Robin Mcnally is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds the Series 63 designation and has been with Raymond James since 2009. Outside of her advisory role, she is listed as a co-owner of a local hair salon managed by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and model managers.

Michael Imperato Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His background includes a decade of service in the United States Navy and roles at Robert Half Technology AutoQuotes before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI in research.

Garland Mayerlen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 66 and Series 63 designations and has worked at Thrivent and Fidelity Investments. Outside of his advisory role, he sells clothing online through the Depop platform. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Nick Portillo is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop financial plans aimed at improving their financial well-being. He has held various roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to Financial Consultant. His experience includes positions such as Planning Consultant, Investment Solutions Representative III and II, and High Net Worth Associate. Nick holds insurance licenses for Arkansas and California. Outside of his professional work, he has personal interests in activities such as going to the beach, cooking and baking, football, soccer, reading, and attending social events with friends.

John Mcewen is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. He has worked across several Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

Carlos Delaissear is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Fidelity National Information Services, BairesDev, Blast Wave, American District Telegraph, and Enhanced Recovery Company. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to serve a diverse client base, including registered investment companies and an IRS-qualified Charitable Gift Fund.

Mark Lamensdorf is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2022, he worked as a business consultant for nine years. He is also involved with Vystar Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives offering a range of financial planning and advisory services.

Sydney Pasterczyk is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, Sydney held positions at Fidelity Investments and Finalis and has experience associated with the University of Alabama and the Episcopal School of Jacksonville. Sydney was also involved with the NorthRiver Yacht Club. 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.

Mandi Burgess is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Merrill and Bank of America. 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 to manage discretionary and non-discretionary portfolios.

Pallavi Thota is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing three years of industry experience. Prior to joining Fidelity, she held various roles in educational institutions and nonprofit organizations. She volunteers as an impact coordinator for the Vidya Network nonprofit, where she manages fundraisers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Carrie Anderson is a Series 66 licensed financial advisor at Merrill with 10 years of industry experience. She has worked at Bank of America, N.A. since 2016 and has been with Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Riley Stallard is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity affiliates since 2008, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base that includes retail and institutional investors, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios developed through systematic methodologies and long-term asset allocation benchmarks.

Kelsey Kokeny is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2019, Kokeny worked in various roles in hospitality and retail, including positions at Ponte Vedra Inn and Club and Veteran's United Craft Brewery. Outside of financial services, Kokeny has worked as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Tania Licata is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Wells Fargo Clearing Services LLC since 2018, following four years at U.S. Bancorp Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Richard Sopher is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also a trustee of a family trust focused on the wellbeing of a relative. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its advisory role to multiple registered investment companies.

Lenaire Jones is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Jones worked at Ally Financial and Bank of America, as well as Merrill Edge. 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 an ESG eligibility framework to inform its recommendations.

Charles Ragle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at AT&T, Breakthru Beverage, and operating a business called Jurassic Junk Removal LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Justin Quintern is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his career in finance, he spent seven years at Restaurant Orsay. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight controls.

Dylan Jain is a financial advisor at Fidelity with seven years of industry experience holding Series 63 and Series 66 licenses. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as prior work at TPC Sawgrass and Caffe Andiamo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios that incorporate mutual funds, ETFs, and ETPs, supported by systematic methodologies and long-term asset allocation benchmarks.

Francesca Mantay is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for nine years and Publix Supermarkets for seven years. Mantay is also a Florida notary public and serves as an insurance agent and office manager for Mantay & Company Insurance and Financial Services. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.