David Schrott is a financial advisor with Wells Fargo Clearing based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to his current role since 2016, he worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Thomas Heed is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Northwestern Mutual Investment Services LLC and Ben Carter. Outside of his advisory role, Heed serves as a referee for youth lacrosse games. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory programs, often utilizing third-party asset managers and sponsored advisory programs.

Nestor White is a financial advisor with Primerica Advisors in Orange Park, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Financial Services since 2000 and has worked with PFS Investments since 1989. Outside of advisory work, he previously operated a business called Court Games, Inc. from 1979 to 2005. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and uses independent due diligence and delegated trading to implement its investment models.

Sanford Zimmerman is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Zimmerman also serves as president of River Garden Hebrew Home, a nursing home care organization in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm employs structured planning tools and a sophisticated investment approach, managing approximately $2.74 trillion in client assets.

Michael Higgins is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America N.A., W&S Brokerage Services, Western & Southern Life, Equity Services, Inc., and National Financial Services Group. He is also a full-time financial representative at Western & Southern Life. 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, pension and profit-sharing plans, corporations, and charitable organizations.

James Ellisor is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Chairperson on the Board of Directors for Tennis 4 Cancer. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist clients in managing their retirement income.

Jordan Parks is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, FL. He has one year of industry experience and previously worked in various legal roles at several law firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Samuel Barrington is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Fidelity Investments and J.P. Morgan Chase. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Gregory Liguori is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Linneo Mantay is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Pruco Securities, LLC for 32 years prior to joining LPL Enterprise in 2024. Mantay serves on the Jacksonville University College of Arts and Sciences Advisory Board and is involved with the Belpoint Office Condo Association. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Glenia Castellon is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Her background includes roles at JPMorgan Chase Bank, CitiBank, and Ocean Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework when recommending strategies.

Jon Hill is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Ameriprise since 2016 and is based in Jacksonville, Florida. Outside of his advisory role, he co-owns several LLCs related to real estate and business management with a partner, including entities formed to assist with loan payments and managing jointly owned real estate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary investment research and third-party data, providing non-discretionary recommendations tailored to clients meeting specific asset criteria.

Kristine Albano Santorelli is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan entities since 2011, with a brief hiatus from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Schlaks is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages trillions in client assets and offers diverse investment services beyond standard wealth management.

Kyle Baldasso is a financial advisor at UBS Financial Services with 12 years of industry experience. He previously spent eight years with Merrill before joining UBS in 2022. Outside of his advisory role, he creates and sells wooden art projects and refurbishes furniture as an individual entrepreneur. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm provides a broad range of services, including wealth management, institutional trading capabilities, and proprietary research.

Cornelius Cronin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, each for several decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a platform that integrates investment advice with insurance products and collateralized lending programs.

Lance Hemmer is a financial advisor with Cetera who holds Series 65 and Series 66 designations and has 26 years of industry experience. His prior roles include leadership at Hemmer & Associates, Inc. since 1989 and involvement with Hemmer Capital, LLC and Tropical Smoothie Café as a part owner. Outside of advising, he serves as a condominium board member and operates as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement various portfolio strategies, including discretionary and non-discretionary management, supported by a nationwide network of over 10,000 advisors.

Katherine Riechmann is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and over 11 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA spanning more than a decade. She is based in Jacksonville, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that address a wide range of planning needs, including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, offering clients flexibility in implementing strategies through brokerage or advisory programs.

Karen Gibson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kurt Rodriguez is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with Wells Fargo in various capacities since 2013. 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 offers a broad range of brokerage and advisory solutions supported by research and analytics while managing roughly $671 billion in assets.