Dakota Colonese is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, Colonese worked at Trinity Wealth Securities and Florida Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various technology-driven investment solutions.

Marc Lundgren is a financial advisor with UBS Financial Services in Ponte Vedra, FL, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as trustee of a family trust that holds a property in Greenwich, CT, and is set to become co-owner upon a future inheritance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets products through a comprehensive platform.

Kimberly Kaufmann is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL. She holds a Series 66 designation and has been with Morgan Stanley since 2022. Prior to her advisory role, she worked for the State of Michigan Department of Natural Resources for 18 years and has experience outside the financial industry including positions at The Home Depot and as a stay-at-home parent. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Val Janschutz is a financial advisor at LPL Financial with 14 years of industry experience. He has held positions at several firms, including Fifth Third Bank, Synovus, and SunTrust, prior to joining LPL Financial and South State Bank in 2024. Janschutz holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by extensive research and model portfolios.

Shawanna Culver is a financial advisor at Merrill with 9 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2000. Culver serves on the board of the First Coast YMCA, attending meetings and volunteering in the community. 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, and various institutional investors.

John Lunney Jr. is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at several firms, including Community First Credit Union of Florida and BBVA Wealth Solutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services supported by a range of model portfolios, research, and technology solutions.

Jeffrey Heard is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Merrill and Bank of America since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Michael Anderson is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012, alongside a current role at Bank of America, N.A. since 2022. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes integrated investment management solutions supported by its affiliation with Bank of America and a focus on tax-efficient strategies.

Claire Doyle is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has a background that includes roles in education at IDEA Public Schools, Flagler County Public School, The Bolles School, and the University of Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo’s research and planning tools.

George Karris is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including SagePoint Financial and Foresters Advisory Services. Karris also serves as Chief Business Development Officer at Strategic Financial Services Corp. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage, advisory, and financial planning services, utilizing asset-allocation tools and multiple portfolio management platforms.

Chad Labenz is a Senior Vice President and Wealth Management Advisor based in the Merrill North Florida Complex headquarters in Jacksonville, Florida. He joined Merrill Lynch Wealth Management in 2009, focusing on retirement planning and working with specialists from Bank of America and Merrill to offer services including cash management, portfolio development, college planning, wealth preservation, and estate planning. Chad works closely with estate planning advisors to support his clients' financial needs. A Nebraska native, Chad graduated with honors from the University of California, Santa Cruz and holds an MBA in finance from Fordham University's Graduate School of Business in New York City. Before joining Merrill Lynch, he spent nearly a decade on Wall Street working as a bond trader. Chad is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and he is a graduate of both Leadership Jacksonville and Leadership Florida. Chad is actively involved in his community as a Trustee and member of the Executive Committee at the Florida Theatre and as a past Board Chair at the Museum of Contemporary Art Jacksonville (MOCA). He has also participated in his children's education at The Bolles School.

Shalani Schulz is a Wealth Management Advisor specializing in serving active and retired athletes, entertainers, physicians, attorneys, executives, business owners, and multiple generations of families. She focuses on delivering thoughtful financial perspectives that help clients make decisions not driven by emotion or external pressures. Her approach includes helping clients manage unique compensation arrangements, develop consistent saving and investment habits, and build successful financial infrastructures by working closely with clients' representatives and families. Shalani holds professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP) designation, Certified Investment Management Analyst® (CIMA®), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her Bachelor's degree from Eastern Washington University. Her expertise spans managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Committed to community involvement, Shalani follows a tradition of volunteering with local organizations. In her personal time, she enjoys skiing, tennis, and yoga.

Aria Smith is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Bank of America, N.A. and Merrill since 2011. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Olsen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at The Discovery School and Ess, as well as positions outside the financial services sector. 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 a range of individual and institutional investors.

Aaron Carter is a financial advisor at Merrill with 15 years of experience in the industry. He holds a Series 66 designation and has been with Merrill Lynch 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Ryan Raynis is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and one year of industry experience. Before joining LPL Financial in 2025, he worked in various roles at technology companies including Databricks, Inc., Cyera, and Couchbase. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Edward Buenaga is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and U.S. Bank, NA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Arturo Granell Heras is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at UBS and Fidelity Investments. His background includes roles outside finance, such as with Elev8tion Fitness and the Paris Saint Germain Franchise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis.

Robert Yarbrough is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and one year of industry experience. Before joining Ameriprise, he worked in the restaurant industry, including positions at O-ku Sushi and Hawkers Asian Street Fare. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, integrating investment research and third-party data within a defined investment framework.

Christian Ramjohn is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at JPMorgan Chase Bank and a brief tenure at Amazon Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.