La Taisha Mazumdar is a financial advisor at Merrill with 16 years of industry experience, holding Series 63 and Series 66 licenses. She has worked at Merrill since 2017 and previously spent seven years at Fidelity Investments. Outside of her advisory role, she teaches spin classes and Pilates in Jacksonville, FL. 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 plans, corporations, and charitable organizations.

John Mclaughlin IV is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and MSSB since 2011. Outside of his advisory role, he serves on the Advisory Board, Finance Committee, Investment Committee, and Pension Committee of the Diocese of St. Augustine. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

David Vanderbilt is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Merrill since 1999. 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 plans, corporations, and charitable organizations.

Dan Pierce is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2018, progressing through various roles including Branch Leader, Investment Solutions Team Leader, and Investment Solutions Help Desk. Dan focuses on helping associates maximize their potential both personally and professionally. Throughout his tenure at Fidelity, Dan has gained experience in leadership and investment solutions, contributing to his expertise in these areas. His career demonstrates a steady advancement within the company, reflecting his commitment to his role and the organization. Outside of his professional responsibilities, Dan enjoys baseball, fishing, fitness, golf, running, and skiing.

Scott Penrod is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing Services and JPMorgan Chase Bank. Outside of finance, he operated a woodworking and furniture business under the name Penrod Chic from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers recommendations on a non-discretionary basis, combining institutional advisory capabilities with broker-dealer and investment adviser functions.

Alessandra Nunez Alvarado is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients' personal priorities to develop tailored investment strategies aimed at helping them pursue their financial goals. She holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Alessandra completed her high school education at Iraan High School.

Kelly Bomar is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the CFP®, Series 63, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools.

Jonathan Pelkowski is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 19 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, offering both model-based and discretionary strategies overseen by internal and third-party managers for a range of individual and institutional clients.

Jasmine Wagner is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has been in the industry for one year. Her prior work experience includes positions at Bank of America and at several healthcare and service organizations. 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.

Dawn Aviles is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2009. Aviles serves as a board member of The Chatman Family Foundation Inc., a nonprofit focused on literacy advancement and advocacy efforts in the Jacksonville area. 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.

Jonathan Leonard is a CFP® professional with 11 years of experience at Edward Jones, where he has worked since 2015. He holds the Series 66 designation and is also a member of the US Navy with over 25 years of service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gena Korotkov is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing financial strategies related to wealth management, including portfolio management, insurance, lending, and estate planning services. Her client focus areas include college education planning, personal retirement planning, portfolio management services, and retirement income. Gena holds a bachelor's degree from Tulane University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her approach centers on creating customized wealth management strategies tailored to each client’s unique goals and financial circumstances. Outside of her professional role, Gena enjoys golfing, photography, spending time with family, and playing tennis. Banking products and services are provided by Bank of America, N.A.

Ornela Agolli is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their financial goals and priorities. She employs Fidelity's collaborative team approach to help each client build a personalized long-term plan that supports their needs and offers greater financial confidence. Ornela has held multiple roles within Fidelity Investments, including Financial Consultant since 2025, Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Workplace Planning and Advice from 2020 to 2022. This progression reflects her experience across various areas of financial planning and client relationship management.

Ailena Ray is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs where clients retain decision-making authority.

France Veal is a financial advisor at Merrill with 24 years of industry experience, including a continuous tenure at Merrill since 2002. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is a co-owner of a family rental property in Jacksonville, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kimberly Newsome is a financial advisor with Cambridge Investment Research Advisors in Jacksonville, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firm since 2010. Outside of her advisory role, she is also an independent insurance agent for various insurance companies through Pinnacle Insurance and Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models as well as third-party strategies across multiple platform arrangements.

Christopher Sivley is a CFP® professional with 28 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. His prior roles include positions at Truist Advisory Services and Bb&T Securities. He is also a co-owner of Turner-Sivley, LLC, which holds shares of private placements. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

John Marsella is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, N.A., and several non-financial businesses. Merrill 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 plans, corporations, and charitable organizations.

David Childers Jr. is a financial advisor at UBS Financial Services with 52 years of industry experience and holds the Series 63 designation. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michael Kahn is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having five years of industry experience. 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 broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.