Robin Mcnally is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds the Series 63 designation and has been with Raymond James since 2009. Outside of her advisory role, she is listed as a co-owner of a local hair salon managed by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and model managers.

Gary Thompson is a Series 66-licensed financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. 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 ongoing retirement-income planning advice based on written recommendations, focusing on dependable income sources and tax-aware withdrawal strategies.

Garland Mayerlen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 66 and Series 63 designations and has worked at Thrivent and Fidelity Investments. Outside of his advisory role, he sells clothing online through the Depop platform. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Mark Lamensdorf is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2022, he worked as a business consultant for nine years. He is also involved with 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 of investment adviser representatives offering a range of financial planning and advisory services.

Tania Licata is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Wells Fargo Clearing Services LLC since 2018, following four years at U.S. Bancorp Investments, Inc. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Ryan Tiedeberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His career includes roles at BB&T Bank and Securities, Truist Investment Services, and Pinnacle Financial Partners. He is also employed as a licensed bank advisor at Pinnacle Asset Management and Pinnacle Bank, where he assists clients with financial planning and banking needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Cody Atherton is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he has worked as an independent contractor for Instacart. 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 combines in-house research and third-party analytics to support portfolio diversification and offers a range of brokerage and advisory solutions.

Andrew Corwin is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC for two years. Outside of his advisory role, he acts as co-trustee for his mother’s investment matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bradley Zimmerman is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as CitiGroup Global Markets since 2008. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

James Busch is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2006 and is a member of the Bledsoe Baker Busch & Associates team. In his current role, James focuses on performance analysis across various asset classes and the development of portfolio strategies. He also conducts ongoing investment research and monitors market conditions to help clients capitalize on opportunities. James has over 15 years of experience in wealth management, providing highly personalized services and strategies that align clients' wealth plans with their individual passions and objectives. He holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in business from the College of Charleston.

Michael Taras is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Lincoln Investment, Capital Analysts of Jacksonville, and Merrill. Raymond James & Associates is a 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a range of portfolio management styles and affiliated research resources.

Mack Mcshut is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Outside of finance, he is the owner of Jacksonville Electric Vehicle On-Demand LLC, an on-demand transportation business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with a range of financial products and an integrated platform.

Christopher Skees is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a total of 15 years with Wells Fargo Bank NA. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

William Williams III is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Wells Fargo Advisors. 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 leverages research from Wells Fargo Investment Institute and third-party data, applying diversification principles and modern portfolio theory in its investment approach.

Anthony Martinez is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Bank of America, N.A. and Merrill since 2014. 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 strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Coe is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2016 and concurrently serves at Vystar Credit Union since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Merilyn Shad is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 43 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Kim Larkin is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining LPL Financial in 2026, she spent 11 years with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Additionally, she is involved in selling life and health insurance products through various independent insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources across diversified and alternative strategies.

Colleen Newell is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Kestra Investment Services. Outside of her advisory role, she is involved with Solomon's RV & Boat Storage. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

John Davis is a CFP® professional with 30 years of industry experience, currently serving with Raymond James & Associates since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as Vice President and Treasurer on the board of the 200 Club of Jacksonville, an organization that distributes funds to families of fallen law enforcement officers and firefighters. 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 charitable organizations, offering financial planning, investment consulting, and municipal advisory services.