Finance & Investing is pleased to announce The Top 50 Financial Advisors of Jacksonville for 2022. Healthcare, retail, finance, and insurance all help form Jacksonville's diverse economic base. This year’s awardees are guiding and driving growth for individuals and families, business owners, and entrepreneurs throughout the state and beyond. Their deep analytical abilities and insight into wealth management is invaluable and their dedication is prodigious.
Among this year’s awardees is Ken Yager, Founder and President of Newpoint Advisors, who has rapidly helped companies with revenue between $1 million to $50 million dollars with fixing their cash flow and operations allowing for future profitability. Awardee Doug Tutwiler, Financial Advisor and Vice President with the Ball, Courtney & Patrick Group of Merrill, is a Retirement Benefits Consultant, a designation is only awarded to a select group of firm-wide advisors who have completed a rigorous assessment process and training program. Also awarded is Ryan Jones, Senior Vice President and Financial Advisor with Raymond James, who has previously been awarded as a Premier Advisor at his past firm for his high level of standards with revenue generation, educational attainment and client-service best practices.
This year’s awardees embody the highest level of sophistication in their practices. Please join us in celebrating the accomplishments of The Top 50 Financial Advisors of Jacksonville for 2022.
1. Ken Yager
Founder & President, Newpoint Advisors
Ken Yager is the Founder and President of Newpoint Advisors. For more than 30 years and over 200 engagements, Yager has rapidly helped companies with revenue $1MM to $50MM fix their cash flow and plan cash flow and operations changes for future profitability. He helps owners and managers understand the cash flow impact of their decisions and actions to ensure optimal operations that lead to good cash flow. Yager and his team help create cash flow forecasts and budgets using Cash Flow Launcher™. They teach owners and managers how to manage cash on their own, but also deploy their own proprietary diagnostic tool to help with the changes needed to ensure a business becomes stronger.
Before founding Newpoint Advisors, Yager was a senior managing director at GlassRatner Advisory & Capital Group and before that a principal and owner at Morris Anderson. Earlier in his career he worked with Salomon Brothers as an associate. Yager graduated from Northwestern University - Kellogg School of Management with an MM in strategy and from Tulane University with an undergraduate degree in management and business.
2. Milton Nuckols
Senior Financial Advisor, SVP & Investment Officer, Wells Fargo Advisors
Milton Nuckols is a Senior Financial Advisor, Senior Vice President, and Investment Officer with Wells Fargo Advisors. For over two decades, he has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the personalized investment planning service his clients deserve. Nuckols has 32 years of experience. He began his career in 1990.
Nuckols earned an undergraduate degree in business administration with a concentration in finance from the E. Claiborne Robins School of Business at the University of Richmond. He holds an MBA from William Patterson University. Nuckols holds the Series 7 and 66 registrations along with the CFP® and CIMA® designations.
3. Scott Levinson
Private Client Advisor & VP, J.P. Morgan
Scott Levinson is a Private Client Advisor and Vice President of J.P. Morgan, a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. They have been helping their clients to do business and manage their wealth for more than 200 years. J.P. Morgan’s business has been built upon their core principle of putting their clients' interests first. Levinson has 12 years of experience. He began his career in 2010.
Before his current role, Levinson was a private client banker and before that, a registered representative at NYLIFE Securities LLC. Earlier in his career he worked with The Kelly Group Credit Consulting as a credit consultant. Levinson graduated from The City College of New York with a MA in international relations and affairs and from SUNY New Paltz with an undergraduate degree in international relations and affairs.
4. George Dunn
Senior Financial Advisor & Managing Director, Merrill Lynch Wealth Management
George Dunn is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. He has over 30 years of experience in providing investment consulting services to both institutions and high-net-worth individuals and families. Passionate about investments, he has been called upon to be a member of the Institutional Research Committee for the Merrill Lynch Advisory Council to Management and has also served as a chair of firmwide research committees of previous firms he worked for in the past 18 years. Applying that experience, Dunn leads the team's efforts in coordinating the resources needed to identify investment managers and set asset allocations as he works to serve the needs of our institutional clients.
Dunn has received many industry accolades, including being ranked number two in the state of Maryland on Barron's 2012 list of Top 1,000 Financial Advisors in America-State by State. He also ranked in Barron's lists of the Top 100 Financial Advisors and Top 100 Independent Financial Advisors in the nation in 2009, 2010 and 2011. He is a founder and past president of the Association of Professional Investment Consultants (APIC) and a founder and former president of the Investment Management Consultants AssociationSM (IMCA®). Dunn is a frequent speaker at regional and national investment conferences and symposia on topics that impact nonprofit organizations. He is a graduate of Georgetown University.
