Chase Hunt is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors, where he also served as a financial consultant. Outside of advisory roles, he has experience in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

David De Luca is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes nearly three decades at Merrill and nine years at Bank of America. He is also a general partner at DUCA Fund LLC, where he makes private investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, serving clients both directly and through corporate financial planning agreements.

Mary Macdonald is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 32 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she is a partial owner of a racehorse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

George Faris is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and their families to co-create and implement financial plans and investment strategies, focusing on building deep relationships to help clients with their wealth strategies and lifetime goals. He has been with Fidelity Investments since 2015, progressively advancing through various roles including Financial Consultant, Regional Center Planning Consultant, Relationship Manager for Portfolio Advisory Services, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative-Full Trader. George holds insurance licenses in Arkansas and California.

Lloyd Archibald is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at several firms, including Raymond James & Associates and Cetera, before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through a process that combines quantitative modeling and centralized due diligence.

Remington Chenore is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at TruNorth Innovation and Quaestor Advisors and has educational experience at the University of South Carolina and various schools. He serves as a director on the board of Friends of the Library Ponte Vedra Beach. LPL Enterprise provides financial planning, advisory, and brokerage services to a diverse client base, including individuals, retirement plans, nonprofits, and institutional clients. The firm offers access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Matthew Hylton is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Bank of America, Amazon.com, 7-Eleven, and Retail Product Solutions. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal Chief Investment Office teams and third-party managers.

Joel Nichols is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Outside of his advisory role, Nichols serves on a committee for Young Life of North Saint Johns County, a charitable organization focused on ministry to teenagers, where he supervises staff and fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jessica Buchanan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill in various capacities since 2015 and is currently affiliated with Bank of America N.A. through Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jose Ramos is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. Prior to joining Fidelity Investments in 2025, he had roles at TCC Wireless and Comcast. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Stephen Wolfe is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been affiliated with Merrill since 2015 and Bank of America, N.A. since 2017. Outside of his advisory role, he and his spouse formed an LLC with the initial intention to create an arcade business serving food and drinks, though the venture was not pursued. 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.

Lane Strumlauf is a financial advisor with UBS Financial Services and holds the Series 63 and Series 65 designations. He has 33 years of industry experience and has been with UBS since 2014. Outside of his advisory work, he serves as Treasurer for the Selva Preserve II Owners Association, managing budgets and dues for the small homeowners association. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and affiliated banking programs.

Merdan Muhamov is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2012, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Jonathan Barry is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Moses is a CFP® professional with 12 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. His prior experience includes roles at Brust Nutter Wealth Advisors, TD Ameritrade, Charles Schwab, and Fidelity. He also works as an associate financial planner with Brust Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using detailed risk profiling and analytical tools, and supports its clients through a broad advisory network with specialized municipal and public finance capabilities.

Nicholas Shad is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity Investments and Harden. He serves as a board member of the Rotary Club of South Jacksonville. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured discovery processes and firm-approved planning tools.

Adam Owens is a Financial Consultant at Fidelity Investments, where he has been employed since 2026. Prior to this role, he held positions at Fidelity Investments including Planning Consultant from 2023 to 2026, Retirement Planner from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His professional experience encompasses various aspects of financial advising and planning. He holds insurance licenses in Arkansas and California. Adam emphasizes a collaborative approach in his work, aiming to provide insights tailored to his clients' unique needs to support informed financial decisions. His commitment is centered on building long-term relationships based on trust, integrity, and transparency. Outside of his professional career, Adam's personal interests include biking, fitness, parenthood, and volunteering.

Catherine Fitorre is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. Her prior roles include positions at Houlihan Lokey Capital, Inc., Triago Americas, Inc., Instinet Incorporated, and Etsy, Inc. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market analyses.

Izzac Wells is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and having 10 years of industry experience. He has worked at Merrill since 2015 and has also been affiliated with Bank of America, N.A. since 2020. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Zachary Mccarthy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in various roles within the food and beverage sector, including positions at Trilogy Coffee Roasting Co. and Copperline Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing model portfolios.