Tiffany Anderson is a financial advisor with Fidelity Investments in Jacksonville, FL. She holds Series 66 and Series 63 licenses and has five years of industry experience, including prior roles at Wells Fargo Bank and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves notable roles in fund advisory and proxy voting.

Jon Hill is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Ameriprise since 2016 and is based in Jacksonville, Florida. Outside of his advisory role, he co-owns several LLCs related to real estate and business management with a partner, including entities formed to assist with loan payments and managing jointly owned real estate. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates proprietary investment research and third-party data, providing non-discretionary recommendations tailored to clients meeting specific asset criteria.

Kristine Albano Santorelli is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan entities since 2011, with a brief hiatus from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Frederick is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked across several 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Brian Schlaks is a financial advisor with Morgan Stanley in Jacksonville, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages trillions in client assets and offers diverse investment services beyond standard wealth management.

Davon Phillips is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2011. Outside of his advisory role, he is the owner of M.O.E. Sports Management, LLC, a business that provides photography and videography services focused on the health, sports, and fitness sectors. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Miley Gabriel is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, Gabriel worked in educational and retail settings, including The University of North Florida and Whole Foods Market. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified fund portfolios.

Baher Abdelmalek is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including PNC Bank and Huntington National Bank, prior to joining Fidelity. Abdelmalek’s background also includes roles outside finance, such as work at Purdue University and College of DuPage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios that incorporate mutual funds, ETFs, and ETPs.

Logan Whitmore is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. He has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a variety of investment vehicles.

Nicholas Holtz is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with both Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities. The firm integrates internal and third-party portfolio management and supports trading, administration, and custody functions.

Maggie Luke is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and over 13 years of industry experience. She has been affiliated with Merrill since 2012 and concurrently with Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional entities. The firm integrates internal and third-party investment models and supports trading, account administration, and custody functions within the Bank of America group.

Juan Vial is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2010. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Baldasso is a financial advisor at UBS Financial Services with 12 years of industry experience. He previously spent eight years with Merrill before joining UBS in 2022. Outside of his advisory role, he creates and sells wooden art projects and refurbishes furniture as an individual entrepreneur. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm provides a broad range of services, including wealth management, institutional trading capabilities, and proprietary research.

Jason Hall is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and has prior experience with Spring Mobile, Atlantic Aviation, and Honours Golf. Fidelity’s Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Derek Bourne is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Pamela Lawson is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles at Fidelity Investments, Walmart, BBVA Compass Insurance Agency, BBVA Securities, and BBVA Compass/Pnc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery, with distinctive use of systematic methodologies and formal advisory roles for multiple registered investment companies.

Cornelius Cronin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, each for several decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a platform that integrates investment advice with insurance products and collateralized lending programs.

Ashiqul Islam is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that integrate advanced investment modeling techniques.

Erica Mc Loughlin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she held roles at Year Up Jacksonville, Florida State College at Jacksonville, and several local businesses. 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 plans, corporations, and charitable organizations.

Charles Albanese is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2009. He also serves as an executor for an estate in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.