5. Doug Tutwiler
Financial Advisor & VP, Ball, Courtney & Patrick Group
Doug Tutwiler is a Financial Advisor and Vice President with the Ball, Courtney & Patrick Group of Merrill Lynch Wealth Management. He joined the group in 2015 partnering with a team that has over 125 years of experience in the wealth management business entirely at Merrill. Their team is passionate about helping manage the financial affairs for a number of families and institutions locally and across the country. As stewards of clients' financial well-being, they are honored by the opportunity to have a positive effect on clients' lives. In addition to serving private clients, Tutwiler is a retirement benefits consultant through Merrill and holds the Certified Plan Fiduciary Advisor designation. He works with corporate executives and business owners helping them integrate their benefits programs into a sound long-term financial strategy. This focus includes helping with corporate benefit programs, including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans.
Prior to Merrill, Tutwiler spent the first 6 years of his professional career with Deutsche Bank in foreign exchange. During this time he gained invaluable experience working on Wall Street before returning home to Jacksonville. Tutwiler graduated from the University of Florida with a degree in finance and a minor in anthropology.
6. Ryan Jones
SVP & Financial Advisor, Raymond James
Ryan Jones began his professional career 22 years ago. Today, he is a Senior Vice President and Financial Advisor with Raymond James. Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
Jones first got his start in 2000 as a first VP and senior financial advisor at Wells Fargo Advisors. From there, he went on to Truist Wealth as an SVP and financial advisor, his most recent position prior to joining Raymond James. Jones graduated from the University of Florida with an undergraduate degree.
7. Philip Rogero
Founder & CEO, Rogero Wealth Planning
Philip Rogero, Founder and CEO of Rogero Wealth Planning, is a 3rd generation financial advisor who brings a wealth of knowledge and experience in financial services to clients in the Jacksonville and surrounding areas. He attributes his success and knowledge to his grandfather, Stephen Rogero Sr, and his father, Michael Rogero Sr, who along with Philip combine for almost a century of experience. He provides personalized financial planning services, helping clients define and achieve their financial goals through tailored solutions. Philip focuses on helping clients develop strategies to help build their retirement income and protection planning through education, knowledge, and utilization of financial tools and strategies. By developing personalized strategies, Philip strives to help increase their efficiency of wealth accumulation, retirement income, and wealth transfer.
Philip has been a perennial top producer and consistently achieves many industry awards. He has grown his clients to span across 15 different states. He holds two professional designations, Financial Services Certified Professional awarded by The American College, and Chartered Retirement Plan Specialist granted by The College for Financial Planning. Philip’s family history goes deep as one of the founding families of St. Augustine, Florida. As a native of the area, Philip understands what small communities are about and finds ways to help others succeed and reach their goals and beyond. He is a graduate of the University of Central Florida.
8. David Vigil
Managing Director & Private Wealth Advisor, LPL Financial Vigil Wealth Management
David Vigil is a Managing Director and Private Wealth Advisor with LPL Financial Vigil Wealth Management. He first joined the firm in 2017. Vigil has vast experience working with and managing money for high-net-worth clients. As a Certified Financial Planner Practitioner™ and Certified Investment Management Analyst, his focus is on providing comprehensive financial planning and wealth management strategies for high-net-worth families, entrepreneurs, and business owners.
Previously, Vigil was an SVP and private financial advisor at SunTrust Investment Services, Inc. and before that, a senior consultant at Morgan Stanley. Vigil earned an undergraduate degree in accounting from Central Washington.
9. Bill Laird
Financial Advisor & Southeast Regional Leader, FORVIS Private Client
Bill Laird currently serves as Southeast Regional Leader and Financial Advisor at FORVIS Private Client. Additionally, he serves the firm as Vice Chair of the firm's Investment Policy Committee. In this role, Laird helps set the direction for FORVIS Private Client's investment methodology and client solutions, serving over $9.0 billion in client assets. As a financial advisor, he leads the wealth management services provided by FORVIS Private Client in the Jacksonville and Atlanta markets. He offers comprehensive wealth management services to clients encompassing both tax-planning and investment/insurance planning. His practice focuses heavily on transition planning, helping clients through the important decisions associated with life transition events such as retirement, sale of a business, divorce, and loss of a spouse.
Laird first got his start in 1999 as a senior research analyst at Wachovia Bank. From there, he went on to Raymond James Financial, before eventually rising to become a chief investment officer and financial advisor at DHG Wealth Advisors. Laird graduated from Stetson University with an undergraduate degree in finance.
