Anne Egan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and has 29 years of industry experience. She has been with Merrill since 1990. Outside of her advisory role, she serves as a power of attorney in a non-investment-related capacity. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Carr is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2018 and currently holds a position with Bank of America, N.A. His prior experience includes roles at Five County Credit Union, Unum, and L.L. Bean. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Hrdlicka Jr. is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Fidelity Brokerage Services LLC for four years and operated HRD Supply LLC for six years. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Patten is a Financial Consultant at Fidelity Investments. In this role, he assists clients in making sound investment decisions, simplifying their financial lives, and fostering financial confidence. He has been with Fidelity Investments since 2019, progressing through positions including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, Investment Management Consultant I and II, before becoming a Financial Consultant in 2025. Alexander holds insurance licenses in Arkansas and California. His experience at Fidelity Investments spans various aspects of investment management and client service, equipping him with expertise in helping clients navigate their financial goals.

Kaitlin Basso is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2013 and 2014, respectively. Outside of her advisory role, she is the sole owner of a rental property business in St. Augustine, 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tristan Bett is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in education at St. Johns Classical Academy, Clay Charter Academy, and Charles E Bennett Elementary. He also operated an escape room business briefly in 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and AI-driven research, as well as its advisory roles to multiple registered investment companies.

Christy Rukab is a financial advisor at Fidelity with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2020. Prior to her current role, she was employed at Linear Engineering, Inc. for 14 years and briefly at Stepping Stones Preschool. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves multiple registered investment companies and fund-of-funds.

Jennifer Ryan is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Merrill since 1999. Ryan serves as an advisory board member for Don't Miss A Beat Inc, a nonprofit organization that supports local at-risk youth through educational programs. 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 individual and institutional clients.

Keith Houghton is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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.

William Shepard is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Shepard is involved in several nonprofit organizations, including serving as founder and board member of the Gator Club of Jacksonville and CEO of Gateway To Hope, Inc., a nonprofit focused on feeding the hungry and assisting ex-prisoners. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Milton Durham Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Valor, Concentrix, and Kforce. 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 plans, corporations, and charitable organizations.

Jules Abbosh III is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2010. 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.

Jesus Urieta Jr. is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at Fidelity Investments for two years and has held various roles outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Grayson is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 credential with 10 years of industry experience. He has been associated with both Merrill and Bank of America, N.A. since 2016. Outside of his advisory role, he is involved in family-held and business partnership ventures, including Grayson Capital Holdings LLC and SGK Capital Management, focusing on managing family assets and real estate opportunities in Florida. 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 institutions.

Matthew King is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and having eight years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as brief tenures at Fanatics, Southern Grounds Coffee, and the Rehoboth Beach Police Department. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services incorporating systematic methodologies and long-term asset allocation benchmarks.

David Mc Donough is a CFP® and holds a Series 66 license with Edward Jones in Jacksonville, FL, where he has 12 years of industry experience, all with the same firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Michael Ruble is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked with BB&T Investments and BB&T Bank before joining Merrill and Bank of America in 2017. Ruble serves as an advisory committee member for the Community Foundation of Jacksonville. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Britt is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and previously attended Florida State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Sturm is a financial advisor at Raymond James & Associates with 23 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. She holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Mason Aldrich is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Fidelity in multiple periods since 2015, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and utilizes systematic methodologies to construct model portfolios.