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.

Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.

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.

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.

Blaine Houck is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, he gained experience at Fidelity Investments through various roles including Investment Solutions Representative III, Investment Consultant, Investment Solutions Representative, and Customer Relationship Advocate from 2020 to 2023. His background as a Marine Corps Veteran has influenced his disciplined approach to financial planning. Blaine focuses on partnering with clients to understand their short and long-term financial goals and developing customized financial plans tailored to their unique needs. He emphasizes the importance of forming strong relationships and maintaining trust, reliability, and competency with his clients and their families. He holds insurance licenses in Arkansas and California. Outside of his professional career, Blaine has interests in fitness, food, military service, outdoor adventures, and traveling.

Randall Looney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2017, serving in various capacities including Investment Management Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience encompasses client relationship management and developing customized financial plans to align with clients' short-term and long-term financial goals. Randall holds insurance licenses in Arkansas and California. Outside of his professional work, Randall's personal interests include attending concerts, family activities, exploring food, football, golf, and caring for pets.

Onycha Baker is a Senior Financial Advisor with Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. She earned both her bachelor's and master's degrees from Florida Agricultural & Mechanical University. Onycha's career with Merrill Lynch began in 2008, during which she has provided individual investors with financial advice and wealth management planning. She specializes in areas including divorce transition planning, education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Onycha offers customized financial strategies for high net-worth individuals, retirees, families, and business owners, focusing on understanding clients' perspectives to help meet their financial goals. Outside of her professional work, Onycha is involved with the COP Youth Choir as a musician and has interests in cooking, interior decorating, music, spending time with family, and traveling.