10. Jamie Rowell
Managing Director & Financial Advisor, Truist Wealth
Jamie Rowell is a Managing Director and Financial Advisor with Truist Wealth. Truist Wealth offers collaboration with a wealth management advisor to offer guidance on protecting assets, generating income in retirement, and more. Rowell has 25 years of experience. He began his career in 1997.
Before joining Truist Wealth, Rowell was a financial advisor at BB&T Scott & Stringfellow and before that an SVP and private advisor team director at BB&T Wealth Management. Earlier in his career he worked with New York Life Insurance Company as an agent. Rowell graduated from the University of Georgia - Terry College of Business with an undergraduate degree in business management.
11. Hudson Morse Parr
Financial Advisor, Morgan Stanley
Hudson Morse Parr is a Financial Advisor with Morgan Stanley. He first joined the firm in 2018. Having the Morgan Stanley presence throughout his life due to his father’s role in the firm for 30 years, the values of doing the right thing and leading with exceptional ideas were instilled in him at an early age. Hudson offers a wide range of complementary services that add value to his clients’ financial future. He joined the Morgan Stanley team to build something bigger than himself, leveraging the core values of the firm to make an impact in the lives of clients and further generations, for years to come.
Previously, Hudson was an outside sales associate at EverBank. After graduating from the Darla Moore School of Business at the University of South Carolina on an athletic scholarship, he relocated to the Jacksonville area to achieve his MBA from Jacksonville University with a concentration in finance.
12. Michael McCabe
Wealth Specialist Manager & VP of FL & SC, TD
Michael McCabe began his professional career 26 years ago. Today, he is a Wealth Specialist Manager and Vice President of Florida and South Carolina for TD. The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches and serves approximately 22 million customers in a number of locations in key financial centers around the globe. Over 85,000 TD employees represent the strongest team in banking.
McCabe first got his start in 1996 as a financial advisor at Quick and Reilly. From there, he went on to Banc of America Investments, Bank of America, before eventually rising to branch manager at TD Ameritrade. McCabe graduated from Fairleigh Dickinson University-Florham Campus with an undergraduate degree.
13. Craig Fricke
Financial Solutions Advisor of Strategic Accounts, Dun & Bradstreet
Craig Fricke is a Financial Solutions Advisor for Strategic Accounts with Dun & Bradstreet, a leading global provider of mission-critical data and insights to help its clients compete, grow and thrive. Fricke is responsible for developing strong opportunities at a senior level of finance and IT with Fortune 500 companies providing value-added solutions in the areas of decision support and portfolio management for credit risk management. His focus is primarily on fostering strong relationships with C-level and senior executives of clients and prospects within finance, sales, marketing, and operations with the objective of driving greater value and business impact of solutions. Fricke has 32 years of experience. He began his career in 1990.
Before joining Dun & Bradstreet, Fricke was a director of credit and collections at XO Communications and before that, a director of credit and collections at Global Telesystems. Earlier in his career he worked with ITT Financial Services as a financial analyst. Fricke graduated from Methodist University with an undergraduate degree in business administration and management.
14. Jim Heard
Partner & Private Wealth Manager, Creative Planning
Jim Heard is a Partner and Private Wealth Manager at Creative Planning. At Creative Planning, they believe there’s a richer way to wealth. Their financial planning-led approach considers income and investments, retirement goals, and tax situations to create a comprehensive financial plan that’s completely custom to an individual client. They believe it takes more than a wealth manager, but a full team of skilled specialists to optimize wealth. When working with Creative Planning, clients have access to a variety of financial disciplines, including Certified Financial Planner™ practitioners, CPAs and attorneys, led by experienced wealth managers, all of whom are fiduciaries.
From 1999 to 2020, Heard worked to build and grow TrueWealth, a wealth management firm dedicated to improving the lives of our clients. In October 2020, TrueWealth joined the national firm of Creative Planning. He now works with a select number of affluent individuals and families at Creative Planning as well as communicating with other firms who are considering joining their team. Heard graduated from Davidson College with an undergraduate degree in history.
15. Will Montoya
Partner & Managing Advisor, Baldwin Krystyn Sherman
Will Montoya is a Partner and Managing Advisor with Baldwin Krystyn Sherman, an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted commercial insurance, private insurance, employee benefits and benefit administration, asset and income protection, and risk mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. BKS Partners has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that their clients consider an invaluable expansion of their business. Montoya helps CEO's, CFO's, HR directors and managers of mid-size to large corporations with risk management solutions, designing and consulting on their employee benefit packages, property and casualty, and retirement plans. The firm also assists these successful and busy leaders with managing their individual wealth. Montoya has 38 years of experience. He began his career in 1984.
