Victor Rahner is a financial advisor with Merrill based in Jacksonville, FL, holding Series 66 and Series 63 credentials and having five years of industry experience. Prior to joining Merrill, his background includes roles in hospitality management and a position at the Cato Institute. He was also involved with Florida State University and its Campus Recreation program. 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 a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Porcella is a financial advisor at Fidelity with four years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes roles at Fidelity Investments as well as experience in the dental and hospitality industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary management and fund advisory.

Mary Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at T3 Trading Group, LLC and HomeMaking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of products, including model portfolios delivered to intermediary platforms.

Sandy Misenheimer Pelot is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in consulting through the Misenheimer Group. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rachel Artiste is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she is a co-owner of a family rental property. 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 to individuals, high-net-worth clients, and institutional investors.

Paul Cancel is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and is based in Jacksonville, FL. He has worked at Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with proprietary models and delegated sub-advisers.

Charles Arroyo is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. Outside of his advisory role, he hosts public trivia events in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary management, fund advisory, and model portfolios, incorporating systematic methodologies and oversight controls.

Charles Huguenard Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at First Horizon, Bank of America, and Merrill. Outside of his advisory role, he is the owner and manager of HUGS Holdings LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Thomas Wynn is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones and Eli Lilly & Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Nancy Hudmon is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their priorities and develop financial plans that align with their goals, values, and vision for the future. She emphasizes the importance of understanding people to provide thoughtful guidance and help clients make informed decisions through life's transitions and changing financial priorities. Nancy has been with Fidelity Investments since 2022, progressing through various roles including Workplace Planning Consultant I, II, and III before her current position. Her experience within these roles has focused on client partnership and financial planning. Outside of her professional work, Nancy engages in activities such as cooking and baking, spending time with family and friends, gardening, and caring for pets.

Chris Hnatusko is a financial advisor at Merrill with Series 66 and Series 63 licenses and 10 years of industry experience. He has been with Merrill since 2015 and also works at Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Butler 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 Wells Fargo Clearing and Bank of America. Outside of finance, he is involved in cybersecurity consulting focused on data privacy strategies for content creators and senior citizens and works part-time at J Alexanders Restaurant. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Kalies is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and J.P. Morgan. Outside of her advisory role, she produces homemade cookies under the name LDK Cookie Creations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to support client goals.

Steven Robertson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at Finish Line/JD Sports, Dick's Sporting Goods, and Southwestern Assemblies of God University. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

David Pomar is a financial advisor with Mass Mutual Investors Services in Jacksonville, FL, holding Series 63 and Series 66 registrations and 17 years of industry experience. He previously worked at Merrill for 17 years before joining Mass Mutual in 2026. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-driven planning through firm-approved software tools.

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 financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation. He has worked in the financial services industry since 2019, including positions at JP Morgan Chase and VyStar Credit Union. Prior to his financial career, he held roles in the fitness and catering industries. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.