Melissa Dellarocco is a financial advisor at Wells Fargo Advisors in Jacksonville, FL, holding a Series 66 designation with 26 years of industry experience. She has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition and special-needs analysis.

Stela Fiku is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Merrill since 2019. She previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2016 to 2019, and was employed at Florida State College at Jacksonville for nine years. Merrill 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. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries, leveraging its integration with Bank of America to provide access to a broad array of financial products and services.

Dartling Minoso is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill, Minoso worked at DXC and NYLIFE Securities LLC, as well as New York Life, and took a one-year sabbatical in 2025. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s broader platform, providing access to a wide set of products and services.

Alan Zinkin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Sequoia Financial Group, Tudor Securities, EisnerAmper LLP, and BNY Mellon Wealth Management. Outside of advisory work, he performs financial institution duties at VyStar Credit Union and acts as a fiduciary for his father. LPL Financial is a national investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various technological tools.

Kimberly Cooke is a financial advisor at Merrill with 18 years of industry experience, including 17 years at Merrill. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she owns Cooke Junior Golf LLC, an organization focused on youth golf development, and serves on committees at Mandarin United Methodist Church in Jacksonville, Florida. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Neelesh Jaiswal is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2014. Outside of his advisory work, he is involved in recreational sports as the owner of a competitive cricket team in Jacksonville, Florida. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Benjamin Whitacre is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations, and has 21 years of industry experience. Prior to joining LPL Financial in 2019, he held various roles at Northwestern Mutual from 2006 to 2019. Whitacre is also a licensed mortgage loan officer involved with Wynn Point Mortgage LLC. 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 wide range of financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Berkeley Sadigurski is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2023. Prior to joining Merrill and Bank of America in 2025 and 2026 respectively, he held various roles including self-employment ventures and work with several LLCs. Merrill 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 to individuals, high-net-worth clients, and institutional investors.

Zachary Wolfe is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked in various roles including at Excite Communications and Uber Eats. Outside of his advisory work, Zachary sells used items on eBay. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Stokes is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Merrill since 2004. Outside of his advisory role, he is the owner of August June Properties, LLC, which is being established to hold a building intended as the permanent location for his wife’s business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jazmine Hatcher is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been associated with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Danese Tremble is a financial advisor with Equitable Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at State Farm and Allstate Financial Services, as well as operating the Tremble Insurance Agency. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Russell Jones is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and utilizes a structured financial planning process supported by firm-approved tools and research.

Selwyn Langston is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and Bank of America, N.A. since 2011. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Alexander Kimmey is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2014 and Bank of America since 2018. Outside of advising, he is involved in a start-up satirical website and works as a tile installer on a construction site. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Jordan Lacy is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Lacy is also involved with Alpha Wealth Group LLC, a business entity used for managing joint seminar expenses. 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 various investment and insurance products through its integrated platform.

Allan Richardson is a financial advisor at Merrill with 19 years at the firm and 11 years of industry experience. He holds a Series 66 designation and is based in Jacksonville, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Solof is the Vice President, Executive Planning Consultant at Fidelity Investments. In this role, he partners with executives to address their compensation, benefits, and wealth planning needs through a tailored and consultative approach. Matthew has been with Fidelity Investments since 2020 and has held several roles including Service Associate, Workplace Planning Consultant, Financial Consultant, and currently Vice President, Executive Planning Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Matthew enjoys spending time at the beach, playing board games, attending social events with friends, and traveling.

Crystal Brent is a CFP® professional with 21 years of experience in the financial services industry. She is currently with LPL Financial and previously spent 18 years at Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple management options.

Daniel Namey is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 31 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years at H. Beck, Inc. He has also operated Namey Financial Group Inc. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.