Jonathan Boston is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked as a delivery driver for DoorDash and has held roles at the University of North Florida and various small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe.

Thomas Tiner is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors.

Dennis Smith is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Melissa Venegas is a financial advisor with Merrill, holding a Series 66 designation and beginning her industry career in 2024. Her prior experience includes roles at the University of Pennsylvania and Penn Office of Investments. 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, and institutional investors.

Angelique Hamilton is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, where she has worked since 2007. She has 19 years of industry experience and also operates VIP Marketing & Promotions Company, which she has run since 2006. 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, and charitable organizations. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

Homer Leonard is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at PNC and BBVA-affiliated firms. Leonard is based in Ponte Vedra Beach, Florida. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management services.

Keith Rydh is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at UBS and multiple companies in the financial and service sectors. Outside of advising, he acts as a sole proprietor brand ambassador promoting various companies and products, primarily in the service industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Anne Egan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Merrill since 1990. Outside of her advisory role, she holds a power of attorney position in a non-investment-related capacity. 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 plans, and charitable organizations.

Evan Carr is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Merrill since 2018 and Bank of America since 2024, as well as roles at Five County Credit Union, Unum, and LLBean. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform, with access to a wide range of products and services.

Robert Hrdlicka Jr. is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Merrill in 2022, he worked at Fidelity Brokerage Services LLC for four years and was involved with HRD Supply LLC for six years. 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.

Alexander Patten is a Financial Consultant at Fidelity Investments. In this role, he assists clients in making sound investment decisions, simplifying their financial lives, and fostering financial confidence. He has been with Fidelity Investments since 2019, progressing through positions including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, Investment Management Consultant I and II, before becoming a Financial Consultant in 2025. Alexander holds insurance licenses in Arkansas and California. His experience at Fidelity Investments spans various aspects of investment management and client service, equipping him with expertise in helping clients navigate their financial goals.

Kaitlin Basso is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 13 years of industry experience. She has been affiliated with Merrill since 2013 and also works with Bank of America. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Tristan Bett is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in education at St. Johns Classical Academy, Clay Charter Academy, and Charles E Bennett Elementary. He also operated an escape room business briefly in 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and AI-driven research, as well as its advisory roles to multiple registered investment companies.

Christy Rukab is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2020. Prior to her current role, she was employed at Linear Engineering, Inc. for 14 years and briefly at Stepping Stones Preschool. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves multiple registered investment companies and fund-of-funds.

Jennifer Ryan is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1999 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she serves as an advisory board member for Don't Miss a Beat Inc, a nonprofit organization supporting at-risk youth through educational programs in Jacksonville, FL. 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 individual, high-net-worth, pension, charitable, and corporate clients. The firm is integrated with Bank of America’s platform, enabling access to a diverse set of financial products and services.

Keith Houghton is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. He holds Series 63 and Series 66 designations. 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 a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

William Shepard is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Raymond James, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. He is actively involved in nonprofit leadership, serving as founder and officer for organizations such as the Gator Club of Jacksonville and Gateway To Hope, Inc., which focuses on feeding the hungry and assisting ex-prisoners. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over 5,400 financial advisors and approximately $501 billion in assets under management. The firm provides wealth advisory planning, institutional consulting, and investment recommendations across a broad client base, including individuals, pension plans, corporations, and public entities.

Milton Durham Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2022 and also has experience at Bank of America and Valor. 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, charitable organizations, and corporate fiduciaries.

Jules Abbosh III is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2010. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide array of investment products and related services.

Jesus Urieta Jr. is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at Fidelity Investments for two years and has held various roles outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.