Alex Chisholm is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Alex served as a Planning Consultant from 2023 to 2024 and as a Client Management Representative from 2022 to 2023 at Fidelity Investments. In these roles, Alex has focused on partnering with clients to design and implement dynamic financial plans tailored to their goals. Alex holds insurance licenses in Arkansas and California, supporting expertise in client financial and insurance needs. Outside of work, Alex enjoys cooking and baking, participating in family activities, and pursuing music as an instrumentalist.

Joseph Walker is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Cafe Alfresco and Olive Garden, as well as experience at the University of Central Florida. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs proprietary research combined with quantitative and algorithmic portfolio construction methods, managing a range of investment vehicles such as mutual funds, ETFs, and fund-of-funds.

Arman Mazumdar is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, and multiple divisions within Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with oversight controls and the use of AI and systematic methodologies.

Kyle Daley is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Reynolds American Inc and PerdoCEO Education Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios developed with proprietary fundamental research and quantitative analysis.

Justin Grose is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of experience with the firm. He has worked at Merrill since 2012. 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.

Shilpa Dunn is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2019. Her prior experience includes roles at Voya Financial Partners and involvement with the Hindu Society of North East Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is noted for its use of model portfolios and AI-driven research.

Irene Fong is an Investment Solutions Representative III at Fidelity Investments. In her role, she works with clients to understand their financial goals and assist in building personalized financial plans. Irene has progressed through several roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, Investment Solutions Representative II in 2025, and assuming her current position in 2026. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Irene has interests in the beach, cooking and baking, tennis, and traveling.

Jaimie Fountain is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America since 2009. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Mc Lauchlin is a financial advisor with Charles Schwab, holding a Series 66 designation and based in Jacksonville, FL. She joined Charles Schwab in 2026 and has prior experience working in education and with organizations such as YMCA Camp Greenville and Opus Coffee. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios, supported by centralized custody and compliance infrastructure.

James Harkey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Merrill since 2005 and Bank of America, N.A. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hana Elliston is a financial advisor at Fidelity with the Series 66 designation and four years of industry experience. She previously worked at Zieg Hospitality, operating Hotel Indigo Jacksonville for eight years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Nicole Lowbridge is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at Merrill for a total of 22 years, including a recent tenure since 2019, and was previously with Lincoln Financial Distributors from 2016 to 2019. Outside of advisory work, she maintains an active real estate license for personal property purchases. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

Joel Newman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he is a financial partner and part owner of BackNine Golf, a business based in Jacksonville. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dina Pryor is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Merrill since 2012 and previously at Bofa Securities, Inc. Since 2022, she has also owned Florida Roots LLC, a business focused on selling her personal artwork and photography. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Joseph Trainor is a financial advisor with Ameriprise in St. Johns, Florida, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Reyes is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at J. A. Reyes & Co., P. A., Equitable Financial Life Insurance, and Blaze Pizza. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Darren Lupari is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1999, starting his career at Merrill in the Retirement Benefits Group. Darren has held multiple roles within the firm and, between 2005 and 2010, worked as a Client Relationship Manager at ING, overseeing multi-billion dollar 401(k) plans for corporate clients. He rejoined Merrill Lynch as a Wealth Management Advisor in 2010. Darren’s expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He focuses on helping corporate executives integrate their corporate benefits into comprehensive long-term financial strategies. His client focus areas also include personal retirement planning, portfolio management services, women and wealth, and retirement income. Darren holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Central Florida. A resident of Jacksonville since 1999, Darren lives in the Southside area with his wife and three children. He enjoys boating, fishing, football, traveling, and spending time outdoors with his family.

Gregory Morrow is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at First Command Insurance Services, First Command Advisory Services, First Command Brokerage Services, H&R Block, and Ecolab. Outside of his advisory role, he serves as an uncompensated board director for a property owners association and remains an inactive licensed real estate agent. 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. The firm is noted for its advisory role to multiple registered investment companies and use of advanced systematic methodologies in portfolio management.

Steven Mcneal is a financial advisor at Fidelity with the Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Champion Brands Inc and Indianhead Biomass Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and employs algorithmic portfolio construction, managing both proprietary and delegated assets.

Evan Pingel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2019 and currently serves clients through Bank of America. Prior to his advisory career, he held positions at Publix Supermarkets and Florida State College at Jacksonville. Merrill, along 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 model-based and discretionary investment strategies developed by internal and third-party teams.