Adam Campbell is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and a variety of portfolio management strategies.

Kara Gray is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies tailored to pursue their short-, mid-, and long-term goals. Kara provides guidance on a range of financial topics, including investing, retirement planning, and savings for unexpected events. She also facilitates access to Bank of America specialists for additional banking, credit, home financing, and small business services. Kara holds the designation of Personal Investment Advisor (PIA), which supports her expertise in delivering investment advice and financial planning. Her approach emphasizes uncovering what matters to her clients and their families in order to create personalized financial strategies.

Melissa Gillespie is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for eight years combined. Outside of her advisory role, she owns and manages JEM Restorations LLC, focusing on business administration and marketing. 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, and municipalities, offering financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.

David Longo is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and DoorDash. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jamie Rowell is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 66 licenses, and has 28 years of industry experience. Prior to joining Raymond James, he worked at Truist Advisory Services and BB&T Securities. He is the founder and treasurer of Top Shots Youth Shooters, Inc., a nonprofit youth sports program where he coaches sporting clays, skeet, and trap shooting for middle and high school students. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm delivers non-discretionary planning and consulting tailored to client goals, using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

A Perry Chappell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1996 in New York City and has experience managing individual wealth through various market cycles. His approach to wealth management emphasizes understanding clients’ individual needs and goals to develop tailored strategies. Perry holds a Bachelor of Arts degree from Vanderbilt University, a Master of Business Administration from the University of Florida, and a Master of International Management from the American Graduate School of International Management. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

John Caldwell is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and 42 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. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Agnes Scott is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since 1989, she has provided financial guidance to a diverse clientele including C-suite executives, entrepreneurs, physicians, and professional athletes. Agnes focuses on understanding how each client views their wealth and the opportunities associated with it. She employs an ongoing, planning-based approach to identify goals and gaps in clients’ financial lives, covering areas such as complex exit planning, tax minimization, and estate planning. Agnes collaborates with trust professionals, CPAs, and attorneys and utilizes resources from Bank of America to support clients’ residential, securities-based, commercial, and structured lending needs. Agnes holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), SE-AWMA™ from The College for Financial Planning Institutes Corp., and the Retirement Benefits Consultant designation. She is also recognized as a Portfolio Manager within the firm. Agnes earned her Bachelor's degree from the University of Phoenix and her Master's degree from the College for Financial Planning. Fluent in English and Hungarian, she is a native of Hungary and moved to the United States as a child. Outside of her professional role, Agnes maintains an active lifestyle with interests that include boating, skiing, hiking, biking, and swimming. She also enjoys visiting family in Hungary. Her personal philosophy emphasizes delivering the same dedication and passion to clients that they bring to their careers, aiming to simplify financial decisions and improve clients’ financial outlooks.

Gray Camp is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in wealth management planning, investment advice and guidance, as well as personal and private banking services through Bank of America and Bank of America Private Bank. Gray and his team focus on gaining a thorough understanding of their clients' objectives and concerns, and developing customized plans and strategies to assist clients in reaching their financial goals. They emphasize delivering consistent, attentive communication and outstanding service. Gray joined Merrill in 2001 after serving as a U.S. Navy Officer with a focus on surface ship logistics. He holds a Bachelor of Arts degree in History from Vanderbilt University and an MBA from London Business School. He holds the Personal Investment Advisor (PIA) designation. Gray and his wife, Elle, live with their children in Jacksonville, Florida. His personal interests include boating, reading, and running. He is involved with the City Rescue Mission in his community.

Caroline Wilson is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Raymond James, she worked at Fidelity Investments and Fidelity Brokerage Services for a total of five years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning and consulting services with a range of portfolio management strategies and municipal advisory capabilities.

Katharine Collins is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Merrill, Bank of America, Advised Assets Group, and GWFS Equities. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, including management of registered investment companies and fund-of-funds.

Charles Braziel is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 credentials and 11 years of industry experience. He previously worked at Merrill for 12 years before joining Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash flow, retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Thomas Ryan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at AssetMark Brokerage, Fidelity Investments, and Next Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Lois Bratkovich is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial since 2019. She previously worked at H. Beck, Inc. and FSC Securities Corporation. In addition to her advisory role, she serves as a precinct committeewoman. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Williams is a financial advisor with UBS Financial Services in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2019, he worked at Merrill from 2017 to 2019 and has additional experience outside finance at Integrity Transport. He is also involved with the Jacksonville Basketball Academy as a coach and trainer, providing group and private basketball training to youth. Additionally, Williams serves as an assistant basketball coach for the Junior Varsity Men's basketball team at Providence School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Norman Dsilva is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advisory work, he owns a non-investment related business, DSilva International, based in Franklin, New Hampshire. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Lauren Blazejewski is a Financial Advisor at Merrill Lynch Wealth Management. She holds the designation of Chartered Retirement Planning Counselor (CRPC).

Jerald Seebol is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes ten years at Morgan Stanley Private Bank, National Association, and sixteen years at Morgan Stanley Smith Barney. Outside of finance, he is involved in the ByeStanDers Band as part of the Tim and Jerry Guitar Duo. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages 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.

Ian Baptiste is a financial advisor with Merrill in Neptune Beach, FL, holding a Series 66 designation and having 11 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2014. Merrill, together with 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.

Lawrence Weber IV is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with both Merrill and Bank of America, N.A. since 2013. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of investment management programs with discretionary and client-directed options, supported by its integration with Bank of America’s broader banking and capital markets platform.