Diana Newlyn is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has been with Bank of America and Merrill since 2010. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kevin Pacciano is a Series 66 registered financial advisor with UBS Financial Services in Jacksonville, FL, with 26 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is a partner in NP Capital, a real estate business involved in buying and selling properties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, including fee-based financial planning and portfolio management.

Erin Fox is a Series 66-licensed financial advisor with 12 years of industry experience, currently practicing at Cambridge Investment Research Advisors since 2018. Prior to this, she was associated with Family Wealth Advisors, Inc. from 2014 to 2019. She is also the president of Fox Financial Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management options and model-based solutions tailored to client objectives.

John Adams is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation as Axa Advisors, LLC. Outside of his advisory role, Adams is a CPA providing tax and advisory services as a sole proprietor and serves as a deacon and secretary of the deacon board at Evangel Temple Assembly of God in Jacksonville, Florida. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach includes matching clients to advisory models and discretionary managers, with many solutions implemented through third-party platforms and LPL-sponsored programs.

Sotir Cikopana is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Edward Jones and TIAA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of financial products, and participant education.

Tina Barnes is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo and owned a British import grocery and gift retail store called The Corner Shop. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Kevin Mc Kanna is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he owns Synoptic Tax Partners, LLC, a tax preparation business. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, using a centralized consulting team and algorithmic tools to generate tailored retirement income recommendations.

Robert Preston is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses. He has two years of industry experience, including roles at Fidelity and JPMorgan Chase Bank. 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 to support non-discretionary client decision-making.

Gina Franco Calderon is a financial advisor with J.P. Morgan Securities based in Jacksonville, FL. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Raymond James Financial Services and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured, non-discretionary process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

George Prattos is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Jacksonville, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through dedicated groups. The firm employs structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Scott Chamberlayne is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Vayhinger is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and BMO Harris Financial Advisors. 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 both brokerage and advisory solutions.

Rebecca Sheehan is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of investment advisory, she is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Steven Renn is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Merrill and Axa Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to produce written recommendations, delivered through a centralized team in collaboration with client advisors.

John Nettuno is a financial professional at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 16 years. Outside of his advisory role, he is also a musician performing in a band based in Atlanta, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent financial professionals. The firm offers a range of financial planning and investment management services, utilizing multiple custody platforms and both discretionary and non-discretionary management approaches.

Ivan Gordon is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2009. Gordon serves as Treasurer and a board member of the First Coast YMCA Metro Board and is also a member of the finance and investment committee for the YMCA of Florida’s First Coast. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Timothy Buchanan is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Next Financial Group Inc and Cetera Advisor Networks LLC, alongside his ongoing association with BCI Wealth & Asset Management for over two decades. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party providers.

Edward Brennan is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market assumptions to tailor client plans.

Carol Schacht is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Melody Bundschuh is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at LPL Financial since 2009 and has long-standing roles with Waterstone Financial Group and Commonwealth Financial Group. She is also a partner at Waterstone Financial Services, where she spends part of her time providing fixed insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.