Manuel Dortch is a financial advisor with Merrill based in Jacksonville, FL. He holds a Series 66 designation and has 19 years of industry experience. His career includes roles at Merrill since 2006 and Bank of America, N.A. since 2011. 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 a broad client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s corporate platform and provides access to a wide range of financial products and services.

Joseph Miley is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Amazon, Textron Specialized Vehicles, and Bell Helicopter. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, enabling access to a wide variety of investment products and related services.

Mariam Morris is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked with Fidelity Investments since 2025, following several years at FIDELITY Brokerage Services and prior experience at Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory solutions, model portfolios, and fund advisory services.

Christopher Bady is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2015 and Bank of America since 2018. Outside of finance, he is involved in a multi-level nutrition company and serves as a consultant selling cargo containers. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Patrick Ruane II is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity divisions since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it engages in advisory roles that include fund management and delivery of model portfolios.

Mark Dzikowski is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional accounts. The firm offers model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and other affiliated managers, integrated into Bank of America’s broader platform.

Darren Pepper is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Marriott Vacations Worldwide. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Seabron Oliver is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Citigroup, AllSource PPS, and Powertech America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide array of financial products and services.

Michael Lehman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2023 and has prior experience at Marriott, McCaffrey's Food Market, UPS, Coastal Carolina University, and New Hope-Solebury High School. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Justin Copeland is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to understand their short- and long-term objectives and develops financial plans tailored to their individual circumstances. He emphasizes building strong, lasting relationships with clients and their families while maintaining high standards of professionalism. Justin has experience in various roles within the financial industry, including Investment Management Consultant at Fidelity Investments from 2021 to 2024, Investment Advisor at Merrill Edge from 2019 to 2021, Investment Consultant at Merrill Edge from 2017 to 2019, and Investment Services Representative at Fidelity Investments from 2015 to 2017. He holds insurance licenses in Arkansas and California.

Ryan Spencer is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at LoanCare and TIAA Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Ashton Campbell is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, beginning as a Workplace Planning Consultant, then serving as a Planning Consultant before his current position. Prior to joining Fidelity, Ashton worked as a Universal Banker at Truist Bank from 2020 to 2021. His professional experience encompasses financial planning and consulting, with a focus on developing financial plans tailored to clients' goals, whether it involves wealth building, retirement transition, or legacy construction. Ashton holds insurance licenses in Arkansas and California. Outside of his professional work, Ashton engages in family activities and enjoys fishing, football, movies, and music.

Saeid Ejmali is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles at Fidelity Investments and prior experience in insurance and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Travis Reap is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His previous roles include positions at Ameriprise, Ameriprise Financial Services Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Shelley Conine is a Series 66 licensed financial advisor at Merrill with 12 years of industry experience. She has worked at Merrill since 2016 and has been affiliated with Bank of America, N.A. since 2017. Prior to this, she spent two years with AllState Insurance Company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Clay Triplett Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Merrill since 2011 and Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Nathanael Jones is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020. His prior roles include positions at Amerilife of North Florida and AMS Retail Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios through a systematic approach and oversight of sub-advisers.

Troy Puls is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Merrill since 2018 and previously worked at ADT Security Services, Pet Paradise Resorts, and Bank of America. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based, discretionary, and tax-aware investment strategies integrated within Bank of America’s larger corporate platform.

Edi Mustafallari is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity in 2024, he worked at Fanatics from 2021 to 2023. Outside of his advisory role, he participates in buying and selling sports trading cards through the eBay platform. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of mutual funds, ETFs, and ETPs.

Steven Schupke is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His background includes service in the United States Marine Corps and roles at the U.S. Department of Veterans Affairs, Jacksonville University, and ISI Language School Japan Shibuya. 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 a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.