Zachary Henderson is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Fidelity and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Christopher Egan is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with JPMorgan Chase Bank and its affiliated entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Dow Jr. is a financial advisor at Fidelity with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple Fidelity entities since 1993. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers discretionary and non-discretionary advisory services.

Kharis Quaintance is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Thrivent, Quaintance worked at Pruco Securities, Prudential Insurance, New York Life, and Allstate. He serves as a board member of the Jacksonville Urban League and is treasurer of the University of Florida Black Alumni association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

Darren Sapp is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in managing client assets.

Julie Shipman is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2016. 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 including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Erin Dooley is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with AXA Advisors, LLC for two years and spent seven years with the St. Johns County School District. 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 allows access to a broad array of products and services beyond typical advisory offerings.

Juan Carlos Chiong is a Financial Advisor with The GTZ Group at Merrill Lynch Wealth Management. He joined the team in 2019 and currently serves as a team financial advisor, working with both international and domestic high to ultra-high net worth individuals, families, and businesses. Juan Carlos focuses on developing financial strategies driven by clients' individual goals and priorities, offering services that include family wealth management, international wealth management, portfolio management, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management, and maintains Series 7 and 66 FINRA registrations. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he aims to educate clients about investing while helping them understand financial planning and the market factors influencing their wealth. Outside of his professional role, Juan Carlos enjoys football, spending time with his family, and traveling.

Libby Roelse is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where she has worked since 2022. She has two years of industry experience and previously spent six years with Dyne Hospitality Group. Outside of her advisory role, she holds power of attorney for a family member. 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.

Ethan Machnic is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and 10 years of industry experience. He previously worked at Merrill from 2016 to 2020 before joining Fidelity Brokerage Services LLC, where he has been since 2020, and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and formal advisory roles to multiple registered funds.

Victoria Kanevsky is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. She previously worked at Edward Jones for two years and has been with Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and offers discretionary and non-discretionary portfolio management.

Jake Perna is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Merrill and Bank of America, he worked for Fidelity Investments. He has also been involved with the United States Tennis Association. 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 other fiduciaries.

Brian Armstrong is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to that, he was employed at Interline Brands from 2016 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, with an emphasis on systematic methodologies and oversight of affiliated sub-advisers.

George Gonzalez is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 1999. Fidelity's Strategic Advisers LLC, where he is associated, offers investment management and advisory services to a diverse 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 drawn from mutual funds, ETFs, and ETPs.

Abishek Eagala is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Dayton and Dreamer Trading LLC. Fidelity’s Strategic Advisers LLC, where Abishek is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing multi-manager fund structures and employing systematic methodologies in its investment approach.

James Williams is a CFP®-certified financial advisor with 14 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he spent a decade at UBS Financial Services. He serves on several nonprofit boards in Jacksonville, including the Jacksonville Public Education Fund and the Museum of Science & History, where he holds leadership roles related to finance and governance. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base that includes individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes tailored financial plans and advisory services supported by extensive research and a broad affiliate network.

Taylor Welsh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC and Ovation Credit Services LendingTree. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory roles.

Joel Weaver is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Coachman Lakes Homeowners' Association 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 including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mason Davis is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Baptist Medical Center and Whataburger. 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 to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Thomas Huntley Jr. is a Series 63-registered financial advisor with Ameriprise in Jacksonville Beach, FL, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages BLVT LLC, an advisory business. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team.