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.

Ingrid Gonzalez is a Series 66–licensed financial advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she co-owns a family rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Byron Harris is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Fidelity Investments and prior positions at Shipt Inc., Aflac, and Target. He also worked at Windsor Parke Golf Club and has teaching experience from the University of North Florida and Lafayette High School. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Scott Perry is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1997 and joined Merrill Lynch in 1999. Scott focuses on providing financial guidance through education, honesty, and transparency to individuals pursuing their financial and retirement goals. His expertise includes managing investment accounts, estate planning services, life insurance, annuities, and addressing longevity concerns. He works with clients in areas such as college education planning, employee financial health, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Scott holds a Bachelor's Degree from the University of Florida and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Born and raised in Key West, Florida, he participates in community volunteering and is involved with organizations like the Swim Like A Pro Triathlon Team, USA Triathlon, and Velobrew Racing. His personal interests include biking, fishing, scuba diving, spending time with family, swimming, table tennis, and volleyball.

Rance Winn is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Manuel Dortch is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2006 and Bank of America since 2011. 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 with model-based and discretionary investment strategies.

Joseph Miley is a financial advisor at Merrill with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America, Amazon, Textron Specialized Vehicles, and Bell Helicopter. 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 strategies constructed by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Tutana Partsvania is a financial advisor with Merrill Lynch Wealth Management, serving clients as an FSA. She focuses on connecting clients to tailored plans and processes that align with their unique financial ambitions. Her work involves assisting individuals in planning for various personal goals, including funding education, preparing for retirement and healthcare expenses, and developing long-term family financial strategies. Tutana emphasizes understanding her clients' personal perspectives and priorities to create transparent and straightforward investment solutions. She holds a Bachelor's degree from Tbilisi State University and applies a client-centered approach to wealth planning, helping clients navigate the complexities of financial management.

Cameron Edmiston is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2025 before joining Wells Fargo Advisors Financial Network. Based in Jacksonville, FL, he has been with Wells Fargo clearing and advisory teams since 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial product lines through a network of financial advisors.

Mariam Morris is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked with Fidelity Investments since 2025, following several years at FIDELITY Brokerage Services and prior experience at Verizon Wireless. 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 deliver discretionary and non-discretionary advisory solutions, model portfolios, and fund advisory services.

Christopher Bady is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Merrill since 2015 and Bank of America since 2018. Outside of his advisory role, he is involved with Body by Bady Inc. (dba Ring Fitness) and Vicalus Inc., and acts as a consultant for USA Containers, where he sells cargo containers remotely. 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.

Patrick Ruane II is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity divisions since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it engages in advisory roles that include fund management and delivery of model portfolios.