Daniel Rollan is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2015. Outside of his advisory role, he performs as a freelance trumpeter with musical groups in the Jacksonville area. Fidelity’s Strategic Advisers LLC serves a broad client base including retail and institutional investors, providing investment management and advisory services through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its role advising multiple registered investment companies and fund‑of‑funds.

Thomas Isaacs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Raymond James in 2022, he worked at UBS Financial Services for eight years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with notable public finance and municipal work capabilities.

Christopher Vickers is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-fund structures, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Fauss Tatoute is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, Tatoute held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Publix. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery for intermediary platforms.

Tristan Haines is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. 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 that includes individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader corporate platform to provide access to a wide range of investment products and services.

Demari Adams is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, Adams held positions at Bank of America, consumer investments, and several other organizations. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based, discretionary, and related investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

David Yidi is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Merrill and Bank of America since 2018. Outside of his advisory role, Yidi is involved in for-profit business activities including ownership and officer positions in limited liability companies related to real estate investments and property management. 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 wide range of individual and institutional clients.

Hans Boehm is a financial advisor at Primerica Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1999. Outside of his advisory role, Boehm works as a pro bono attorney. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing.

Brandon Steinman is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Mantay & Company, LLC, and Mutual of Omaha. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via its integrated platform.

Joshua Graham is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. 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 broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America's corporate platform, providing access to a wide range of products and services.

Wendy Kennedy is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, N.A. in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research in its advisory process.

Mauricio Oelsner Gutierrez is a financial advisor at Equitable Advisors with a Series 66 credential and approximately one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Banco Nacional de Bolivia and Florida State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and delivery models, offering both discretionary and non-discretionary advisory services.

Zachary Hardy is a financial advisor at Fidelity with Series 66 and Series 63 licenses and 2 years of industry experience. Prior to joining Fidelity, he spent eight years working in the education sector with Montgomery County Public Schools. Outside of his advisory role, he operates an eBay store and manages an online sales project related to educational materials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Robert Ruprecht is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2015 and is also associated with Bank of America, N.A. since 2016. 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 benefits from integration with Bank of America’s broader corporate platform, providing access to a wider set of products and services.

John Kelly is a CFP® with over five years of experience in financial advising, currently working at Fidelity Investments since 2020. His prior work includes nearly a decade at Publix and ongoing involvement with the University of North Florida since 2017. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction across various fund structures.

Isabella Nemes is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked in hospitality and education roles, including part-time bartending at J. Alexander's Restaurant. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in their approach.

Breanna Nowling is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. She previously worked at Navy Federal Credit Union and has experience in retail and service roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and employs systematic methodologies and algorithmic portfolio construction.

Derrick Cartozian is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors LLC, Bank of America, N.A., and Merrill. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, tax-aware processes, and various risk management techniques.

Ginette Chevalier is an International Wealth Advisor at Merrill Lynch Wealth Management. Based in New York, she leads a team that serves corporate executives and business owners, primarily of European origin, providing comprehensive international wealth management tailored to complex tax situations and global financial goals. Her areas of focus include managing concentrated stock positions, company stock options, multi-currency accounts, cross-border generational and pre-emigration planning, philanthropic planning, and retirement services. Ms. Chevalier holds Personal Investment Advisor (PIA) designation and is fluent in French and English. She earned international diplomas from Institut d'Etudes Politiques de Paris and ESSEC Business School. Ms. Chevalier is involved in several professional organizations, including American Friends of IHES, Association des Amis des Grandes Écoles de France (AAGEF), French Founders, and The American Society of the French Order of Merit (ASFOM). Additionally, she participates in community activities at Saint Ignatius de Loyola.

David Schrott is a financial advisor with Wells Fargo Clearing based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to his current role since 2016, he worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.