Michael Brown is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2016. Prior to that, he was employed by Publix SuperMarkets from 2013 to 2017. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing 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.

Nicole Nishimoto is a Series 66 licensed financial advisor at Raymond James & Associates with one year of industry experience. She previously worked at Merrill for six years, Capital City Bank for two years, and SunTrust for three years. Nicole is based in Jacksonville, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets, serving individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, combining municipal advisory capabilities with an extensive affiliate network that supports integrated custody and product sourcing.

Meghan Maxwell is a financial advisor at Merrill with a Series 66 designation and 3 years of industry experience. She has been with Merrill and Merrill Lynch since 2013. 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 is integrated into Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Jared Buchanan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 19 years of industry experience. He has been 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.

Bernice Davis is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Outside of her advisory role, she serves as treasurer of Talata's Truth LLC, a small family business focused on handmade items and small business consulting, and holds board positions with the D B W Policy Center and Jacksonville Country Day School, where she also serves as board secretary and governance committee lead. Merrill provides managed account services to a diverse client base through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies integrated into Bank of America’s broader platform.

Javen Thompson is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments, Aerotek/Actalent, Bank of America, Citibank, and Coopers Hawk Winery & Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services and is notable for its use of AI-driven research and its role as a registered commodity pool operator.

Sarah Miller is a CFP® and holds a Series 66 license, with 13 years of experience in financial advising. She has been with Equitable Advisors since 2013, having previously worked under its prior registration as AXA Advisors, LLC. Outside of her advisory role, she is the social media chair for the Jacksonville chapter of the National Association of Divorce Professionals, contributing to the group's online presence and collaboration efforts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm provides financial planning, brokerage, insurance, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

William Mclane is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2004. 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 is integrated into Bank of America’s broader corporate platform, providing access to a diverse set of products and services.

Michael Marshall is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Compass Bank, BBVA Wealth Solutions, and Cambridge Investment Research. He is based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines proprietary research with third-party analytics to support its investment approach.

Charli Clifford is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior roles include positions at Aerotek, Aston Carter, and Turning Point Christian Academy. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds, model portfolios, and registered investment companies.

Kip Zebroski is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked within various Wells Fargo entities since 2013. Outside his advisory role, he is an owner of investment-related businesses in Jacksonville, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory work with other financial products and referral channels.

Austin Gapen is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments as well as positions outside the financial sector, such as at Willowbrook Ford and Amazon. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Robert Mcsweeney is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2021. Prior to his current role, he was employed at Atlantic Tax Service and has held positions at Broward College, the City of Pompano Beach, and the University of Central Florida. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his current capacity, Ira partners with individuals and families to develop financial plans aimed at improving their overall financial well-being. He focuses on understanding clients' goals and needs to outline effective and detailed financial plans and investment strategies. Ira holds insurance licenses in Arkansas and California, supporting his work in the financial services industry. Outside of his professional responsibilities, he has interests in baseball, fishing, football, military service, outdoor adventures, and scuba diving.

Trevor Canali is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2007, progressing through various positions including Financial Consultant, Retirement Representative IV, Senior Investment Representative-Customer, Investment Representative Phones, and Financial Representative PreLicensed. Trevor has extensive experience helping clients with their financial needs and holds insurance licenses in Arkansas and California. His professional background reflects a consistent focus on client service and investment guidance. Outside of his professional work, Trevor enjoys camping, family activities, fitness, football, gardening, and volunteering.

Joann Squires is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. 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. The firm integrates investment management with access to a broad set of financial products and services within Bank of America’s corporate platform.

Benjamin Clark is a financial advisor with Merrill in Ponte Vedra Beach, Florida, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Clark serves as a trustee for The Fields Galley Private Foundation, a grant-making private foundation. 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 client base, including individuals, high-net-worth clients, and institutional fiduciaries.

Tara Daniels is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 license and has been with Merrill since 2007. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide range of products and services.

Sonia Hernandez is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Jacksonville, FL. Hernandez has worked with 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, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including Charitable Gift Funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered funds.

Leon Eady is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2014. Outside of his advisory role, he owns 904 Exotic Rentals, a business that leases vehicles for personal travel. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.