Bryton Guy is a financial advisor at Fidelity with seven years of industry experience and holds the Series 66 designation. He has worked at Fidelity Brokerage Services LLC since 2019 and at Fidelity Investments since 2025. Outside of his advisory role, he is active as a social media influencer creating content related to his interests. Fidelity’s 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 fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Strobel is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior work experience includes roles at Florida Blue and First Command Brokerage Services, among others. Fidelity’s Strategic Advisers LLC offers 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 provide discretionary and non-discretionary advisory solutions.

Eric Garrett is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. 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.

Jonathan Adamski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2003 and has over 15 years of experience in the Asset Management sector prior to joining the Pajcic Group. His expertise lies in Portfolio Management, and he holds the CERTIFIED FINANCIAL PLANNER® professional designation as well as the Personal Investment Advisor (PIA) designation. Jonathan earned his bachelor's degree from Rollins College and completed his MBA at Florida Atlantic University. He lives in Ponte Vedra with his wife Maribeth and their three children.

Charles Engelbrecht is a financial advisor with Cetera in Jacksonville, FL, holding the Series 66 designation and one year of industry experience. He has a background in home health consulting, serving as president of Florida First Care, Inc. since 2000. Engelbrecht is also active in local organizations, holding positions as treasurer of a Republican executive committee and vice president of a homeowners association board. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services delivered through a nationwide network of independent advisors.

Michael Forte is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop tailored financial strategies that align with their goals, lifestyle, and long-term security. Michael has progressed through various positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, then to Investment Solutions Representative II in 2025, and currently serves as Investment Solutions Representative III. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Michael enjoys attending concerts, cooking and baking, fishing, exploring diverse cuisines, watching football, and traveling.

James Chipps is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 credential and previously worked at J.P. Morgan Securities for eleven years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools without providing individual security recommendations as part of its standalone planning services.

Michael Naegele Jr. is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America. Outside of finance, he is also a rehabilitative therapist specializing in inpatient care and performs occupational therapy services under a Florida state license. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Griffith II is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Fidelity Brokerage Services since 2007, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he also works as an Uber driver. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Adem Dorman is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill Lynch since 2009. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Bowen is a financial advisor at Merrill with 11 years of industry experience. He has been with Merrill since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns Bowen Photography, a sole proprietorship focused on wedding, portrait, and event photography. 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.

Charles Layton III is a financial advisor at Merrill with Series 63 and Series 65 credentials and 60 years of industry experience. He has been with Merrill since 1979 and has also worked at Bank of America, N.A. since 2011. He serves as a board member of Thornwell, a nonprofit providing programs to help families heal from trauma, abuse, and neglect. Merrill offers 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 developed by internal and third-party managers.

Bari Bridges is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. Prior to that, she worked at Merrill and Bank of America, N.A. She is based in Jacksonville, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Samantha Perez is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2019, she worked for VOYA Financial and VOYA Financial Advisors from 2014 to 2019. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Chan is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator, advisory role to multiple funds, and use of AI-driven methodologies.

Panagiota Karalis is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and has 15 years of industry experience. She has been with Fidelity brokerage Services LLC since 2010 and joined Fidelity Investments in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies and formal advisory roles to multiple funds.

Freddie Claybrooks is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been affiliated with Merrill since 2003 and with Bank of America since 2011. 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.

Matthew Sherwin is a Series 66-credentialed financial advisor with Merrill, based in Jacksonville, FL, and has nine years of industry experience. He has been with Merrill and Bank of America since 2017. Outside his advisory role, he has held positions at the University of North Florida and Florida State College of Jacksonville. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Raynor is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles in education at the University of Kentucky and Georgia Southern University, as well as other positions outside the financial sector. 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.

Ryan Patton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His previous roles include positions at 401K Generation and Fidelity Brokerage Services LLC. Outside of advising, he is a part owner of a real estate business involved in property management activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a systematic investment approach combining proprietary research and quantitative analysis.