Alexander Silberman is a financial advisor at J.P. Morgan Securities LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Securities and State Street Corporation. Outside of his advisory role, he works as an administrative assistant at Kittrich Corporation, a manufacturer of office supplies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Matthew Van Ormer is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a wealth advisory team serving individuals, families, and institutions. His primary focus is helping clients grow and preserve their wealth through personalized financial strategies tailored to their long-term goals. Matthew’s expertise includes professional investment management with allocations to private equity, hedge funds, and real assets. He also provides guidance on credit and lending needs, social security filing strategies, tax minimization, estate planning, philanthropic account options, and access to private banking services. His client focus areas include family wealth management, managing new wealth, personal retirement planning, portfolio management, and small business strategies. He holds a Bachelor’s degree from Grand Valley State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Matthew is involved in his community through coaching varsity golf at Christian Unified High School and participation in organizations such as the Torrey Pines Men’s Club, Bank of America Community Volunteers, and Hope for San Diego. His personal interests include golfing, reading, rock climbing, skiing, and tennis.

Farid Damirov is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2022. 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’s integration within Bank of America’s platform allows access to a wide range of investment products and services.

Brian Mccullough is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 66 designation and has been with Fidelity Brokerage Services, LLC since 2012. Outside of advising, he owns a business involved in wholesaling and retailing houses in Jacksonville, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Lauren Heck is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs and Littera Education Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Cyle Gay is a financial advisor with Fidelity Investments in Jacksonville, FL. He holds a Series 66 designation and has been with Fidelity since 2025. Prior to joining Fidelity, he worked at Sellers & Associates, LLC and has experience in various roles including community involvement with the Greater Tampa Bay Alumni Chapter of Delta Tau Delta. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Susannah Hitson is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she was involved in content creation with LTK and has experience in entrepreneurship and small business operations, including photography and fitness instruction. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory roles with registered investment companies, use of AI-driven research methodologies, and delivery of model portfolios to intermediary platforms.

Tyler Bryant is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation. He has been with Merrill since 2026 and has prior work experience at Walmart, CVS Health, and various other employers. Outside of his advisory role, he was involved with Fat Mamaz LLC for a year. 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.

Bethany Perrotti is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 1994. Perrotti serves as a FINRA arbitrator, acting as a non-public arbitrator for dispute resolution. 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 is integrated into Bank of America’s platform, offering access to a broad set of financial products and services.

Kevin Lovelace is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions within Fidelity since 2007. Fidelity’s Strategic Advisers LLC division provides 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 to create model portfolios from mutual funds, ETFs, and ETPs, and also serves as a commodity pool operator registered with the CFTC.

Marella Flynn Le Cates is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies including model-based and discretionary options. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Marcus Brooks is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has held various roles in retail, education, and contract work. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other entities.

Bradford Carroll is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2014. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, also employing AI and systematic methodologies in its investment process.

Max Woelfer is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation. He began his advisory career at Merrill in 2024 after prior experience at Bank of America and various other roles. Merrill provides managed account services to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, using model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Forrest Foxworth is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Workplace Planning Consultant I, II, & III at Fidelity Investments from 2024 to 2026. Before joining Fidelity, Forrest worked as a Financial Advisor at Thrivent Financial Services from 2023 to 2024. His professional approach emphasizes building trust through meaningful conversations and understanding each client's unique circumstances. He assists clients in navigating complex financial decisions by providing clear and practical guidance, focusing on what matters most to them. Forrest aims to be a trusted resource who helps clients gain confidence, make informed decisions, and stay aligned with their financial objectives. Outside of his professional work, Forrest has personal interests in art, concerts, music, soccer, surfing, and traveling.

Bradley Chard is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Merrill since 2014 and concurrently at Bank of America, N.A. since 2019. 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 various institutional clients. The firm is integrated within Bank of America’s broader platform, providing access to a wide array of products and services.

Charles Grau is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 license and 10 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith 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.

Adam Ison is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and 121 Financial Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Michael Wroten is a financial advisor with Primerica Advisors in Saint Johns, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he owns a legal entity formed for Primerica business purposes and is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading to BNY Mellon Advisors.

Jose Bascon is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and maintains formal advisory roles with multiple registered investment companies.