Dwayne Key is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at CVS Health and Wawa. Fidelity’s Strategic Advisers LLC, where Dwayne serves, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

David Adams is a financial advisor with Ameriprise based in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including previous roles at Sagepoint Financial, INC and Ameriprise Financial Services, INC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Jonathan Choez is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Bank since 2017. Prior to his financial services career, he was involved with Mr. Wich Deli for nine years. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jennifer Doherty is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including SoFi Wealth LLC, LPL Financial, H. Beck, Inc., and Namey Financial Group. Outside of her advisory role, she is co-owner of BTB Lacrosse, a high school lacrosse club in St. Johns, Florida. Ameriprise offers retirement-income planning services aimed at clients approaching or in retirement, typically with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, using a combination of research, modeling, and tax-efficiency analysis to support client planning.

Michael Legrande is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2014, progressing from Portfolio Specialist to Financial Consultant, and now to his current role. Michael works with individuals and families to improve their overall financial well-being by understanding their specific situations and simplifying investing. He collaborates with clients to develop strategies that address their evolving financial needs. His professional experience spans over a decade at Fidelity Investments, where he has gained expertise in portfolio management and financial consulting. Michael holds insurance licenses in Arkansas and California. Further details about his education and personal interests are not provided.

Ray Walker is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Combs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Oppenheimer for eight years before joining Raymond James in 2017. Combs serves as Treasurer and Board Member of the Jacksonville Chapter of the International Wine & Food Society. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers non-discretionary, tailored planning and investment consulting using risk profiling and analytical tools, and offers specialized municipal and SIMPLE IRA advisory services.

Bradley Goldbach is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at xAI, Lightstream Marketing Agency, Scale AI, James T. Meyer, Inc., and Pearson Education. He is also involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Mark Lumpa is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 11 years of industry experience. He has been with Merrill and Bank of America since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kai Ting Cheek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Raymond James since 2019 and previously worked at Merrill for nine years. In addition to his advisory role, he serves as a Registered Client Associate at BCW Financial Consultants, LLC and Eleven Atlantic. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations in municipal and public finance advisory services.

Makenzie Hochman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Pickard Poser Wealth Management Group, BJ's Restaurants, Inc., and involvement with The Gator Student Investment Fund and Olami JBIZ. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by centralized due diligence and ESG eligibility processes.

Rachel Phan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and Bank of America N.A. since 2023. Prior to her financial services career, she was employed at Walgreens and the University of Central Florida. 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.

Dennis Cowell is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has a broader tenure at Wells Fargo Bank, N.A. dating back to 2013. Outside of his advisory work, he serves as a notary public in the state of Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines brokerage and advisory solutions while utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment offerings.

Lawanda Thomas is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at both Bank of America, NA and Merrill since 2016. 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.

Kennon Tyre is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 license and has previously worked at Southern Crown Partners and various roles outside the financial sector, including positions at Splash in the Boro, McAllister's Deli, Georgia Southern University, and Pierce County High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and diverse asset management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advice based on client information and risk tolerance, utilizing both proprietary and third-party investment solutions.

Austin Williams is a financial advisor at Fidelity with a Series 66 designation and approximately three years of experience in the financial services industry. His prior roles include work with Mutual of Omaha Mortgage, 21st Mortgage, and self-employment in advisory-related activities. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers both discretionary and non-discretionary advisory services.

Kenny Ray is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, he partners with executives to help them understand their employer benefits and develop plans to work toward their financial goals, employing a consultative approach to foster client confidence and strong relationships with Fidelity. Kenny has accumulated comprehensive experience at Fidelity Investments, holding various positions including Planning & Advice Help Desk (2024-2025), Investment Solutions Help Desk (2022-2024), Fixed Income Specialist (2019-2022), High Net Worth (2016-2019), and Customer Relationship Advocate (2015-2016). He also worked as a Client Service Associate at Brust Wealth Advisors in 2024. Outside of his professional work, Kenny enjoys baseball, spending time at the beach, cooking and baking, family activities, and outdoor adventures.

Alexis Graham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity Investments in 2023, she worked at FedEx Office and held positions at Moon Dove Vintage and Anthropologie. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with oversight of affiliated and unaffiliated sub-advisers.

Thomas Kavanaugh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2017 and Wells Fargo Clearing from 2017 to 2023. He holds the Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and referral channels, providing clients with comprehensive financial solutions.

Meaghan Vencito is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.