Suzette Blasini is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked as an independent realtor and as an educator with VIPKIDS. Outside of her advisory role, she serves as treasurer for Boy Scout Troop 389 and works as an independent contractor coordinating real estate transactions. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction for its model portfolios.

Derek Hoffman is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios that include mutual funds, ETFs, and ETPs.

Philip Bowers is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America N.A. He is based in Jacksonville, Florida. 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, and institutional investors.

Taylor Westbrook is a Planning Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. In these roles, Taylor focuses on financial planning and education, aiming to tailor financial strategies to the unique objectives of each client. Taylor holds insurance licenses in Arkansas and California. This professional background supports a comprehensive approach to helping clients understand and manage their financial situations. Outside of work, Taylor has interests in baseball, fishing, football, golf, surfing, and traveling.

Laura Tate is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Merrill Lynch since 2011. Outside of her advisory role, she owns Ruff House Retreat, LLC, a non-investment-related business. 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.

Palmeira Burnsworth is a Series 66-licensed advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2007, based in Jacksonville, FL. 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.

Rachael Naylor is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and models to assist clients in managing approximately $2.74 trillion in assets.

Derek Knadle is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2015, including roles at 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, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, manages multi-manager and fund-of-funds structures, and supports model portfolio delivery to intermediary platforms.

Wendi Orr is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Thrivent Investment Management in Jacksonville, FL. Prior to joining Thrivent, she held positions at Fidelity Investments and has a diverse work background including roles in child care and community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan platform, maintaining financial advisor-led plan development and periodic reviews.

Justin Harris is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has been with Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Robert Rafacz is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services, utilizing an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products.

Peyton Sayer is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Their work history includes multiple roles at Fidelity Investments and previous positions at the University of Georgia, Ben Epps Airport, Publix Supermarkets, and the University of North Georgia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Luke Nietz is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 10 years of industry experience. His work history includes roles at Raymond James and Associates, 3 Points Preservation, Carrington Holding Company, and TIAA-CREF prior to 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. The firm is noted for its advisory role to registered investment companies, use of algorithmic and AI-driven research methods, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Alex Zellers is a financial advisor at Merrill with a Series 66 designation and two years of experience in the industry. Prior to joining Merrill, he worked at Carmax and held positions at the University of North Florida and Publix. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Antonio Conticelli is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 27 years of experience in the financial services industry and joined Merrill Lynch Wealth Management in 2012. Antonio works with high-net-worth individuals and families to understand their priorities and provide personalized attention and disciplined, customized strategies. He helps clients identify their primary financial goals and needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. His approach encompasses a range of investment options such as equities, fixed income, alternative investments, options, and ETFs. Additionally, he offers clients access to banking, credit, and lending services through Bank of America, N.A. Antonio holds a Bachelor's degree from Mount Saint Mary's University and the Merrill designation of Personal Investment Advisor (PIA). He is a past member of the Mount Saint Mary's University President's Council. He speaks both English and Italian. Antonio and his wife Barbara reside on Amelia Island, FL. They have been married for over 46 years and have two children and two grandchildren. Antonio is actively involved in his community as a lector and a member of the Finance Council at St. Michael Catholic Church in Fernandina Beach, FL. Clients have entrusted Antonio and his team with over $425 million in client balances as of January 1, 2025. Through his work, he aims to craft financial strategies designed to help clients pursue their long-term goals, while managing and preserving wealth for current and future generations.

Marcella Coppola is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 65 and Series 63 registrations and eight years of industry experience. Her work history includes roles at Wells Fargo Bank, TD Bank, JP Morgan Chase, and Englewood Savings and Trust. Outside of finance, she works part-time as a cashier in a grocery business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brad Rude is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held multiple roles at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Sean Furlong is a Series 66-licensed financial advisor with Merrill, based in Jacksonville, FL, and has 11 years of industry experience. He has been with Merrill and Bank of America since 2014. 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, and institutional investors.

Daniel Roma is a Financial Consultant at Fidelity Investments. He partners with individuals and families to develop financial plans aimed at enhancing their financial well-being. In his role at Fidelity, Daniel focuses on understanding clients' priorities to build customized strategies aligned with their goals and needs, and he monitors these plans to implement adjustments as necessary. Daniel's experience at Fidelity Investments spans several roles, including Planning Consultant from 2022 to 2025 and Workplace Planning Consultant from 2021 to 2022, before assuming his current position. He holds insurance licenses in Arkansas and California.

Anthony Lutkus is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Deutsche Bank Securities Inc and Bank of America, N.A. prior to his current role. 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, and various institutional investors.