Aaron Moura is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked with Fidelity Investments since 2022 and has a background that includes various roles within the entertainment and media services sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios featuring mutual funds, ETFs, and ETPs.

Alessandra Nunez Alvarado is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients' personal priorities to develop tailored investment strategies aimed at helping them pursue their financial goals. She holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Alessandra completed her high school education at Iraan High School.

Kelly Bomar is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the CFP®, Series 63, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools.

Jonathan Pelkowski is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He 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 both model-based and discretionary strategies overseen by internal and third-party managers for a range of individual and institutional clients.

Jomarie Caplan is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of algorithmic and AI tools in its research processes.

Allison Batey is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. She has worked at Merrill since 2021 and previously held roles at 121 Financial Credit Union and Dillard's Inc. in Jacksonville, FL. 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, and institutional investors.

Jasmine Wagner is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has been in the industry for one year. Her prior work experience includes positions at Bank of America and at several healthcare and service organizations. 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.

Ann Todd is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has built a practice over more than 20 years focused on delivering financial advisory services across a variety of client needs. Her areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Ann holds a Bachelor's degree from Randolph Macon Woman's College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of her professional work, Ann is active in educational communities and participates in sporting activities. She enjoys spending time with her family and exploring Florida's natural resources through activities such as tennis, cooking, yoga, biking, hiking, horseback riding, knitting, crocheting, reading, and traveling.

Deanna Hartwell is a financial advisor at Ameriprise with nine years of industry experience. She holds the CFP® designation and Series 63 and 66 licenses. Prior to her current role at Ameriprise beginning in 2020, she worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of her advisory role, she manages a related business, Deanna R Hartwell, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Gary Meyer is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with both Merrill and Bank of America since 2011. 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 for individuals, high-net-worth clients, and institutional investors.

Dawn Aviles is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2009. Aviles serves as a board member of The Chatman Family Foundation Inc., a nonprofit focused on literacy advancement and advocacy efforts in the Jacksonville area. 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.

Jonathan Leonard is a CFP® professional with 11 years of experience at Edward Jones, where he has worked since 2015. He holds the Series 66 designation and is also a member of the US Navy with over 25 years of service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gena Korotkov is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing financial strategies related to wealth management, including portfolio management, insurance, lending, and estate planning services. Her client focus areas include college education planning, personal retirement planning, portfolio management services, and retirement income. Gena holds a bachelor's degree from Tulane University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her approach centers on creating customized wealth management strategies tailored to each client’s unique goals and financial circumstances. Outside of her professional role, Gena enjoys golfing, photography, spending time with family, and playing tennis. Banking products and services are provided by Bank of America, N.A.

Paulo Pimenta Filho is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Paulo has also been involved with Florida State College at Jacksonville and previously worked at Smart Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christina Palmer is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked with Charles Schwab and its affiliated entities since 2023 and previously spent six years at TD Ameritrade. Outside of her advisory role, she designs and sells resin dice through an online retail business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, and custody services. The firm offers both non-discretionary and discretionary investment management options using multi-asset model portfolios and provides centralized client support through its integrated operational structure.

Ornela Agolli is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their financial goals and priorities. She employs Fidelity's collaborative team approach to help each client build a personalized long-term plan that supports their needs and offers greater financial confidence. Ornela has held multiple roles within Fidelity Investments, including Financial Consultant since 2025, Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Workplace Planning and Advice from 2020 to 2022. This progression reflects her experience across various areas of financial planning and client relationship management.

Ailena Ray is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2011. 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 non-discretionary advisory programs where clients retain decision-making authority.

France Veal is a financial advisor at Merrill with 24 years of industry experience, including a continuous tenure at Merrill since 2002. She holds Series 63 and Series 66 designations. Outside of her advisory role, she is a co-owner of a family rental property in Jacksonville, Florida. 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 with model-based and discretionary investment strategies.

Ron Patrick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 27 years and has developed his career starting with the Junior Executive Training (JET) Program, one of the oldest development programs on Wall Street. He currently provides financial and wealth management advisory services in Jacksonville, Florida. Ron has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times, including the years 2019 and from 2022 through 2026. He holds the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp and the internal Portfolio Manager designation through the Merrill Investment Advisory Program. Ron is a graduate of Princeton University with a degree in economics. He is involved in his local community, serving on the Board of Visitors for The Bolles School and as a member of the Rotary Club of South Jacksonville. Ron resides in Jacksonville with his wife, Kim, and their three sons.

Grayson Chase is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Prospensive Logistics, Dollar General Corp., and worked in educational settings including the University of Georgia and Young Harris College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, and maintains specialized registrations and roles uncommon among large institutional peers.