Jason Delay is a CFP® with 13 years of industry experience, currently serving at Fidelity. He has worked with Fidelity Brokerage Services, LLC since 2012 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brandon Remley is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior experience includes roles at TD Bank, VyStar Credit Union, and Trustline Mortgage. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Michael Sharp is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Merrill Lynch since 2000. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashishkumar Patel is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at NewRez LLC and Pharmakon LLC, along with time spent with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also specializes in fund advisory and model portfolio delivery, with distinctive regulatory registrations and advisory roles for multiple registered investment companies.

Nicholas Fullerton is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 65 and Series 63 designations and has worked at multiple firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, he is CEO of Voyager Financial Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

William Hunt Jr. is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research and quantitative analysis, utilizing systematic methodologies for portfolio construction and oversight.

Kyle Potter is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Citigroup, Pruco Securities LLC, Mantay and Company, and Logiro Unchartered Pty Ltd. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Evan Ruffino is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at FanDuel and held various positions in retail and staffing. Outside of finance, he has worked as a freelance musician for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ashley Juiliani is a financial advisor at Merrill with a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she engages in selling used clothing, accessories, and household items online through Poshmark on a part-time basis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Zachary Armour is a financial advisor with Fidelity Investments based in Jacksonville, FL. He holds a Series 66 designation and has two years of industry experience, including prior roles at Diamonds Direct and several jewelry and marketing firms. Outside of finance, he is the founder of Bold City Salsa, where he teaches dance classes and hosts community events, and creates content for ComicVentures, a comic book community blog. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Brian Mojica is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at UBS Financial Services before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its financial planning process.

John Busta Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with both Merrill and Bank of America, N.A. since 2013. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Price is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, including a concurrent role at Bank of America. His prior experience includes positions at Price Investments and LPL Financial. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Rollan is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2015. Outside of his advisory role, he performs as a freelance trumpeter with musical groups in the Jacksonville area. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, providing investment management and advisory services through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its role advising multiple registered investment companies and fund‑of‑funds.

Christopher Vickers is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2008, including 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, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-fund structures, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Fauss Tatoute is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Tatoute held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Publix. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery for intermediary platforms.

Tristan Haines is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012, 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.

Demari Adams is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Adams held positions at Bank of America, N.A., and several other organizations including consumer investments and educational institutions. 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 investors.

David Yidi is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and having seven years of industry experience. He has been with Merrill and Bank of America since 2018. Outside of his advisory role, he is involved as an officer in Longview Equity LLC, a company engaged in residential real estate activities including rental and resale of homes. 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 investors.

Hans Boehm is a financial advisor at Primerica Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1999. Outside of his advisory role, Boehm works as a pro bono attorney. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing.