Adam Klohr is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Thrivent and its predecessor entities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning engagements that cover a broad range of topics such as retirement, income tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated WealthPlan option while maintaining separation between planning and portfolio management services.

Robert Corrao is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 63 designation and 32 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a variety of investment services.

William Gaines is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been a financial advisor since 1993 and joined Merrill Lynch in 2003. In his role, he and his team work with a select group of families to coordinate various aspects of their financial lives and assist in making informed decisions across generations. His areas of focus include investment planning, credit and lending, tax-aware investment strategies, alternative investments, and trust and estate planning services. Trust, fiduciary, and investment management services are provided through Bank of America, N.A., a subsidiary of Bank of America Corporation. William holds the professional designation of Personal Investment Advisor (PIA). William earned his bachelor's degree from Boston University. He resides in Jacksonville Beach, Florida, with his wife, Kimberly, and their three children.

Carissa Jackson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Truist Advisory Services, Brighthouse Financial, and AXA Distributors. Outside of her advisory role, she serves as a board member for the First Coast Cultural Center, a nonprofit supporting local arts, and holds board positions with the Ponte Vedra Chamber of Commerce and the Flagler Tiger Bay Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Christopher Oberley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. His background includes roles at JP Morgan Chase Bank and First Horizon Bank. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment solutions.

Marc Porrazzo is a financial advisor at Merrill with 32 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2014. 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.

Jamie Hartfield is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Jamie worked as an independent consultant for Rodan & Fields and served as a substitute teacher at First Baptist Academy of Jacksonville. Jamie continues to maintain ties with First Baptist Academy as a substitute teacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sheryl Brown is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America, N.A. since 2011. Outside of her advisory role, she owns and manages rental properties in Jacksonville. 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, and institutional investors.

Zachary Stevenson is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Russo is a financial advisor with Merrill based in Jacksonville, Florida. He holds a Series 66 designation and has 15 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2011. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anila Mato is an International Wealth Advisor at Merrill Lynch Wealth Management. She brings extensive experience in serving affluent individuals, families, corporate executives, and business owners with customized investment guidance tailored to their financial goals. Fluent in English and Spanish, Anila and her team prioritize close client relationships and proactive service to anticipate and address complex financial needs. Anila joined Merrill in 2008, following three years as an advisor at UBS Private Wealth Management. Her prior roles include eight years at Goldman Sachs in the private client division, concentrating on ultra high net worth clients, and positions at Prudential Securities in both New York and Miami. She holds a Bachelor of Science degree in management and international business from Florida International University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to her professional work, Anila volunteers monthly with various organizations that focus on supporting women, girls, and victims of hardship. Her personal interests include fishing, sailing, camping, and cooking with her daughter.

Margaret O'Meara is a CFP®-certified financial advisor with 30 years of industry experience, currently with LPL Financial in Ponte Vedra, FL. She has been with LPL Financial and its predecessor since 2004. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Latisha Bennett is a Series 66-credentialed financial advisor with Merrill, based in Jacksonville, FL, with 25 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she owns a lifestyle blog called Flip Flops and Tiaras and works as a consultant for a home-based business selling apparel and personal care products. She also serves on the board of the Seaside Mandarin PTA in Jacksonville. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using model-based and discretionary investment strategies.

Glenn Weyand is a CFP® professional with over 31 years of experience in the financial industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in health insurance sales through Crabtree Ins & Fin'l Solutions. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Sandra David is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2000. Outside of her advisory role, she serves on the Regional Service Team for Cursillo in Christianity Region 7, a Catholic movement focused on evangelization and strengthening faith. 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 broad range of clients including individuals, pension plans, and charitable organizations.

Antonio Kes is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Merrill Edge for four years and has held various roles in other industries, including construction and communications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and accesses a broad range of investment products through its unique regulatory registrations.

Kevin Wortmann is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Ponte Vedra Beach, Florida office. He joined Merrill Lynch in 1995 and serves as a Senior Vice President. Kevin and his team manage and coordinate the financial affairs for a select group of families in the Ponte Vedra area and across the United States, employing a comprehensive approach that addresses clients’ entire financial picture and continuously monitors progress. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. He also holds FINRA Series 7, 63, and 65 registrations. Kevin earned his Bachelor of Arts degree in Psychology from Florida State University in 1992. He focuses his practice on asset management, retirement planning, and risk management for individual clients. Residing in Jacksonville Beach, Florida, Kevin is involved in local youth sports programs, particularly baseball. He previously served in leadership roles with the Seminole Booster Club and Ponte Vedra Athletics. Kevin lives with his wife, Dori, and their son, Mason.

Danielle Spriggs is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Monte Poole is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Outside of his advisory role, Poole works part-time operating shot and game clocks at Tennessee Tech University and recruits and trains softball umpires for USA Softball of Central Tennessee. 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, retirement plans, corporations, and charitable organizations.

Timothy Guididas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Outside of his advisory role, he is an angel investor in a medical device development and manufacturing company, SteriTools, LLC. 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 an ESG eligibility framework in its recommendations.