Bruce Chappell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1966, serving the ultra-high net worth client segment in Jacksonville for over 58 years. Bruce is one of the longest-tenured advisors at Merrill Lynch, providing guidance to multiple generations of families and their extended networks. His expertise lies in developing strategies for high-net-worth individuals, their families, and their businesses to help them achieve both short-term and long-term financial objectives. Bruce holds a Bachelor of Science degree in Civil Engineering from Duke University and maintains the Professional Investment Advisor (PIA) designation.

Anthony Recco Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. With over 20 years of experience, Anthony guides clients through personalized financial strategies aimed at pursuing their long-term goals. Anthony holds the Personal Investment Advisor (PIA) designation and attended the University of California System, though no diploma was conferred. He emphasizes a client-focused approach that involves understanding each individual's full financial picture to develop flexible strategies suited to changing market conditions. He integrates the investment insights of Merrill and lending solutions of Bank of America to provide comprehensive wealth management. Committed to community involvement, Anthony participates actively in local organizations. His past and current roles include serving as President of the Michelle Adey Fund, President of the Senior Citizens Council of Rome, Past President of Rome Rotary and the Teugega Homeowners Association, and as a teacher at St Johns Baptist Church. In his personal time, he enjoys biking, gardening, running marathons, skiing, yoga, and spending time with his family.

Wenhua Chen is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise in 2026, Chen worked five years at Arena Investor/Linedata and held roles at Sound Income Strategies LLC, Fidelity Brokerage Service LLC, Merrill, and Bank of America. Outside of advisory work, Chen is involved with Dramaflow LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, asset management, and brokerage services through an integrated platform that combines advisory and insurance products.

Joshua Zimmerman is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2024, including a role at Morgan Stanley Private Bank, N.A. from 2025. Prior to his professional career, he was a full-time student for nine years and has experience outside finance from a position at Pump It Up. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes, while clients are responsible for plan implementation and updates.

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.

Tim Mc Mahon is a Series 66-licensed financial advisor at J.P. Morgan Securities with experience at Morgan Stanley and J.P. Morgan Chase Bank. His background includes entrepreneurial activities such as operating Tims Hoops and involvement with the Danny Balderson Basketball Camp. J.P. Morgan Securities LLC provides institutional consulting services to 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Adam Klohr is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning engagements that cover a broad range of topics such as retirement, income tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated WealthPlan option while maintaining separation between planning and portfolio management services.

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.

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.

Glenn Weyand is a CFP® professional with over 31 years of experience in the financial industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in health insurance sales through Crabtree Ins & Fin'l Solutions. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

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.

Antonio Kes is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Merrill Edge for four years and has held various roles in other industries, including construction and communications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and accesses a broad range of investment products through its unique regulatory registrations.

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.

Timothy Guididas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Outside of his advisory role, he is an angel investor in a medical device development and manufacturing company, SteriTools, LLC. 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 due diligence and an ESG eligibility framework in its recommendations.