Dipen Patel is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2017 and previously spent seven years at Ramco Group. Outside of advising, Patel is a co-owner of a family-run rental property business 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Steven Farmand is a financial advisor at Farmand Investment Services, Inc. in Jacksonville, FL, holding a Series 65 credential with three years of industry experience. He has been with Farmand Investment Services since 2007. Farmand Investment Services is a small firm with two advisors that provides supported financial advisory services.

Marcus Robinson is a financial advisor with Revision Wealth Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at several firms, including VOYA Financial Advisors and Gwn Securities, Inc., and is also the managing member and insurance agent of Robinson Financial Group LLC and Creative Financial Group LLC. Revision Wealth Management LLC is a small firm serving clients with a supported advisory model.

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.

Mike Farmand is a financial advisor at Farmand Investment Services, Inc. with 22 years of industry experience. He holds a Series 65 designation and has also been a partner and shareholder at Farmand, Farmand & Farmand, LLP, CPAs since 1975. In addition to his advisory role, he works 20-25 hours per week at the CPA firm. Farmand Investment Services, Inc. is a small firm based in Jacksonville, FL, serving clients with supported advisory services.

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.