Linda Kalies is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 15 years of industry experience. Her prior roles include positions at Morgan Stanley and JP Morgan Securities. Outside of advising, she produces homemade cookies under the name LDK Cookie Creations. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed risk profiling and supported by a broad network of affiliate services.

Steven Robertson is a financial advisor at Merrill with one year of industry experience. He holds Series 63 and Series 66 designations and has prior work experience including roles at Finish Line/JD Sports and Dick's Sporting Goods. 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, charitable organizations, and corporate fiduciaries.

Phyllis Batchelder is a financial advisor at LPL Enterprise with three years of industry experience. She holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is involved in property management in Jacksonville, FL. LPL Enterprise serves a wide range of clients 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 arrangements, and a variety of brokerage and insurance products through its integrated platform.

Kimberly Taliaferro is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2014. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Garrett Williams is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held positions at Anytime Fitness, DoorDash, and the University of North Florida. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Tyler Ochs is a Financial Consultant at Fidelity Investments, where he currently applies his expertise to support clients in managing their financial decisions. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, and various levels of Investment Solutions Representative, reflecting his growing experience in investment services. Tyler holds insurance licenses in both Arkansas and California, enabling him to provide comprehensive financial consultation to clients across these states. His approach focuses on simplifying complex financial decisions and helping clients build clear paths toward achieving their wealth and peace of mind. Outside of his professional role, Tyler enjoys engaging in activities such as boating, fitness, football, golf, and spending time with friends and pets.

Brian Caton is a Series 66-registered financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, he worked at VyStar Credit Union and JP Morgan Chase, among other roles in various sectors. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Sean Broker is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA, with a combined tenure exceeding a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Eckrich is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has worked at various Fidelity entities since 1993, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages diverse portfolios using systematic methodologies and serves as a formal advisor to multiple registered investment companies and fund-of-funds.

Michael Simonian is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at Cetera Investment Services and Regions Bank from 2016 to 2020. Outside of his advisory role, he owns Simonian Enterprises, Inc., a business involved in selling health and wellness supplements. 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 both brokerage and advisory solutions.

Jared Dunton currently serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2012, progressing through roles including Portfolio Specialist, Financial Consultant, and Vice President Financial Consultant. Jared focuses on understanding his clients' needs to develop tailored financial plans, utilizing a process that involves getting to know clients, discussing available options, and helping adjust finances to achieve preferred outcomes. He holds insurance licenses in Arkansas and California. Jared's professional experience centers on wealth planning and financial consulting, leveraging his expertise to assist clients in managing their financial goals. Outside of his professional responsibilities, Jared enjoys activities such as beach outings, boating, fishing, gardening, outdoor adventures, and spending time with his family.

Viktoriya Rudometkin is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers its services through Financial Advisors and specialized groups such as Estate Planning Strategies.

Stephen Bremer is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been with Fidelity Investments since 2017, progressing through roles including Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. His professional experience spans various aspects of financial consulting and investment management. He holds insurance licenses in Arkansas and California. Outside of his professional pursuits, Stephen has interests in concerts, fitness, food, football, social events with friends, and golf.

Shawn Billiot is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Bank of America, Merrill, Edward Jones, and other firms. Outside of financial advising, he owns and operates a pool service business in St. Augustine, Florida. 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 for individuals, high-net-worth clients, and institutional investors.

Jarrett Manzi is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. Prior to his financial career, Manzi was involved with Middleburg Martial Arts for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Jason Niekamp is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Before joining Fidelity Investments, he held various roles including multiple positions at Georgia College and State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic methods in constructing portfolios, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Angelica Lassetter is a financial advisor at Charles Schwab with 24 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2000 and 2007, respectively. Outside of her advisory role, she serves on the Parent Teacher Partnership Board at Providence School in Jacksonville, FL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and centralized custody and operational infrastructure.

Juan Gonzalez Moreno is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2026 and has a diverse background including roles in personal training, insurance, retail, and hospitality. Outside of financial services, he has experience in personal training and ran a libations business. 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, and institutional investors.

Keegan Larimer is a Series 66 licensed financial advisor with Fidelity Investments, based in Jacksonville, FL, and has three years of industry experience. Prior to his current role, he has held positions at various firms including Edward Jones and has experience in other sectors such as sports memorabilia sales, where he operates as a sole proprietor. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Ledio Simoni is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2019. Outside of his advisory role, Simoni is a co-owner of several family-run rental property businesses. 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 for individuals, high-net-worth clients, and institutional investors.