Shelby Burke is a financial advisor at Raymond James & Associates with seven years of industry experience. Holding a Series 66 credential, Burke has worked at Raymond James since 2019, following roles at Securities Service Network and Webbert Financial Planning. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that are generally non-discretionary, supported by a range of portfolio management styles and firm research.

Emily Box is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Prior to joining Merrill, she worked at First Coast News and WUFT PBS. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Parker is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Bank of America N.A. and Merrill. Outside of finance, he was involved with Strike Zone Fishing during his college years. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and broad program options.

Christopher Danford is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Danford serves as a board member for Lutheran Services of Florida, an organization providing various community services across the state. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and planning without discretionary trading authority. Their approach integrates planning with managed-account programs under a consolidated billing option while maintaining separate services.

Adam Dorman is a financial advisor with LPL Enterprise LLC in Jacksonville, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co., Edward Jones, Fidelity Investments, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Cardboard Collection Connection in Jacksonville. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales through an affiliated agency.

Sean Kernohan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2017. Outside of advising, he owns Beloved Saint Studio, a graphic design and media company offering services such as online graphics, website creation, photography, and videography. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies supported by internal and third-party managers.

Robert Winsor Jr. is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Bloomberg LP. He is a partner and owner of RHEI Private Client Group, LLC, an entity used for pass-through compensation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, annual planning engagements using firm-approved analytical tools.

Willie Arrington II is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Merrill since 2000. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rahim Ali is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at United Real Estate Gallery and Sports Quest International. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer strategies. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

Joshua Scott is a financial advisor with Merrill holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Merrill, he held various roles across multiple industries including healthcare and hospitality. 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.

Spencer Merriam is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2014 and became part of the Merriam Team in 2015. In his role, he advises clients by implementing tailored strategies aimed at achieving their long- and short-term financial goals. He also oversees portfolio changes for the team and conducts investment research to support portfolio decisions. Spencer holds a Bachelor's degree in Finance from the University of North Florida and a Master's degree in Finance from Florida State University. He has earned professional designations including Accredited Asset Management Specialist (AAMS), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Spencer enjoys playing golf and tennis. He is an active volunteer with the local Jacksonville Gator Bowl Charity Club and is a member of the Bowden Society at Florida State University.

Daryle Barnard is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, Barnard is a general partner and managing member of Casual Evangelization, a digital platform providing spiritual and religious content. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mikala Michael is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments and State Farm Insurance. 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.

Amber Oliver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. She previously worked at Rainmaker dba Align Wealth Management, a practice of Ameriprise Financial, for seven years and has experience at Stock Yards Bank and Trust. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of wealth advisors, applying an ESG eligibility framework in its recommendations.

Jefry Sulbaran is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Argos Wealth Management, Coastal Wealth (a Mass Mutual subsidiary), UBS, and StoneX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joshua Fitzgerald is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies designed by internal investment teams and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Bradford Price is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2011. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lance Lichorat is a financial advisor with MassMutual Investors Services in Ponte Vedra, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE Securities from 2011 to 2017. Outside of his advisory role, he owns 3S Wealth LLC and works as an insurance agent specializing in dental, disability income, life, accident, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using firm-approved analytical tools and programs, including recent additions such as Divorce Planning and employer-sponsored planning services.

Joseph Harris III is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, where he has worked since 2010. He has 16 years of industry experience. 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 and profit-sharing plans, corporations, and charitable organizations.

Andres Jurado is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012 and 2013, respectively. Outside of his advisory role, he works part-time as a hospital interpreter at Baptist Hospital ER and delivers for Uber. 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, and institutions, with support in trading, account administration, and custody.