Thomas Hale is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and six years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and PNC Financial Services Group, Inc. He is based in Jacksonville, FL. Fidelity’s Strategic Advisers LLC, where Mr. Hale is affiliated, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, including model portfolios and fund advisory.

Matthew Davison is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing its portfolios.

Timothy Sutherland is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Josh Prucha is a Financial Consultant currently working with Fidelity Investments. He focuses on helping clients achieve their financial objectives and secure their long-term financial well-being by providing personalized and comprehensive financial guidance tailored to each client's unique circumstances, goals, and risk tolerance. Josh has been with Fidelity Investments since 2016, holding various roles including Financial Representative - Full Trader, Investment Solutions Representative, Client Management Representative, PAS Portfolio Specialist, and currently Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Josh has interests in fitness, golf, pets, and traveling.

Arturo Granell Heras is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at UBS and Fidelity Investments. His background includes roles outside finance, such as with Elev8tion Fitness and the Paris Saint Germain Franchise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis.

Hailey Landry is an advisor at Fidelity with a Series 66 credential and has been with the firm since 2025. She has a diverse work background including roles in hospitality, healthcare, and education. Fidelity’s subsidiary 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 to manage portfolios from an investable universe of mutual funds, ETFs, and ETPs.

Peter Hargitai is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked in various roles including at Anytime Fitness and Ponte Vedra Inn & Club. He volunteers as a youth mentor with the MaliVai Washington Youth Foundation, providing academic support and online literacy assistance. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Ashton King is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Fidelity Investments for one year. Outside of finance, he has been involved with small business ventures including powerwashing services and the food industry. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Sara Lonix is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at UF Health Jacksonville, Community First Credit Union, and Goodwill Industries of North Florida. 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 integrates fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services and manages model portfolios across various platforms.

Santino Mostaccio 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. His prior work includes roles at Prime Technical Services Inc. and academic positions at Florida State University and Arizona State University. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to institutional and retail clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of registered investment companies and funds.

Efrain Pantoja is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients with tailored financial planning and investment strategies that align with their unique ambitions and priorities. His work includes assisting clients with funding education, planning for retirement and healthcare expenses, and developing personalized plans to support long-term family goals. Efrain holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his high school diploma from Andress High School. His approach emphasizes simplicity and transparency to help clients navigate the complexities of wealth planning.

Heather Hodge is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various divisions of Fidelity since 2010. 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’s investment process combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Robert Williams is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he was involved with various organizations including Caddiemaster and First Tee North Florida. Outside of finance, he has experience with community and entrepreneurial ventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing investments.

Kayla Sadler is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, she held various roles including positions at Flagler College and Buffalo Wild Wings. Outside of her advisory work, she owns and creates products for Flicker and Fronds Candle Company LLC, a business that specializes in homemade candles and knitted items. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Addison Knight Jr. is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James since 2011 and previously worked at The Bolles School from 2019 to 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and firm-supported research.

Jacqueline Woodson is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as a notary public in Jacksonville, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, supported by proprietary research and planning tools.

Griffin Lyon is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked for Duval County Public Schools for nine years before joining Merrill in 2021. 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.

Luis Montanez is a financial advisor with Edward Jones in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones, he worked at Bank of America NA and Merrill Lynch for a combined 10 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Eric Menickella is a financial professional with 28 years of industry experience, currently associated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Voya Financial Partners, Inc., Cetera Wealth Services, LLC, and Independence Financial Planning, LLC, where he serves as managing partner. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Vanessa Yakimchuk is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work experience includes positions at River and Fort and various roles outside finance. She also works as an independent contractor selling direct products through Arbonne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management alongside fund advisory services. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.