Anthony Lanzillotta is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been associated with various Fidelity entities since 2007. Outside of his advisory role, he owns and operates a woodworking business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs.

Cameron Lang is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America, Citibank, and The American College. 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 broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Adam Nicholas is a Series 66–licensed financial advisor with Merrill in Jacksonville, Florida, with 12 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he occasionally sells items from his personal fossil collection. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kristin Nourse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and Jpmorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Angel Camacho is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, starting as a Workplace Planning Associate, then advancing to Workplace Planning Consultant, followed by Planning Consultant, before assuming his current position in 2026. His experience encompasses a progressive development in financial consulting and planning, with a focus on meeting the individual needs of his clients. Angel holds insurance licenses in Arkansas and California. Outside of his professional work, Angel's personal interests include baseball, golf, music, pets, and traveling.

Jerry Keith is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Macy’s for eight years and has held roles in higher education at the University of Texas at San Antonio and Northwest Vista Community College. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios, serving registered investment companies and intermediary platforms.

James Young Jr. is a Series 66-credentialed financial advisor at Merrill with 17 years of industry experience. He has worked at Bank of America and Merrill since 2010. 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 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, supplying access to a wide array of products and services.

Jessica Webb is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab for seven years. Outside of her advisory role, she operates Jess Between LLC and is an independent contractor creating content for TikTok Shop related to household products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios with a focus on long-term asset allocation.

Cory Nye is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with 13 years of industry experience. His career includes ten years at Edward Jones and three years at Ameriprise prior to joining LPL Financial. He serves as a member of the Marsh Landing Country Club Advisory Council, a nonprofit board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Michael Maunz is a financial advisor with Ameriprise in Orange Park, FL, holding a Series 66 credential and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized team to deliver tailored, non-discretionary recommendations.

Reuben Urmeneta is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he collaborates with clients to develop and implement financial plans aimed at improving their financial well-being. His approach focuses on understanding clients' goals and needs to establish investment strategies and overall financial plans that help work toward these objectives. Reuben emphasizes a client-centered methodology, partnering with individuals to co-create tailored financial solutions. Outside of his professional duties, he has interests in parenthood and traveling.

Rebekah Hodges is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, with 24 years of industry experience. She has worked at Merrill Lynch since 1996. Outside of her advisory role, she is involved in a family-owned business, Hodges Battery LLC, which sells golf cart batteries and provides mobile on-site service. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies, leveraging its position within Bank of America’s corporate platform to provide access to a wide range of products and services.

Paul Banta is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Fidelity Brokerage Services since 2006 and with Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, he creates social media content focused on theme parks, travel, and inspirational topics. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that include mutual funds, ETFs, and ETPs.

Ander Jankowski is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes positions at Lowe's and teaching roles at the University of Central Florida and Oakleaf High School. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Tyler La Fevers is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2017. Merrill provides managed account services for 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, and institutional investors. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical managed accounts.

Sean Paul Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America since 2023 and has been with Merrill since 2020. His prior work experience includes roles in education and several small businesses. 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 broader banking services, including lending and custody.

Christopher Williams is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he is the sole proprietor of Box Mazes, a business that designs, crafts, and sells wooden blocks. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Allen Ng is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. His career includes roles at Charles Schwab Bank, Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and access to alternative investments, supported by a large-scale, integrated operational structure.

Brendan Clowry is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at Sentinel Wealth Management and spent seven years at the University of California San Diego. Outside of his advisory role, he owns Happy Hoops LLC, a basketball coaching business for school-aged children. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations through a centralized consulting team.

Douglas Ohnsman is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Merrill since 1997. He has also worked at Bank of America, N.A. since 2011. 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 broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.