Jason Minteer is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, Minteer owns two 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

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 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked in various roles including at Alacrity Adjusting Solutions LLC and the Fulton County State Court Clerk's Office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative and algorithmic portfolio construction, offering managed portfolios through systematic methodologies across 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 financial advisor at Merrill with a Series 66 credential and three years of industry experience. She has worked at Merrill and Bank of America since 2022 and previously spent eight years at Novitas Solutions Inc. Hymes serves as secretary for a Florida-based nonprofit focused on food services for the homeless. 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, and institutions, supported by trading, account administration, and custody services.

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 at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2011. He is involved with multiple business entities, including ownership of a personal LLC where he manages his commissions and a branch support company in Jacksonville. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at HSBC from 2019 to 2021 and spent 14 years at Ebner Camps. 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 across mutual funds, ETFs, and ETPs.

David Bahena is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Bank of America, N.A. and Merrill 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.

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® professional with 10 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes four years at Edward Jones and a decade of service with the US Navy Reserves. He is also the owner and CEO of Jacobson Wealth Strategies LLC, a support company based in Ponte Vedra Beach, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through its extensive advisor network and unique municipal and public-finance capabilities.

Cathlyn Harris is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 credential and has been with Merrill and Bank of America since 2015. Outside of her advisory role, she is the owner and president of Fordel Business Development Inc., a company that provides business development services including marketing strategies and branding. She also serves as co-trustee of the L.A.H. Family Trust. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 31 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1986. Outside of her advisory work, she pursues a hobby painting concrete pavers and flower pots, which she sells at craft shows. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jonathan Boston is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked as a delivery driver for DoorDash. His prior professional background also includes roles at the University of North Florida and entrepreneurial ventures in outdoor and lawn care services. Fidelity's Strategic Advisers LLC serves a broad client base, including retail and institutional investors, by providing investment management and advisory services. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and is known for its advisory role to registered investment companies and use of advanced technologies in portfolio management.

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 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves in advisory roles uncommon among large institutional peers.