William Maicon is a financial advisor at Thrivent Investment Management with 47 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent since 2020. His prior roles include positions at MWA Financial Services, Modern Woodmen of America, and real estate firms such as Grand Living Realty and Coldwell Banker Premier Properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple planning areas. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, maintaining a separation between planning and portfolio management.

Shannon Scott is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and as an independent contractor. Outside of his advisory role, he is the sole owner of a rental property business. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Jany Barros Tovar is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Merrill, Tovar worked in various roles including at Italian Terrazzo & Tile Co. of Brevard, LLC, and the Jewish Community Alliance, Inc. 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.

Rush Hanner is a financial advisor with Fidelity, holding a Series 66 designation and 24 years of industry experience. He has been with Fidelity Brokerage since 2006 and has worked across multiple Fidelity business units since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Julie Pham is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. She has been with Merrill since 2022. Pham’s prior work experience includes roles at Arizona State University and Greenway High School. 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 leverages its integration with Bank of America to provide access to a broad set of financial products and services.

Matthew Heavener is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously at Citicards and Florida State College at Jacksonville. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, overseeing affiliated and unaffiliated sub-advisers while maintaining documented governance and proxy-voting procedures.

Kathryn Amodeo is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Publix and several community and educational organizations in Jacksonville, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and is registered with the CFTC as a commodity pool operator.

Bryan Treadway is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with Merrill since 2004 and also associated with Bank of America since 2015. Outside of his advisory role, he is involved with a rental property business in St. Augustine, where he monitors rental income. 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.

Christopher La Torre is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving successful individuals, entrepreneurs, business owners, and C-suite executives across Florida. He focuses on empowering first-generation immigrants and entrepreneurs by providing personalized financial strategies in areas such as family wealth management, international wealth management, legacy planning, liquidity management, retirement income, and small business strategies. Christopher aims to simplify complex financial systems, helping clients build wealth, manage investments, plan for the future, and preserve assets with a commitment to education and cultural awareness. Born and raised in Peru, Christopher earned a degree in Hospitality Management from Universidad De San Martin De Porres before relocating to Miami where he pursued a Bachelor’s Degree in Finance from Florida International University. His professional journey includes experience at Bank of America and Merrill Lynch, where he obtained his Series 7 and 66 FINRA registrations. He earned the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2020 and holds a Florida 2-15 Life, Health, and Variable Annuity License. Christopher is bilingual in English and Spanish and leverages his background as a first-generation immigrant to bring a unique perspective to his financial advisory practice. Outside of his professional role, Christopher advocates a balanced lifestyle through various physical activities including running, yoga, Pilates, and high-intensity training. He has a history of competitive swimming and continues to pursue fitness as a source of balance and stress relief. His personal philosophy centers on making financial planning accessible, understandable, and impactful for every client he serves.

James Byrnes is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including prior roles at Eagle Strategies, NYLife Securities, and Rosenblatt Securities. In addition to his advisory work, Byrnes is also licensed as an insurance broker, selling life, disability, property and casualty, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through structured, collaborative engagements using advanced planning tools.

Matthew Murray is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2013 and concurrently associated with Bank of America, N.A. since 2015. Merrill offers managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, providing model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with Bank of America’s wider financial services platform, offering access to a diverse range of products and strategies.

Sarah Van Vliet is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2007 and Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

John Gilligan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. He has been with Merrill since 2017 and previously worked at Colonial Life Insurance. 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.

Andrew Klanjac is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials with 12 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC from 2014 to 2017 before joining Merrill in 2017. Outside of his advisory role, he is a co-owner of a family rental property business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Darrell Wranovics is the Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He brings extensive experience in financial consulting, having held multiple roles within Fidelity Investments since 2006, including Senior Portfolio Specialist and Portfolio Specialist in Portfolio Advisory Services, as well as positions in client management and retirement solutions. Prior to joining Fidelity, he worked at Merrill Lynch as a 401k & Stock Plan Services Representative from 2005 to 2006. Throughout his career, Darrell has focused on simplifying the investing process for clients and assisting them in achieving their financial goals across various life stages. His expertise spans investment strategies, income planning, college savings, and estate planning considerations. He holds an Arkansas Insurance License, supporting his ability to address insurance-related financial needs. Darrell is committed to delivering excellence in every client interaction and maintaining a client-first approach in all his professional relationships.

Adam Kladiva is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023. Adam holds insurance licenses in Arkansas and California. In his professional capacity, Adam focuses on understanding clients' perspectives to help them manage their finances in ways that align with their personal priorities. He values learning about individuals' stories and assisting them in shaping their financial futures. Outside of his professional work, Adam's interests include parenthood, surfing, and volunteering.

Taylor Reemsnyder is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2010 and concurrently at Bank of America since 2020. Outside of his advisory role, he is an authorized member of a family LLC connected to a restaurant business for succession and estate planning purposes, though he has no active involvement. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Chris Momirov is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and having 12 years of industry experience. He has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, offering access to a wide range of products and services.

Michelle Gilmore is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience, all with Merrill since 1998. 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, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to various financial products and services beyond traditional investment management.

Brayden Nones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and various other organizations, including a five-year period at Red Oak Church. Outside of his advisory work, he assists with a family-operated lemonade concession trailer and manages an affiliate marketing business producing repair and maintenance videos. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a research-driven, quantitative investment process with systematic methodologies and long-term asset allocation benchmarks.