Arjun Bhandari is a financial advisor with Mass Mutual Investors Services in St. Augustine, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and New York Life Insurance Co. Mass Mutual Investors Services operates as 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 emphasizes collaborative annual planning engagements and offers educational seminars alongside its investment programs.

Sarah Hall is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at NDM Hospitality, Magna and Associates, and Atlantic Beach Country Club. Sarah also serves as an officer managing the Durbin Crossing Community Development District in St. Augustine, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research with quantitative analysis and systematic methodologies, incorporating algorithmic portfolio construction and oversight of sub-advisers.

Jason Delay is a CFP® with 13 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Brokerage Services, LLC since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brandon Remley is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes roles at TD Bank, VyStar Credit Union, and Trustline Mortgage. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Michael Sharp is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Merrill Lynch since 2000, totaling 26 years of service at the firm. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies including model-based and discretionary options. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries as part of the Bank’s broader corporate platform.

Ashishkumar Patel is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at NewRez LLC and Pharmakon LLC, along with time spent with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also specializes in fund advisory and model portfolio delivery, with distinctive regulatory registrations and advisory roles for multiple registered investment companies.

Nicholas Fullerton is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked at multiple firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, he is CEO of Voyager Financial Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

William Hunt Jr. is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research and quantitative analysis, utilizing systematic methodologies for portfolio construction and oversight.

Evan Ruffino is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at FanDuel and held various positions in retail and staffing. Outside of finance, he has worked as a freelance musician for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ashley Juiliani is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2007. Outside of her advisory role, she engages in selling used clothing, accessories, and household items online through a part-time business on Poshmark. 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.

Zachary Armour is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience, including prior roles at Diamonds Direct and several jewelry and marketing firms. Outside of finance, he is the founder of Bold City Salsa, where he teaches dance classes and hosts community events, and creates content for ComicVentures, a comic book community blog. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

John Busta Jr. is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 13 years of industry experience. He has been with Bank of America and Merrill since 2013. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s corporate platform, providing access to a wide range of products and services.

John Price is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, N.A., and LPL Financial LLC. 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 a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s corporate platform, allowing access to a wide range of investment products.

Daniel Rollan is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2015. Outside of his advisory role, he performs as a freelance trumpeter with musical groups in the Jacksonville area. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, providing investment management and advisory services through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its role advising multiple registered investment companies and fund‑of‑funds.

Christopher Vickers is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-fund structures, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Fauss Tatoute is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Tatoute held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Publix. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery for intermediary platforms.

Tristan Haines is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. 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 a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader corporate platform to provide access to a wide range of investment products and services.

Demari Adams is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, Adams held positions at Bank of America, consumer investments, and several other organizations. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based, discretionary, and related investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

David Yidi is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Merrill and Bank of America since 2018. Outside of his advisory role, Yidi is involved in for-profit business activities including ownership and officer positions in limited liability companies related to real estate investments and property management. 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 a wide range of individual and institutional clients.

Hans Boehm is a financial advisor at Primerica Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1999. Outside of his advisory role, Boehm works as a pro bono attorney. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing.