William Evans Jr. is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kathleen Whitsel is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 66 and Series 63 credentials and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Maria Galino Paez is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management (MSWM) provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and corporate financial planning agreements.

Andrew Beh is a financial advisor at Morgan Stanley in Jacksonville, FL, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Beh is involved in community activities as an officer of Meninak Jacksonville and is a partial owner of Rockwood Steel, a company providing commercial support to small and medium railroad firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and a Global Investment Committee to help model financial outcomes.

Paul Stern is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Fidelity Investments, Edward Jones, and Empower Advisory Group. LPL Enterprise serves a wide range of clients including individuals, retirement plans, and institutional investors, offering financial planning, advisory services, and access to model portfolios and third-party management through an integrated platform that combines advisory programs with other financial products.

Robert Price is a financial advisor with Stifel in Amelia Island, FL, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Arthur Dobosiewicz is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2019. Outside of his advisory role, he owns two LLCs that hold yachts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs research-driven investment approaches and offers a broad range of brokerage and advisory solutions.

Taylor Willetts is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank, Fidelity Investments, and Carter Healthcare. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary investment services.

Thompson Lemaistre is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and having 20 years of industry experience. He has previously worked at Raymond James & Associates and Maryland Financial Group, Inc., as well as Headland Capital, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Ryan Merrell is a Series 65-licensed financial advisor with Merrell Brothers, LLC in Jacksonville, FL, and has 13 years of industry experience. He is also an attorney at Cancer Specialists, LLC, where he has worked since 2006. Outside of his advisory and legal work, Merrell owns and operates Merrell Fishing Company, which runs offshore fishing charters in the Jacksonville area. Merrell Brothers, LLC is an independent advisory firm that provides investment management services.

Nelson Greene is a CFP® professional with six years of industry experience currently with Highline Private Wealth, LLC in Jacksonville, FL. His prior roles include positions at Financial Independence Advisors, LLC, Parkside Investments, LLC, and TD Ameritrade, Inc. Outside of advisory work, he is a co-owner of Deepwake Analytics, LLC, providing operational data consultation for small businesses. Highline Private Wealth, LLC is a small firm serving clients with personalized wealth management strategies.

Richard Crawford II is a financial advisor at Highline Private Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has also worked for over ten years at SS&C Technologies, Inc. as Senior Director of Wealth Market Commercial Strategy. Highline Private Wealth, LLC is a small advisory firm based in Jacksonville, Florida, offering personalized wealth management services.