Sydney Pasterczyk is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, Sydney held positions at Fidelity Investments and Finalis and has experience associated with the University of Alabama and the Episcopal School of Jacksonville. Sydney was also involved with the NorthRiver Yacht Club. 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.

Andrew Ellis is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. He has previously worked at US Assure and held various roles at Merrill since 2015. Outside of his advisory work, Ellis operates an Etsy shop called Atavus Oddities, where he creates and ships artwork. 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 individuals, high-net-worth clients, and institutions.

Andrew Rodriguez is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Merrill since 2012. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mandi Burgess is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Merrill and Bank of America. 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 to manage discretionary and non-discretionary portfolios.

Pallavi Thota is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 66 and Series 63 licenses and bringing three years of industry experience. Prior to joining Fidelity, she held various roles in educational institutions and nonprofit organizations. She volunteers as an impact coordinator for the Vidya Network nonprofit, where she manages fundraisers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Carrie Anderson is a Series 66 licensed financial advisor at Merrill with 10 years of industry experience. She has worked at Bank of America, N.A. since 2016 and has been with Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Riley Stallard is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity affiliates since 2008, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base that includes retail and institutional investors, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios developed through systematic methodologies and long-term asset allocation benchmarks.

Kelsey Kokeny is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2019, Kokeny worked in various roles in hospitality and retail, including positions at Ponte Vedra Inn and Club and Veteran's United Craft Brewery. Outside of financial services, Kokeny has worked as an independent contractor for DoorDash. 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 across mutual funds, ETFs, and ETPs. The firm serves multiple registered investment companies and delivers model portfolios through Fidelity Institutional Wealth Adviser.

Tania Licata is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Wells Fargo Clearing Services LLC since 2018, following four years at U.S. Bancorp Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Patrick Shelton is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. 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 strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Richard Sopher is a financial advisor with Fidelity Investments in Jacksonville, FL, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He is also a trustee of a family trust focused on the wellbeing of a relative. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its advisory role to multiple registered investment companies.

Lenaire Jones is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Jones worked at Ally Financial and Bank of America, as well as Merrill Edge. 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 an ESG eligibility framework to inform its recommendations.

Aaron Fingerhut is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he teaches estate planning courses part-time at Suffolk University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its model portfolios.

Charles Ragle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at AT&T, Breakthru Beverage, and operating a business called Jurassic Junk Removal LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Justin Quintern 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. Prior to his career in finance, he spent seven years at Restaurant Orsay. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight controls.

Dylan Jain is a financial advisor at Fidelity with seven years of industry experience holding Series 63 and Series 66 licenses. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as prior work at TPC Sawgrass and Caffe Andiamo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios that incorporate mutual funds, ETFs, and ETPs, supported by systematic methodologies and long-term asset allocation benchmarks.

Derek Chipoletti is a financial advisor at Cetera with over 10 years of industry experience. He holds a Series 66 designation and has worked with firms including Capital Financial Strategies and Minnesota Life Insurance Co. Outside of his advisory work, he volunteers as a football coach for Clay County School Board, teaching football and life skills to student athletes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing a range of program options and custodial relationships.

Francesca Mantay is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for nine years and Publix Supermarkets for seven years. Mantay is also a Florida notary public and serves as an insurance agent and office manager for Mantay & Company Insurance and Financial Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Craig Livingston is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2011. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Tiedeberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His career includes roles at BB&T Bank and Securities, Truist Investment Services, and Pinnacle Financial Partners. He is also employed as a licensed bank advisor at Pinnacle Asset Management and Pinnacle Bank, where he assists clients with financial planning and banking needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.