Trevor Canali is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2007, progressing through various positions including Financial Consultant, Retirement Representative IV, Senior Investment Representative-Customer, Investment Representative Phones, and Financial Representative PreLicensed. Trevor has extensive experience helping clients with their financial needs and holds insurance licenses in Arkansas and California. His professional background reflects a consistent focus on client service and investment guidance. Outside of his professional work, Trevor enjoys camping, family activities, fitness, football, gardening, and volunteering.

Joann Squires is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. 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 with model-based and discretionary investment strategies.

Benjamin Clark is a financial advisor with Merrill in Ponte Vedra Beach, FL, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has worked at Merrill and Bank of America since 2015. Clark serves as a trustee for The Fields Galley Private Foundation, a grant-making organization. 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 to individuals, high-net-worth clients, and institutional investors.

Mark Fronczek is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991, alongside a career at Lockheed Martin spanning the same duration. Outside of advising, he is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program using model-delivery strategies and discretionary separately managed accounts, supported by third-party managers and custodians.

Tara Daniels is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2007. Located in Jacksonville, FL, her professional background is centered on serving a diverse client base through a large institutional firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Sonia Hernandez is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and is based in Jacksonville, FL. Hernandez has worked with Fidelity Brokerage Services LLC since 2016 and joined Fidelity Investments in 2025. 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 serves a diverse client base, including Charitable Gift Funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered funds.

Leon Eady is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 credential and has been with Merrill and Bank of America since 2014. Outside of his advisory role, he owns 904 Exotic Rentals, a business that leases vehicles for personal travel in Jacksonville, Florida. 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.

Sasha Poulos is a financial advisor with Merrill in Ponte Vedra Beach, FL, holding a Series 66 designation and seven years of industry experience. Poulos has worked at Merrill and J.P. Morgan affiliates and serves on the boards of the Florida State College at Jacksonville Foundation and The Arc Jacksonville. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Martin is a financial advisor with Merrill in Jacksonville, FL. He holds a Series 66 designation and has been with Merrill since 2025. His prior work experience includes roles in various industries such as hospitality and legal services. Outside of finance, he has worked at Metro Diner and Night Lite Pediatrics. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Katie Mc Kee is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017, following earlier roles at Damon Allen, Bradley Ernst, and Northwestern Mutual Investment Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Daniel Smith is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He previously worked with Juice Plus as a partner involved in promotional events and speaker conferences. His background also includes roles at the Jewish Community Alliance and Martin J Gottlieb Day School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research with quantitative analysis and model portfolio construction. The firm is noted for its use of algorithmic methods and its advisory role to multiple registered investment companies.

Gary Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial planning and portfolio management since 1981. He joined Merrill Lynch in 2007 and holds professional designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). Gary employs a planning-based approach that assesses risk tolerance to develop financial strategies aimed at optimizing certainty while minimizing risk. His expertise encompasses retirement income planning, managing sequence of returns, and wealth transfer to intended beneficiaries. Gary’s approach involves a comprehensive review of clients’ financial lives, emphasizing a clear understanding of their priorities to create personalized strategies aligned with their goals. He focuses on client segments such as individuals near or in retirement, those undergoing divorce transitions, widows and widowers, and professionals seeking tailored financial guidance. Gary also incorporates Total Merrill’s resources to address all facets of clients’ financial situations and conducts regular reviews to ensure alignment with changing circumstances. He holds a Bachelor’s degree from Allegheny College and a Master’s degree in Teaching from Antioch University. Gary has contributed articles to national magazines and authored a weekly financial column for the Syracuse Herald Journal from 1991 to 1997. Beyond his professional role, he is active in community organizations including Rotary International and Learn To Read St. Johns County. Gary’s personal interests include golfing, racquetball, woodworking, traveling, and spending time with his wife and five children.

Elio Murillo is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them make informed financial decisions and develop strategies that align their wealth with their personal goals. His work encompasses areas such as retirement planning, investment management, legacy planning, and philanthropic planning. With over 10 years of experience in the financial services industry, Elio focuses on creating personalized financial strategies by understanding each client's unique goals and values. His approach is rooted in integrity and transparency, aiming to simplify financial complexity and help clients pursue meaningful outcomes. Elio holds a Bachelor of Business Administration from the University of Florida and holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Chartered Retirement Planning Counselor™ (CRPC) designation. He is also registered with multiple FINRA licenses. Bilingual in Spanish and English, Elio lives in Jacksonville, Florida, with his wife and their two young sons, and enjoys fishing, football, soccer, traveling, watching movies, and spending time with family.

Patrick Hart is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. Before joining LPL Financial, he worked at Cambridge Investment Research Advisors, Inc. and related entities for eight years. He is also an owner and financial professional of Concierge Capital Management LLC in Boca Raton, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

John Cambareri is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 66 designation and is based in Jacksonville, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Bruce Chappell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1966, serving the ultra-high net worth client segment in Jacksonville for over 58 years. Bruce is one of the longest-tenured advisors at Merrill Lynch, providing guidance to multiple generations of families and their extended networks. His expertise lies in developing strategies for high-net-worth individuals, their families, and their businesses to help them achieve both short-term and long-term financial objectives. Bruce holds a Bachelor of Science degree in Civil Engineering from Duke University and maintains the Professional Investment Advisor (PIA) designation.

Frederick Keator is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 designations and over 32 years of industry experience. He previously spent 14 years with Wells Fargo Advisors Financial Network LLC before joining Raymond James in 2019. Outside of his advisory role, he is managing partner of Keator Group, LLC, president and sole owner of Chiara Corp, and serves as treasurer of the Lenox Police Association as well as a director of the Massachusetts Broadband Institute. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and a large network of affiliated advisors.

Bryan Ollier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, he works part-time in sales for a footwear company. 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.

Anthony Recco Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. With over 20 years of experience, Anthony guides clients through personalized financial strategies aimed at pursuing their long-term goals. Anthony holds the Personal Investment Advisor (PIA) designation and attended the University of California System, though no diploma was conferred. He emphasizes a client-focused approach that involves understanding each individual's full financial picture to develop flexible strategies suited to changing market conditions. He integrates the investment insights of Merrill and lending solutions of Bank of America to provide comprehensive wealth management. Committed to community involvement, Anthony participates actively in local organizations. His past and current roles include serving as President of the Michelle Adey Fund, President of the Senior Citizens Council of Rome, Past President of Rome Rotary and the Teugega Homeowners Association, and as a teacher at St Johns Baptist Church. In his personal time, he enjoys biking, gardening, running marathons, skiing, yoga, and spending time with his family.

Martin Baptiste is a Financial Consultant at Fidelity Investments, where he has been providing personalized financial planning since 2025. He focuses on building long-term relationships with clients based on trust and transparency, delivering clear and objective guidance to support informed financial decisions over time. Martin has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2017, including Investment Management Consultant and Client Management Representative. Prior to joining Fidelity, he worked as a Financial Representative at UF Health of Jacksonville from 2007 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Martin has interests in football, movies, music, and photography.