Keegan Larimer is a Series 66 licensed financial advisor with Fidelity Investments, based in Jacksonville, FL, and has three years of industry experience. Prior to his current role, he has held positions at various firms including Edward Jones and has experience in other sectors such as sports memorabilia sales, where he operates as a sole proprietor. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Ledio Simoni is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he is a co-owner of several family rental property businesses. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients, providing a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Kaley Huxford is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.

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 nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Citibank, and Empower. Merrill, together 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 a range of clients including individuals, high-net-worth investors, and institutions.

Adam Nicholas is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, with 12 years of industry experience. He has been with Bank of America and Merrill since 2014. Outside of his advisory role, he occasionally sells items from his personal fossil collection as a hobby. 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 institutions.

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 financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. He has worked at both Bank of America, N.A. and Merrill since 2010. 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.

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 financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and bringing 24 years of industry experience. She has been with Merrill Lynch since 1996. Outside of her advisory role, she is involved with Hodges Battery LLC, a family-held business providing golf cart batteries and mobile on-site service. 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 institutions.

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.

Samuel La Fevers is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Merrill and Bank of America, N.A. since 2015 and 2017, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Paul Jr. is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes positions at Merrill since 2020 and Bank of America since 2023, as well as earlier roles outside the financial sector. 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, pension and profit-sharing plans, corporations, and charitable organizations.

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.