Marlon Herrera is a CFP® and Series 66-registered financial advisor with nine years of industry experience. He is currently with Edward Jones in Jacksonville, FL, having previously worked at Southern Capital and Bank of America, N.A. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors and 15,121 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Michael De Bellis is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been with Edward Jones since 2019 and previously worked at Madison Avenue Securities, Anders & Anders Financial Group, and TIAA-CREF. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a substantial national presence with over 23,000 financial advisors.