Andrew Mahaven is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked at several firms including Capital Financial Strategies, Minnesota Life Insurance Co, and BBVA entities. Outside of his advisory work, Mahaven serves on the advisory board of Crosswater Christian Academy and also owns a Christian clothing brand called Christ Got This. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and consulting services through a large network of independent advisors, providing access to multiple investment strategies and third-party money managers.

Sidhant Raote is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity Investments since 2021. Outside of his advisory role, he operates a YouTube channel focused on playing the game "World of Tanks." Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Jason Minteer 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 2012. Outside of his advisory role, he owns a for-profit business related to managing single-family rental properties in Jacksonville, Florida. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate fiduciaries. The firm implements a range of model-based and discretionary investment strategies and is integrated with Bank of America’s wider corporate platform.

Douglas Tutwiler is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Courtney, Patrick & Tutwiler group. He focuses on retirement strategies for both businesses and individuals, advising corporations on their retirement programs. Doug holds the Retirement Benefits Consultant designation, awarded to a select group of advisors who have completed a rigorous assessment and training program in the Institutional Retirement Plan space. His services also include investment advice, wealth transfer, and legacy planning tailored to multigenerational families. Before joining Merrill Lynch in 2015, Doug spent six years at Deutsche Bank in Foreign Exchange Sales, gaining experience on Wall Street. He earned a bachelor's degree in Finance with a minor in Anthropology from the University of Florida. Doug resides in Ponte Vedra Beach with his wife, Paige, their daughters Graham, Cody, and Blake, and their sons Bennett and Chase.

Mia Mccaskill is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Alacrity Adjusting Solutions LLC and the Fulton County State Court Clerks Office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, including the use of model portfolios built from mutual funds, ETFs, and ETPs.

Robert Williams is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anita Hymes is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, having three years of industry experience. She has worked at Bank of America, N.A., Merrill, and Novitas Solutions Inc. Outside of her advisory role, she serves as secretary and director for P B & YAY INC, a nonprofit focused on food services for the homeless. 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.

Caroline Manning is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Parker Shannon is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Dun & Bradstreet and was involved with several organizations including the University of Florida and the Judson Sapp for Congress Campaign. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, serving both registered investment companies and intermediary platforms.

John Mccann is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 14 years of industry experience. He has been with Raymond James since 2011 and is involved in several business ventures, including ownership of McCann Solutions LLC, through which he manages his commissions. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and provides a broad range of implementation options, maintaining a significant focus on advisory services without discretionary authority.

Jacob Boucher is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he worked at Sparks Production and held roles at WVU Medicine Ruby Memorial Hospital and Dick's Sporting Goods. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Matthew Pettinicchi is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior roles include positions at HSBC and a lengthy tenure at Ebner Camps. He 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those for registered investment companies and charitable funds.

David Bahena is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with 15 years of industry experience. He has been with Bank of America and Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering various model-based and discretionary investment strategies. The firm serves a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries, leveraging its integration with Bank of America’s broader platform.

Christopher Jensen is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill for eight years. Jensen is based in Jacksonville Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Karsten Jacobson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2020. He previously worked at Edward Jones from 2016 to 2020 and served in the US Navy Reserves for a decade. Jacobson is also the owner and CEO of JACOBSON WEALTH STRATEGIES LLC, a support company he operates alongside his advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, focusing on tailored strategies developed through risk profiling and asset allocation analysis.

Cathlyn Harris is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of her advisory role, she owns Fordel Business Development Inc., providing business development and marketing services. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Charlene Clayton is a financial advisor at Ameriprise with 35 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves as Senior Vice President and Coaching Consultant at Think2Perform, where she coaches individuals on work-life balance. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jessika Hopper is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in photography and operated as an independent contractor for Stout Studios and freelance photography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Teresa Stachulski is a financial advisor at Merrill with a Series 66 designation and 30 years of industry experience. She has been with Merrill Lynch since 1986. Outside of her advisory work, she pursues a hobby painting concrete pavers and flower pots, which she sells at craft shows. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Andrea Sosa is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and previously spent three years at Bank of America. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.