Miranda Butler is a financial advisor at Merrill with 19 years of industry experience. She holds the 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Fischman is a financial advisor with J.P. Morgan Securities in Miami, FL, holding a Series 66 designation and one year of industry experience. His work history includes roles at JPMORGAN Chase Bank, N.A., J.P. Morgan Securities, Trinity Wealth Securities, and Fischman & Fischman. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

Corbett Yarbrough Sr. is a financial professional with 12 years of industry experience, currently associated with Cetera. He holds Series 65 and Series 63 licenses and has worked at firms including Prudential Insurance Company of America and Allstate Insurance Co. In addition to his role at Cetera, he is involved with Capital Financial Strategies, providing financial services and fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jack Lawley is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with Merrill since 2014 and also worked at Bank of America N.A. starting in 2022. 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.

George Faris is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and their families to co-create and implement financial plans and investment strategies, focusing on building deep relationships to help clients with their wealth strategies and lifetime goals. He has been with Fidelity Investments since 2015, progressively advancing through various roles including Financial Consultant, Regional Center Planning Consultant, Relationship Manager for Portfolio Advisory Services, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative-Full Trader. George holds insurance licenses in Arkansas and California.

Jessica Cook is a financial advisor with Ameriprise, holding Series 65 and Series 66 designations and 21 years of industry experience. She has been with Ameriprise and its related entities since 2005, including six years at her current role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income recommendations and annual planning. The firm’s approach integrates investment research, algorithmic tools, and collaboration between a centralized service team and financial advisors.

Lloyd Archibald is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at several firms, including Raymond James & Associates and Cetera, before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through a process that combines quantitative modeling and centralized due diligence.

Matthew Hylton is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Bank of America, Amazon.com, 7-Eleven, and Retail Product Solutions. 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, and institutional investors.

Jose Ramos 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. Prior to joining Fidelity Investments in 2025, he had roles at TCC Wireless and Comcast. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Stephen Wolfe is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked at Merrill since 2015 and is also associated with Bank of America, N.A. since 2017. Outside of advising, he briefly maintained a limited liability company with his spouse that was intended to operate as an arcade serving food and drinks. 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.

Jonathan Barry is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. Barry is based in Jacksonville, Florida. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Adam Owens is a Financial Consultant at Fidelity Investments, where he has been employed since 2026. Prior to this role, he held positions at Fidelity Investments including Planning Consultant from 2023 to 2026, Retirement Planner from 2022 to 2023, and Customer Relationship Advocate from 2021 to 2022. His professional experience encompasses various aspects of financial advising and planning. He holds insurance licenses in Arkansas and California. Adam emphasizes a collaborative approach in his work, aiming to provide insights tailored to his clients' unique needs to support informed financial decisions. His commitment is centered on building long-term relationships based on trust, integrity, and transparency. Outside of his professional career, Adam's personal interests include biking, fitness, parenthood, and volunteering.

Izzac Wells is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015 and at Bank of America, N.A. since 2020. 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, pension plans, and charitable organizations. The firm integrates with Bank of America’s corporate platform, providing access to a wide range of products and services.

Zachary Mccarthy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Before joining Fidelity Investments in 2025, he held various roles mainly in the coffee and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Antonio Castaneda is the Vice President, Wealth Planner at Fidelity Investments. He focuses on helping clients organize their wealth, protect important assets, and develop financial plans that support their goals across generations. He utilizes Fidelity's tools and resources to assist clients in making decisions aligned with their values. Antonio has been with Fidelity Investments since 2013, serving as a Portfolio Specialist from 2013 to 2018 and as a Financial Consultant from 2018 to 2025. He holds insurance licenses in Arkansas and California. Outside of his professional work, Antonio enjoys activities such as comedy, concerts, hiking, kayaking, skiing, and traveling.

Harvey Clowers is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Directed Services LLC, and Voya Financial. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Edward Lombard is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory role, he is actively involved with Agility Wealth Management as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing detailed client risk profiles and asset allocation strategies to tailor recommendations.

Carter Day is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes a variety of roles outside the financial sector, such as driving for Amazon Flex and DoorDash, as well as a position at Davies Houser & Secrest CPA, P.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brian Miller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 11 years of industry experience. He has worked at Bank of America and Merrill since 2014. 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 broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of investment products and services.

Justin Ludwig is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015 and also works at Bank of America, N.A. since 2018. Outside of his advisory role, he works part-time as a freight associate at The Home Depot, operating a forklift to stock and move merchandise. 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, and institutional investors. The firm integrates with Bank of America’s broader platform, providing access to a wide set of financial products and services.