Andrew Perez is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Merrill since 2020, Fidelity Brokerage Services LLC, PRO Unlimited, and State Farm. 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 plans, corporations, and charitable organizations.

Linda Macleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Raymond James in 2019. Outside of her advisory role, she is a majority owner of Frontline Fencing, Inc., a minority-owned business in Jacksonville, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide network of advisors.

Jerry Williams is a financial advisor at Merrill with over 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill in various roles since 2005, with additional experience at Bank of America and Empower. Outside of his advisory work, he is involved in a logistics business providing trucking assets to an associate. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Prizzia is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual, and Deutsche Bank. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to inform investment decisions.

Matthew Turner is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has held prior roles at Truist Advisory Services and Bb&T Securities, LLC. Outside of his advisory work, he is a business owner involved in managing non-investment-related LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Michael Svoboda Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. He has worked at several firms, including Guided Financial Advisors and The Modern Rose. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Karen Alimi is a financial advisor with Wells Fargo Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked within Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop individualized recommendations.

Micah Henson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, and Retirement Solutions Representative. His experience encompasses client management and financial consulting. Micah holds insurance licenses in Arkansas and California. He focuses on understanding the priorities of his clients and their families to tailor financial planning that aligns with their specific goals. His approach aims to help clients feel confident about their financial picture. Outside of his professional work, Micah enjoys boating, fishing, fitness, football, golf, and skiing.

Joseph Ouellette is a financial advisor with Equitable Advisors in Ponte Vedra, FL, holding Series 63 and Series 65 credentials and 55 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ashley Will is a CFP®-designated financial advisor with three years of industry experience, currently working at Fidelity Investments in Jacksonville, FL. Prior to joining Fidelity, Ashley worked at Alpha Financial Partners from 2020 to 2023. Outside of finance, Ashley leads cycling classes weekly at Proof Fitness in Lexington, Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of AI-driven methodologies.

Dimitrios Kavalieros is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, Dimitrios focuses on developing personalized financial strategies to help clients pursue their long-term goals. He integrates investment insights from Merrill Lynch and banking solutions from Bank of America to create flexible approaches suited to changing market conditions. He holds multiple professional designations, including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Dimitrios earned his bachelor's degree from the University of Florida. Committed to the Merrill tradition of community involvement, Dimitrios spends time volunteering with local organizations. His approach centers on working collaboratively with clients to understand their financial picture and tailor strategies that align with their priorities.

Suzette Blasini is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked as an independent realtor and as an educator with VIPKIDS. Outside of her advisory role, she serves as treasurer for Boy Scout Troop 389 and works as an independent contractor coordinating real estate transactions. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction for its model portfolios.

Derek Hoffman is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Philip Bowers is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America N.A. He is based in Jacksonville, Florida. 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 institutional investors.

Taylor Westbrook is a Planning Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. In these roles, Taylor focuses on financial planning and education, aiming to tailor financial strategies to the unique objectives of each client. Taylor holds insurance licenses in Arkansas and California. This professional background supports a comprehensive approach to helping clients understand and manage their financial situations. Outside of work, Taylor has interests in baseball, fishing, football, golf, surfing, and traveling.

John Wilson is a financial advisor with Ameriprise in Ponte Vedra, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. since 2003. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Laura Tate is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Merrill Lynch since 2011. Outside of her advisory role, she owns Ruff House Retreat, LLC, a non-investment-related business. 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 accounts.

Palmeira Burnsworth is a Series 66-licensed advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2007, 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.

Rachael Naylor is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and models to assist clients in managing approximately $2.74 trillion in assets.

Derek Knadle is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2015, including roles at 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, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, manages multi-manager and fund-of-funds structures, and supports model portfolio delivery to intermediary platforms.