Michael Morris is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at FedEx Corporation and involvement with small businesses such as Fairhope Brewing Company and Blue Dawn Surfboards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is notable for its use of AI-driven methodologies and its formal advisory role to multiple registered investment companies.

Brian Heller is a financial advisor with Fidelity who holds the Series 66 designation and has 15 years of industry experience. He has worked with various Fidelity entities since 2010, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Dan Pierce is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2018, progressing through various roles including Branch Leader, Investment Solutions Team Leader, and Investment Solutions Help Desk. Dan focuses on helping associates maximize their potential both personally and professionally. Throughout his tenure at Fidelity, Dan has gained experience in leadership and investment solutions, contributing to his expertise in these areas. His career demonstrates a steady advancement within the company, reflecting his commitment to his role and the organization. Outside of his professional responsibilities, Dan enjoys baseball, fishing, fitness, golf, running, and skiing.

Scott Penrod is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing Services and JPMorgan Chase Bank. Outside of finance, he operated a woodworking and furniture business under the name Penrod Chic from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers recommendations on a non-discretionary basis, combining institutional advisory capabilities with broker-dealer and investment adviser functions.

Aaron Moura is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes several roles primarily within entertainment and media-related companies prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages various investment structures, including model portfolios, mutual funds, and ETFs, and maintains regulatory registrations uncommon among its large institutional peers.

Alessandra Nunez Alvarado is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients' personal priorities to develop tailored investment strategies aimed at helping them pursue their financial goals. She holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Alessandra completed her high school education at Iraan High School.

Kelly Bomar is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the CFP®, Series 63, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools.

Jonathan Pelkowski is a financial advisor at Merrill with 18 years of industry experience. He has held his current role at Merrill since 2013. He holds the Series 63 and Series 66 designations. Merrill provides managed account services through its Select Portfolio Solutions program, serving 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 integrated within Bank of America’s broader corporate platform.

Jomarie Caplan is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 licenses. Her career includes roles at Fidelity Investments, Fidelity Brokerage Services LLC, and Progressive Casualty Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis in portfolio construction. The firm manages a range of fund advisory services and utilizes algorithmic and AI-based methods in its investment process.

Allison Batey is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes roles at 121 Financial Credit Union and Dillard's 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, charitable organizations, and corporate fiduciaries.

Jasmine Wagner is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Bank of America and healthcare-related positions at UF Health Jacksonville and UF Health. 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.

Ann Todd is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has built a practice over more than 20 years focused on delivering financial advisory services across a variety of client needs. Her areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Ann holds a Bachelor's degree from Randolph Macon Woman's College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of her professional work, Ann is active in educational communities and participates in sporting activities. She enjoys spending time with her family and exploring Florida's natural resources through activities such as tennis, cooking, yoga, biking, hiking, horseback riding, knitting, crocheting, reading, and traveling.

Deanna Hartwell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise in Jacksonville, FL. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she manages a related business, Deanna R Hartwell, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Gary Meyer is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated with Bank of America’s corporate platform, enabling access to a wide range of financial products and services.

Dawn Aviles is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America since 2009. Aviles serves as a board member of The Chatman Family Foundation Inc., which focuses on literacy and advocacy efforts for children and adults in the Jacksonville area. 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.

Gena Korotkov is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing financial strategies related to wealth management, including portfolio management, insurance, lending, and estate planning services. Her client focus areas include college education planning, personal retirement planning, portfolio management services, and retirement income. Gena holds a bachelor's degree from Tulane University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her approach centers on creating customized wealth management strategies tailored to each client’s unique goals and financial circumstances. Outside of her professional role, Gena enjoys golfing, photography, spending time with family, and playing tennis. Banking products and services are provided by Bank of America, N.A.

Paulo Pimenta Filho is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Paulo has also been involved with Florida State College at Jacksonville and previously worked at Smart Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christina Palmer is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked with Charles Schwab and its affiliated entities since 2023 and previously spent six years at TD Ameritrade. Outside of her advisory role, she designs and sells resin dice through an online retail business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services. The firm offers both non-discretionary and discretionary investment management options using multi-asset model portfolios and provides centralized client support through its integrated operational structure.

Ornela Agolli is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their financial goals and priorities. She employs Fidelity's collaborative team approach to help each client build a personalized long-term plan that supports their needs and offers greater financial confidence. Ornela has held multiple roles within Fidelity Investments, including Financial Consultant since 2025, Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Workplace Planning and Advice from 2020 to 2022. This progression reflects her experience across various areas of financial planning and client relationship management.

Ailena Ray is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs where clients retain decision-making authority.