Marla Dozier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Outside of her financial career, she is the owner and president of MKD Design, LLC, a decorated apparel business she has managed since 2006. 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 plans, charitable organizations, and corporate fiduciaries.

Jamie Johnson is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Johnson held various roles including positions at Florida State College of Jacksonville and Clay County Supervisors. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services to multiple registered investment companies.

Aileen De Los Santos is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 3 years of industry experience. She has been with Merrill since 2004. 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 investors. The firm is integrated within Bank of America’s broader platform, providing access to a wide set of products and services.

Thomas Wood is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, he worked in the vacation rental sector with Vacasa and Meyer Vacation Rentals. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kevin Maher is a CFP® professional with 24 years of experience in the financial services industry. He is associated with Raymond James Financial Services Advisors, Inc. and has held roles at Ameriprise Financial Services, Inc. He also operates Kevin D Maher LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Dylan Herndon is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Merrill since 2014. 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. The firm leverages its integration with Bank of America to provide access to a broad set of products and services.

Blake Ives is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2011, previously serving as a Retirement Relationship Manager from 2011 to 2013 and as a Brokerage Consultant from 2013 to 2020. In his role as a financial consultant, Blake focuses on forming strong relationships with clients and their families by understanding their needs and goals to develop customized financial plans tailored to their unique situations and timelines. Blake holds insurance licenses in Arkansas and California, enabling him to offer comprehensive financial services to clients in these states. His extensive experience at Fidelity Investments spans various aspects of financial consulting and retirement planning.

Shannon Largin is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2010. Largin is currently based in Jacksonville, FL. 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 services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Katherine Rash is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 66 designation and has worked with Citigroup and Bank of America/Merrill Lynch prior to joining Merrill. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Joshua Rantz is a financial advisor at Fidelity with Series 65 and Series 66 licenses and eight years of industry experience. His career includes roles at Fidelity Investments, Equitable Distributors, LLC, Jackson National Life Distributors LLC, Edward Jones, and Verizon Wireless. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including 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 deliver model portfolios, and it serves distinctive roles such as commodity pool operator registration and advisory services for multiple registered investment companies.

John Rohal is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes multiple roles at Fidelity and Fidelity Brokerage Services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to fund-of-funds, and incorporation of AI and machine learning in its investment process.

Evy Jamison is a financial advisor at Fidelity with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Ally Financial. Outside of her advisory role, she is active as a social media influencer focused on dog advocacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund management solutions.

Sierra Perron is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services LLC since 2015. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund-of-funds structures.

Jordan Boykin is a financial advisor with Fidelity Investments based in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at CrossCountry Mortgage, Volvo Cars of Louisville, and Humana. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios using systematic methodologies and oversight controls.

Amy Schweitzer is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 66 and Series 63 credentials and has worked in various capacities within Fidelity since 2016. Outside of her advisory role, she is a licensed realtor involved with St Johns Realty Group. 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 proprietary fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Jeremy Costa is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2004. Outside of Merrill, he serves as a co-trustee for an irrevocable living trust. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s platform.

Scott Read is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on helping clients define, prioritize, and pursue their financial goals while building lifelong relationships. He utilizes Fidelity's trusted brand, advanced planning tools, and cost-efficient investment platform to support his clients. Scott has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, he worked as a Financial Advisor at USAA from 2011 to 2013. He holds an Arkansas Insurance License.

Richard Tonetti is a financial advisor at Fidelity with four years of industry experience. Prior to joining Fidelity, he worked at The Vanguard Group and held positions at Walmart and the United States Postal Service. He also has experience with Via Lunar Jackal, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Janeesha Copeland is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Merrill since 2010 and concurrently with Bank of America since 2013. Outside of her advisory role, she owns a tree service business in Jacksonville, focusing on financing operations. 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 plans, charitable organizations, and corporate fiduciaries.

Ryan Douget is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and previously held positions at Bank of America, St Augustine Distillery, Total Wine and More, and the University of North Florida. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide set of products and services.