Daniel Namey is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 31 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years at H. Beck, Inc. He has also operated Namey Financial Group Inc. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Joshua Owens is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. since 2023 and has been with Merrill Lynch, Pierce, Fenner & Smith since 2015. Owens serves as a board member for his local homeowners association in Jacksonville, Florida. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Riley Smith is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill in 2022, he held roles at Dicks Sporting Goods, Korkis Inc, Tesla Motors, and the University of North Florida. 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, and other fiduciaries.

Brian Croom is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes over 15 years at Bank of America, N.A., and 24 years at Merrill. Outside of his advisory role, he owns a sole proprietorship in Jacksonville, Florida. 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 plans, charitable organizations, and corporate fiduciaries.

Eamon Callahan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2005 and Bank of America, N.A. since 2009. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Elizabeth Rivas is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Brokerage Services LLC and Citigroup Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI technologies, and formal governance procedures.

Charles Rebhan Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2021. Outside of his advisory role, he is an associate at Agility Wealth Management in Jacksonville, FL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a significant portion of its business conducted on a non-discretionary basis.

Jesse Estrada is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he held roles at Strategic Advisers LLC and Fidelity Investments. He has also worked in various non-financial positions and was involved with Ashley Estrada Ministries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary model that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a broad range of products, including security-based swaps and futures commission merchant services.

Heather Hart is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in the operations of T48 Wellness & Weight Loss, a direct primary care practice managed primarily by her husband. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, incorporating systematic methods and multiple layers of oversight.

Rodnetta Chandler is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has previously worked at SunTrust (now Truist) and VyStar Credit Union. 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 systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Britton Cotton is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Hamilton Capital LLC and DeMatteo Monness LLC. He serves as a board member of the Cummer Museum, participating on its Advancement Committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Tucker Quinonez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved in entrepreneurial ventures including ownership roles at Game and Trade LLC, a collectibles retail and e-commerce business, and Elite Automotive Performance LLC, an automotive parts and services company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and its use of systematic methodologies in portfolio management.

Emily Rodriguez is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. She has worked with Merrill Lynch and Bank of America, N.A. since 2005 and 2011, respectively. 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 its services with the broader Bank of America platform, providing access to a wide set of products and additional financial services.

Chase Raithel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His previous roles include positions at Arrowroot Advisors and academic experience at the University of California, Los Angeles. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Duane Wood is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through several positions within Fidelity, including Investment Solutions Representative III, II, and I, Retirement Representative, and Customer Relationship Advocate, demonstrating a comprehensive understanding of financial services and client support. Duane holds insurance licenses in Arkansas and California, which enable him to provide informed guidance tailored to clients in these states. His approach focuses on collaboration and clear guidance to develop personalized financial plans aligned with clients' goals. Outside of his professional work, Duane's interests include comedy, cooking and baking, fitness, golf, movies, and photography.

Leland Burrell Jr. is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 22 years of industry experience. He has worked with Merrill since 2005 and has been affiliated with Bank of America, N.A. since 2015. 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’s integration with Bank of America’s broader platform allows access to a wide array of products and services beyond traditional investment offerings.

Shawn Spencer is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. His background includes roles at Bank of America, Fidelity Brokerage Services, and bbva. 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.

Garrett Ho-Shing is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Advisors to develop financial plans tailored to individual goals. He focuses on building relationships based on trust and reliable client service. He has experience in various financial roles, including Financial Advisor at NuVenture Financial Group from 2025 to 2026, Financial Service Representative at Fidelity Investments from 2024 to 2025, and Junior Financial Advisor at Florida Financial Advisors in 2024. Outside of his professional work, Garrett has personal interests in cars and golf.

Adjovi Kague is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity Investments in 2021, he worked at FedEx, Florida Health Foods, and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios, as well as delivering model portfolios to intermediary platforms.

Jared Roche is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies and fund-of-funds.