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.

Derek Chipoletti is a financial advisor at Cetera with over 10 years of industry experience. He holds a Series 66 designation and has worked with firms including Capital Financial Strategies and Minnesota Life Insurance Co. Outside of his advisory work, he volunteers as a football coach for Clay County School Board, teaching football and life skills to student athletes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing a range of program options and custodial relationships.

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.

Craig Livingston is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 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 model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s platform to provide access to an extensive range of financial products and services.

Will Boyt is a Financial Consultant currently with Fidelity Investments. His work focuses on partnering with individuals and families to help achieve their unique financial goals. He utilizes advanced planning tools and a broad range of investment options to provide clients with a comprehensive financial planning experience. Since joining Fidelity Investments in 2015, Will has held multiple roles including Regional Center Planning Consultant, Relationship Manager for Personal and Workplace Advisors Services (PAS), Workplace Planning Consultant at two levels, and High Net Worth Representative. He holds insurance licenses in Arkansas and California. Outside of his professional career, Will has interests in fitness, golf, music, skiing, tennis, and traveling.

Steven Eversole is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Outside of his advisory role, he serves as an operations manager in the Florida Air National Guard. Merrill provides managed account services 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, and institutional fiduciaries. The firm integrates with Bank of America’s platform to provide access to a wide range of investment products and services.

Erika Gill is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of experience at Merrill. She has been with the firm since 2010. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

John Douglass is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Bank of America and Merrill since 2010. 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 and profit-sharing plans, and other institutional clients.

Paul Charles is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill Lynch since 2006. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ryan Osborne is a Series 66-licensed financial advisor with Merrill, based in Jacksonville, FL, and has 12 years of industry experience. He has been with Merrill and Bank of America since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America affords access to a broad range of products and services beyond typical managed account offerings.

Valerie Kiernan is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to her advisory role, she held various positions including roles at Instacart, Shipt, and Brinker International. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Kevin Peffer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has been associated with Fidelity Brokerage Services since 2014. Outside of his financial advisory role, he works as a wedding DJ and emcee in Jacksonville, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios, and it serves in advisory roles including oversight of multiple registered investment companies.

Dorinda Hawk is a Financial Consultant at Fidelity Investments, where she works closely with clients to develop tailored financial plans aimed at building, managing, protecting, and transitioning their wealth. Her approach emphasizes understanding clients' personal and family priorities, conducting thorough plan analyses, and implementing strategies aligned with their goals, with continual reviews to ensure clients feel secure and confident throughout the process. She has experience in various roles within the financial services industry, including positions as a Trust Officer at Arvest Wealth Management and multiple roles at Fidelity Investments, such as Relationship Manager and Workplace Planning Consultant II. Dorinda holds insurance licenses in Arkansas and California. Outside of her professional work, Dorinda enjoys baseball, beach activities, kayaking, swimming, and spending time with pets.

William Reade is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2013 and has also worked with Bank of America, N.A. since 2012. 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 individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates a broad range of financial services and products through its affiliation with Bank of America.

Richard Landry is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior work includes over a decade at Fidelity Brokerage Services, LLC, before joining Merrill and Bank of America in 2022. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other entities. The firm is integrated with Bank of America’s broader platform, which includes access to various financial products and services beyond typical managed accounts.

Gregory Fuchsluger is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017, following two years at Heritage Financial Consultants, LLC. Prior to his advisory roles, he was employed at Merritt Athletics Clubs. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Campioni is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. 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 wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services.