Carrie Jones is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2002 in Jacksonville, FL. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adrian Aleksandrowicz is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Walmart and in academic roles at Fresno Pacific University and Emmanuel University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Andrew Boehmer is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Thomas is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bass Pro Shop, FHIA Remodeling, and managing his own professional partnership group. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to manage a range of funds and model portfolios.

Gregory Entzi is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Aditya Narayan is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Best Buy and self-employment, as well as academic positions at the University of South Florida and Penn State University - Harrisburg. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with noted use of AI and formal governance procedures.

Ryan Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2013, respectively. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gordon Mills is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Merrill since 2015. 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.

Hannah Bordon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held various roles in education, healthcare, and community organizations. 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, and institutional investors.

Kenneth Williams is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, serving a diverse client base including registered investment companies and charitable gift funds.

Ryan Doyle is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miranda Butler is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2013. 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 model-based and discretionary investment strategies developed by internal and third-party managers, servicing individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corbett Yarbrough Sr. is a financial professional with 12 years of industry experience, currently associated with Cetera. He holds Series 65 and Series 63 licenses and has worked at firms including Prudential Insurance Company of America and Allstate Insurance Co. In addition to his role at Cetera, he is involved with Capital Financial Strategies, providing financial services and fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jamie Seim is a CFP® with 16 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 from 2010 to 2016. Seim is also the president of JAX Trailblazers Inc., a business networking organization based in Jacksonville, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions.

Veronika Mars is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2012. Outside of finance, she is involved with a residential remodeling business in Green Cove Springs, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jack Lawley is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Merrill since 2014 and also has experience with Bank of America N.A. since 2022. 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 individual and institutional clients, implementing trading, account administration, and custody support across a range of client types.

Chase Hunt is a financial advisor with LPL Financial in Jacksonville, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors, where he also served as a financial consultant. Outside of advisory roles, he has experience in fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

George Faris is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and their families to co-create and implement financial plans and investment strategies, focusing on building deep relationships to help clients with their wealth strategies and lifetime goals. He has been with Fidelity Investments since 2015, progressively advancing through various roles including Financial Consultant, Regional Center Planning Consultant, Relationship Manager for Portfolio Advisory Services, Workplace Planning Consultant II, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative-Full Trader. George holds insurance licenses in Arkansas and California.

Lloyd Archibald is a Series 66-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has worked at several firms, including Raymond James & Associates and Cetera, before joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through a process that combines quantitative modeling and centralized due diligence.

Remington Chenore is a financial advisor at LPL Enterprise with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at TruNorth Innovation and Quaestor Advisors and has educational experience at the University of South Carolina and various schools. He serves as a director on the board of Friends of the Library Ponte Vedra Beach. LPL Enterprise provides financial planning, advisory, and brokerage services to a diverse client base, including individuals, retirement plans, nonprofits, and institutional clients. The firm offers access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.