Brandon Whaley is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. He has worked at several major firms including Edward Jones, Merrill, J.P. Morgan Securities, and Bank of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and an integrated platform that combines advisory programs with insurance and lending products.

Brendan Clooney is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Before joining Merrill, he worked in various service and delivery roles, including as an independent contractor for Doordash. 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.

Joseph Bott is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Inc. 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 corporate fiduciaries. The firm integrates investment management with Bank of America’s broader financial platform, providing access to a wide array of products and services.

Kenneth Bronis is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, LLC since 2012. Outside of his advisory role, he manages a stenography services business related to a family matter. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Andrew Stilley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked within various branches of Fidelity since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory role to multiple registered investment companies and use of advanced technologies like AI in its investment process.

Richard Golod is a financial advisor with Morgan Stanley in Ponte Vedra, FL, holding Series 63 and Series 65 licenses and having 47 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017, following a brief period out of the industry. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of proprietary strategies and affiliated entities.

Brian Howe is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and having 22 years of industry experience. He has been with Bank of America and Merrill since 2010. 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 integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

Debra Guthrie is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Merrill since 1997. Outside of her advisory role, she serves as a power of attorney for family investment accounts. 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.

Tim Mc Mahon is a Series 66-licensed financial advisor at J.P. Morgan Securities with experience at Morgan Stanley and J.P. Morgan Chase Bank. His background includes entrepreneurial activities such as operating Tims Hoops and involvement with the Danny Balderson Basketball Camp. 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 operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Zachary Raymond is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations with two years of industry experience. His prior work includes roles at Enterprise Holdings, Publix Super Markets Inc., Compass Group USA, and teaching positions at Florida Gulf Coast University and County College of Morris. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Mark Cagnassola is a financial advisor with Ameriprise in Jax Beach, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Robert Johnson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2022 and has held positions at River City Science Academy and other organizations earlier in his career. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs.

Preston Miller is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at VyStar Credit Union and Fidelity Investments. Outside of his advisory work, he serves as a notary for VyStar Credit Union. 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. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and a range of portfolio strategies.

Bryton Guy is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. He has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Outside of his advisory role, he is active as a social media influencer creating content related to his interests. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Strobel is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior work experience includes roles at Florida Blue and First Command Brokerage Services, among others. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to provide discretionary and non-discretionary advisory solutions.

Eric Garrett is a Series 66-licensed financial advisor with nine years of industry experience, currently with Merrill since 2017. He is based in Jacksonville, FL. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s corporate platform.

Jonathan Adamski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2003 and has over 15 years of experience in the Asset Management sector prior to joining the Pajcic Group. His expertise lies in Portfolio Management, and he holds the CERTIFIED FINANCIAL PLANNER® professional designation as well as the Personal Investment Advisor (PIA) designation. Jonathan earned his bachelor's degree from Rollins College and completed his MBA at Florida Atlantic University. He lives in Ponte Vedra with his wife Maribeth and their three children.

Charles Engelbrecht is a financial advisor with Cetera in Jacksonville, FL, holding the Series 66 designation and one year of industry experience. He has a background in home health consulting, serving as president of Florida First Care, Inc. since 2000. Engelbrecht is also active in local organizations, holding positions as treasurer of a Republican executive committee and vice president of a homeowners association board. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services delivered through a nationwide network of independent advisors.

Michael Forte is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop tailored financial strategies that align with their goals, lifestyle, and long-term security. Michael has progressed through various positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2025, and currently serves as Investment Solutions Representative III. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Michael enjoys attending concerts, cooking and baking, fishing, exploring diverse cuisines, watching football, and traveling.

James Chipps is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 credential and previously worked at J.P. Morgan Securities for eleven years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools without providing individual security recommendations as part of its standalone planning services.