Ryan Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2013, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gordon Mills is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Hannah Bordon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held various roles in education, healthcare, and community organizations. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Williams is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, serving a diverse client base including registered investment companies and charitable gift funds.

Ryan Doyle is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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, 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 model-based and discretionary investment strategies developed by internal and third-party managers, servicing individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Merrill since 2014 and also has experience with Bank of America N.A. since 2022. 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 individual and institutional clients, implementing trading, account administration, and custody support across a range of client types.

Chase Hunt is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors, where he also served as a financial consultant. Outside of advisory roles, he has experience in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

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 credentials and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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, 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal Chief Investment Office teams and third-party managers.

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 with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been affiliated with Merrill since 2015 and Bank of America, N.A. since 2017. Outside of his advisory role, he and his spouse formed an LLC with the initial intention to create an arcade business serving food and drinks, though the venture was not pursued. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jonathan Barry is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with Merrill in Jacksonville, FL, holding a Series 66 designation and having 10 years of industry experience. He has worked at Merrill since 2015 and has also been affiliated with Bank of America, N.A. since 2020. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Zachary Mccarthy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked in various roles within the food and beverage sector, including positions at Trilogy Coffee Roasting Co. and Copperline Cafe. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of systematic methodologies in managing model portfolios.

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.