Stephen Faries

Jane Marchand is a financial advisor with Marchand Faries Financial Management, Inc. in Keystone Heights, FL. She holds Series 63 and Series 65 designations and has 29 years of industry experience. Marchand has been with Marchand Faries Financial Management since 1996. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The fee-only firm manages approximately $139 million in discretionary assets and offers customized portfolios using stocks, bonds, ETFs, and no-load mutual funds, combining fundamental analysis with both long- and short-term strategies.

Noah Janda is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 credentials and has prior work history at VyStar Credit Union, Levy Jewelers, Pandora, Vineyard Vines, Palmetto Moon, the University of North Florida, and Middleburg High School. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and multiple delivery options tailored to client needs.

Benjamin Reep is a financial advisor with Ameriprise in St. Augustine, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2019. Outside of his advisory role, he serves as CEO of Concho Bolo, a business focused on managing financial distributions and corporate governance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Dyal is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial since 2023 and concurrently at Capital City Bank since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of financial planning and model-portfolio advisory programs supported by an in-house research team.