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.

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.

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.

William Chrabot is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge since 2016 and previously worked for First Heartland Capital Inc for 13 years. Chrabot also acts as a licensed insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and platform solutions.

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.

John Roque is a financial advisor with Fidelity Investments holding a Series 66 designation. He has been with Fidelity since 2024 and has prior experience in various roles outside the investment industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory and fund management through a systematic, research-driven approach utilizing quantitative analysis, algorithmic portfolio construction, and oversight of affiliated sub-advisers.

Ryan Osborne is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party teams.

Valerie Kiernan is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to her advisory role, she held various positions including roles at Instacart, Shipt, and Brinker International. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Kevin Peffer is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 credentials and has been associated with Fidelity Brokerage Services since 2014. Outside of his financial advisory role, he works as a wedding DJ and emcee in Jacksonville, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios, and it serves in advisory roles including oversight of multiple registered investment companies.

Dorinda Hawk is a Financial Consultant at Fidelity Investments, where she works closely with clients to develop tailored financial plans aimed at building, managing, protecting, and transitioning their wealth. Her approach emphasizes understanding clients' personal and family priorities, conducting thorough plan analyses, and implementing strategies aligned with their goals, with continual reviews to ensure clients feel secure and confident throughout the process. She has experience in various roles within the financial services industry, including positions as a Trust Officer at Arvest Wealth Management and multiple roles at Fidelity Investments, such as Relationship Manager and Workplace Planning Consultant II. Dorinda holds insurance licenses in Arkansas and California. Outside of her professional work, Dorinda enjoys baseball, beach activities, kayaking, swimming, and spending time with pets.

William Reade is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. He is also affiliated with Bank of America, N.A., where he has worked 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Taisha Roche is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked in various roles including self-employment and positions at the University of North Florida prior to joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models or discretionary managers, utilizing both proprietary and third-party solutions.

Richard Landry is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Fidelity Brokerage Services from 2011 to 2022 and at Bank of America and Merrill since 2022. 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 various institutional investors.

Matthew Schwarz is a Wealth Management Advisor at Merrill Lynch Wealth Management based in the Ponte Vedra Beach, Florida office. He began his career in banking and investments in 2006 and joined Merrill Lynch Wealth Management in 2010. Matthew works with a team of professionals to develop and tailor wealth management strategies that align with each client's individual circumstances and goals. He regularly reviews client progress and assists in planning for future financial objectives. Matthew holds a Bachelor's Degree in Business Management from the University of Colorado at Boulder and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Personal Investment Advisor (PIA) designations. He focuses on areas including family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. In addition to his professional work, Matthew serves as a board member at WeCareJax, an organization dedicated to advancing and coordinating community-wide compassionate specialty care for the uninsured. He resides in Florida with his wife, Tamara, and their two daughters, Reagan and Brinley, and they enjoy spending time at local beaches and in the North Carolina mountains.

Gregory Fuchsluger 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, and previously spent two years with Heritage Financial Consultants, LLC. Outside of finance, he has experience with Merritt Athletics Clubs. 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 a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Campioni is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, bringing nine years of industry experience. He has been with Merrill since 2017. 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 institutional investors.

Melissa Korkes is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 65 and Series 63 credentials and four years of industry experience. She has worked with PFS Investments and Mike L Wrotén Inc. and has roles involving sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party asset managers and custodians. The firm operates on a large scale with over 3,900 advisors and approximately $15.5 billion in assets under management.

Dalton Cleveland is a Series 66-registered financial advisor with Fidelity in Jacksonville, FL, with one year of industry experience. His work history includes roles in educational institutions and a prior position with Scott Toth before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary accounts, fund advisory services, and model portfolios, with noted capabilities in algorithmic methods and advisory roles to registered investment companies.

Joseph Bruno is a financial advisor with Ameriprise in Ponte Vedra Beach, FL, holding Series 66, 63, and 65 credentials and bringing 23 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Bruno and Associates, LLC, Wells Fargo Clearing, and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel Marcon is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various roles including positions at The Capital Grille and Aruza Marketing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.