Igor Chernetskiy is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked with Primerica Financial Services since 2020 and PFS Investments Inc. since 2022. Outside of financial advising, he is involved in several transportation-related businesses, including serving as CEO of Victory Transportation, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kevin Phillips is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Merrill and in the health and fitness sector. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Jason Hardesty is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His work history includes roles at Bank of America, MML Investors Services, MassMutual, and AXA Advisors. Outside of finance, he is involved in managing a restaurant/bar. 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.

Robert Battinelli is a Planning Consultant at Fidelity Investments. In this role, he partners with three Financial Consultants to support clients as they work toward their financial goals, utilizing Fidelity's resources to maintain an updated understanding of clients' goals and financial information. His approach emphasizes transparency, trust, and commitment to provide a consistent experience for clients. Robert has been with Fidelity Investments since 2018, holding various positions including Investment Solutions Representative, Licensing Mentor, High Net Worth Associate, and Client Relationship Advocate. This progression reflects his experience across different facets of financial services within the firm. Outside of his professional responsibilities, Robert enjoys activities such as exploring food, watching movies, engaging in outdoor adventures, traveling, and practicing yoga.

Kevin Koski is a financial advisor at OSAIC with 37 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp Advisory Services. He also operates a separate financial advisory business, Kevin Koski Financial, providing investment and retirement advice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing advanced asset-allocation tools and third-party resources to manage portfolios across multiple investment types.

Jennifer Crocker is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities since 2006. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is notable for its role as a commodity pool operator and its use of AI-driven research methods.

Travis Crawford is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Enterprise Rent-A-Car and Comcast Corporation. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jesse Kneiss is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works with clients to develop financial plans aimed at helping them achieve their financial goals and ensures they maximize the benefits of their relationship with Fidelity. Jesse has been with Fidelity Investments since 2021, progressing through roles including Investment Solutions Representative I and II, and Benefits & Planning Consultant before his current position. Prior to joining Fidelity, he worked at Bank of America Merrill Lynch from 2016 to 2021, serving as a Relationship Manager followed by a role as Business Owner Specialist. No information about Jesse's education, credentials, personal interests, or community involvement has been provided.

Jason Labud is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios across mutual funds, ETFs, and ETPs.

Kenneth Ackis is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 2008. 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 diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Chase Misner is a Planning Consultant at Fidelity Investments, where he has been working since 2021. He began his career at Fidelity as a Workplace Planning Associate, progressed to Workplace Planning Consultant, and currently serves as a Regional Center Planning Consultant. In his role, Chase focuses on building personal connections with clients to understand their unique financial needs and develop tailored plans that address both immediate and long-term objectives. Chase holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial guidance. He emphasizes trust, integrity, and security in his approach to helping clients navigate the complexities of finance. His goal is to collaborate with clients to create a financial roadmap that aligns with their goals and fosters confidence in their financial decisions.

Edugie Ekuase is a Series 66 licensed financial advisor with J.P. Morgan Securities in Jacksonville, FL, with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Thrivent Investment Management. Outside of his advisory role, he has tutored finance and science courses through Varsity Tutors. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Phillip Schmidt is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2002. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a variety 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 enables access to a broad array of products and services beyond typical investment management.

David Reff is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at General Assembly and International Education Corporation. He is also a Florida-registered notary public. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Griffin Van Winkle is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. Griffin provides advice on a range of matters, including general investing, retirement planning, and saving for unexpected expenses. He also offers access to Bank of America for banking and lending needs. Griffin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from The Ohio State University. Griffin's professional approach centers on getting to know clients personally to help create strategies tailored to what matters most to them and their families.

Jessica Dreicer is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses, and her prior roles include positions at Lincoln Investment, Capital Analysts, Bank of America, and Merrill. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, including oversight of affiliated sub-advisers and management of registered investment companies.

Thomas Isaacs is a financial advisor with Raymond James Financial Services, Inc. in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at LORD ABBETT & CO. LLC, Intrepid Capital Management Inc., and Quasar Distributors, LLC. He is also an officer and CEO of Coastal Oak Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and investment recommendations supported by firm research and modeling tools.

Noah Greco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Uber, Progressive Insurance Company, and the University of North Florida. 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 manage model portfolios across a broad investable universe.

Gregg Lunsford is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments in various roles since 2007. Outside of his advisory work, he owns and operates Lunsford Woodworks, a business focused on manufacturing and selling wood crafts and furniture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Jake Mchugh is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and seven years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and North Florida Financial Corporation, as well as five years at the University of North Florida. 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 to manage discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.