Before joining Baldwin Krystyn Sherman, Montoya owned Montoya Financial Services and before that, he was a registered representative at Dean Witter Reynolds Inc. Earlier in his career he worked with ClubCorp as a staff accountant. Montoya graduated from Baker University with an undergraduate degree in business administration.
16. Taffy Remisiewicz
Senior Financial Planner, Facet Wealth
Taffy Remisiewicz is a Senior Financial Planner with Facet Wealth, one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, they’re creating financial planning as it should be. Remisiewicz brings extensive experience, depth, and skills in financial planning and investing. Her capabilities address both fundamental and complex financial situations with clarity and efficiency in a comprehensive yet personalized approach. Remisiewicz has 18 years of experience. She began her career in 2004.
Before joining Facet Wealth, Remisiewicz was an SVP of business development at Touchstone Pathway and before that a CFP at Wealth Enhancement Group. Earlier in her career he worked with Navy Federal Investments & Insurance as a senior trust officer. Remisiewicz graduated from Auburn University with an undergraduate degree in public relations.
17. Jordan Nightingale
Senior Wealth Advisor & Director, MAI Capital Management
Jordan Nightingale is a Senior Wealth Advisor and Director with MAI Capital Management, a full-service wealth manager and registered investment adviser that caters to the financial planning and investment needs of high-net-worth individuals, ultra-high-net-worth families, successful business owners, and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. Nightingale conducts comprehensive financial planning and portfolio management, with an emphasis on tax planning, estate planning and risk management. As he manages wealth holistically, he often interfaces with CPAs, attorneys and insurance professionals to ensure a smooth implementation process for his clients. Nightingale has 12 years of experience. He began his career in 2010.
Before joining MAI Capital Management, Nightingale was a wealth advisor at WJ Interests and before that, an associate wealth advisor at HFG Wealth Management. Earlier in his career he worked with Petersen Hastings as a wealth planner. Nightingale graduated from Texas Tech University with an MS in personal financial planning and an undergraduate degree in economics.
18. Adam Callender
VP & Financial Advisor, Regional Bank
Adam Callender is a Vice President and Financial Advisor with Regional Bank. He offers clients more than 10 years of retirement planning and investment management experience. His focus is on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, and executing an appropriate investment plan in order to obtain measurable results. Callender also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.
Previously, Callender was an investment executive at Fifth Third Securities and before that an assistant manager at Wells Fargo. Earlier in his career he worked with Enterprise Rent-A-Car as an account executive. Callender earned an undergraduate degree in business law from Michigan State University.
19. Aditya Mishra
VP of Personal Banking & Wealth Management, Citi
Aditya Mishra is a Vice President of Personal Banking and Wealth Management of Citi. Citi's mission is to serve as a trusted partner to its clients by responsibly providing financial services that enable growth and economic progress. Their core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of their clients. They have 200 years of experience helping their clients meet the world's toughest challenges and embrace its greatest opportunities. Mishra has 12 years of experience. He began his career in 2010.
Before joining Citi, Mishra was a technical architect at Tata Consultancy Services. He graduated from the Silicon Institute of Technology with an undergraduate degree in electronics and telecommunication engineering.
20. William Braude
VP & Financial Consultant, NBC Securities
William Braude is a Vice President and Financial Consultant with NBC Securities. He first joined the firm in 2012. Braude currently works with high-net-worth families, foundations and endowments to provide asset management and wealth solutions. He has over 35 years of experience.
Braude has significant experience in wealth management, corporate and executive services, investment banking, and branch management. He began his career with Robinson-Humphrey in 1986. He also worked at Alex Brown & Sons and Barnett Banks. While at Barnett Bank of Tallahassee, he worked closely with the area president, head of commercial banking, and head of the trust department to build a successful bank wealth management office. Prior to joining NBC Securities, he worked as a VP and financial consultant for RBC Wealth Management starting in 2006. Braude graduated from the University of Florida with an undergraduate degree in political science and government and from Florida State University with an MBA.
21. Todd Bernstein
First VP of Wealth Management & Financial Advisor, Janney Montgomery Scott
Todd Bernstein is a First Vice President of Wealth Management and Financial Advisor with Janney Montgomery Scott. He focuses on working with families to make recommendations designed to create, grow, protect, and share their wealth across family generations. Starting his career on Wall Street over 27 years ago, he brings knowledge and experience in making recommendations that have helped clients understand their respective financial and life goals, and take measured steps toward those goals.
