Derek West is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2022 and has progressed through multiple roles, including Investment Solutions Representative I, II, and III, as well as High Net Worth advisor. Prior to joining Fidelity, Derek gained experience in the banking and mortgage sectors, including roles as a Universal Banker at Bank Midwest, Loan Consultant at Land Home Financial Services, Inc, and Home Loan Specialist at Churchill Mortgage Corporation. Derek holds insurance licenses in Arkansas and California. His professional background spans financial planning, investment solutions, and loan consultancy. He collaborates closely with clients to develop tailored financial plans that align with their individual goals, utilizing both his advisory experience and the resources at Fidelity. Outside of his professional work, Derek enjoys activities such as spending time at the beach, attending concerts, watching football, socializing with friends, playing golf, and engaging in outdoor adventures.

David Eliasen is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 22 years of industry experience. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2014. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, integrating investment management with Bank of America’s broader corporate platform and services.

Jayant Das is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop personalized strategies to pursue their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and saving for unexpected events. Additionally, he provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jayant holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from St. Francis College. His approach emphasizes listening carefully to clients in order to help them clarify what they value most and build strategies aimed at achieving their financial objectives utilizing the global resources of Merrill and the banking capabilities of Bank of America.

Christopher Hamm is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill Lynch since 2011. Outside of his advisory role, he owns Pen and Page Publications, a small part-time business that publishes low and medium content books through Amazon Kindle Direct Publishing. Merrill provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kristal Hosier is a Financial Consultant at Fidelity Investments, where she works with clients to plan for their future and implement strategies to help them work towards their financial goals. She has been with Fidelity Investments since 2020, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Management Consultant before assuming her current position in 2025. Her experience spans various aspects of financial consulting and investment management. Kristal holds insurance licenses in Arkansas and California, which support her work in providing comprehensive financial services to her clients.

Colton Weaver is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015, concurrently working at Bank of America, N.A. since 2016. 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, and charitable organizations. The firm integrates with Bank of America’s corporate platform, providing access to a wide range of products and services beyond typical investment management.

Stanley Soud is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2018. His prior experience includes positions at Bank of America N.A., Select Portfolio Servicing, and Digital Risk. Outside of his advisory role, he works as a ridesharing contractor for Uber. 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 that includes individuals, high-net-worth clients, and institutional investors.

Joseph Roccia is a financial advisor at Merrill based in Jacksonville, FL. He holds a Series 66 designation and has 11 years of industry experience. His work history includes tenures at both Merrill and 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Trucks is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include work at Helium-3 Ventures and a position with the United States Senate. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Sean Mcdow is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. His prior roles include positions at State Farm, Big Cat Capital LLC, and Mark Smith CPA. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios tailored for intermediary platforms.

Anthony Branch is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been associated with Wells Fargo in various capacities since 2009. Outside of his work at Wells Fargo, he has ownership interests in two private investment advisory businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Anthony D'Allegro is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at Fidelity Brokerage Service, LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Evan Alvarado is a financial advisor at Merrill in Jacksonville, FL, with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at TEKsystems, Yelp Inc., and Pulte Group among others. 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, and institutional investors.

Barry Krugliak is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2015. 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. The firm is integrated within Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Amanda Henry is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Premature Driveaway, Inc. 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.

John Sellers is a financial advisor with Raymond James Financial Services Advisers Inc. in Jacksonville, FL, holding ChFC® and Series 66 designations and bringing 26 years of industry experience. He has worked at Raymond James since 2010 and has served at John Stockton Elementary School since 2011. Outside of his advisory role, he is a co-owner of a family home that has been in his family for generations. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive emphasis on non-discretionary advisory services.

Abraham Gutierrez is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with six years of industry experience. His work history includes positions at JP Morgan Chase, Merrill, and Bank of America, N.A. 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 to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad array of financial products and services.

Jacob Materia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Cantor Fitzgerald and Gallagher, and has held various roles in the hospitality and education sectors. 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, and other institutional investors.

Marc Mckinnerney is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked in the restaurant industry for several years. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm integrates fundamental research with quantitative and algorithmic portfolio construction, managing multi-manager and fund-of-funds structures and employing systematic methodologies across mutual funds, ETFs, and ETPs.

Steven Pasternak is a financial advisor with Fidelity, holding a Series 66 designation and bringing three years of industry experience. Prior to joining Fidelity, he spent 22 years at T-Mobile Wireless. Fidelity’s Strategic Advisers LLC, where he works, offers 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, delivering model portfolios through systematic methodologies.