Jeremy Kaneer is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2008. Outside of his advisory role, he serves as treasurer and director for Haven Retreats, a nonprofit focused on providing therapeutic retreats and support for caregivers of foster and adoptive children. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Reid Ham is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his financial career, he was involved with Angie's Subs for seven years and worked at the University of North Florida. 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 to deliver systematic model portfolios.

Hilah Wheeler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with Fidelity Investments and its affiliated entities since 2008. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also recognized for its use of systematic methodologies, involvement in registered investment companies, and application of AI in research.

Zachary Roy is a Series 66-licensed financial advisor at Merrill with one year of industry experience. He has held roles outside the financial industry, including positions at Omni Amelia Island Resort and Spa and 717 Parking Management. 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 a range of individual and institutional clients.

William Gill is a Planning Consultant at Fidelity Investments, where he collaborates with wealth management teams to deliver a planning-focused experience to clients. He aims to help clients identify their goals, needs, and concerns, enabling the implementation of tailored plans to work toward their financial success. William has been with Fidelity Investments since 2019, progressing through roles including Customer Relations Advocate, Investment Solutions Representative, Managed Account Support Specialist, and Central Relationship Manager before assuming his current position in 2025. He holds insurance licenses in Arkansas and California. Outside of his professional role, William's personal interests include spending time at the beach, fitness activities, football, social events with friends, running, and traveling.

Krystal Simpkins is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Christopher Ugarte is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Edward Jones and various positions outside finance, including at Uber, Chicken Salad Chick, and Texas Roadhouse. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including complex fund structures and model portfolios.

Jason Johnson is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2008 and also works with Bank of America, N.A. since 2018. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm integrates investment management through various program strategies governed by a central CIO and platform oversight, with an emphasis on tax-efficient capabilities and strong affiliation with Bank of America’s broader banking and capital-markets platform.

Hunter Mckibben is a Financial Consultant at Fidelity Investments. In his role, he prioritizes building strong client relationships and develops financial strategies tailored to individual client needs. He aims to guide clients through complex financial decisions with disciplined planning and thoughtful advice. Hunter has held various positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Investment Solutions Representative from 2022 to 2023. He holds insurance licenses in Arkansas and California. Outside of his professional duties, Hunter has interests in baseball, boating, fishing, football, golf, and parenthood.

Justin Froess is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where he has worked since 2007, totaling 19 years of industry experience. 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 plans, corporations, and charitable organizations.

Grant Kettering is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Ameriprise and various non-financial jobs before joining Fidelity. 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 discretionary and non-discretionary portfolios.

Linneo Mantay is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Pruco Securities, LLC for 32 years prior to joining LPL Enterprise in 2024. Mantay serves on the Jacksonville University College of Arts and Sciences Advisory Board and is involved with the Belpoint Office Condo Association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Eddie Reid is a financial advisor at Fidelity with 18 years of industry experience. His background includes roles at JP Morgan Securities LLC, JPMorgan Chase Bank, Bank of America, and Merrill prior to joining Fidelity. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Glenia Castellon is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Her background includes roles at JPMorgan Chase Bank, CitiBank, and Ocean Bank. 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 manager due diligence and applying an ESG eligibility framework when recommending strategies.

Tiffany Anderson is a financial advisor with Fidelity Investments in Jacksonville, FL. She holds Series 66 and Series 63 licenses and has five years of industry experience, including prior roles at Wells Fargo Bank and Florida State College at Jacksonville. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves notable roles in fund advisory and proxy voting.

Jon Hill is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Ameriprise since 2016 and is based in Jacksonville, Florida. Outside of his advisory role, he co-owns several LLCs related to real estate and business management with a partner, including entities formed to assist with loan payments and managing jointly owned real estate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary investment research and third-party data, providing non-discretionary recommendations tailored to clients meeting specific asset criteria.

Kristine Albano Santorelli is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan entities since 2011, with a brief hiatus from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Frederick is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked across several 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Brian Schlaks is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages trillions in client assets and offers diverse investment services beyond standard wealth management.

Davon Phillips is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2011. Outside of his advisory role, he is the owner of M.O.E. Sports Management, LLC, a business that provides photography and videography services focused on the health, sports, and fitness sectors. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.