Alexander Cooper is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Cooper is involved with Dergalis Associates, LLC, where he acts as a sales associate in health and ancillary insurance products. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering diversified investment solutions without sponsoring its own wrap fee program.

Adam Makar is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2024, he worked at Cady for five years and has additional experience outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages portfolios that include mutual funds, ETFs, and ETPs, and is known for its use of systematic methodologies, AI-driven research, and formal advisory roles to multiple registered investment companies.

Curtis Kroll is a financial advisor with Wells Fargo Clearing based in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Aerotek and the University of North Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Bryan Berthold is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America since 2010. He is based 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Courtney is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services for families and institutions, combining his experience with the resources of Merrill Lynch. His expertise includes wealth planning strategies such as retirement and education planning, trust and estate services, tax minimization, asset preservation, investment management including portfolio construction and market strategy, as well as business and personal banking solutions from Bank of America. Courtney holds a Bachelor's Degree from the University of North Carolina at Chapel Hill and is a Personal Investment Advisor. He is part of the Courtney family tradition of financial advising, which has been associated with Merrill Lynch since 1949. In his community involvement, Nicholas serves on the St. Johns Country Day School Board of Trustees and is involved with professional organizations including the Meninak Club of Jacksonville and the UNC General Alumni Association. He has also held leadership roles in several Jacksonville-based community organizations. Outside of his professional work, Nicholas enjoys spending time with his family, engaging in music, and participating in outdoor activities.

Kyle Baidas is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab, he worked at Bluejay Advisory & Capital and DLP Capital. Outside of finance, he was involved with Baidas Basketball for six years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options within a multi-asset model portfolio framework. Schwab’s integrated structure provides combined advisory, brokerage, custody, and cash-sweep services.

Melissa Behrman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Fidelity Brokerage Services, LLC since 2017 and joined Fidelity Investments in 2025. Outside of advising, she owns a specialty cake business where she designs and creates custom cakes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Ryder Aringdale is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill in 2026, he worked for the City of Jacksonville Beach and Chick-fil-A, and has over a decade of experience in middle and high school education. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 by offering model-based and discretionary investment strategies supported by internal and third-party portfolio management teams.

Adrian Lewis is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Charles Schwab Bank, Charles Schwab, and several insurance firms. He studied at the University of North Florida from 2019 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its Wells Fargo Investment Institute with third-party analytics to support investment decisions, offering both brokerage and advisory solutions through a large network of advisors.

Jennifer Henderson is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity in 2021, she worked in real estate referral brokerage and held positions at Compass Group/Mayo Clinic and Sodexo/Black Knight Financial. Henderson maintains an active real estate license and refers leads to other agents. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios.

Paula Hirsch is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously was employed at Instacart from 2019 to 2021. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios encompassing mutual funds, ETFs, and ETPs.

Lisa Shaw is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2006, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, Fixed Income Specialist, and Service & Investment Solutions Specialist. In her role, Lisa focuses on understanding her clients' individual situations and preferences to develop tailored financial plans. She emphasizes educating her clients about the recommendations she makes to foster a collaborative partnership in the financial planning process. Lisa holds insurance licenses in Arkansas and California.

Tony Cavallo is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. In this role, he focuses on listening to clients’ goals to assist them in making informed financial decisions through the development of comprehensive financial plans and the implementation of suitable strategies. Tony's career at Fidelity Investments began in 2015, progressing through roles as Investment Solutions Representative I and II before attaining his current position. His professional experience spans over several years at Fidelity Investments, where he has accumulated expertise in financial planning and investment strategy. Tony’s approach centers on understanding client objectives to tailor financial solutions effectively. Outside of his professional responsibilities, Tony has personal interests that include spending time at the beach, cars, motorcycles, exploring food, parenthood, and traveling.

Pamela Cao is a financial advisor with Thrivent Investment Management in Jacksonville, FL. She holds the Series 66 designation and has four years of industry experience, including prior roles at LPL Financial and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without portfolio management for institutional clients.

Samuel Hudson is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Fidelity Brokerage Services LLC since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm’s investment process integrates proprietary research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Kevin Glick is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America N.A. and Merrill since 2010. Outside of his advisory role, he is involved in managing several family-owned rental properties. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Lammi is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been associated with Fidelity since 2006. Outside of his advisory role, he works as an independent contractor for Lyft, providing rideshare services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Maria Conover is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked with Fidelity Investments since 2021. Prior to her advisory role, she was involved with Camp Craft Cocktails and Jayne Dough Doughnuts & Bakery. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

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.