Nadine White is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A. from 2016 to the present. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Qingquan Li is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with eight years of industry experience. His career includes multiple roles at Merrill since 2017, as well as a position at Centers Plan for Healthy Living from 2016 to 2017. 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.

Curt Duncan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent ten years at Fidelity Investments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ryan Sands is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial roadmaps that align present decisions with future goals. He has been serving in this role since 2025. Prior to this, Ryan worked as a Financial Representative at Fidelity Investments from 2023 to 2025. Outside of his professional career, Ryan's personal interests include spending time at the beach, engaging in family activities, following football, parenthood, and caring for pets.

Audrey Berry is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with Merrill since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program 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.

Joshua Allen is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Allen Fleet, Michaels, and M Shack. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers model portfolios to intermediary platforms.

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 at Merrill with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Target, the Alachua County Tax Collector's Office, and the Alachua County Board of County Commissioners. 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 institutions.

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 having 12 years of industry experience. He has worked at Merrill since 2013, with a brief tenure at other firms including Bank of America, N.A., Premium Choice Insurance Services, Selectquote, Schneider National Inc, and Swift Transportation. Outside of his advisory role, he works as a delivery driver for Amazon Flex. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers.

Madison Taylor is a financial advisor at Fidelity with one year of industry experience. They hold a Series 66 designation and have prior work experience in both the financial sector and various service roles. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.

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 with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2012. Prior to her current role, she worked at Bank of America and was involved with Locust Hill Country Club for ten years. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

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.