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.

Timothy Guididas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 14 years. Outside of his advisory role, he is an angel investor in a medical device development and manufacturing company, SteriTools, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

La Taisha Mazumdar is a financial advisor at Merrill with 16 years of industry experience, holding Series 63 and Series 66 licenses. She has worked at Merrill since 2017 and previously spent seven years at Fidelity Investments. Outside of her advisory role, she teaches spin classes and Pilates in Jacksonville, FL. 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 plans, corporations, and charitable organizations.

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 licenses and having 27 years of industry experience. He has been with Merrill since 1999. 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 plans, corporations, and charitable organizations.

Tristin Effinger is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. Tristin has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2019. 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 institutional investors.

Michael Morris is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at FedEx Corporation and involvement with small businesses such as Fairhope Brewing Company and Blue Dawn Surfboards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is notable for its use of AI-driven methodologies and its formal advisory role to multiple registered investment companies.

Brian Heller is a financial advisor with Fidelity who holds the Series 66 designation and has 15 years of industry experience. He has worked with various Fidelity entities since 2010, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Dan Pierce is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2018, progressing through various roles including Branch Leader, Investment Solutions Team Leader, and Investment Solutions Help Desk. Dan focuses on helping associates maximize their potential both personally and professionally. Throughout his tenure at Fidelity, Dan has gained experience in leadership and investment solutions, contributing to his expertise in these areas. His career demonstrates a steady advancement within the company, reflecting his commitment to his role and the organization. Outside of his professional responsibilities, Dan enjoys baseball, fishing, fitness, golf, running, and skiing.

Scott Penrod is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing Services and JPMorgan Chase Bank. Outside of finance, he operated a woodworking and furniture business under the name Penrod Chic from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers recommendations on a non-discretionary basis, combining institutional advisory capabilities with broker-dealer and investment adviser functions.

Aaron Moura is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked with Fidelity Investments since 2022 and has a background that includes various roles within the entertainment and media services sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios featuring mutual funds, ETFs, and ETPs.

Alessandra Nunez Alvarado is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients' personal priorities to develop tailored investment strategies aimed at helping them pursue their financial goals. She holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Alessandra completed her high school education at Iraan High School.

Kelly Bomar is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the CFP®, Series 63, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools.

Jonathan Pelkowski is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Merrill since 2013. 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 both model-based and discretionary strategies overseen by internal and third-party managers for a range of individual and institutional clients.

Jomarie Caplan is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of algorithmic and AI tools in its research processes.

Allison Batey is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. She has worked at Merrill since 2021 and previously held roles at 121 Financial Credit Union and Dillard's Inc. in Jacksonville, FL. 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 institutional investors.