Jason Minteer is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2012. Outside of his advisory role, he owns a for-profit business related to managing single-family rental properties in Jacksonville, Florida. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate fiduciaries. The firm implements a range of model-based and discretionary investment strategies and is integrated with Bank of America’s wider corporate platform.

Mia Mccaskill is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Alacrity Adjusting Solutions LLC and the Fulton County State Court Clerks Office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Robert Williams is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anita Hymes is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, having three years of industry experience. She has worked at Bank of America, N.A., Merrill, and Novitas Solutions Inc. Outside of her advisory role, she serves as secretary and director for P B & YAY INC, a nonprofit focused on food services for the homeless. 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 that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Parker Shannon is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Dun & Bradstreet and was involved with several organizations including the University of Florida and the Judson Sapp for Congress Campaign. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, serving both registered investment companies and intermediary platforms.

Jacob Boucher is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked at Sparks Production and held roles at WVU Medicine Ruby Memorial Hospital and Dick's Sporting Goods. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Pettinicchi is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior roles include positions at HSBC and a lengthy tenure at Ebner Camps. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those for registered investment companies and charitable funds.

David Bahena is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with 15 years of industry experience. He has been with Bank of America and Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering various model-based and discretionary investment strategies. The firm serves a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries, leveraging its integration with Bank of America’s broader platform.

Cathlyn Harris is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of her advisory role, she owns Fordel Business Development Inc., providing business development and marketing services. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Charlene Clayton is a financial advisor at Ameriprise with 35 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as Senior Vice President and Coaching Consultant at Think2Perform, where she coaches individuals on work-life balance. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Robert Kershner is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds the Series 63 designation and has been with Mass Mutual Investors Services since 2017, following prior roles within the MassMutual organization dating back to 2002. Outside of his advisory work, he serves as an area chaplain and director for the Third Order Society of St. Francis, a nonprofit organization. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software tools, and provides specialized planning programs including estate settlement and employer-sponsored planning.

Jessika Hopper is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in photography and operated as an independent contractor for Stout Studios and freelance photography. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jonathan Boston is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked as a delivery driver for DoorDash and has held roles at the University of North Florida and various small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe.

Dennis Smith is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Melissa Venegas is a financial advisor with Merrill, holding a Series 66 designation and beginning her industry career in 2024. Her prior experience includes roles at the University of Pennsylvania and Penn Office of Investments. 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 range of clients including individuals, high-net-worth clients, and institutional investors.

Angelique Hamilton is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, where she has worked since 2007. She has 19 years of industry experience and also operates VIP Marketing & Promotions Company, which she has run since 2006. 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 diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

Keith Rydh is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at UBS and multiple companies in the financial and service sectors. Outside of advising, he acts as a sole proprietor brand ambassador promoting various companies and products, primarily in the service industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Evan Carr is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Merrill since 2018 and Bank of America since 2024, as well as roles at Five County Credit Union, Unum, and LLBean. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform, with access to a wide range of products and services.

Robert Hrdlicka Jr. is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Merrill in 2022, he worked at Fidelity Brokerage Services LLC for four years and was involved with HRD Supply LLC for six years. 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.

Alexander Patten is a Financial Consultant at Fidelity Investments. In this role, he assists clients in making sound investment decisions, simplifying their financial lives, and fostering financial confidence. He has been with Fidelity Investments since 2019, progressing through positions including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, Investment Management Consultant I and II, before becoming a Financial Consultant in 2025. Alexander holds insurance licenses in Arkansas and California. His experience at Fidelity Investments spans various aspects of investment management and client service, equipping him with expertise in helping clients navigate their financial goals.