Bernstein's mission is to help his clients and their families improve their financial lives. He does this by offering assistance in managing complex financial issues, using a unique approach to recommendations with an eye toward clients goals, whether that be something focused like education funding or an ongoing goal like building and managing wealth throughout the various stages of life. Bernstein graduated from Franklin Pierce University with an undergraduate degree in accounting and finance.
22. Kirill Semenov
Wealth Advisor, Intellicapital Advisors
Kirill Semenov is a Wealth Advisor for Intellicapital Advisors. He first joined the firm in 2022. Intellicapital Advisors has over 20 years of experience working with high-net-worth families and individuals. They strive to innovate and bring the best technology to manage wealth. They are a registered investment adviser. In addition to his work with Intellicapital Advisors, Semenov is a Financial Planner with Brightside where he provides true fiduciary financial advice to a diverse clientele base as part of an employer benefit
Previously, Semenov was a financial consultant at Fidelity Investments and before that an assistant manager at Enterprise Rent-A-Car. Earlier in his career he worked with Entercom Gainesville as an on-air talent. Semenov earned an undergraduate degree in sport management from the University of Florida.
23. Jordan Lacy
Financial Advisor, Prudential Financial
Jordan Lacy began his career as an intern at Merrill Lynch Wealth Management in 2014. Following his internship Jordan then became an award-winning Regional Sales Manager with a different firm before eventually joining Prudential Advisors and co-founding Cornerstone Legacy Investment Advisors. Cornerstone Legacy Investment Advisors provide financial planning solutions, investment advisory services, and insurance to high-net-worth clients, business owners, and non-profit organizations.
Jordan was a student athlete at Fairmont State University and graduated with an undergraduate degree in business management and finance. He has been a Jacksonville resident for 7 years and is a proud member of the Masonic Grand Lodge of Florida.
24. Alex Hykel
Assistant VP & Financial Solutions Advisor, Bank of America Merrill Lynch
Alex Hykel began his professional career 8 years ago. Today, he is an Assistant Vice President and Financial Solutions Advisor with Bank of America Merrill Lynch. From local communities to global markets, Bank of America Merrill Lynch is dedicated to shaping the future responsibly and helping clients thrive in a changing world. Hykel graduated from Florida State University with an undergraduate degree in economics and marketing.
25. Carissa Jackson
VP & Private Wealth Advisor, Truist Wealth
Carissa Jackson is a Vice President and Private Wealth Advisor with Truist Wealth. She first joined the firm in 2021. In her role, Jackson helps affluent families navigate through the complexities of financial planning, risk tolerance, and providing creative solutions to help achieve their purpose and create a meaningful legacy. She has over 24 years of experience in the financial services industry helping clients and advisors with direction and guidance. Building meaningful relationships and providing excellent customer service with a white glove mentality is the center of her focus and career path.
Prior to joining Truist, Jackson worked on Wall Street and in all throughout the Southeast. She previously served as a regional VP at Brighthouse Financial and before that she was an independent retirement consultant. Earlier in her career she worked with Allianz as a VP. Jackson earned an undergraduate degree in business and corporate communications from Bob Jones University.
26. Mary Scholten
Senior Wealth Strategist, Edward Jones
Mary Scholten began her professional career 11 years ago. Today, she is a Senior Wealth Strategist with Edward Jones, the Fortune 500 firm that provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better its communities and society.
Scholten first got her start in 2011 as an accounting associate at Advia Credit Union. From there, she went on to Plante Moran as a manager, her most recent position prior to joining Edward Jones. Scholten graduated from Western Michigan University - Haworth College of Business with an undergraduate degree in accounting.
27. Corey Menter
VP of Citigold Wealth Management, Citi
Corey Menter began his professional career 11 years ago. Today, he is the Vice President of Citigold Wealth Management of Citi. Citi's mission is to serve as a trusted partner to their clients by responsibly providing financial services that enable growth and economic progress. Their core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of clients. They have 200 years of experience helping their clients meet the world's toughest challenges and embrace its greatest opportunities.
Menter first got his start in 2011 as a professional golfer at PGA TOUR. From there, he went on to Merrill Lynch, before eventually rising to become a VP of senior platform and product control at Merrill Edge, his most recent position prior to joining Citi. Menter graduated from the Florida Institute of Technology with an undergraduate degree in business administration and management.
