Chase Hunt is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors, where he also served as a financial consultant. Outside of advisory roles, he has experience in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

David De Luca is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes nearly three decades at Merrill and nine years at Bank of America. He is also a general partner at DUCA Fund LLC, where he makes private investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, serving clients both directly and through corporate financial planning agreements.

Mary Macdonald is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 32 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she is a partial owner of a racehorse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jessica Cook is a financial advisor with Ameriprise, holding Series 65 and Series 66 credentials and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lloyd Archibald is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at several firms, including Raymond James & Associates and Cetera, before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through a process that combines quantitative modeling and centralized due diligence.

Stephen Wolfe is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been affiliated with Merrill since 2015 and Bank of America, N.A. since 2017. Outside of his advisory role, he and his spouse formed an LLC with the initial intention to create an arcade business serving food and drinks, though the venture was not pursued. 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 using model-based and discretionary investment strategies.

Jonathan Barry is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Moses is a CFP® professional with 12 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. His prior experience includes roles at Brust Nutter Wealth Advisors, TD Ameritrade, Charles Schwab, and Fidelity. He also works as an associate financial planner with Brust Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using detailed risk profiling and analytical tools, and supports its clients through a broad advisory network with specialized municipal and public finance capabilities.

Izzac Wells is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and having 10 years of industry experience. He has worked at Merrill since 2015 and has also been affiliated with Bank of America, N.A. since 2020. 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, retirement plans, corporations, and charitable organizations.

Matthew Rapson is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Equitable Advisors and Florida International University. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations delivered through a centralized consulting team.

Justin Ludwig is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2015 and Bank of America since 2018. Outside of his advisory role, Ludwig works part-time as a freight associate at The Home Depot. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Timothy Corgan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Merrill since 2006. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ernest Burnett III is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various positions including roles at the University of North Florida and Thundercloud Gun Club. His background includes experience outside the financial industry, such as working at a university gym and a gun club. 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.

Christopher Hunter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with entrepreneurs, individuals, and families to navigate complex financial landscapes, particularly in the areas of business transition planning and wealth management. His expertise includes structuring exit strategies, managing liquidity events, estate planning services, tax efficiency, wealth transfer, and cash flow management. Christopher holds a Bachelor of Science degree and a Master of Business Administration in Finance, both from Ohio University. He is a Certified Financial Planner (CFP), a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). Before joining Merrill Lynch in 2013, he worked as a financial representative at Northwestern Mutual in Boca Raton, Florida. Raised in a military family in Springfield, Ohio, Christopher resides in Jacksonville, Florida with his wife and daughters. Outside of his professional pursuits, he enjoys golfing and spending time with his family.

Robert Burge is a financial advisor at Merrill with over 31 years of industry experience. He has been with Merrill since 2010 and holds Series 63 and Series 65 licenses. 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 plans, corporations, and charitable organizations.

Shawn Chapman is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2017. Prior to that, he spent two years at the U.S. Office of Personnel Management. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Gary Perl is a CFP® with 26 years of industry experience, currently affiliated with Raymond James & Associates. He previously worked at Morgan Stanley and its related entities for 15 years. Outside of his advisory role, he is an owner of IOP Group LLC, a real estate business based in Jacksonville, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by affiliated research and model manager options.

Charles Taylor is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, JP Morgan Chase & Co., and a period of self-employment. Based in Jacksonville, FL, Taylor has been with Merrill and Bank of America since 2022. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of financial products and services beyond standard managed accounts.

Ian Sneed is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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, pension plans, corporations, and charitable organizations.

James Furlow is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Merrill since 2005. Outside of his advisory role, he performs as a saxophonist for a wedding band. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.