Neal Destafney is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. He has been associated with Bank of America and Merrill since 2013. Neal is also the general partner and managing member of TEAL TRAIL LLC, a limited liability company focused on owning recreational, hunting, and timber land. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Jeffrey O'keefe is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at BoatUS & GEICO Marine Insurance Company for seven years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Jobed Hilaire is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Charles Robshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. Outside of finance, he is president of Robshaw Masonry, a construction company he has operated since 1975. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

Turner Ashby is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He began his career at Fidelity in 2022 as a Customer Relationship Advocate and advanced through several positions within the company, including Investment Solutions Representative I and II, before attaining his current role. In his capacity as an Investment Solutions Representative III, Turner collaborates with clients to understand their financial goals and assists in developing customized financial plans. He prioritizes building strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional responsibilities, Turner has interests in boating, cooking and baking, fitness, football, social events with friends, and writing.

Andrew Pfeifer is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 13 years of industry experience. He has worked at Bank of America and Merrill since 2014. 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.

Avery Raynor is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, their background includes roles in education and the hospitality sector, such as working at Harrison High School, McClure Middle School, and Athens Wine and Brew Tours. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

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.

Cesar Rodriguez Jr. is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hilton Grand Vacations, T3 Trading Group, University of North Florida, and Select Portfolio Servicing. 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 plans, corporations, and charitable organizations.

Nicole Chapple is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 credential with three years of industry experience. Her prior work includes roles at Bank of America and Wells Fargo, as well as teaching at the University of Phoenix. Merrill, along 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 investors.

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.

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.

Andrew Ellis is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. He has previously worked at US Assure and held various roles at Merrill since 2015. Outside of his advisory work, Ellis operates an Etsy shop called Atavus Oddities, where he creates and ships artwork. 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, and institutions.

Andrew Rodriguez is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Merrill since 2012. 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.

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.