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 65 and Series 63 licenses and having nine years of industry experience. Her career includes roles with Primerica Financial Services and Leon County Schools. In addition to advisory duties, she receives compensation for referrals related to home security and automation products as well as loan product sales through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including 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 offices, delivering strategies through model recommendations managed by third parties.

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.

Brett Thompson is a financial advisor with Raymond James & Associates in Tallahassee, FL, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has been affiliated with Raymond James & Associates and Cureton Thompson LLC since 2006. Outside of his advisory role, he is a passive investor in Meridian Oil and Gas. 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, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lester Hamrick is a financial advisor with Mass Mutual Investors Services in Tallahassee, FL, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2020 and previously worked at Securities America Advisors, Inc. and Securities America Inc. Outside of his advisory role, Hamrick is involved in insurance sales through several entities, including The Hamrick Group, LLC, and Atlas Atlantic Assurance Agency, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, structuring planning engagements as ongoing, collaborative relationships based on detailed client information and firm-approved analytic tools.

Bruce Roberson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked in various capacities within the Wells Fargo organization since 2009. Roberson has ownership interests in two investment-related businesses based in Tallahassee, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels, offering tailored recommendations through its research and planning tools.

Michael Grant is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides a variety of investment services including wealth management strategies, investment manager selection, and portfolio performance tracking and guidance. He focuses on family wealth management strategies, liquidity management, personal retirement planning, and retirement income. With over 20 years of experience as a financial advisor, Michael works to address the financial affairs of families in his area, helping clients with estate planning issues and collaborating with their advisers to develop estate plans. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Michael is a graduate of Florida State University and resides in Tallahassee. In his personal time, he enjoys golfing, spending time with his family, and traveling.

Donna Rudd is a financial advisor with LPL Financial in Tallahassee, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior work includes roles at Lincoln Investment Planning, Service Corporation International, Bank of America, and Merrill. She serves on the board of the North Florida Fair Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options supported by both proprietary and third-party resources.

Charles Robinton III is a financial advisor with Raymond James & Associates based in Tallahassee, FL. He holds a Series 63 designation and has 36 years of industry experience, including 20 years with Raymond James & Associates. Raymond James & Associates, Inc. is a large 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 charitable organizations, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles and affiliated research.

Lara Finebloom is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management, where she is a valued member of the DWFDA Wealth Management Group. She specializes in working with high-net-worth individuals and families, creating tailored strategies and providing access to banking solutions from Bank of America. Lara offers thoughtful guidance on financial challenges and opportunities, drawing on the support of a successful and experienced team. She focuses on client relationships and measures her success by clients reaching their financial goals and their satisfaction with personalized service. With twenty-nine years of experience, Lara holds Series 7, Series 63, and Series 66 FINRA registrations and is a Chartered Retirement Planning Counselor™ designee. Throughout her nearly three-decade career at Bank of America and Merrill, she has gained expertise in lending, banking, management, operations, and investments, providing clients unique insights into various aspects of wealth management planning. Lara was named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list. She earned a Bachelor's Degree from Florida State University and moved to Tallahassee in 1993, where she has made her home. Lara and her husband, Elliott Finebloom, whom she married in 2015, both hold degrees from Florida State University. They enjoy spending time with family, gourmet cooking, entertaining, and traveling.

Mark Null is a financial advisor with LPL Financial based in Tallahassee, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Waddell & Reed, Inc and the Leads Group, as well as service in the United States Marine Corps. He also has an affiliation with Rally Point Financial Group, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services and combines scale in non-advisory financial activities with a large network of advisors and significant oversight of client assets.

Richard Williamson is a financial advisor with Wells Fargo Clearing in Tallahassee, FL, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he is involved in residential property renovation and flipping through partnerships in Tallahassee. 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 supported by research and analytics.

Stephen Huggins is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following a four-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.