Michael Naegele Jr. is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. He has worked at Merrill since 2022 and Bank of America since 2024. Outside of finance, Naegele is employed as a rehabilitative therapist specializing in inpatient care and performs occupational therapy services under a Florida state occupational therapy assistant license. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Donald Griffith II is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Fidelity Brokerage Services since 2007, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he also works as an Uber driver. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Adem Dorman is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill Lynch since 2009. 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 for 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.

Connor Bowen is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2014. Outside of his advisory role, he operates a photography business specializing in weddings, portraits, and events. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Layton III is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 60 years of industry experience. He has been with Merrill since 1979 and concurrently affiliated with Bank of America, N.A. since 2011. Layton serves as a board member of Thornwell, a nonprofit organization providing programs to help families heal from trauma and avoid crisis, where he participates in finance and program committees. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Bari Bridges is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. Prior to that, she worked at Merrill and Bank of America, N.A. She is based in Jacksonville, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Samantha Perez is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Merrill in 2019, she worked for five years at VOYA Financial Advisors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Vincent Chan is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator, advisory role to multiple funds, and use of AI-driven methodologies.

Panagiota Karalis is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and has 15 years of industry experience. She has been with Fidelity brokerage Services LLC since 2010 and joined Fidelity Investments in 2025. 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 employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.

Freddie Claybrooks is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at Merrill since 2003 and at Bank of America 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Sherwin is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he has been affiliated with the University of North Florida since 2017. 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 integrates with Bank of America’s broader platform, providing access to a wide variety of investment products and services.

Alexander Raynor is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation. He joined Merrill in 2026 and has previous experience in education and service roles. 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.

Ryan Patton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His previous roles include positions at 401K Generation and Fidelity Brokerage Services LLC. Outside of advising, he is a part owner of a real estate business involved in property management activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a systematic investment approach combining proprietary research and quantitative analysis.

Anthony Taylor is a Planning Consultant at Fidelity Investments, where he collaborates with clients to help them make informed decisions and develop plans to work towards their financial goals. He has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Anthony worked as a Financial Representative at Northwestern Mutual in 2021. Outside of his professional work, Anthony has interests in comedy, concerts, football, golf, and spending time with his pets.

Joseph Storey is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 2001. Outside of his advisory role, he is involved in scuba diving instruction and underwater photography through several entrepreneurial ventures, including completing Dive Master and Scuba Instructor training and operating photography and diving-related businesses. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with Bank of America’s broader platform, providing access to a wide set of financial products.

Christopher Dangelo is a financial advisor with Charles Schwab in Ponte Vedra, Florida, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Charles Schwab since 2003. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Ryan Mayer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at First Command Brokerage Services and experience in the hospitality sector at Ted's Montana Grill. 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 for individual, high-net-worth, and institutional clients. The firm integrates its services with Bank of America's broader corporate platform, providing access to a wide array of investment products and related services.

Caleb Cronic is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Navy. Caleb is also the CEO of the United States Naval Academy Alumni Association in Jacksonville, FL, where he leads the board and coordinates events. Additionally, he serves as a trustee for Southside Baptist Church. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and municipal clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

Seth Gieselman is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2010. 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 to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Beth Williams is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 certifications and over 34 years of industry experience. She has been with Merrill and Merrill Lynch Life Agency since 1991. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.