Gavin Lyter is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to understand their short- and long-term goals and helps build customized financial plans tailored to their unique needs. Gavin has been with Fidelity Investments since 2021, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative I and II before his current position. This experience has enabled him to develop a comprehensive understanding of investment solutions and client services. Outside of his professional work, Gavin has personal interests in golf, movies, music, and traveling.

Frederick Fedorowich Jr. is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory role, he operates as an insurance agent offering disability, annuities, long-term care, and life insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios that include a broad array of investment types.

Brent Greisinger is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Kaleris, Wabtec, and GE Transportation. Outside of his advisory work, he participates in selling NFL season tickets through the ticket exchange for Packers home games. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with notable use of systematic methodologies and AI-driven research.

Jesus Adkins is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials. He has one year of industry experience, with prior roles at Bank of America, Citigroup, Compass, Fidelity Investments, and nine years of service in the United States Navy. 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.

Valerie Obi is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. She has been with Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. Prior to her current roles, she worked with Women's Entrepreneurial Opportunity in 2019. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios that incorporate mutual funds, ETFs, and ETPs.

David Aghamalian is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2012. Outside of his advisory role, he owns a boat and RV storage business in Saint 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Hurley is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, Hurley serves as an office official for the Jacksonville Icemen, a minor league ice hockey team in the ECHL. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering various model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Robert Valentine is a financial advisor with Merrill in Jacksonville, FL, holding the Series 63, Series 65, and Series 66 designations. He has 25 years of industry experience, including 20 years with Merrill 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 plans, charitable organizations, and corporate fiduciaries.

Jeremy Shaheen is a financial advisor at Merrill with six years of industry experience. His prior roles include positions with Fidelity Investments and MassMutual Southeast Coast. He also worked at the University of North Florida and the Coggin Career Management Center. 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 plans, and corporate fiduciaries.

Connor Marsh is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Excalibur Financial Services, where he also provides life insurance coordination and insurance product services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pensions, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a range of investment products to construct portfolios managed on both discretionary and non-discretionary bases.

Dustin Moore is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been associated with Merrill since 2010 and Bank of America, N.A. since 2014. Outside of his advisory role, he holds power of attorney for a private entity located in Middleburg, Florida. 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, pension plans, and charitable organizations. The firm integrates closely with Bank of America’s broader platform, providing access to a variety of investment products and services.

Christopher Reyes is a Series 66-licensed advisor with Merrill, based in Jacksonville, FL. He has one year of industry experience, including roles in education and community organizations prior to joining Merrill. Outside of his financial advisory work, he manages a local restaurant, Riviera Maya Mexican Cuisine. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations, integrating investment solutions within Bank of America's wider corporate platform.

Joseph Ellis is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. 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.

Jamie Froese is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2008, including roles with Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his financial career, he serves as a First Lieutenant leading an infantry platoon in the Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary mix of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Elisabeth Burkley is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2017. Previously, she had a one-year involvement with Engine 15 Brewing Company. 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 to deliver model portfolios and discretionary management, with a noted role in applying AI methods and serving multiple registered investment companies.

Michael Cordero is a financial advisor with Primerica Advisors in Jacksonville, FL, holding a Series 65 license and 17 years of industry experience. His career includes roles at Pfs Investments Inc. and Primerica Financial Services since 2008 and 2009, respectively, alongside involvement in the education sector with Putnam and Flagler County Schools. Outside of financial advising, he owns a business unrelated to investments that involves home security and automation product referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third parties, focusing primarily on individual investors rather than institutional clients.

Jason Rosado is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Prior to his current role, he was involved in the hospitality and distribution industries. 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, and charitable organizations. The firm operates within Bank of America’s platform, providing access to a broad set of products and services.

Brian Croghan is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2016, based in Jacksonville, FL. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies developed by its Chief Investment Office with discretionary management and third-party style managers, leveraging its connection to Bank of America’s broader platform.

Eric Olson is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Signator Investors, Inc. and as President of Retirement Resources, Inc. In addition to his advisory work, Olson is a published author with several books available on Amazon and has been involved in music as a singer. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and provides access to managed accounts and third-party money managers.

William Rica is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Morgan Stanley and other firms in the financial sector. 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.