Marissa Cadiz is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. She previously worked at Fidelity Investments and Wells Fargo Advisors. Cadiz serves on the Board of Directors for The Carter and Olay Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Henderson is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Fidelity and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Christopher Egan is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with JPMorgan Chase Bank and its affiliated entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Dow Jr. is a financial advisor at Fidelity with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple Fidelity entities since 1993. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers discretionary and non-discretionary advisory services.

Kharis Quaintance is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Thrivent, Quaintance worked at Pruco Securities, Prudential Insurance, New York Life, and Allstate. He serves as a board member of the Jacksonville Urban League and is treasurer of the University of Florida Black Alumni association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”

Darren Sapp is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, supporting its services with systematic methodologies and long-term asset allocation strategies.

Julie Shipman is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Merrill since 2016. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Dooley is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2019, she worked at AXA Advisors, LLC from 2017 to 2019 and was employed by the St. Johns County School District from 2010 to 2017. 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.

Juan Carlos Chiong is a Financial Advisor with The GTZ Group at Merrill Lynch Wealth Management. He joined the team in 2019 and currently serves as a team financial advisor, working with both international and domestic high to ultra-high net worth individuals, families, and businesses. Juan Carlos focuses on developing financial strategies driven by clients' individual goals and priorities, offering services that include family wealth management, international wealth management, portfolio management, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management, and maintains Series 7 and 66 FINRA registrations. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he aims to educate clients about investing while helping them understand financial planning and the market factors influencing their wealth. Outside of his professional role, Juan Carlos enjoys football, spending time with his family, and traveling.

Libby Roelse is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked for six years at Dyne Hospitality Group. 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 plans, corporations, and charitable organizations.

Ethan Machnic is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and 10 years of industry experience. He previously worked at Merrill from 2016 to 2020 before joining Fidelity Brokerage Services LLC, where he has been since 2020, and Fidelity Investments since 2025. 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 systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and formal advisory roles to multiple registered funds.

Victoria Kanevsky is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. She previously worked at Edward Jones for two years and has been with Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and offers discretionary and non-discretionary portfolio management.

Jake Perna is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and has two years of industry experience. Prior to Merrill, he worked at Fidelity Investments and Bank of America, N.A. He has also been involved with the United States Tennis Association. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Armstrong is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to that, he was employed at Interline Brands from 2016 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, with an emphasis on systematic methodologies and oversight of affiliated sub-advisers.

Kaylee Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has worked with Raymond James and affiliated firms since 2021 and previously held positions at Community First Credit Union and the University of North Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals, and it supports a wide network of advisors and affiliated firms across multiple specialties.

George Gonzalez is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 1999. Fidelity's Strategic Advisers LLC, where he is associated, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Alexander Awad is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at CITIGROUP from 2018 to 2021 and has held positions related to Case Western Reserve University and UBS Private Wealth Management earlier in his career. He holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a variety of capital markets and lending programs.

Abishek Eagala is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Dayton and Dreamer Trading LLC. Fidelity’s Strategic Advisers LLC, where Abishek is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing multi-manager fund structures and employing systematic methodologies in its investment approach.

James Williams is a CFP® professional with 15 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services for 10 years. Williams holds board and committee roles with several nonprofit organizations in Jacksonville, including the Jacksonville Public Education Fund and the Museum of Science & History. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its unique affiliations.

Taylor Welsh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC and Ovation Credit Services LendingTree. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services and fund advisory roles.