Jordan Boykin is a financial advisor with Fidelity Investments based in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at CrossCountry Mortgage, Volvo Cars of Louisville, and Humana. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios using systematic methodologies and oversight controls.

Vincent Golino is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citibank and Fedex Office. Currently based in Jacksonville, FL, Golino has been with Fidelity Brokerage Services LLC since 2019. Fidelity’s Strategic Advisers LLC, where Golino is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and systematic methodologies in managing model portfolios.

Amy Schweitzer is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 66 and Series 63 credentials and has worked in various capacities within Fidelity since 2016. Outside of her advisory role, she is a licensed realtor involved with St Johns Realty Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Jeremy Costa is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he serves as a co-trustee for an irrevocable living trust. 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.

Scott Read is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on helping clients define, prioritize, and pursue their financial goals while building lifelong relationships. He utilizes Fidelity's trusted brand, advanced planning tools, and cost-efficient investment platform to support his clients. Scott has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, he worked as a Financial Advisor at USAA from 2011 to 2013. He holds an Arkansas Insurance License.

Janeesha Copeland is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2010 and 2013, respectively. Outside of her advisory role, she owns and finances a tree service business in Jacksonville, Florida. 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.

Ryan Douget is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022. Outside of his advisory role, he has experience in the beverage industry, including a position at St Augustine Distillery. 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.

Christian Testa is a Series 66 licensed financial advisor with LPL Financial, based in Jacksonville, FL. He has two years of industry experience, including roles at VyStar Credit Union since 2020 and LPL Financial since 2023. Outside of his advisory work, he is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Christopher Beutel is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership in a landscaping and lawn care business operated by his son. 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 grounded in diversification principles and modern portfolio theory.

William Maicon is a financial advisor at Thrivent Investment Management with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent since 2020. His prior roles include positions at MWA Financial Services, Modern Woodmen of America, and real estate firms such as Grand Living Realty and Coldwell Banker Premier Properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, maintaining a separation between planning and portfolio management.

Bernard Baran is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Stillwater Wealth Management prior to his current role. Outside of his advisory work, he was involved with Maple Leaf Nutrition LLC for eight years. 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 a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Shannon Scott is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining Merrill and Bank of America in 2020, Scott worked at Edward Jones and was self-employed as an independent contractor. Outside of advising, Scott is the sole owner of a rental property business in High Springs, Florida. 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.

Jany Barros Tovar is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to joining Merrill, Jany held roles at Italian Terrazzo & Tile Co. of Brevard, LLC, JCA–Jewish Community Alliance, Inc., and Editora Positivo S.A. 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 a range of clients including individuals, high-net-worth investors, and organizations.

Ryan Chesler is a financial advisor at Merrill with 12 years of experience at the firm and holds a Series 66 designation. He is based in Jacksonville, FL, and has a total of five 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Rush Hanner is a financial advisor with Fidelity, holding a Series 66 designation and 24 years of industry experience. He has been with Fidelity Brokerage since 2006 and has worked across multiple Fidelity business units since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brian Chappell is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He previously worked for UBS Financial Services for 21 years before joining Raymond James in 2023. Chappell serves on the finance and investment committees for both Hope Haven, a nonprofit organization, and the Jacksonville Police and Fire Pension Fund. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports both retail and institutional clients through a broad advisor network.

Julie Pham is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes several roles at Arizona State University and Greenway High School. 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, pension plans, corporations, and charitable organizations.

Matthew Heavener is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously at Citicards and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, overseeing affiliated and unaffiliated sub-advisers while maintaining documented governance and proxy-voting procedures.

Kathryn Amodeo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Publix and several community and educational organizations in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Bryan Treadway is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2004 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an officer for Treadway Rental Properties, LLC, where he monitors rental income. 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.