Jacob Weintraub is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Deutsche Bank Securities, Banco Safra, and Saga Capital. 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 combination of advisory and brokerage capabilities.

Allison Crick is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she serves as president of the HAE Parent Ambassadors Association, a local parent-organized group coordinating end-of-year trips and fundraising for elementary school families. 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 individuals, high-net-worth clients, and various institutional clients.

Keith Paris is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1997. 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 individuals, high-net-worth clients, and institutional investors.

Scott Hellman is a financial advisor with LPL Financial in Orange Park, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Merrill for 14 years before joining LPL Financial in 2021. Outside of his advisory role, Hellman is employed as a stagehand for IATSE Local 115, working approximately 80 hours per month. 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, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Elisa Rastelli serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she focuses on family wealth management strategies, personal retirement planning, and portfolio management services. Elisa brings a commitment to continuous learning and professional development in financial planning. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elisa earned a Bachelor's Degree from Villanova University. Outside of her advisory work, Elisa is involved in her community through participation on a Homeowners Association Board of Directors. She also enjoys golfing, ice hockey, and spending time with her family.

Nicholas Petriello is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously spent seven years at Sawgrass Asset Management LLC. Based in Jacksonville, FL, he is currently affiliated with Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jasper Hendrick is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Merrill since 2014 and also works with Bank of America, N.A. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Akins is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2001. Outside of his advisory role, he works part-time as a food delivery employee for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gilligan is a financial advisor at Merrill in Jacksonville, FL. He holds a Series 66 designation and began his advisory career at Merrill in 2026. Prior to joining Merrill, he worked at the Wisconsin Club and Vector Marketing and attended Marquette University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Huffman is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. The firm is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, charitable organizations, and municipal entities. Raymond James offers financial planning and consulting services that are generally non-discretionary, supported by a range of portfolio management styles and in-house research.

Peter Carr is a financial advisor at Morgan Stanley with 39 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

James Frain 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 and Bank of America, N.A. since 2019. Prior to his advisory roles, he was employed at the University of Central Florida and Oakhurst Car Wash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Gardner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having nine years of industry experience. His work history includes ten years at Merrill and six years at Bank of America, N.A. prior to that. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and monitoring through multiple program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Andrew Kronholm is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works alongside clients and their local advisors to develop, review, and refine financial plans that support clients' long-term objectives. His approach emphasizes understanding each client's unique circumstances, values, and priorities to co-create financial strategies focused on what matters most to them and their families. Prior to his current role, Andrew held several positions within Fidelity Investments, including Relationship Manager from 2022 to 2024, High Net Worth I in 2021 to 2022, and Customer Relationship Advocate in 2021. This progression reflects his experience and expertise in client relationship management and financial planning within the investment industry.

Daniel Umpleby is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior employment includes Fidelity Brokerage Services LLC and Bank of America, N.A. 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.

Shannon Ford Weaver is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Walter Bottin is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and holds Series 63 and Series 66 credentials. 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.

Thatcher Madelly is a financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank, N.A., as well as work at Lulus Waterfront Grille and the University of North Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Richard Gerrity is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Andrew Baggs is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 license and having 25 years of industry experience. He has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with multiple family investment entities and serves in leadership roles for several LLCs related to private investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.