Brandon Whaley is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with LPL Enterprise and has previously worked at Edward Jones, Bank of America, Merrill, and J.P. Morgan Securities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with active sales of financial products and insurance.

Preston Miller is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at VyStar Credit Union and Fidelity Investments. Outside of his advisory work, he serves as a notary for VyStar Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Bari Bridges is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. Prior to that, she worked at Merrill and Bank of America, N.A. She is based in Jacksonville, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Caleb Cronic is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Navy. Caleb is an officer and CEO of the United States Naval Academy Alumni Association in Jacksonville, FL, and serves as a trustee for Southside Baptist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Molly Vines is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has 24 years of industry experience. She has been with Merrill Lynch since 2000. 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 strategies managed by internal and third-party teams for a range of clients including individuals, high-net-worth investors, and organizations.

Kevin Victory is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America and PNC Bank. He serves as a trustee for a family special needs trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Mitchell is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Bank of America, SunTrust Advisory Services, and SunTrust Bank. Merrill, along 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.

Joshua Loudon is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at MassMutual and experience outside finance in education and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Joseph Ranucci is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. He is based in Jacksonville, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Robert Ellis Jr. is a financial advisor at Raymond James & Associates with 19 years of industry experience and holds the Series 66 designation. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Darcie Blomberg is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 credential and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for ten years before joining Wells Fargo in 2019. Outside of finance, she co-owns Stage Concepts and Rigging, LLC, a business providing rigging and spotlight rental services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory and financial planning services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions informed by research and diversification principles.

Nitin Parekh is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he holds ownership interests in SHEERJI LLC and Shivam Hospitality, LLC, both investment-related businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large-scale, research-driven approach and offers both brokerage and advisory solutions.

Kyle Leiser is a financial advisor with Ameriprise in Jacksonville Beach, FL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Ameriprise since 2017 and prior experience at Aramark from 2015 to 2017. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by algorithmic automation and oversight committees.

Allison Batey is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. She has worked at Merrill since 2021 and previously held roles at 121 Financial Credit Union and Dillard's Inc. in Jacksonville, FL. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Ann Todd is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has built a practice over more than 20 years focused on delivering financial advisory services across a variety of client needs. Her areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Ann holds a Bachelor's degree from Randolph Macon Woman's College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of her professional work, Ann is active in educational communities and participates in sporting activities. She enjoys spending time with her family and exploring Florida's natural resources through activities such as tennis, cooking, yoga, biking, hiking, horseback riding, knitting, crocheting, reading, and traveling.

Gary Meyer is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with both Merrill and Bank of America since 2011. Merrill, along 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Christina Palmer is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked with Charles Schwab and its affiliated entities since 2023 and previously spent six years at TD Ameritrade. Outside of her advisory role, she designs and sells resin dice through an online retail business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services. The firm offers both non-discretionary and discretionary investment management options using multi-asset model portfolios and provides centralized client support through its integrated operational structure.

Ron Patrick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 27 years and has developed his career starting with the Junior Executive Training (JET) Program, one of the oldest development programs on Wall Street. He currently provides financial and wealth management advisory services in Jacksonville, Florida. Ron has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times, including the years 2019 and from 2022 through 2026. He holds the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp and the internal Portfolio Manager designation through the Merrill Investment Advisory Program. Ron is a graduate of Princeton University with a degree in economics. He is involved in his local community, serving on the Board of Visitors for The Bolles School and as a member of the Rotary Club of South Jacksonville. Ron resides in Jacksonville with his wife, Kim, and their three sons.

Andrew Welch is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. His background also includes roles outside the financial sector, such as positions at the USDA Farm Service Agency and The University of Southern Mississippi. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach uses structured discovery conversations and proprietary tools, and it manages approximately $2.74 trillion in client assets.

Andrew Nitti is a financial advisor at Wells Fargo Clearing with one year of industry experience. His work history includes several years at Publix Super Markets and Mainland High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.