Joel Newman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is a financial partner and part owner of BackNine Golf, a business based in Jacksonville. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Devon Mertz is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Community First Credit Union of Florida and Cuso Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, incorporating tax-aware withdrawal strategies and Social Security options.

Rollin Kimball is a financial advisor with Merrill holding the Series 66 designation and having seven years of industry experience. His prior roles include positions at Rockefeller Financial LLC and Bank of America. He serves as a successor trustee for a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Dina Pryor is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Merrill since 2012 and previously at Bofa Securities, Inc. Since 2022, she has also owned Florida Roots LLC, a business focused on selling her personal artwork and photography. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Acebal is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a co-trustee for his son. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research and analytics from Wells Fargo Investment Institute and third-party sources.

Brandy Boone is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Outside of advising, she is involved in a real estate business and holds a builder’s license in Florida. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm integrates algorithmic tools with advisor input to provide tailored income recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.

Christopher Thompson is a CFP® professional with 32 years of industry experience, currently advising at Ameriprise since 2021. He has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC, each for five years. Thompson serves on the boards of local business organizations, including the Jacksonville Business Professionals and the Ponte Vedra Beach division, and participates in the Ponte Vedra Beach Rotary Club. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and advisory solutions within a large institutional framework.

Joseph Trainor is a financial advisor with Ameriprise in St. Johns, Florida, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Reyes is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J. A. Reyes & Co., P. A., Equitable Financial Life Insurance, and Blaze Pizza. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Michael Rausch is a Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. His prior roles include positions at Morgan Stanley and Royal Bank of Canada. He is based in Ponte Vedra, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals and risk tolerances.

Darren Lupari is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1999, starting his career at Merrill in the Retirement Benefits Group. Darren has held multiple roles within the firm and, between 2005 and 2010, worked as a Client Relationship Manager at ING, overseeing multi-billion dollar 401(k) plans for corporate clients. He rejoined Merrill Lynch as a Wealth Management Advisor in 2010. Darren’s expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He focuses on helping corporate executives integrate their corporate benefits into comprehensive long-term financial strategies. His client focus areas also include personal retirement planning, portfolio management services, women and wealth, and retirement income. Darren holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Central Florida. A resident of Jacksonville since 1999, Darren lives in the Southside area with his wife and three children. He enjoys boating, fishing, football, traveling, and spending time outdoors with his family.

Gregory Morrow is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at First Command Insurance Services, First Command Advisory Services, First Command Brokerage Services, H&R Block, and Ecolab. Outside of his advisory role, he serves as an uncompensated board director for a property owners association and remains an inactive licensed real estate agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of advanced systematic methodologies in portfolio management.

Christopher Lewis is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for six years, and at AXA Equitable Life Insurance Company and AXA Advisors, LLC for eleven years. Outside of his advisory role, Lewis is involved in outside insurance sales and operates under the DBA 75 Strong Financial Group. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans through credentialed Investment Adviser Representatives.

Thomas Kypke is a financial advisor at Ameriprise in Jacksonville, FL, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Mcneal is a financial advisor at Fidelity with the Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Champion Brands Inc and Indianhead Biomass Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and employs algorithmic portfolio construction, managing both proprietary and delegated assets.

Tyler Nelson is a financial advisor with Raymond James & Associates holding Series 66 and Series 63 licenses and has four years of industry experience. He previously worked at Merrill for three years and has experience in various roles including at Deerwood Country Club and the University of North Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Evan Pingel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2019 and currently serves clients through Bank of America. Prior to his advisory career, he held positions at Publix Supermarkets and Florida State College at Jacksonville. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Daniel Granados is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, with four years of industry experience. He has worked at Merrill and Bank of America N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Thomas Forbes is a financial advisor with Wells Fargo Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009. Forbes serves as a power of attorney and trustee for family trusts and has ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Brian Krawsczyn is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously served in the United States Navy for ten years. Prior to joining Merrill, he worked at Florida State College at Jacksonville for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.