28. Chaz Huguenard
Financial Advisor & VP, First Horizon Advisors
Chaz Huguenard is a Financial Advisor with First Horizon Advisors in Ponte Vedra Beach. In this role, Huguenard and his team offer a full suite of financial services for their clients and families with an emphasis on financial planning and a goals based approach to protecting and growing their clients wealth for future generations. He and his team are fierce advocates and trusted advisors to their clients and keep their best interest at the heat of every financial decision.
Before joining First Horizon Advisors, Huguenard was a senior financial advisor at Merrill Lynch. Earlier in his career he worked with AT&T as a national distribution account executive. Huguenard is a Certified Plan Fiduciary Advisor.
29. Joshua Rogers
Wealth Management Advisor & First VP of Wealth Management, Merrill Lynch Wealth Management
Joshua Rogers is a Wealth Management Advisor and First Vice President of Wealth Management with Merrill Lynch Wealth Management, one of the largest wealth management businesses in the world. He is a Certified Financial Planner. Rogers joined Merrill Lynch in 2000 and has worked in the areas of retirement planning, investment analysis and wealth management.
Rogers is a Past President of the Jacksonville Beach Exchange Club, a former board member of BEAM, and current member of the Rotary Club of Deerwood. He graduated of Florida State University.
30. James Beneda
Assistant VP of Wealth Management, Deutsche Bank
James Beneda is an Assistant Vice President of Wealth Management for Deutsche Bank. He first joined the bank in 2018. Deutsche Bank is the leading German bank with strong European roots and a global network. The bank focuses on its strengths in a corporate bank newly created in 2019, a leading private bank, a focused investment bank and in asset management. Prior to joining Deutsche Bank, Beneda was a project manager and business consultant with Black Knight Financial Services.
31. Jacob Luther
Vice President Financial Advisor, Regions Investment Services
Serving as a Vice President Financial Advisor for Regions Investment Services in Jacksonville, FL, Jacob Luther has a gift for connecting with people, which is what has helped set him apart in his fourteen-year career. He makes it his personal mission to help his clients identify their goals to lay the framework for a prosperous and stable financial future. Jacob strives to stay connected and involved in the local community and plans to serve as a fixture in Jacksonville for years to come.
Before joining Regions Investment Services, Luther was a financial relationship consultant at Regions Bank and before that a financial solutions advisor at Merrill Lynch. Earlier in his career he worked with Citi as a client relations specialist.
32. Sania Zaidi
Assistant VP & Financial Solutions Advisor, Merrill Edge
Sania Zaidi began her professional career 11 years ago. Today, she is an Assistant Vice President and Financial Solutions Advisor with Merrill Edge. Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of its clients. They enable clients to seamlessly manage their Merrill Edge self-directed investment accounts and Bank of America bank accounts via their online platform, phone capabilities or at many Bank of America financial centers. At Merrill they work to service and deepen client relationships by understanding risk tolerance, liquidity needs, investment savvy and goals to create personalized advice designed to fit clients’ needs and expectations.
Zaidi first got her start in 2011 working in high-net-worth service at Fidelity Investments. Zaidi graduated from the University of North Florida with an undergraduate degree in finance.
33. Colin Chamberlain
VP & Financial Solutions Advisor, Merrill Lynch
Colin Chamberlain is a Vice President and Financial Solutions Advisor of Merrill Lynch. He first joined the firm in 2015. Chamberlain provides financial planning and investment advisory services and establishes strategies to achieve identified goals and provide investment solutions tailored to each client's specific goal, time horizon, and risk tolerance.
Previously, Chamberlain was an assistant financial center manager at Bank of America Merrill Lynch. He earned an undergraduate degree in business administration from the University of North Florida.
34. Barbara Glover
President & Wealth Advisor, Money Concepts
Barbara Glover began her professional career 30 years ago. Today, she is a President and Wealth Advisor with Money Concept, an independent broker-dealer founded on the principle of true ownership. Since 1979 they’ve formed a network of wealth management franchises for advisors, tax professionals and financial institutions.
Glover first got her start in 1992 as a financial planner at Capital Analysts of Jacksonville, Florida, Inc. She graduated from University North Florida with an undergraduate degree in business administration.
35. Michael Jones
Retirement Specialist, Principal Financial Group
Michael Jones is a Retirement Specialist of Principal Financial Group. He first joined the group in 2022. Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world, helping more than 45 million customers plan, protect, invest, and retire. Along the way, they commit to supporting the communities where they do business.
