Melissa Korkes is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and four years of industry experience. She has worked with PFS Investments and Mike L Wrotén Inc. and has roles involving sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party asset managers and custodians. The firm operates on a large scale with over 3,900 advisors and approximately $15.5 billion in assets under management.

Dalton Cleveland is a Series 66-registered financial advisor with Fidelity in Jacksonville, FL, with one year of industry experience. His work history includes roles in educational institutions and a prior position with Scott Toth before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary accounts, fund advisory services, and model portfolios, with noted capabilities in algorithmic methods and advisory roles to registered investment companies.

Daniel Marcon is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at The Capital Grille, Aruza Marketing, and several universities. 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 individual, high-net-worth, and institutional clients.

Sarah Barnett is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michelaine Almodovar is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill in 2024, she held roles across various companies, including Year Up, Lyft Inc, and DoorDash Inc. Her background also includes positions in education and retail sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and related investment strategies to a diverse client base ranging from individuals to corporate fiduciaries.

Ryan Sweeney is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill Lynch since 2004. Outside of his advisory role, he serves as a board member of the Jacksonville Beach Baseball Association, a volunteer-run youth baseball organization. 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 with model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Stacey Walker is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. 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 serves a broad client base and is noted for its use of systematic methodologies, AI-driven research, and its role advising multiple registered investment companies.

Jason Over is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2006 and has also been affiliated with Bank of America, N.A. 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 its services within Bank of America’s broader corporate platform, providing access to a wide range of investment products and services.

Patrick Oglesby is a Series 66-licensed advisor with Merrill, based in Jacksonville, FL, with 13 years of industry experience. He has been with Merrill since 2012 and is also involved with the Epping Forrest Yacht Club. Outside of his advisory role, he serves part-time as a backup boat captain for TowBoatUS Atlas Towing Salvage and Marine Services, providing on-the-water assistance to boaters. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing 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.

Matthew Shroyer is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His background includes roles at Fidelity Investments since 2021 and prior work in the hospitality industry. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic portfolio construction, and it maintains distinctive roles such as commodity pool operator registration and advisory responsibilities for multiple registered investment companies.

Evelyn Chiang is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Merrill since 2002. Outside of her advisory role, she serves as an advisory board member for Hubbard House, a charitable organization in Jacksonville. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Stephen Van Bever is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his financial career, he was affiliated with First Baptist Church of Winter Garden from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methodologies, oversight of sub-advisers, and roles as a commodity pool operator and advisor to multiple registered investment companies.

Andrew Okey serves as Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on aligning appropriate tools and resources to support clients in working toward their financial goals. He has been with Fidelity Investments since 2019, progressing through various positions including Financial Consultant, PAS Portfolio Specialist, Investment Solutions Representative, and Workplace Planning Associate. Andrew holds insurance licenses in Arkansas and California.

Jack Buss is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at W&S Brokerage Services, WESTERN SOUTHERN Life, Equity Services, Inc., and National Life Group. 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. The firm’s integration with Bank of America’s platform allows access to a broad set of financial products and services beyond typical investment management.

John Galbraith is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior experience includes roles at Raymond James & Associates and Bank of America. He serves as co-executor of the estate of his late mother and is involved as an investor and advisory board member in a for-profit business, Progenitors, Inc. 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 that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Tristan Goldman is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Bank of America, Citi Personal Wealth Management, and Fidelity Investments. 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Timothy Feagan is a financial advisor at Merrill with 18 years of experience at the firm and nine years in the industry. He holds a Series 66 designation and is based in Jacksonville, FL. 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.

Phyllis Levario is a financial advisor with J.P. Morgan Securities in Clearwater, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2002, with a brief hiatus from 2021 to 2022. Outside of her advisory role, she operates as an independent contractor for Melaleuca, offering nutritional supplements to friends and family. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale advisory operations with brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and customized reporting through a centralized due-diligence framework.

Matthew Barrett is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation. He began his advisory career in 2025 and previously served on the University of North Florida Board of Trustees. Outside of his advisory role, he has experience in entrepreneurial ventures including ownership of 4 Star Customs Repair LLC. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Moses Salib is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2012 and 2013, respectively. 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. The firm’s integration with Bank of America’s broader corporate platform allows access to a wide set of products and services.