Audrey Berry is a financial advisor at Merrill with eight years of industry experience. She has been with Merrill since 2017. Audrey holds a Series 66 designation. 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, pension plans, charitable organizations, and corporate fiduciaries.

Joshua Allen is a financial advisor at Fidelity with four years of industry experience. He has held positions at Fidelity Investments since 2021 and previously worked at Allen Fleet, Michaels, and M Shack. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Angelo Cristobal is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes eight years at Navy Federal Credit Union. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on a variety of investment portfolios.

Alexander Sokolowski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation. He has been with Merrill since 2025 and has prior experience at Target and in public sector roles in Alachua County. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Arianna Bittner is a Series 66-licensed financial advisor with Fidelity Investments in Jacksonville, FL. She joined Fidelity in 2026 and has prior experience at ABC Fine Wine & Spirits and Flagler's Legacy, along with a background in education at Creekside High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

James Kelly is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with notable activities including delegation to sub-advisers and the use of algorithmic methods and AI in portfolio management.

Branko Drakalski is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior experience includes roles at Merrill and Stopanska Bank AD Skopje, as well as academic work at the School of Economics and Business in Ljubljana, Slovenia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Christopher Flick is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at RP Funding Inc and PHH Mortgage Corporation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Jorgie Fis is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. Jorgie has worked at Merrill across multiple periods since 2013 and has also been employed by Bank of America, N.A. since 2026. Outside of financial advising, Jorgie works as a delivery driver for Amazon Flex. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Madison Taylor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Madison worked in various roles including at HireGenics and FedEx Office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jessica Nevens is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments since 2021 and prior service with the National Multiple Sclerosis Society. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Sean Fortenberry is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Fidelity Investments since 2011 in various roles and was previously with Merrill from 2017 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and an advisor to multiple registered investment companies.

William Forrester Jr. is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and has held roles at Cetera Wealth Services, Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of advisory work, he owns Crimson Creek Farms LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Marlon Herrera is a CFP® and Series 66-registered financial advisor with nine years of industry experience. He is currently with Edward Jones in Jacksonville, FL, having previously worked at Southern Capital and Bank of America, N.A. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors and 15,121 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Ryan Murdock is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2012. Outside of his advisory role, Murdock is involved in local history tours in St. Augustine, Florida, serving as a guide and operating a walking tour business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves retail and institutional investors, including registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Ashley Miller is a financial advisor at Merrill in Jacksonville, FL, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Merrill and Bank of America, N.A. since 2012 and 2013 respectively. She also spent ten years at Locust Hill Country Club prior to her current roles. 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 investment management with Bank of America’s broader corporate platform, including access to swaps, derivatives, lending, and custody services.

Joseph Tomasso is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at New York Life and Macmillan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Logan Teate is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity Investments since 2021. His prior roles include positions at the University of North Florida and Sawgrass Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in managing model portfolios.

Charles Huber is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including positions at Universal Roof & Contracting and Eleven South. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Laura Kukaj is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to her current role, she held positions across several hospitality companies and educational institutions. 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.