Joseph Ranucci is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. He is based in Jacksonville, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Latisha Bennett is a Series 66 licensed financial advisor with Merrill in Jacksonville, Florida, where she has worked since 2010 and has 25 years of industry experience. Outside of her advisory role, she owns a lifestyle blog called Flip Flops and Tiaras and serves as a consultant for a home-based business selling clothing and personal care products. She is also involved with the Seaside Mandarin PTA as a committee board member and works part-time assisting with childcare. 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 to individuals, high-net-worth clients, pension plans, and other institutional investors.

Glenn Weyand is a financial advisor with LPL Enterprise and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has engaged in health insurance sales and real estate referral activities. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Sandra David is a financial advisor at Merrill in Jacksonville, Florida, with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2000. Outside of her advisory work, she serves on the Regional Service Team for Cursillo in Christianity Region 7, a Catholic movement focused on faith and evangelization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader corporate platform, providing access to a wide range of products and lending, custody, and trading services.

Robert Ellis Jr. is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public finance and investment banking capabilities.

Dennis Leili is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, with additional experience at Bank of America and Gwfs Equities, Inc./Empower. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a wide array of products and services.

Jeffrey Steinberg is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2025, previously serving in various roles at Wells Fargo from 2010 to 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple fund advisory and consulting services.

Michel Pertile is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various Fidelity affiliates since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, managing portfolios through a blend of proprietary fundamental research, quantitative analysis, and algorithmic construction. The firm also serves multiple registered investment companies and employs systematic methodologies alongside oversight controls.

Darcie Blomberg is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 credential and 18 years of industry experience. She previously worked at UBS Financial Services Inc. for ten years before joining Wells Fargo in 2019. Outside of finance, she co-owns Stage Concepts and Rigging, LLC, a business providing rigging and spotlight rental services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory and financial planning services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions informed by research and diversification principles.

Antonio Kes is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Merrill Edge for four years and has held various roles in other industries, including construction and communications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and accesses a broad range of investment products through its unique regulatory registrations.

Kevin Wortmann is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Ponte Vedra Beach, Florida office. He joined Merrill Lynch in 1995 and serves as a Senior Vice President. Kevin and his team manage and coordinate the financial affairs for a select group of families in the Ponte Vedra area and across the United States, employing a comprehensive approach that addresses clients’ entire financial picture and continuously monitors progress. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. He also holds FINRA Series 7, 63, and 65 registrations. Kevin earned his Bachelor of Arts degree in Psychology from Florida State University in 1992. He focuses his practice on asset management, retirement planning, and risk management for individual clients. Residing in Jacksonville Beach, Florida, Kevin is involved in local youth sports programs, particularly baseball. He previously served in leadership roles with the Seminole Booster Club and Ponte Vedra Athletics. Kevin lives with his wife, Dori, and their son, Mason.

Nitin Parekh is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he holds ownership interests in SHEERJI LLC and Shivam Hospitality, LLC, both investment-related businesses. 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 employs a large-scale, research-driven approach and offers both brokerage and advisory solutions.

Danielle Spriggs is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked with both Merrill and Bank of America, N.A. since 2012 and 2013, respectively. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Monte Poole is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Outside of his advisory role, he works part-time operating shot and game clocks for sporting events at Tennessee Tech University and recruits and trains softball umpires for USA Softball of Central Tennessee. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Timothy Guididas is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill from 2010 to 2024 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2024. Outside of his advisory role, he is an angel investor in SteriTools, LLC, a medical device development and manufacturing company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary programs supported by centralized due diligence and ESG processes.

La Taisha Mazumdar is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Prior to joining Merrill in 2017, she worked at Fidelity Investments for seven years. Outside of financial advising, she teaches spin classes and Pilates at local fitness studios. Merrill provides managed account services to a diverse range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering model-based and discretionary investment strategies as part of Bank of America’s Select Portfolio Solutions program.

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.

Kyle Leiser is a financial advisor with Ameriprise in Jacksonville Beach, FL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Ameriprise since 2017 and prior experience at Aramark from 2015 to 2017. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice, supported by algorithmic automation and oversight committees.

David Vanderbilt is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Merrill since 1999. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Tristin Effinger is a financial advisor at Merrill with 10 years of industry experience and a Series 66 designation. Tristin has worked with Merrill since 2014 and is currently based in Jacksonville, FL. Prior to Merrill, Tristin spent time at Bank of America, N.A. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of financial products and services.