Previously, Jones was a workplace consultant at Fidelity Investments where he helped participants in short and long term retirement and investment planning. Before that, he was a senior enlisted leader at NOSC Greensboro where he managed a combat support center including 294 personnel and physical property worth over 31.3 million dollars. He had sole responsibility, authority, and accountability for all assets and personnel under his command. Jones earned an MBA from the University of Phoenix and an undergraduate degree in business management from Grantham University.
36. Kevin McKanna
Financial Advisor & SVP, Ade & McKanna Wealth Management
Kevin McKanna is a Financial Advisor and Senior Vice President of Ade & McKanna Wealth Management, a financial advisory practice of Ameriprise Financial Services, Inc. He first joined the firm in 2002. At Ameriprise Financial, they have helped their clients feel confident about their financial futures for more than 125 years. Their network of more than 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. McKanna earned an undergraduate degree in finance and economics from the University of Florida.
37. Mary Neeley
SVP & Financial Advisor, Wealth Enhancement Group
Mary Neeley began her professional career 25 years ago. Today she is a Senior Vice President and Financial Advisor with Wealth Enhancement Group. Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Neeley first got her start in 1997 as a partner and chief compliance officer at Retirement Strategies, Inc.
38. Jeff Giannone
VP & Financial Advisor, Personal Capital
Jeff Giannone began his professional career 12 years ago. Today, he is a Vice President and Financial Advisor for Personal Capital. Personal Capital givesa whole new way to see, understand, and manage money so individuals can live confidently and retire well. Their free online tools allow their clients to view all of their accounts in one place. A powerful dashboard provides deep insights so you can understand their entire financial picture. As an investment client, a dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that can be trusted and understood.
Giannone first got his start in 2010 as a financial representative at Fidelity Investments. From there, he went on to Lincoln Financial Group, before eventually rising to become a financial solutions advisor at Bank of America Merrill Lynch, his most recent position prior to joining Personal Capital. Giannone graduated from University of North Florida - College of Business Administration with an undergraduate degree in business administration and management.
39. Ronald Keller
Senior Wealth Advisor, Empower
Ronald Keller is a Senior Wealth Advisor with Empower. He first joined the firm in 2022. Built on a foundation of trust, integrity and promise, Empower proudly serves over 71,000 outstanding organizations and more than 17 million individuals. They take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. They’re continuing to grow and innovate every day.
Previously, Keller was a financial solutions advisor at Merrill Lynch. He earned an undergraduate degree in business administration and management from Towson University.
40. Jamel White
Financial Advisor, Fidelity Investments
Jamel White began his professional career 13 years ago. Today, he is a Financial Advisor with Fidelity Investments. At Fidelity, their goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. They do this by focusing on a diverse set of customers, from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. They offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. White graduated from the University of Maryland Global Campus with an undergraduate degree in finance and financial management services.
41. Susan Lemasters
Financial Advisor & Certified Divorce Financial Analyst, The Lighthouse Wealth Management Group
Susan Lemasters is a Financial Advisor and Certified Divorce Financial Analyst with The Lighthouse Wealth Management Group at Morgan Stanley. An experienced professional, Lemasters has been providing customized strategies to individuals, families and small business owners for more than 30 years. She focuses on helping clients manage life-changing events, such as divorce, the death of a spouse or an inheritance, and is proficient in long-term care planning. Lemasters is committed to outstanding service and advice, delivered with compassion and integrity. She takes pride in helping her clients effectively manage their financial obligations, so they may take care of the people they love, spend more time pursuing the activities they enjoy and support the causes that are most important to them.
Throughout her career, Lemasters has developed skills in investment management, securities trading and retirement product development. For the past decade, she has focused her practice on providing comprehensive financial guidance during and following a divorce. She works closely with each client’s attorney and other trusted advisors to help increase the opportunity for arriving at a settlement that can fully address her client’s short and long-term financial needs. Lemasters graduated from the University of North Carolina at Charlotte with an undergraduate degree in business and industrial psychology. She is a current member of the Institute of Divorce Financial Analysts.
42. David Widell
Financial Advisor & NFL Draft Consultant, Morgan Stanley Smith Barney
David Widell began his professional career 17 years ago. Today, he is a Financial Advisor and NFL Draft Consultant for Morgan Stanley Smith Barney. Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well-earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients.
Widell first got his start in 2005 as a VP of investments at Citigroup. Widell graduated from Boston College.
