Samuel Levin is a financial advisor at Merrill with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at NewEdge Advisors, LLC, Commonwealth Financial Network, and Blakely Financial Inc. Levin has also served in educational roles at Elon University and The Bolles School. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Graeme Lamb is a financial advisor with Ameriprise in St. Augustine, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Palmer is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Sofi and Consolidated Credit, as well as a year at Jax Fray. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods, advisory roles to multiple registered investment companies, and formal governance procedures.

Jason Rhodes is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, following a one-year tenure at Reditus Labs. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework into its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Brice Roden is an Investment Management Consultant II at Fidelity Investments. In this role, he provides clients with financial planning and investment guidance. Brice has held several positions at Fidelity Investments, including Planning Consultant since 2025, Relationship Manager from 2024 to 2025, and Workplace Planning Consultant from 2022 to 2024. He holds insurance licenses in Arkansas and California.

Ryan Wolf is a financial advisor with Merrill based in Jacksonville, FL. He holds the Series 66 designation and has 11 years of industry experience, including his current tenure at both Bank of America, N.A. and Merrill since 2015. 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. 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.

Aaron Noles is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Mantay & Company. Noles is also involved with Mantay & Company Insurance and Financial Services as a financial planner. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Alan Painter is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Allegiance Financial Advisors, Inc. In addition to his advisory role, he serves on the executive committee of the American Legion Fallen Heroes Post 372, a nonprofit veterans organization. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisors, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across a wide range of investment options.

Chris De Bruyn is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, and has three years of industry experience. His prior work experience spans several roles, including positions at Starbucks, Mr. Cooper LLC, and Arizona State University. 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 investment strategies for a broad range of clients including individuals, high-net-worth clients, and institutions.

Anthony Masiello is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Masiello was involved in the food service industry at Mezzaluna Pizza and has experience in real estate with Landmark Realty of Florida. Fidelity’s Strategic Advisers LLC provides 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its use of algorithmic methods and advisory roles with multiple fund structures.

Carol Wells is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at PennyMac, Spring EQ, NewRez, and Ditech Financial. Outside of her advisory work, she is employed as a bookkeeper for a health care provider called Family Comes First. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs, and serves in advisory roles for multiple registered investment companies.

Tyler Binkiewicz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at SouthState Bank, the Jacksonville Jaguars, and Ameris Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a focus on systematic methodologies and long-term asset allocation.

Igor Chernetskiy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in several transportation and logistics businesses where he holds leadership positions. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies. The firm operates at scale with thousands of advisors and offices, offering various model portfolios supported by third-party asset managers and custodial services.

Zachary Toelle is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has worked with Community First Credit Union of Florida and Cuso Financial Services, LP over the past 15 years. Outside of his advisory role, he is the owner of Raptor Forge LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management backed by research and model portfolios.

Kevin Phillips is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Merrill and in the health and fitness sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks.

Jason Hardesty is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Bank of America, MML Investors Services, MassMutual, and AXA Advisors. Outside of his advisory career, Hardesty manages and works as a bartender at a restaurant/bar. 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.

Robert Battinelli is a Planning Consultant at Fidelity Investments. In this role, he partners with three Financial Consultants to support clients as they work toward their financial goals, utilizing Fidelity's resources to maintain an updated understanding of clients' goals and financial information. His approach emphasizes transparency, trust, and commitment to provide a consistent experience for clients. Robert has been with Fidelity Investments since 2018, holding various positions including Investment Solutions Representative, Licensing Mentor, High Net Worth Associate, and Client Relationship Advocate. This progression reflects his experience across different facets of financial services within the firm. Outside of his professional responsibilities, Robert enjoys activities such as exploring food, watching movies, engaging in outdoor adventures, traveling, and practicing yoga.

Kevin Koski is a financial advisor at OSAIC with 37 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp Advisory Services. He also operates a separate financial advisory business, Kevin Koski Financial, providing investment and retirement advice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing advanced asset-allocation tools and third-party resources to manage portfolios across multiple investment types.

Jennifer Crocker is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has been affiliated with various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is notable for its role as a commodity pool operator and its use of AI-driven research methods.

Travis Crawford is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Enterprise Rent-A-Car and Comcast Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.