Linneo Mantay is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He worked at Pruco Securities, LLC for 32 years prior to joining LPL Enterprise in 2024. Mantay serves on the Jacksonville University College of Arts and Sciences Advisory Board and is involved with the Belpoint Office Condo Association. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Eddie Reid is a financial advisor at Fidelity with 18 years of industry experience. His background includes roles at JP Morgan Securities LLC, JPMorgan Chase Bank, Bank of America, and Merrill prior to joining Fidelity. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Glenia Castellon is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. Her background includes roles at JPMorgan Chase Bank, CitiBank, and Ocean Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework when recommending strategies.

John Giachinta Jr. is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America and Roberts & Ryan Investment Inc., as well as eight years of service in the United States Marine Corps. J.P. Morgan Securities 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. The firm operates within the broader J.P. Morgan broker-dealer and banking organization, offering a range of investment solutions on a non-discretionary basis.

Cortlin De Maine is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL in 2024, he held positions at Rockefeller Financial LLC, Terminus, PlanPro, and within the Georgia Institute of Technology Athletic Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by model portfolios, research, and technology-driven solutions.

Patrick Brannam is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.