Juan Bustos is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving clients within the Spanish-speaking markets in the USA and internationally. He has over 15 years of experience providing tailored financial strategies to meet the unique needs of individual and corporate clients across borders. Juan earned both his bachelor's and master's degrees in finance and economics from ITESM University, Mexico City, which equipped him with a strong understanding of global financial markets and wealth management. His areas of expertise include family wealth management strategies, international wealth management, institutional investment consulting, portfolio management, executive compensation, and tax minimization. Juan holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish, allowing him to effectively navigate different cultural and financial environments. Outside of his professional role, Juan enjoys playing tennis, traveling, and volleyball.

Joey Meininger is a financial advisor with Edward Jones in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he served 25 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

James Laddaga is currently the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2005, serving in various roles including Financial Consultant, Portfolio Specialist, and Retirement Specialist, among others. James holds an Arkansas Insurance License, supporting his expertise in financial planning and investment consulting. His professional experience spans over a decade in the financial services industry, focusing on tailored financial planning to help clients achieve confidence in their financial futures. Outside of his professional role, James enjoys activities such as board games, cooking and baking, fitness, kayaking, running, and traveling.

Kevin Engelstad is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 credential and has worked at Merrill since 2007 and Bank of America, N.A. since 2014. Outside of his advisory role, Engelstad is a co-owner of several family businesses. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies supported by its integration into Bank of America’s corporate platform.

Thomas Mc Knight is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018 and Bank of America, N.A. since 2020. Prior to his current roles, he was employed at American Classic Homes and attended the University of North 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Jesse Dale is a financial advisor with Edward Jones in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Fidelity Investments, Lido Advisors, LLC, and Merrill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Michael Brown is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2016. Prior to that, he was employed by Publix SuperMarkets from 2013 to 2017. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing 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.

Meghan Maxwell is a financial advisor at Merrill with a Series 66 designation and 3 years of industry experience. She has been with Merrill and Merrill Lynch since 2013. 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. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Jared Buchanan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Merrill since 2006. 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.

Javen Thompson is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments, Aerotek/Actalent, Bank of America, Citibank, and Coopers Hawk Winery & Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services and is notable for its use of AI-driven research and its role as a registered commodity pool operator.

William Mclane is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004. 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 is integrated into Bank of America’s broader corporate platform, providing access to a diverse set of products and services.

Charli Clifford is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior roles include positions at Aerotek, Aston Carter, and Turning Point Christian Academy. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds, model portfolios, and registered investment companies.

Kip Zebroski is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked within various Wells Fargo entities since 2013. Outside his advisory role, he is an owner of investment-related businesses in Jacksonville, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory work with other financial products and referral channels.

Austin Gapen is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments as well as positions outside the financial sector, such as at Willowbrook Ford and Amazon. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Robert Mcsweeney is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2021. Prior to his current role, he was employed at Atlantic Tax Service and has held positions at Broward College, the City of Pompano Beach, and the University of Central 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his current capacity, Ira partners with individuals and families to develop financial plans aimed at improving their overall financial well-being. He focuses on understanding clients' goals and needs to outline effective and detailed financial plans and investment strategies. Ira holds insurance licenses in Arkansas and California, supporting his work in the financial services industry. Outside of his professional responsibilities, he has interests in baseball, fishing, football, military service, outdoor adventures, and scuba diving.

Trevor Canali is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2007, progressing through various positions including Financial Consultant, Retirement Representative IV, Senior Investment Representative-Customer, Investment Representative Phones, and Financial Representative PreLicensed. Trevor has extensive experience helping clients with their financial needs and holds insurance licenses in Arkansas and California. His professional background reflects a consistent focus on client service and investment guidance. Outside of his professional work, Trevor enjoys camping, family activities, fitness, football, gardening, and volunteering.

Joann Squires is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. 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. The firm integrates investment management with access to a broad set of financial products and services within Bank of America’s corporate platform.

Mark Fronczek is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991, alongside a career at Lockheed Martin spanning the same duration. Outside of advising, he is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program using model-delivery strategies and discretionary separately managed accounts, supported by third-party managers and custodians.

Tara Daniels is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 license and has been with Merrill since 2007. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide range of products and services.