Brandon Whaley is a Series 66-registered financial advisor with 14 years of industry experience. He is currently with LPL Enterprise and has previously worked at Edward Jones, Bank of America, Merrill, and J.P. Morgan Securities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with active sales of financial products and insurance.

Kenneth Bronis is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, LLC since 2012. Outside of his advisory role, he manages a stenography services business related to a family matter. 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 blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Andrew Stilley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked within various branches of Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory role to multiple registered investment companies and use of advanced technologies like AI in its investment process.

Brian Howe is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and possessing 23 years of industry experience. He has been with Bank of America and Merrill since 2010. 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 strategies designed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tim Mc Mahon is a Series 66-licensed financial advisor at J.P. Morgan Securities with experience at Morgan Stanley and J.P. Morgan Chase Bank. His background includes entrepreneurial activities such as operating Tims Hoops and involvement with the Danny Balderson Basketball Camp. J.P. Morgan Securities LLC 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.

Zachary Raymond is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations with two years of industry experience. His prior work includes roles at Enterprise Holdings, Publix Super Markets Inc., Compass Group USA, and teaching positions at Florida Gulf Coast University and County College of Morris. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Robert Johnson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2022 and has held positions at River City Science Academy and other organizations earlier in his career. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Preston Miller is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at VyStar Credit Union and Fidelity Investments. Outside of his advisory work, he serves as a notary for VyStar Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Bryton Guy is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. He has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Outside of his advisory role, he is active as a social media influencer creating content related to his interests. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Strobel is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior work experience includes roles at Florida Blue and First Command Brokerage Services, among others. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non-discretionary advisory solutions.

Eric Garrett is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. 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 plans, corporations, and charitable organizations.

Michael Forte is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop tailored financial strategies that align with their goals, lifestyle, and long-term security. Michael has progressed through various positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2025, and currently serves as Investment Solutions Representative III. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Michael enjoys attending concerts, cooking and baking, fishing, exploring diverse cuisines, watching football, and traveling.

Donald Griffith II is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Fidelity Brokerage Services since 2007, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he also works as an Uber driver. 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 proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Bari Bridges is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. Prior to that, she worked at Merrill and Bank of America, N.A. She is based in Jacksonville, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Panagiota Karalis is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and has 15 years of industry experience. She has been with Fidelity brokerage Services LLC since 2010 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.

Matthew Sherwin is a Series 66-credentialed financial advisor with Merrill, based in Jacksonville, FL, and has nine years of industry experience. He has been with Merrill and Bank of America since 2017. Outside his advisory role, he has held positions at the University of North Florida and Florida State College of Jacksonville. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Patton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His previous roles include positions at 401K Generation and Fidelity Brokerage Services LLC. Outside of advising, he is a part owner of a real estate business involved in property management activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a systematic investment approach combining proprietary research and quantitative analysis.

Anthony Taylor is a Planning Consultant at Fidelity Investments, where he collaborates with clients to help them make informed decisions and develop plans to work towards their financial goals. He has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Anthony worked as a Financial Representative at Northwestern Mutual in 2021. Outside of his professional work, Anthony has interests in comedy, concerts, football, golf, and spending time with his pets.

Caleb Cronic is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Navy. Caleb is an officer and CEO of the United States Naval Academy Alumni Association in Jacksonville, FL, and serves as a trustee for Southside Baptist Church. 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 broad client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Seth Gieselman is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2010. 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, including fund advisory and model portfolio delivery.