43. Darren Lupari
Senior Financial Advisor & First VP, Merrill Lynch Wealth Management
Darren Lupari is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management. He started his professional career with Merrill Lynch in 1999 with the Retirement Benefits Group and held a number of positions within the firm prior to joining ING in 2005. At ING he served as a client relationship manager for multi-billion dollar corporations administering 401k plans. In 2010 he returned to be a Merrill Lynch Wealth ManageCampbellment Advisor. Lupari graduated from the University of Central Florida with an undergraduate degree.
44. Adam Campbell
VP of Wealth Management, Smith Barney
Adam Campbell is a Vice President of Wealth Management with Smith Barney. He first joined the firm in 1993. Smith Barney is an international wealth management company that offers its clients a variety of financial products and services. Campbell graduated from the University of North Florida - College of Business Administration.
45. Charley Weed
SVP of Wealth Management, Wachovia
Charley Weed is a Senior Vice President of Wealth Management with Wachovia, a Wells Fargo Company. Wachovia provides a broad range of retail banking and brokerage, asset and wealth management, and corporate and investment banking products and services to customers through 3,300 retail financial centers in 21 states, along with nationwide retail brokerage, mortgage lending, and auto finance businesses. Globally, Wachovia served clients in corporate and institutional sectors and through more than 40 international offices. Prior to joining the firm, Weed served as a client advisor with Seasdie National Bank and Trust. He has over 20 years of experience.
46. Chris Dunne
SVP of Wealth Management, UBS
Chris Dunne began his professional career 43 years ago. Today, he is a Senior Vice President of Wealth Management with UBS. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland. With more than 71,000 colleagues around the world, they collaborate across all major financial centers in 50 countries. Although they all come from different backgrounds and specializations, two things unite them: the conviction that they’re stronger together, and the will and curiosity to constantly innovate.
Dunne first got his start in 1979 as a VP at Merrill Lynch. He graduated from the University of Kwazulu Natal with an undergraduate degree in commerce.
47. Franklin Beard
SVP of Wealth Management, UBS
Franklin Beard is a Senior Vice President of Wealth Management with UBS. He first joined the firm in 2002. UBS, formerly known as the Union Bank of Switzerland, is a multinational diversified financial services company headquartered in Zurich and Basel. They provide financial services in over 50 countries across the globe.
Previously, Beard was a principal at Deutsche Bank. He earned an undergraduate degree in mechanical engineering from Clemson University.
48. John Schaefer
VP & Private Client Advisor, JPMorgan Chase Bank
John Schaefer is a Vice President and Private Client Advisor with JPMorgan Chase Bank. He first joined the firm in 2021. For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, they're a leading global financial services firm with operations servicing clients in more than 100 countries.
Previously, Schaefer was a VP and senior client advisor at Huntington National Bank and before that a VP of Wealth Management at PNC. Earlier in his career he worked with BNY Mellon as a broker. Schaefer earned an MBA in finance from Duquesne University Palumbo Donahue School of Business and an undergraduate degree in business administration from Washington & Jefferson College.
49. Adam Campbell
SVP of Investments & Financial Advisor, Sextant Wealth Advisory Group
Adam Campbell is a Senior Vice President of Investments and Financial Advisor with Sextant Wealth Advisory Group of Raymond James. As a wealth management specialist, Campbell focuses on comprehensive financial planning, intergenerational wealth transfer and retirement solutions. He considers himself a student of the markets and spends significant time developing appropriate investment strategies with his business partner James Ray who specializes in market strategy.
Prior to joining Sextant Wealth Advisory Group, Campbell was a financial advisor with Smith Barney. He graduated from the University of North Florida with an undergraduate degree in finance.
50. Chase Punzalan
Financial Advisor & Insurance Manager, Bankers Life
Chase Punzalan is a Financial Advisor and Insurance Manager with Bankers Life. He first joined the organization in 2015. With a history dating back to 1879, Bankers Life offers life and health insurance products, annuities and investments that are designed for Americans who are near or in retirement. More than 5,000 Bankers Life exclusive insurance agents, including more than 600 financial representatives, offer advice and help consumers safeguard against unexpected health costs, generate guaranteed income, protect loved ones and promote an enduring legacy. Punzalan assists clients with various retirement strategies including Medicare, long-term care planning, life insurance planning, and structuring retirement benefits to maximize and protect income and assets. Additionally, he provides tailor-fit learning and development strategies to new agents utilizing Bankers Life training resources.
Previously, Punzalan was an ergonomist at the Georgia Institute of Technology. Earlier in his career he worked with CSX and Indiana University as an ergonomist. Punzalan earned a master's degree in human factors and ergonomics from Indiana University Bloomington and an undergraduate degree in exercise science from the University of North Florida.
