Sonia Hernandez is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Jacksonville, FL. Hernandez has worked with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. 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. The firm serves a diverse client base, including Charitable Gift Funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered funds.

Leon Eady is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2014. Outside of his advisory role, he owns 904 Exotic Rentals, a business that leases vehicles for personal travel. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Taylor Martin is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation. Martin has been with Merrill since 2025 and has prior work experience in various industries, including hospitality and legal services. Outside of finance, Martin has worked at Metro Diner and Liberty Law PLLC. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad range of clients 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 integrated with Bank of America’s broader platform.

Katie Mc Kee is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017, following earlier roles at Damon Allen, Bradley Ernst, and Northwestern Mutual Investment Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Daniel Smith is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He previously worked with Juice Plus as a partner involved in promotional events and speaker conferences. His background also includes roles at the Jewish Community Alliance and Martin J Gottlieb Day School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and model portfolio construction. The firm is noted for its use of algorithmic methods and its advisory role to multiple registered investment companies.

Bryan Ollier is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2012. Outside of his advisory role, he has also worked part-time in a non-investment capacity selling Cole Haan shoes. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

William Hohmann is a CFP® professional with 26 years of industry experience. He is currently with Cetera and previously worked at Concourse Financial Group Securities Inc and operated advisory firms including Centerpoint Advisory Services Inc. Hohmann also owns Florida Shield Insurance & Advisory, focusing on property, casualty, life, and health insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutions, offering portfolio management, financial planning, and retirement services through a multi-manager platform that supports a range of investment strategies and program structures.

Martin Baptiste is a Financial Consultant at Fidelity Investments, where he has been providing personalized financial planning since 2025. He focuses on building long-term relationships with clients based on trust and transparency, delivering clear and objective guidance to support informed financial decisions over time. Martin has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2017, including Investment Management Consultant and Client Management Representative. Prior to joining Fidelity, he worked as a Financial Representative at UF Health of Jacksonville from 2007 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Martin has interests in football, movies, music, and photography.

David Jenkins is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1999. Jenkins has also worked at Bank of America since 2011. Outside of his advisory role, he owns a sole proprietorship that provides tennis racket stringing services. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s investment approach includes model-based and discretionary strategies via its Chief Investment Office, integrated within Bank of America’s platform.

Michael Smulcheski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America and Merrill Lynch since 2012. Outside of his advisory role, he holds a fiduciary power of attorney for a family member. 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.

Ryan Marsh is a CFP® with nine years of industry experience, currently associated with Osaic Wealth, Inc. since 2024. He previously worked at Triad Advisors from 2014 to 2024. Marsh is also engaged in insurance sales, providing clients with insurance products to fit their needs. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Catherine Misner is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Her prior work includes roles at various organizations across different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Christopher Clark is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and currently works within Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Justin Bender is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has 14 years of industry experience. He has been with Merrill since 2012 and concurrently with Bank of America, N.A. 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, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad array of products and services beyond traditional investment management.

Jose Checo is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Northwestern Mutual Investment Services LLC and experience at multiple universities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing multi-manager and fund-of-funds structures.

James Withrow is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has been with Bank of America and Merrill since 2017. Prior to his advisory role, he was involved with Whiffletree Farm for one year. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm provides a range of model-based and discretionary investment strategies integrated into Bank of America’s broader platform.

Tina Rogers is a Series 66 licensed financial advisor at Merrill with 20 years of industry experience. She has been with Merrill for most of her career, including an initial 18-year tenure from 2004 to 2022 and returning in 2022. 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.

Michael Hakimi is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Bank of America and Merrill since 2014. Outside of his advisory role, he serves as a consultant and independent contractor for the Financial Industry Regulatory Authority, Inc., where he participates in arbitration hearings and dispute resolution. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

David Grass is a financial advisor at Merrill in Jacksonville, FL, with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Bank of America, N.A. and Merrill since 2015. 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.

Christopher Hill is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them navigate important financial decisions by focusing on their goals, values, family, and future. His approach involves thoughtful financial planning and long-term guidance, assisting clients in preparing for retirement, managing wealth complexities, and considering the needs of future generations. Drawing on life experiences from growing up in Alaska and military service, Christopher emphasizes preparation, adaptability, resilience, and long-term thinking in his work. He coordinates investment, banking, and lending solutions through resources provided by Merrill Lynch and Bank of America as part of clients' broader financial strategies. Christopher holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He attended the University of Maryland but did not receive a degree. Outside of his professional role, Christopher has interests in camping, chess, genealogy, photography, spending time with family, traveling, and writing.