Shelley Conine is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2017, following two years at AllState Insurance Company. 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 accounts.

Clay Triplett Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill since 2011 and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 having 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, 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 and profit-sharing plans, corporations, and charitable organizations.

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. Before joining Merrill, he had roles with ISI Language School Japan Shibuya and the U.S. Department of Veterans Affairs, as well as service in the United States Marine Corps. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

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 at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Merrill Lynch since 2000. 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, pension plans, corporations, and charitable organizations.

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 a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she engages in selling used clothing, accessories, and household items online through Poshmark on a part-time basis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with both Merrill and Bank of America, N.A. since 2013. 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.

John Price is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, including a concurrent role at Bank of America. His prior experience includes positions at Price Investments and LPL Financial. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.