Clayton Maloy Jr. is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2013. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nestor White is a financial advisor with Primerica Advisors in Orange Park, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Financial Services since 2000 and has worked with PFS Investments since 1989. Outside of advisory work, he previously operated a business called Court Games, Inc. from 1979 to 2005. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and uses independent due diligence and delegated trading to implement its investment models.

Melanie Gilbert is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Philip Pouey is a financial advisor with Fidelity, holding a Series 66 designation and 13 years of industry experience. He has worked with various Fidelity entities since 2015. Outside of his advisory role, he is a partner in a real estate holding company involved in property management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad range of investors including registered investment companies and charitable funds.

Garrett Roberson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various roles primarily in the hospitality sector and at the University of North 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, and institutions.

Sanford Zimmerman is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Zimmerman also serves as president of River Garden Hebrew Home, a nursing home care organization in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm employs structured planning tools and a sophisticated investment approach, managing approximately $2.74 trillion in client assets.

Michael Higgins is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America N.A., W&S Brokerage Services, Western & Southern Life, Equity Services, Inc., and National Financial Services Group. He is also a full-time financial representative at Western & Southern Life. 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 and profit-sharing plans, corporations, and charitable organizations.

Kenneth Rose is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been associated with Merrill and Bank of America since 2013 and 2014, respectively. Outside of his advisory role, he is involved part-time with Revive America's Homes LLC, a company that purchases distressed homes for rehabilitation and resale. 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 a range of individual and institutional clients.

Arden Godshall is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, Arden worked at Bank of America and held roles at Smart Building Technologies and Shippensburg University. 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 and profit-sharing plans, corporations, and charitable organizations.

James Ellisor is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Chairperson on the Board of Directors for Tennis 4 Cancer. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist clients in managing their retirement income.

Robert Tollett is a financial advisor with Edward Jones in Jacksonville, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked for Bank of America/Merrill Lynch for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Robert Claggett is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through systematic methodologies and leveraging affiliations with sub-advisers.

Randall Gaumer is a financial advisor at Merrill with 12 years at the firm and six years of industry experience. He holds the Series 66 designation. Randall also serves as a power of attorney for two non-investment-related entities in Jacksonville, 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Parks is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, FL. He has one year of industry experience and previously worked in various legal roles at several law firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Riehle Davis is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America, Davis worked at Fidelity Investments for two years. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Barrington is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Fidelity Investments and J.P. Morgan Chase. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Gregory Liguori is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year with Wells Fargo Advisors, LLC. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Karen Larbalestrier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she is a co-owner of a family rental property business in Ponte Vedra, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal teams and third-party managers, providing a range of investment options and account support.

Kathleen Powers is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 11 years of industry experience. She previously worked at Charles Schwab for three years before joining Fidelity Brokerage Services LLC in 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Leasa Elwood is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies, and it is noted for its use of algorithmic tools and advisory roles with multiple registered investment companies.