Jason Johnson is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial goals and develop tailored strategies to pursue those objectives. Jason assists clients with a range of services including investing, retirement planning, and preparation for unexpected financial needs. He also coordinates access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Jason holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of North Texas. His approach focuses on uncovering what matters most to clients and their families to help create effective financial plans aligned with their priorities.

Hunter Mckibben is a Financial Consultant at Fidelity Investments. In his role, he prioritizes building strong client relationships and develops financial strategies tailored to individual client needs. He aims to guide clients through complex financial decisions with disciplined planning and thoughtful advice. Hunter has held various positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Investment Solutions Representative from 2022 to 2023. He holds insurance licenses in Arkansas and California. Outside of his professional duties, Hunter has interests in baseball, boating, fishing, football, golf, and parenthood.

Justin Froess is a Series 66 credentialed financial advisor with Merrill in Jacksonville, FL, where he has worked since 2007. He has 19 years of industry experience. 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 plans, charitable organizations, and corporate fiduciaries under the Bank’s agreements.

Grant Kettering is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Ameriprise and various non-financial jobs before joining Fidelity. 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 manage discretionary and non-discretionary portfolios.

Linneo Mantay is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Pruco Securities, LLC for 32 years prior to joining LPL Enterprise in 2024. Mantay serves on the Jacksonville University College of Arts and Sciences Advisory Board and is involved with the Belpoint Office Condo Association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Eddie Reid is a financial advisor at Fidelity with 18 years of industry experience. His background includes roles at JP Morgan Securities LLC, JPMorgan Chase Bank, Bank of America, and Merrill prior to joining Fidelity. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Glenia Castellon is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Her background includes roles at JPMorgan Chase Bank, CitiBank, and Ocean Bank. 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 manager due diligence and applying an ESG eligibility framework when recommending strategies.

Tiffany Anderson is a financial advisor with Fidelity Investments in Jacksonville, FL. She holds Series 66 and Series 63 licenses and has five years of industry experience, including prior roles at Wells Fargo Bank and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves notable roles in fund advisory and proxy voting.

Jon Hill is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Ameriprise since 2016 and is based in Jacksonville, Florida. Outside of his advisory role, he co-owns several LLCs related to real estate and business management with a partner, including entities formed to assist with loan payments and managing jointly owned real estate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary investment research and third-party data, providing non-discretionary recommendations tailored to clients meeting specific asset criteria.

Kristine Albano Santorelli is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan entities since 2011, with a brief hiatus from 2023 to 2025. J.P. Morgan Securities LLC 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 recommendations.

Jennifer Frederick is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked across several 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Davon Phillips is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill since 2011. Outside of his advisory role, Phillips owns M.O.E. Sports Management, LLC, a Jacksonville-based company providing photography and videography services to businesses in the health, sports, and fitness sectors. Merrill offers managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates investment strategies from its Chief Investment Office and third-party managers, leveraging Bank of America’s corporate platform for access to a wide range of products and services.

Miley Gabriel is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, Gabriel worked in educational and retail settings, including The University of North Florida and Whole Foods Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Baher Abdelmalek is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including PNC Bank and Huntington National Bank, prior to joining Fidelity. Abdelmalek’s background also includes roles outside finance, such as work at Purdue University and College of DuPage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that incorporate mutual funds, ETFs, and ETPs.

Logan Whitmore is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. He has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a variety of investment vehicles.

Nicholas Holtz is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. 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.

Maggie Luke is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, with 13 years of industry experience. She has worked at Merrill since 2012 and concurrently at 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. The firm integrates investment management with the broader Bank of America platform, which includes access to a wide range of financial products and services.

Jason Hall is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and has prior experience with Spring Mobile, Atlantic Aviation, and Honours Golf. Fidelity’s Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Derek Bourne is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2013. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, leveraging its integration with Bank of America’s broader platform to provide access to a wide set of products.

Pamela Lawson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles at Fidelity Investments, Walmart, BBVA Compass Insurance Agency, BBVA Securities, and BBVA Compass/Pnc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive use of systematic methodologies and formal advisory roles for multiple registered investment companies.