Jennifer Rupert is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, including a concurrent tenure at Bank of America since 2009. She is based in Tallahassee, FL. 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 constructed by internal and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Blake Wiswell is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Wiswell Financial and has held various roles including at the University of Florida and seafood businesses. He is involved with Wiswell Financial Services, LLC, where he works as a registered representative and advisor and manages social media content related to securities. OSAIC serves a diverse client base including individual and institutional investors, offering integrated advisory and brokerage services through a large network of affiliated financial advisors and multiple platforms. The firm provides a range of investment solutions, utilizing asset-allocation tools, risk assessment questionnaires, and access to third-party managers and wrap programs.

Catherine Hopkins is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Keegan & Company and Credit Suisse Securities. Hopkins has been with Bank of America and Merrill since 2015. 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 variety of individual and institutional clients.

Michael Bell is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he worked for NEXT Financial Group for 21 years and Sentra Securities Corporation for six years. He is also involved in a non-variable insurance agency business in Tallahassee, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Morgan Laffitte is a financial advisor with LPL Enterprise in Tallahassee, FL, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. He serves as a non-profit board member of the Pinewood Professional Office Condo Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and wrap programs, and includes services in insurance, trust custody, and collateralized lending.

Charlotte Wilson is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to joining Merrill, she spent two years at United Way of the Big Bend. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Michael Davino is a CFP® professional with 16 years of industry experience. He is currently an advisor with LPL Financial, where he has worked since 2021. Prior to joining LPL, he was involved with U-Vest Holdings, LLC and managed his own business entities including The Davino Agency Inc. Outside of his advisory work, Davino has been active in a family business, Just Fruits & Exotics, and has participated as a daily fantasy sports professional. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by research and technology tools.

Mary Fisher is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Her prior experience includes positions at Morgan Stanley, Accolade Asset/Liability Advisory Services, and Truist Investment Services. 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 investors.

Jonathan Ward is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He previously worked at MassMutual Investors Services and MassMutual Life Insurance Company for over ten years. He also serves as the chief financial officer of First Call Truck Parts, a truck parts distribution and sales business. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Nicholas Pellito is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to this, he was involved with the Florida Democratic Party for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors across the United States.

Gretchen Jones is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in the financial services industry since 1997. She has been part of the Beck Ervin Grant Group since 2006 and transitioned to her current advisory role in 2017. In this capacity, Gretchen assists clients in building personalized wealth management strategies, focusing on comprehensive approaches that address individual needs through informed decision-making. Her areas of expertise include family wealth management strategies, LGBT wealth planning, and women and wealth. Gretchen holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from Florida State University. Outside of her professional role, she is involved with community organizations such as the Southern Shakespeare Company and the Young Actors Theatre. Gretchen enjoys music, reading, traveling, spending time with her family, and watching movies.

Andrew Bascom is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include work with Luminosity Real Estate, LLC, and Theobald-Bascom Group. Outside of advising, he has been involved in real estate and mortgage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Michelle Davis is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. Her background includes work with Leon County Schools and a period as a homemaker. She is involved in sales of investment-related products as well as home security and automation referrals through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and uses model-driven investment strategies supported by third-party asset managers and custodians.

Christopher Jones is a financial advisor with Morgan Stanley in Tallahassee, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, as well as prior positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sylvia Horack is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2013, including three years at Wells Fargo Advisors, LLC prior to that. Outside of her advisory role, she acts as power of attorney for her parents on investment-related matters. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Jayson Thomas is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His background includes roles in education and hospitality before joining Merrill in 2022. He has also managed a small business in dry cleaning. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Hilaman is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services Advisors Inc. since 2009. Hilaman is also the proprietor of The Hilaman Group, a support company she has operated since 2006. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes.

Robert Dick is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1990, bringing over 30 years of experience in working with high net worth individuals, including business owners, foundations, and institutions. Robert takes a hands-on approach to financial guidance, aiming to assist clients with every aspect of their financial lives. He offers a total planning perspective for individuals, small business owners, and corporations that may lack the time, resources, or knowledge to manage their finances independently. Robert holds a Bachelor of Science in Marketing and a Master of Business Administration, both from Barry University in Miami, Florida. He has held significant roles in developing and mentoring Financial Advisors within Merrill Lynch since 2007. He maintains multiple FINRA registrations, including Series 7, 9, 10, 31, 63, and 66, as well as Life and Variable Annuity licenses. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in the Tallahassee community, Robert has volunteered or served on the boards of Boys Town of North Florida, Big Bend Hospice, and Tallahassee Ballet. He and his wife Sue enjoy spending time with their two children, participating in sports, and staying active within their church. His personal interests include football, golfing, running, and swimming.

Belinda Mitchell is a financial advisor with Merrill in Tallahassee, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. She has been with Merrill since 2016 and joined Bank of America N.A. in 2024. 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, and various institutional investors.

Michael Roper is a financial advisor with Wells Fargo Advisors in Tallahassee, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Massachusetts Mutual Life Insurance Company. He serves as a trustee of trusts for nephews and is a principal owner of two financial-related entities based in Tallahassee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.