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.

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.

Kathryn Hall is a financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include 13 years at Seaside Bank and six years with Beaches Habitat for Humanity, Inc. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

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.

James Grzymkowski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Gillespie is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Truist Investment Services and Fidelity Brokerage Services. His background also includes diverse roles outside finance, such as with Freedom Boat Club and Fiverr. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across a large advisor network.

Philip Greer is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Wells Fargo Advisors LLC for seven years before joining Raymond James in 2016. Greer serves as an unpaid board member for HERO—Health Education to Reduce Obesity, a nonprofit focused on health education for underprivileged communities. 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, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Jennifer DeHart is a Market Leader at Fidelity Investments, where she leads a team of financial advisors. She oversees the development of comprehensive financial plans tailored to clients' needs and goals, encompassing investment strategy, retirement planning, income protection, and family financial discussions. Jennifer has been with Fidelity Investments since 2004, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, VP Financial Consultant, Assistant Branch Manager, VP Branch Office Manager, and currently Market Leader. Her career reflects extensive experience in financial advising and team leadership within the firm.

John Evans is a financial advisor with LPL Financial, holding a Series 66 license and 15 years of industry experience. He previously worked at INVEST Financial Corp for seven years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with access to model portfolios, research, and various management solutions.

Richard Hattaway is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 credential. He has worked at Merrill since 2006 and has been with Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Courtney Schlaich is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 21 years of industry experience. She worked at Merrill from 2004 to 2022 before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of services such as custody, underwriting, and securities-backed lending.

Darrin Riley is a financial advisor with Edward Jones in Jacksonville, FL, holding a Series 66 designation and having three years of industry experience. Prior to joining Edward Jones, he worked at Walgreens for 13 years. Outside of his advisory role, he owns a family home in Maine that he has rented out since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and securities-based lending options.

Taylor El-Ani is Vice President, Wealth Planner at Fidelity Investments, a role held since 2024. Prior to this, Taylor has held various positions within Fidelity Investments including Financial Consultant from 2018 to 2024, Relationship Manager in 2018, Client Management Representative from 2016 to 2018, Retirement Solutions Representative from 2015 to 2017, Investment Solutions Representative from 2014 to 2015, and Full Trader from 2013 to 2014. Taylor holds insurance licenses for Arkansas and California. Their work is focused on partnering with clients and their families to understand their wishes and preferences to develop financial plans that address what is most important to them. Outside of work, Taylor is interested in family activities, football, golf, parenthood, and reading.

Renee Couch is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Located in Jacksonville, FL, her career has been focused within this firm throughout the past 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.