Robert Burge is a financial advisor at Merrill with over 31 years of industry experience. He has been with Merrill since 2010 and holds Series 63 and Series 65 licenses. 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.

Jeremy Stanberry is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and previously worked at Brandon Thomas State Farm Agency and O'Reilly Auto Parts. Outside of his advisory role, he has worked as a retail employee at O'Reilly Auto Parts. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shawn Chapman is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2017. Prior to that, he spent two years at the U.S. Office of Personnel Management. 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 accounts.

Gary Perl is a CFP® with 26 years of industry experience, currently affiliated with Raymond James & Associates. He previously worked at Morgan Stanley and its related entities for 15 years. Outside of his advisory role, he is an owner of IOP Group LLC, a real estate business based in Jacksonville, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by affiliated research and model manager options.

Robert Garrido Lecca is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services, LLC, Bank of America, and Pro-Vigil Surveillance Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to serve its clients, along with formal oversight and governance procedures.

Zoe Smith is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2020. Prior to her financial career, she served for two years with the United States Peace Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a range of fund-of-funds and model portfolios with systematic methodologies.

Charles Taylor is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, JP Morgan Chase & Co., and a period of self-employment. Based in Jacksonville, FL, Taylor has been with Merrill and Bank of America since 2022. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of financial products and services beyond standard managed accounts.

Ian Sneed is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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.

James Furlow is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Merrill since 2005. Outside of his advisory role, he performs as a saxophonist for a wedding band. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Xhoel Gjata is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America, Year Up, and Uber Eats. 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 accounts.

John Curls III is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2014 and concurrently works with Vystar Credit Union since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Adam Russell is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of his advisory role, he is an owner of a family business in Jacksonville, Florida. 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 and profit-sharing plans, corporations, and charitable organizations.

William Hardegree III is a CFP®-certified financial advisor with 33 years of industry experience. He has been with Wells Fargo Advisors since 2020, following previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Pickett and Hatcher Educational Fund, Inc. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using Wells Fargo research and tools, delivering these through meetings and written summaries.

Bryan Shore is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He previously worked at Scottrade, Inc. for 10 years before joining Thrivent in 2018. Outside of his advisory role, he occasionally lists a personal vehicle for rent through the platform Turo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers comprehensive written recommendations on various financial topics and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan.”

Joshua Kettren is a financial advisor with Fidelity who holds a Series 66 designation and has 20 years of industry experience. He previously worked at Merrill from 2006 to 2018 before joining Fidelity Brokerage Services LLC in 2018. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers advisory services including discretionary and non-discretionary management.

Rene Gonzalez is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise offers a retirement-income planning service targeting individuals nearing 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 in its approach and operates as a large institutional firm offering a broad range of advisory, brokerage, and insurance solutions.

Andre Williams is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for nine years. Outside of his advisory work, he co-owns Poise and Execution, LLC, a business that sells sports memorabilia. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources with diversification principles and modern portfolio theory to support its investment decisions.

Juan Osorio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, Merrill, Edward Jones, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith. Outside of his advisory role, Osorio owns Cardkicksnflips LLC, where he live streams on weekends. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm combines internal research with third-party analytics and offers brokerage and advisory solutions across a large national platform.

Allison Edge is a financial advisor with Equitable Advisors holding a Series 66 designation and six years of industry experience. Her work history includes roles in logistics, restaurant management, and education prior to her current position. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors for managing advisory solutions.

Quan Pham is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked with Merrill since 2012 and has been associated with Bank of America, N.A. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.