Lenaire Jones is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Jones worked at Ally Financial and Bank of America, as well as Merrill Edge. 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 to inform its recommendations.

Francesca Mantay is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for nine years and Publix Supermarkets for seven years. Mantay is also a Florida notary public and serves as an insurance agent and office manager for Mantay & Company Insurance and Financial Services. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

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.

Melissa Korkes is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and four years of industry experience. She has worked with PFS Investments and Mike L Wrotén Inc. and has roles involving sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party asset managers and custodians. The firm operates on a large scale with over 3,900 advisors and approximately $15.5 billion in assets under management.

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.

John Galbraith is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Raymond James & Associates and Bank of America. Outside of his advisory role, he serves as co-executor of a family estate and is involved in various personal trusts. He is also an investor and advisory board member of Progenitors, Inc. and the managing member of GLW Ventures LLC. 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 plans, and charitable organizations.

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.

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.

Phyllis Levario is a financial advisor with J.P. Morgan Securities in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2002, with a brief hiatus from 2021 to 2022. Outside of her advisory role, she operates as an independent contractor for Melaleuca, offering nutritional supplements to friends and family. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale advisory operations with brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and customized reporting through a centralized due-diligence framework.

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.