Randall Looney is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2017, serving in various capacities including Investment Management Consultant, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience encompasses client relationship management and developing customized financial plans to align with clients' short-term and long-term financial goals. Randall holds insurance licenses in Arkansas and California. Outside of his professional work, Randall's personal interests include attending concerts, family activities, exploring food, football, golf, and caring for pets.

Jorge Longueira is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, business-owner transition, and specialized niche planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Michael Marsilio is a financial advisor at Fidelity with eight years of industry experience. He holds Series 66 and Series 63 registrations and has worked at Fidelity Brokerage Services LLC since 2018. Prior to that, he was employed at Barnes & Noble Inc. from 2015 to 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

James Gallagher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2012 and previously spent 11 years at Fidelity. Outside of his advisory role, he is a partial owner of a real estate LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance along with access to discretionary separately managed accounts and a broad range of integrated brokerage, custody, and financial planning services.

Raeanne Mc Carty is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 5 years of industry experience. She has previously worked at VyStar Credit Union and State Farm. Outside of her advisory role, she owns a craft hobby sales business and a portrait photography service. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

Gregory Lowder is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services, Inc. for six years. He is also associated with Agility Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals.

David Rea is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Cetera and Regions Bank. His prior roles include positions at Wells Fargo Clearing, Bank of America, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios as well as bespoke strategies.

Vannyda El Ani is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2015 and concurrently with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IR S-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Megan Hitt is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior experience includes multiple roles at Daytona State College and a seven-year tenure at AdventHealth Daytona Beach. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios and serves in advisory roles for various registered investment companies and fund-of-funds.

Albert Lupcho III is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Merrill since 1991. 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.

Gary Whittaker is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and offering 40 years of industry experience. He previously spent 10 years with Ameriprise Financial Services, Inc. Outside of his advisory role, he operates Eagle Legacy Wealth, an entity associated with his LPL business. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Kristine Walker is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 and Series 63 credentials. Her prior work includes roles at Fidelity Brokerage Services LLC, Fidelity Investments, and VyStar Credit Union. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jennifer Engelstad is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2018 and previously worked at Kelly Educational Services. Outside of advising, she is a co-owner of several rental properties in Jacksonville Beach. 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 various institutional investors.

James Stone is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2007, serving in various roles including Portfolio Specialist, Client Management Representative, High Net Worth Service, and Financial Services Representative. His extensive experience within Fidelity has provided him with a comprehensive understanding of financial planning and client service. James holds insurance licenses in Arkansas and California. He is committed to getting to know his clients personally to develop unique financial plans tailored to their individual goals and family needs. Outside of his professional work, James is interested in fitness, golf, and volunteering.

Melissa Dellarocco is a financial advisor at Wells Fargo Advisors in Jacksonville, FL, holding a Series 66 designation with 26 years of industry experience. She has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition and special-needs analysis.

Stela Fiku is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2016 to 2019 and spent nine years at Florida State College at Jacksonville. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dartling Minoso is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Merrill, Minoso worked at DXC, NYLIFE Securities LLC, and New York Life. 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 plans, corporations, and charitable organizations.

Alan Zinkin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Sequoia Financial Group, Tudor Securities, EisnerAmper LLP, and BNY Mellon Wealth Management. Outside of advisory work, he performs financial institution duties at VyStar Credit Union and acts as a fiduciary for his father. LPL Financial is a national investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various technological tools.

Kimberly Cooke is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and with 18 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is the owner of Cooke Junior Golf LLC, an organization focused on youth golf development, and serves on several committees at Mandarin United Methodist Church. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Neelesh Jaiswal is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been associated with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2014. Outside of his advisory role, he is the owner of a recreational cricket team, Rising Stars, based in Jacksonville, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.