Patrick Shelton is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. 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 strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Richard Sopher is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also a trustee of a family trust focused on the wellbeing of a relative. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its advisory role to multiple registered investment companies.

Lenaire Jones is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Jones worked at Ally Financial and Bank of America, as well as Merrill Edge. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Charles Ragle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at AT&T, Breakthru Beverage, and operating a business called Jurassic Junk Removal LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Justin Quintern is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his career in finance, he spent seven years at Restaurant Orsay. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight controls.

Dylan Jain is a financial advisor at Fidelity with seven years of industry experience holding Series 63 and Series 66 licenses. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as prior work at TPC Sawgrass and Caffe Andiamo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios that incorporate mutual funds, ETFs, and ETPs, supported by systematic methodologies and long-term asset allocation benchmarks.

Derek Chipoletti is a financial advisor at Cetera with over 10 years of industry experience. He holds a Series 66 designation and has worked with firms including Capital Financial Strategies and Minnesota Life Insurance Co. Outside of his advisory work, he volunteers as a football coach for Clay County School Board, teaching football and life skills to student athletes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing a range of program options and custodial relationships.

Francesca Mantay is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for nine years and Publix Supermarkets for seven years. Mantay is also a Florida notary public and serves as an insurance agent and office manager for Mantay & Company Insurance and Financial Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Craig Livingston is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2011. 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.

Ryan Tiedeberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His career includes roles at BB&T Bank and Securities, Truist Investment Services, and Pinnacle Financial Partners. He is also employed as a licensed bank advisor at Pinnacle Asset Management and Pinnacle Bank, where he assists clients with financial planning and banking needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Will Boyt is a Financial Consultant currently with Fidelity Investments. His work focuses on partnering with individuals and families to help achieve their unique financial goals. He utilizes advanced planning tools and a broad range of investment options to provide clients with a comprehensive financial planning experience. Since joining Fidelity Investments in 2015, Will has held multiple roles including Regional Center Planning Consultant, Relationship Manager for Personal and Workplace Advisors Services (PAS), Workplace Planning Consultant at two levels, and High Net Worth Representative. He holds insurance licenses in Arkansas and California. Outside of his professional career, Will has interests in fitness, golf, music, skiing, tennis, and traveling.

Steven Eversole is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2017. Prior to his full-time financial career, he served six years as Operations Manager in the Florida Air National Guard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Cody Atherton is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he has worked as an independent contractor for Instacart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and third-party analytics to support portfolio diversification and offers a range of brokerage and advisory solutions.

Erika Gill is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Andrew Corwin is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC for two years. Outside of his advisory role, he acts as co-trustee for his mother’s investment matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bradley Zimmerman is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as CitiGroup Global Markets since 2008. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

John Douglass is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has worked with Bank of America and Merrill for the past 16 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies. The firm serves individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Busch is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2006 and is a member of the Bledsoe Baker Busch & Associates team. In his current role, James focuses on performance analysis across various asset classes and the development of portfolio strategies. He also conducts ongoing investment research and monitors market conditions to help clients capitalize on opportunities. James has over 15 years of experience in wealth management, providing highly personalized services and strategies that align clients' wealth plans with their individual passions and objectives. He holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in business from the College of Charleston.

Paul Charles is a financial advisor at Merrill in Jacksonville, FL with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch since 2006. 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 institutions.

Michael Taras is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Lincoln Investment, Capital Analysts of Jacksonville, and Merrill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a range of portfolio management styles and affiliated research resources.