Mitchell Wright is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Wright serves on the Community Advisory Board for Haven Hospice in Orange Park, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Russell Mccary is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and VALIC Financial Advisors. Outside of his advisory role, he manages a rental property on a personal basis. Fisher Investments serves a global client base of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Kimberly Doucette is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 66 designation and has worked in various roles within Fidelity, including Fidelity Brokerage Service LLC since 2006 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios through intermediary platforms.

Thomas Maxey is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with nine years of industry experience. He has been with Merrill since 2016. 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.

Christopher Degnan is a financial advisor at Merrill with 23 years of industry experience. He has held his current role at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. Outside of his advisory work, he volunteers as a surf coach and organizes an annual surf contest for Task Force Hydro 1, a nonprofit supporting veterans and first responders through ocean water sports. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

David Sherman is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Ponte Vedra Beach, Florida. He has been with the firm since graduating from the University of North Florida with a degree in accounting. As a second-generation financial advisor raised in Jacksonville, Florida, David brings a long-standing connection to his community to his work. David's professional expertise encompasses education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds the Personal Investment Advisor (PIA) designation and is actively involved in professional and community organizations, including the University of North Florida Alumni Board, the Young Alumni Association, and Stronger than Stigma. Outside of his financial advisory role, David participates in local community initiatives such as the Jacksonville Humane Society and the JAX MVP program for the Jacksonville Jaguars Foundation. He enjoys spending time outdoors with his rescue bulldog, Odin, playing sports, and attending Jaguars football games.

Christina Stovall is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Outside of her advisory role, she is a general partner in Chic-ish, an online clothing boutique based in Jacksonville, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Zachary Smith is a financial advisor at Merrill in Jacksonville, FL, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill Lynch Pierce Fenner & Smith since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies designed by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, with portfolio implementation that varies by strategy and includes tax-aware options for higher tax-sensitivity investors.

Timothy Woehle is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Daniel Stephenson is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America N.A. 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 strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tamara Spigner is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. She is also an independent travel agent and sales representative for a home-based travel business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of individual and institutional clients.

Lawrence Dollings is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007, also serving at Bank of America, N.A. 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 plans, corporations, and charitable organizations.

Nathaniel Zabner is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, with prior experience at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Ondrey is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2002. Outside of her advisory role, she is a registered yoga teacher (RYT-200) and teaches yoga classes in her local community. 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 a range of individual and institutional clients.

Brian Winger is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for five years before joining Raymond James in 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Justin Ebert is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, also affiliated with Bank of America since 2019. 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, pension plans, corporations, and charitable organizations.

Heather Nye is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes roles in hospitality and human resources firms before joining Merrill and Bank of America. 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, and institutional investors.

Leslie Dix is a Senior Financial Advisor with Merrill Lynch Wealth Management, partnering with the Grall & Dix Wealth Management Group. She has over 18 years of experience in the securities and planning industry, focusing on delivering personalized wealth management strategies that help clients pursue their long-term financial goals. Leslie's expertise includes employee stock options, insurance, estate planning, portfolio construction, and investment management across mutual funds, ETFs, stocks, bonds, and options. She holds the Accredited Asset Management Specialist™ designation earned through The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. Leslie earned a Bachelor's Degree from Jacksonville University. She is a member of the Associated Builders and Contractors, Inc.- First Coast Chapter. Beyond her professional work, Leslie is involved in the community through volunteering and maintains personal interests in cooking, fishing, football, golfing, hiking, music, spending time with family, traveling, watching movies, and yoga.

Anthony Curtis is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Merrill since 2013 and at Bank of America, N.A. for the past seven years. Outside of financial services, he is working as a consultant and independent contractor on a literary memoir focused on themes of childhood trauma, resilience, and healing. 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.

Joseph Doney IV is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2013. Outside of his advisory role, he sells personal items on eBay on a part-time basis. 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.