Duane Wood

Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management.
Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.

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.

James Stone is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2007, serving in various roles including Portfolio Specialist, Client Management Representative, High Net Worth Service, and Financial Services Representative. His extensive experience within Fidelity has provided him with a comprehensive understanding of financial planning and client service. James holds insurance licenses in Arkansas and California. He is committed to getting to know his clients personally to develop unique financial plans tailored to their individual goals and family needs. Outside of his professional work, James is interested in fitness, golf, and volunteering.

Ashton Campbell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, beginning as a Workplace Planning Consultant, then serving as a Planning Consultant before his current position. Prior to joining Fidelity, Ashton worked as a Universal Banker at Truist Bank from 2020 to 2021. His professional experience encompasses financial planning and consulting, with a focus on developing financial plans tailored to clients' goals, whether it involves wealth building, retirement transition, or legacy construction. Ashton holds insurance licenses in Arkansas and California. Outside of his professional work, Ashton engages in family activities and enjoys fishing, football, movies, and music.

John Lynch is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and businesses to develop personalized financial strategies tailored to their unique goals. His client focus includes personal retirement planning, small business strategies, and advising clients in the sports and entertainment sectors. John brings a background in coaching to his advisory practice, emphasizing honest communication and responsiveness. He values the strong relationships he has built throughout his career and leverages a broad network of trusted colleagues to support his clients. His expertise includes planning for education funding, retirement needs, potential healthcare costs, and long-term family objectives. John holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Green Mountain College as well as a Master's Degree from Bloomsburg University. Outside of his professional life, he enjoys a variety of recreational activities such as badminton, billiards, golfing, horseback riding, pickleball, racquetball, skiing, soccer, volleyball, and spending time with his family.

Josiah Gates is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his role, he collaborates with employers to help employees understand their executive benefits packages and integrate these benefits into their overall financial plans. Josiah has been with Fidelity Investments since 2020, serving in various capacities including Customer Relationship Advocate, Managed Account Service Support, and currently as a Benefits and Planning Consultant since 2022. His experience spans client support and benefits planning, focusing on empowering clients to pursue their financial goals effectively. Outside of his professional responsibilities, Josiah has interests in baseball, football, outdoor adventures, parenthood, pets, and traveling.