Brandon Eguchi

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

Elbert Bledsoe is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Jacksonville office. He has over 39 years of experience assisting individuals and companies in pursuing their financial goals. His expertise includes developing strategies and providing advice for high-net worth individuals, their families, and their businesses by understanding their short- and long-term financial objectives. His client focus areas encompass Corporate Executive Services, Education Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, and Tax Minimization. Elbert holds a bachelor's degree from Aquinas College and a master's degree from the University of Florida. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation, the Certified Private Wealth Advisor (CPWA) designation, and is a Personal Investment Advisor (PIA). He has been recognized on Forbes' "Best-in-State Wealth Advisors" list consistently from 2018 through 2025. Outside of his professional responsibilities, Elbert is active in the community and serves on the boards of the North Florida School for Special Education and Safe Haven Ministries. He values his faith, family, and friends. His personal interests include adventure sports such as biking, camping, hiking, kayaking, backpacking, and mountain climbing.

Michael Moceri is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 30 years of experience as a financial consultant, having also worked at First Financial Planners from 1999 to 2010, Merrill Lynch from 1996 to 1999, and Olde from 1994 to 1996. Throughout his career, Michael has focused on building long-lasting and engaged relationships with his clients. He works closely with individuals and families to develop financial plans that help them understand and pursue their financial goals. Outside of his professional work, Michael enjoys activities such as going to the beach, fishing, football, parenthood, and traveling.

Jennifer DeHart is a Market Leader at Fidelity Investments, where she leads a team of financial advisors. She oversees the development of comprehensive financial plans tailored to clients' needs and goals, encompassing investment strategy, retirement planning, income protection, and family financial discussions. Jennifer has been with Fidelity Investments since 2004, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, VP Financial Consultant, Assistant Branch Manager, VP Branch Office Manager, and currently Market Leader. Her career reflects extensive experience in financial advising and team leadership within the firm.

William Sims is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC®), and Personal Investment Advisor (PIA). In his role, he focuses on building long-term relationships by delivering clear value to clients through personalized financial strategies. With over 20 years of experience consulting C-level business executives, William joined Merrill Lynch Wealth Management in 2005. He provides a broad range of financial services including integrated wealth management planning, retirement planning, tax minimization strategies, insurance analysis, liability management, and access to banking and trust services through Bank of America. His areas of client focus include college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, special needs planning, tax minimization, retirement income, and services for endowments, foundations, and non-profits. William earned a bachelor’s degree from The Florida State University and a master’s degree from The University of North Florida. He is involved in professional organizations such as the Florida Crown Region Porsche Club, NE Florida Estate Planning Counsel, and Theatre Jacksonville. William and his wife Maria live in Jacksonville, Florida, where they have raised their four children and enjoy their homes in the San Marco neighborhood and Savannah’s Landmark District. His personal interests include chess, drawing, football, music, painting, surfing, and traveling.