Mandel Dauphine is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Merrill and Bank of America since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America enables access to a broad range of financial products and services beyond typical advisory offerings.

Kristofer Maher is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held various roles across different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jamie Ellison is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Merrill since 2013. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.

Steve Nadeau is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He 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 model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kyle Van Zanden is a financial advisor with Charles Schwab in Jacksonville, FL. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2025. Prior to his current role, his background includes positions in full-time education and work at NEP Inc. 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 combines non-discretionary advisory with access to discretionary separately managed accounts, supported by centralized custody and operational structures.

Christopher Knoernschild is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at CenterState Bank and Mandarin Home Services, among other roles. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Nishat Hossain is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Hossain worked at Cornerstone Financial Network and held various roles in financial services and related fields since 2016. Fidelity’s Strategic Advisers LLC division 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 also manages model portfolios and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Frederick Harris is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2011. Outside of his advisory role, he is a general partner and managing member of Harris Automotive Enterprises LLC, a business engaged in online sales of collectible automobile models and used auto parts. 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.

Tracie Manning is a financial advisor with Morgan Stanley in Middleburg, Florida, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Damon Harris is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2007. 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.

Ashley Zimlich is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2012. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Carolina Kandel is a financial advisor at Fidelity with a Series 66 license and just over one year of industry experience. Her prior work includes roles at Wells Fargo Bank and VyStar Credit Union. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary management, fund advisory, and model portfolio services.

Paul Minogue is a financial advisor with Merrill in Jacksonville, FL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including 12 years at Merrill and Bank of America, N.A. combined. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients, including individuals, high-net-worth clients, and institutional investors.

Fabrizio Argueta is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Fidelity since 2014. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model portfolios using mutual funds, ETFs, and ETPs.

Meghan Streeter is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Merrill since 2015 and Bank of America, N.A. since 2017. 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. The firm integrates with Bank of America’s platform to provide access to a wider set of products and services.

James Hayden is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously served in the United States Navy for five years. Hayden also has experience in academia, having worked at the University of New Haven from 2018 to 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Bryan Forrest is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1998. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and other organizations. The firm is integrated into Bank of America’s broader platform, enabling access to a wide set of financial products and services.

Hunter Little is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2018 and also operates Jax Wealth Advisors. He has worked previously at Northwestern Mutual and has a background that includes experience outside finance, such as working at Outback Steakhouse. Additionally, he has been affiliated with the University of North Florida for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Amber Lagore is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in education with Jefferson County Public Schools and held roles at the USPS and North Carolina Farm Bureau. She also has experience in improv entertainment. Fidelity’s Strategic Advisers LLC, where Amber works, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment entities.

Jackson Wynn is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has four years of industry experience. His prior roles include positions at Bank of America N.A. and Seacoast National Bank. 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 diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.