Michael Oleszek is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with various Fidelity entities since 2010, 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, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Mark Peters is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to his tenure at Fidelity, he was with MDA Enterprises Inc. for 17 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of clients, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Marc Porrazzo is a financial advisor with Merrill in Jacksonville, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Merrill since 2014. 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 various products and services beyond typical investment offerings.

Brendon Mitcham is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Fidelity, he was involved in various marketing and media roles, including positions at MADD Marketing LLC, Aletheia Digital, and Cox Media Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs, and serves both retail and institutional investors, including registered investment companies.

Sheryl Brown is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and affiliated with Bank of America, N.A. since 2011. Outside of her advisory role, she is an owner of two for-profit entities in Jacksonville involved in 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 broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Zachary Stevenson is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services beyond traditional investment management.

Robert Russo is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been associated with Bank of America, N.A. and Merrill since 2011. 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 with Bank of America’s broader platform, which includes access to a wide array of products and services beyond typical investment management.

Anila Mato is an International Wealth Advisor at Merrill Lynch Wealth Management. She brings extensive experience in serving affluent individuals, families, corporate executives, and business owners with customized investment guidance tailored to their financial goals. Fluent in English and Spanish, Anila and her team prioritize close client relationships and proactive service to anticipate and address complex financial needs. Anila joined Merrill in 2008, following three years as an advisor at UBS Private Wealth Management. Her prior roles include eight years at Goldman Sachs in the private client division, concentrating on ultra high net worth clients, and positions at Prudential Securities in both New York and Miami. She holds a Bachelor of Science degree in management and international business from Florida International University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to her professional work, Anila volunteers monthly with various organizations that focus on supporting women, girls, and victims of hardship. Her personal interests include fishing, sailing, camping, and cooking with her daughter.

Philip Galison is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance within a large-scale, integrated structure encompassing advisory, brokerage, custody, and cash-sweep services.

Latisha Bennett is a Series 66 licensed financial advisor with Merrill in Jacksonville, Florida, where she has worked since 2010 and has 25 years of industry experience. Outside of her advisory role, she owns a lifestyle blog called Flip Flops and Tiaras and serves as a consultant for a home-based business selling clothing and personal care products. She is also involved with the Seaside Mandarin PTA as a committee board member and works part-time assisting with childcare. 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 institutional investors.

Glenn Weyand is a financial advisor with LPL Enterprise and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has engaged in health insurance sales and real estate referral activities. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Sandra David is a financial advisor at Merrill in Jacksonville, Florida, with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2000. Outside of her advisory work, she serves on the Regional Service Team for Cursillo in Christianity Region 7, a Catholic movement focused on faith and evangelization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader corporate platform, providing access to a wide range of products and lending, custody, and trading services.

Dennis Leili is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009, with additional experience at Bank of America and Gwfs Equities, Inc./Empower. 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 integrates its services within Bank of America’s broader platform, providing access to a wide array of products and services.

Jeffrey Steinberg is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2025, previously serving in various roles at Wells Fargo from 2010 to 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple fund advisory and consulting services.

Michel Pertile is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various Fidelity affiliates since 2014. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, managing portfolios through a blend of proprietary fundamental research, quantitative analysis, and algorithmic construction. The firm also serves multiple registered investment companies and employs systematic methodologies alongside oversight controls.

Antonio Kes is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Merrill Edge for four years and has held various roles in other industries, including construction and communications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and accesses a broad range of investment products through its unique regulatory registrations.

Danielle Spriggs is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked with both Merrill and Bank of America, N.A. since 2012 and 2013, respectively. Merrill provides managed account services through the Select Portfolio Solutions program to 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 integrated within Bank of America’s corporate platform.

Monte Poole is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Outside of his advisory role, he works part-time operating shot and game clocks for sporting events at Tennessee Tech University and recruits and trains softball umpires for USA Softball of Central Tennessee. 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.

Timothy Guididas is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill from 2010 to 2024 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2024. Outside of his advisory role, he is an angel investor in SteriTools, LLC, a medical device development and manufacturing company. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary programs supported by centralized due diligence and ESG processes.

La Taisha Mazumdar is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Prior to joining Merrill in 2017, she worked at Fidelity Investments for seven years. Outside of financial advising, she teaches spin classes and Pilates at local fitness studios. Merrill provides managed account services to a diverse range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering model-based and discretionary investment strategies as part of Bank of America’s Select Portfolio Solutions program.