Kelsey Kokeny is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2019, Kokeny worked in various roles in hospitality and retail, including positions at Ponte Vedra Inn and Club and Veteran's United Craft Brewery. Outside of financial services, Kokeny has worked as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Patrick Shelton 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 and Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, which includes trading, lending, and custody services.

Richard Sopher is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also a trustee of a family trust focused on the wellbeing of a relative. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its advisory role to multiple registered investment companies.

Lenaire Jones is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Jones worked at Ally Financial and Bank of America, as well as Merrill Edge. 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 an ESG eligibility framework to inform its recommendations.

Aaron Fingerhut is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Fidelity and its affiliates since 2014. Outside of his advisory role, he teaches estate planning courses as a CFP instructor at Suffolk University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Charles Ragle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at AT&T, Breakthru Beverage, and operating a business called Jurassic Junk Removal LLC. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Justin Quintern is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. Prior to his career in finance, he spent seven years at Restaurant Orsay. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight controls.

Dylan Jain is a financial advisor at Fidelity with seven years of industry experience holding Series 63 and Series 66 licenses. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as prior work at TPC Sawgrass and Caffe Andiamo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios that incorporate mutual funds, ETFs, and ETPs, supported by systematic methodologies and long-term asset allocation benchmarks.

Derek Chipoletti is a financial advisor at Cetera with over 10 years of industry experience. He holds a Series 66 designation and has worked with firms including Capital Financial Strategies and Minnesota Life Insurance Co. Outside of his advisory work, he volunteers as a football coach for Clay County School Board, teaching football and life skills to student athletes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing a range of program options and custodial relationships.

Francesca Mantay is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for nine years and Publix Supermarkets for seven years. Mantay is also a Florida notary public and serves as an insurance agent and office manager for Mantay & Company Insurance and Financial Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Craig Livingston is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America and Merrill since 2011. 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 including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s platform to provide access to an extensive range of financial products and services.

Ferol Brechler is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She began her career with Merrill in 1993 and transitioned to the Wealth Management division in 1999 as a Client Associate before becoming a Financial Advisor in 2017. Ferol holds a Bachelor’s degree in Business Management from the University of North Florida and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Personal Investment Advisor. Ferol’s expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, special needs planning strategies, and women and wealth. She brings in-depth knowledge and compassion to helping individuals navigate their financial journeys and focuses on developing long-term client relationships through a strategic and tailored approach that aligns with each client’s unique circumstances. Her experience with a special needs family member informs her understanding of challenges faced by special needs individuals. Outside of her professional work, Ferol is involved with the Jacksonville Zoo and Gardens Planned Gifting Council and her church. She lives in the Guana area of Ponte Vedra, Florida, with her husband John and their son Cody. In her spare time, she enjoys gardening, hiking, biking, kayaking, reading, traveling, and spending time with family and friends.

Rochelle Bullen is a financial advisor at Morgan Stanley in Jacksonville, FL, holding Series 63 and Series 65 designations with 28 years of industry experience. She worked at Janney Montgomery Scott for 12 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Tina Bodnar is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Bodnar is also affiliated with First Horizon, where she has been involved since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Will Boyt is a Financial Consultant currently with Fidelity Investments. His work focuses on partnering with individuals and families to help achieve their unique financial goals. He utilizes advanced planning tools and a broad range of investment options to provide clients with a comprehensive financial planning experience. Since joining Fidelity Investments in 2015, Will has held multiple roles including Regional Center Planning Consultant, Relationship Manager for Personal and Workplace Advisors Services (PAS), Workplace Planning Consultant at two levels, and High Net Worth Representative. He holds insurance licenses in Arkansas and California. Outside of his professional career, Will has interests in fitness, golf, music, skiing, tennis, and traveling.

Steven Eversole is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Outside of his advisory role, he serves as an operations manager in the Florida Air National Guard. Merrill provides managed account services 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, and institutional fiduciaries. The firm integrates with Bank of America’s platform to provide access to a wide range of investment products and services.

Cody Atherton is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he has worked as an independent contractor for Instacart. 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 in-house research and third-party analytics to support portfolio diversification and offers a range of brokerage and advisory solutions.

Blaine Norman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Fisher Investments and has held positions at Fidelity since 2023. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.

Erika Gill is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of experience at Merrill. She has been with the firm since 2010. 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 for individuals, high-net-worth clients, pension plans, and other institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Andrew Corwin is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC for two years. Outside of his advisory role, he acts as co-trustee for his mother’s investment matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.