, he collaborates with clients to develop and maintain personalized financial plans, focusing on clear communication and education to help clients understand financial concepts without jargon. Prior to this position, Joseph held roles at Fidelity Investments including Regional Planning Consultant in 2023, Investment Solutions Representative from 2021 to 2023, and Customer Relationship Advocate from 2020 to 2021. Joseph holds insurance licenses in Arkansas and California. His approach involves taking the time to understand the individual needs, concerns, and family stories of his clients to present relevant financial information in an understandable manner.

Lawrence Weber III is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch since 2002 and Bank of America since 2009. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes multiple program strategy types and extensive manager-constructed strategies, supported by oversight from its CIO and platform team.

Sheryl Massey is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2002. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles, and serves plan sponsors with tailored investment solutions and fiduciary oversight.

Marissa Cadiz is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. She previously worked at Fidelity Investments and Wells Fargo Advisors. Cadiz serves on the Board of Directors for The Carter and Olay Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sarah Cahan is a financial advisor with Equitable Advisors in Jacksonville, FL. She holds a Series 66 designation and has one year of experience in the industry. Prior to joining Equitable Advisors in 2026, she worked at several insurance and property casualty firms, including Kelly White & Associates Insurance LLC and State Farm. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes various third-party advisory models and programs.

Preston Turner is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Kylee Media LLC and Starbucks. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs for portfolio implementation.