James Fiallo is a financial advisor at Merrill in Jacksonville, FL, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015, previously working at Bank of America, N.A. since 2021. 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.

Filipe De Barros Gusmao is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Deutsche Bank Securities Inc, Merrill, Raymond James & Associates Inc, and Concourse Financial Group Securities Inc. In addition to his advisory role, he operates Gold Tree Financial Inc, providing insurance and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions, utilizing asset allocation tools and automated portfolio management.

Charles Hofmann is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. He is based in Jacksonville, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

David Mehler 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 and also works with Bank of America, N.A. since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Samuel Dickson is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo affiliates since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Johnson is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2019, following ten years at Bank of America and fifteen years at Merrill. Outside of his advisory role, he is a band member in a local group called Lost in the Grass. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary plan-level investment management options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregg Stupinski is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes over a decade at Morgan Stanley Smith Barney LLC. He is also a partner in Mill Brook LLC, a business involved in renovating apartments for vacation rentals. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

John Deming is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, The Vanguard Group, and Amerisource Bergen. He has also been involved with Missionary Companion Ministries. 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 diverse client base including individuals, pension plans, corporations, and charitable organizations.

Austin White is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he spent ten years working in the landscaping industry. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains regulatory registrations and governance procedures uncommon among large institutional peers.

Mandel Dauphine is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America N.A. since 2014. 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.

Angela Brown is a Vice President and Financial Consultant at Fidelity Investments. In her current role since 2022, she partners with clients at various stages of life to work toward financial balance utilizing Fidelity's unique planning process. She has experience in stock plan services, retirement and income planning, as well as investment and wealth planning. Angela has worked in the financial services industry since 2010, holding positions as a Financial Advisor at First Command Financial Services, The Principal Financial Group, North Florida Financial Corporation and The Guardian, before joining Fidelity Investments in 2018. Angela holds a California Insurance License. Outside of her professional work, she has interests in cooking and baking, football, gardening, outdoor adventures, theater, and traveling.

Kristofer Maher is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held various roles across different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Iris Bonet is a financial advisor with UBS Financial Services in Ponte Vedra Beach, FL, holding Series 63 and Series 66 credentials and having eight years of industry experience. She previously worked at Fidelity Brokerage Services, Advocacy Wealth Management, and Merrill. Outside of finance, she owns and operates a photography business and is active in music production and performance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jamie Ellison is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. She 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Lynn Polley Hoffman is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. Outside of her advisory role, she is involved in several business ventures as a managing member and serves as president of Need More Pink, Inc., a nonprofit networking group focused on promoting professional women. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit organizations. The firm offers financial planning and investment consulting services with a range of portfolio management styles, and provides specialized municipal advisory services alongside its broad affiliate network.

Steve Nadeau is a financial advisor at Merrill in Jacksonville, FL, with 26 years of industry experience. He has held his current role at Merrill Lynch since 2009. He holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Jeffrey Jones is a financial advisor with Mass Mutual Investors Services in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He is also the owner of multiple CPA practices, including Jones & Company, LLC and Gray, Callison & Jones, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing a structured, collaborative planning process that utilizes firm-approved analytical tools.

Zachary Burnett is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Chris Hoomany is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he partners with executives to help them maximize their employer-sponsored benefits and navigate complex financial decisions. He focuses on designing personalized financial plans that provide clients with confidence and a clear path toward achieving long-term goals. Chris has been with Fidelity Investments since 2020, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and multiple levels of Investment Solutions Representative before assuming his current position in 2025. His experience spans client service and investment solutions within the company. He holds an Arkansas Insurance License.

Kyle Van Zanden is a financial advisor with Charles Schwab in Jacksonville, FL. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2025. Prior to his current role, his background includes positions in full-time education and work at NEP Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts, supported by centralized custody and operational structures.