Zachary Stevenson is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Russo is a financial advisor with Merrill based in Jacksonville, Florida. He holds a Series 66 designation and has 15 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2011. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Loudon is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at MassMutual and experience outside finance in education and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Anila Mato is an International Wealth Advisor at Merrill Lynch Wealth Management. She brings extensive experience in serving affluent individuals, families, corporate executives, and business owners with customized investment guidance tailored to their financial goals. Fluent in English and Spanish, Anila and her team prioritize close client relationships and proactive service to anticipate and address complex financial needs. Anila joined Merrill in 2008, following three years as an advisor at UBS Private Wealth Management. Her prior roles include eight years at Goldman Sachs in the private client division, concentrating on ultra high net worth clients, and positions at Prudential Securities in both New York and Miami. She holds a Bachelor of Science degree in management and international business from Florida International University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to her professional work, Anila volunteers monthly with various organizations that focus on supporting women, girls, and victims of hardship. Her personal interests include fishing, sailing, camping, and cooking with her daughter.

Philip Galison is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance within a large-scale, integrated structure encompassing advisory, brokerage, custody, and cash-sweep services.

Margaret O'Meara is a CFP®-certified financial advisor with 30 years of industry experience, currently with LPL Financial in Ponte Vedra, FL. She has been with LPL Financial and its predecessor since 2004. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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-credentialed financial advisor with Merrill, based in Jacksonville, FL, with 25 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she owns a lifestyle blog called Flip Flops and Tiaras and works as a consultant for a home-based business selling apparel and personal care products. She also serves on the board of the Seaside Mandarin PTA in Jacksonville. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using model-based and discretionary investment strategies.

Glenn Weyand is a CFP® professional with over 31 years of experience in the financial industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in health insurance sales through Crabtree Ins & Fin'l Solutions. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Sandra David is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2000. Outside of her advisory role, she serves on the Regional Service Team for Cursillo in Christianity Region 7, a Catholic movement focused on evangelization and strengthening faith. 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 investment strategies for a broad range of clients including individuals, pension plans, and charitable organizations.

Robert Ellis Jr. is a financial advisor at Raymond James & Associates with 19 years of industry experience and holds the Series 66 designation. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Dennis Leili is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009, with a brief tenure at Gwfs Equities, Inc./Empower in 2022. Based in Jacksonville, FL, Leili's career includes over a decade at Bank of America, N.A. 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.

Jeffrey Steinberg is a financial advisor with Fidelity who holds a Series 66 designation and has 19 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2018 and prior positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, commodity pool operations registration, advisory roles to multiple registered investment companies, and the integration of AI and algorithmic methods in its research.

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 a Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Monte Poole is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Outside of his advisory role, Poole works part-time operating shot and game clocks at Tennessee Tech University and recruits and trains softball umpires for USA Softball of Central Tennessee. 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, retirement plans, corporations, and charitable organizations.