Alexia Gooch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has held roles at several firms, including Alight (now Strada) and NetLaw Inc., and is involved in part-time work discussing Medicare and Medicaid options. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms, managing regulatory assets of approximately $1.7 billion.

David Glenn is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and has 10 years of industry experience. He has worked with Bank of America, N.A. and Merrill since 2015, accumulating 11 years in these roles. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a range of portfolio implementation options and tax-aware strategies.

Sianna Soto is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and having 11 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she co-owns Brain Frog Designs LLC, a small business selling custom shirts and crochet items online and at craft fairs. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amanda Schwab is a financial advisor at Merrill with 12 years of industry experience. She holds Series 66 and Series 63 credentials and has been with Bank of America and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bruce Nicholas Cabanayan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and previously spent five years with Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Dunn is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2019, following five years with Voya Financial Partners. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves as a registered commodity pool operator with oversight roles for multiple registered investment companies.

Elbert Bledsoe is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and providing advice for high-net worth individuals, their families, and their businesses, with a focus on understanding their short- and long-term financial objectives. His areas of expertise include corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Elbert holds a bachelor's degree from Aquinas College and a master's degree from the University of Florida. He has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He has over 39 years of experience assisting individuals and companies in pursuing their financial goals. Outside of his professional work, Elbert is involved in the community and serves on the boards of the North Florida School of Special Education and Safe Haven Ministries. He and his wife Lynn live in Jacksonville and are active in supporting various charitable organizations. He enjoys adventure sports such as kayaking, backpacking, and mountain climbing. Elbert values his faith, family, and friends.

Terry Bowser is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Vision Manufacturing, American Public University, and service in the United States Air Force. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Stephanie Lesso is a financial advisor at Raymond James & Associates with 13 years of industry experience. She held positions at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2025 before joining her current firm. She serves as a board member on the Federation Finance Committee, contributing to investment and budget oversight. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cameron Slack is a CFP® certificant and Series 66 license holder currently with Equitable Advisors, where he has worked for three years. He has prior experience at Encor Solar, American Senior Benefits, and Koss Olinger. Slack is a notary public and a member of two small businesses, including an architecture firm focused on environmentally conscious design in the Treasure Coast area. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to serve a broad client base, including both non‑high‑net‑worth and high‑net‑worth clients.

James Garrison is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Ross Ong is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to that, he was affiliated with Bank of America N.A., Tolomato Community Development District, and the University of North Florida. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Fortenberry is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, he held positions at DoorDash, HomeTeam Pest Defense, and M Hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios that utilize proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Ronald Wilkins is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2007. Based in Jacksonville, FL, his career spans nearly two decades at the firm. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a variety of financial planning and advisory solutions tailored to client discretion.

Gabriela Calderin is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Jacksonville, FL, with seven years of industry experience. She has worked across various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 applying an ESG eligibility framework when recommending strategies.

Nicholas Reifschneider is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Heritage Insurance and involvement with Bo’s Ice Cream. He also has academic experience from the University of Florida. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timara Ware is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity in 2024, she worked at OptumRx for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Andreas Heinrich is a financial advisor with LPL Enterprise in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America since 2018 and Pruco Securities, LLC from 2018 to 2024. He also works as a broker/agent for United Healthcare and Prudential property and casualty insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

Suzanne Cory is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked at firms including 1st Global Advisors Inc and Avantax Advisory Services, and is also employed as a CPA at JJCPA, LLC, where she prepares business and individual tax returns. Additionally, she is involved with MSW Wealth Advisors, LLC, assisting in financial planning and client referrals. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary accounts with access to various program structures and third-party managers.

Norman Clarke is a financial advisor at Merrill based in Jacksonville, FL, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Fidelity Investments, Uber, and PNC Bank. Outside of his advisory work, he co-owns and operates a family business, T Inc. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.