Jennifer Engelstad is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2018 and previously worked at Kelly Educational Services. Outside of advising, she is a co-owner of several rental properties in Jacksonville Beach. 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, and various institutional investors.

James Stone is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2007, serving in various roles including Portfolio Specialist, Client Management Representative, High Net Worth Service, and Financial Services Representative. His extensive experience within Fidelity has provided him with a comprehensive understanding of financial planning and client service. James holds insurance licenses in Arkansas and California. He is committed to getting to know his clients personally to develop unique financial plans tailored to their individual goals and family needs. Outside of his professional work, James is interested in fitness, golf, and volunteering.

Melissa Dellarocco is a financial advisor at Wells Fargo Advisors in Jacksonville, FL, holding a Series 66 designation with 26 years of industry experience. She has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition and special-needs analysis.

Stela Fiku is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2016 to 2019 and spent nine years at Florida State College at Jacksonville. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dartling Minoso is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Merrill, Minoso worked at DXC, NYLIFE Securities LLC, and New York Life. 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.

Alan Zinkin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Sequoia Financial Group, Tudor Securities, EisnerAmper LLP, and BNY Mellon Wealth Management. Outside of advisory work, he performs financial institution duties at VyStar Credit Union and acts as a fiduciary for his father. LPL Financial is a national investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various technological tools.

Kimberly Cooke is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and with 18 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is the owner of Cooke Junior Golf LLC, an organization focused on youth golf development, and serves on several committees at Mandarin United Methodist Church. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Neelesh Jaiswal is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been associated with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2014. Outside of his advisory role, he is the owner of a recreational cricket team, Rising Stars, based in Jacksonville, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Benjamin Whitacre is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations, and has 21 years of industry experience. Prior to joining LPL Financial in 2019, he held various roles at Northwestern Mutual from 2006 to 2019. Whitacre is also a licensed mortgage loan officer involved with Wynn Point Mortgage LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Berkeley Sadigurski is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he held roles in various small businesses, including ownership or self-employment at entities such as Unload My Home LLC, 3 Shacks Capital Partners LLC, Sunshine Signings LLC, Bird Beak, and Prohibition Pig. 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 a broad range of individual and institutional investors.

Zachary Wolfe is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked in various roles including at Excite Communications and Uber Eats. Outside of his advisory work, Zachary sells used items on eBay. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Stokes is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he is the owner of August June Properties, LLC, an entity established to hold a building intended as the permanent location for his wife's business. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Jazmine Hatcher is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has been associated with Fidelity and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Danese Tremble is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at State Farm and Allstate, as well as operating Tremble Insurance Agency LLC. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary investment solutions, including discretionary models and ERISA fiduciary services for qualified plans.

Russell Jones is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and utilizes a structured financial planning process supported by firm-approved tools and research.

Selwyn Langston is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999, as well as Bank of America, N.A. since 2011. 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, and institutional investors.

Alexander Kimmey is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Merrill since 2014 and has also been affiliated with Bank of America since 2018. Outside of his advisory role, Kimmey is involved with The County Bee, LLC, a satirical website he co-founded, though it currently has no active operations. 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 and profit-sharing plans, corporations, and charitable organizations.

Jordan Lacy is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Lacy is also involved with Alpha Wealth Group LLC, a business entity used for managing joint seminar expenses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Allan Richardson is a financial advisor at Merrill with 19 years at the firm and 11 years of industry experience. He holds the Series 66 designation and is based in Jacksonville, FL. 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Emily Perl is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of experience in the industry. Her prior roles include positions at JPMorgan Chase Bank, Wolf Hospitality, and Necessary Skate Company LLC. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.