Michael Sturm is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. He has been with Merrill since 2007. Based in Jacksonville, FL, his career has been focused within the firm. 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.

Kathryn Martin is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise Financial Services in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources. The firm uses a centralized service team to produce written recommendations that integrate proprietary research and third-party data, serving clients meeting specific asset criteria within a defined investment universe.

Argie Focco is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2011. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

James Priest is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked seven years in technology and retail sales at Best Buy in Jacksonville, Florida, where he continues to work part-time. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods.

John Cullen III is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A. and Florida Atlantic University. 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 operates within Bank of America’s broader platform, providing access to various investment products and services.

Charles Priest is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and Convergys. Outside of his advisory work, he is the sole proprietor of Chuckles, a music and entertainment production business based in Jacksonville, Florida. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Jason Tracht is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2013. Outside of his advisory role, he works part-time mowing lawns for a local lawn care service. 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and serves in formal advisory roles to multiple registered investment companies.

April Wellman is a financial advisor with Merrill based in Jacksonville, FL. She holds the Series 66 designation and has 15 years of industry experience. She has worked at both Bank of America N.A. and Merrill since 2010. 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 range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joy Mcgriff is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to her current role, she was involved with the American Red Cross and the University of North Florida, where she has been engaged for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios, with distinctive involvement in registered investment companies and the use of advanced AI methodologies.

Melissa Moser is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2018. In addition to her advisor role, she has been affiliated with the University of North Florida since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage various funds.

Pedro Diaz is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Bank of America, Popular Bank, Cardinal Health, and he has experience in the food service industry with Tijuana's Bar & Grill and Faccio Pizza. 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.

Jeffrey Wilson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Bank of America and Merrill since 2011. 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 that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Alex Verrastro is a financial advisor at Merrill with 13 years of industry experience. He has held his current position since 2016 and holds Series 63 and Series 66 designations. 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 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 range of products and services.

Arthur Delgado is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Camarda Wealth Advisory Group, Gravity Financial, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Brandon Grinaker is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked within various Fidelity entities since 2006, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and is noted for its use of systematic methodologies and oversight in investment management.

Jacob Moore is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant and hospitality sector for several years, including roles at Sushi Sake and Mark's Prime Steakhouse. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Anthony Shrubsall is a financial advisor at Merrill with 16 years of experience at the firm and a Series 66 designation. He is based in Jacksonville, FL, and has 11 years of industry experience overall. 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’s integration with Bank of America allows access to a broad array of products and services beyond typical managed accounts.

Aaron Graves is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI in research.

Taylor Weaver is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2020. Prior to his advisory roles, he held positions at SS&C Advent Software, Academy Sports and Outdoors, and the University of North Florida. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s broader corporate platform.

Courtney Ferland is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, bringing 12 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013 and has a concurrent role at Arizona State University since 2010. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, leveraging its integration with Bank of America’s broader platform.