Julie Shipman is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Merrill since 2016. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Dooley is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2019, she worked at AXA Advisors, LLC from 2017 to 2019 and was employed by the St. Johns County School District from 2010 to 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Juan Carlos Chiong is a Financial Advisor with The GTZ Group at Merrill Lynch Wealth Management. He joined the team in 2019 and currently serves as a team financial advisor, working with both international and domestic high to ultra-high net worth individuals, families, and businesses. Juan Carlos focuses on developing financial strategies driven by clients' individual goals and priorities, offering services that include family wealth management, international wealth management, portfolio management, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management, and maintains Series 7 and 66 FINRA registrations. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he aims to educate clients about investing while helping them understand financial planning and the market factors influencing their wealth. Outside of his professional role, Juan Carlos enjoys football, spending time with his family, and traveling.

Libby Roelse is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked for six years at Dyne Hospitality Group. 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.

Ethan Machnic is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and 10 years of industry experience. He previously worked at Merrill from 2016 to 2020 before joining Fidelity Brokerage Services LLC, where he has been since 2020, and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and formal advisory roles to multiple registered funds.

Victoria Kanevsky is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. She previously worked at Edward Jones for two years and has been with Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an adviser to multiple registered investment companies and offers discretionary and non-discretionary portfolio management.

Jake Perna is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and has two years of industry experience. Prior to Merrill, he worked at Fidelity Investments and Bank of America, N.A. He has also been involved with the United States Tennis Association. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Armstrong is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and joined Fidelity Investments in 2025. Prior to that, he was employed at Interline Brands from 2016 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions, with an emphasis on systematic methodologies and oversight of affiliated sub-advisers.

Kaylee Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has worked with Raymond James and affiliated firms since 2021 and previously held positions at Community First Credit Union and the University of North Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals, and it supports a wide network of advisors and affiliated firms across multiple specialties.

George Gonzalez is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 1999. Fidelity's Strategic Advisers LLC, where he is associated, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios drawn from mutual funds, ETFs, and ETPs.

Alexander Awad is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at CITIGROUP from 2018 to 2021 and has held positions related to Case Western Reserve University and UBS Private Wealth Management earlier in his career. He holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a variety of capital markets and lending programs.

Abishek Eagala is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Dayton and Dreamer Trading LLC. Fidelity’s Strategic Advisers LLC, where Abishek is based, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing multi-manager fund structures and employing systematic methodologies in its investment approach.

James Williams is a CFP® professional with 15 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services for 10 years. Williams holds board and committee roles with several nonprofit organizations in Jacksonville, including the Jacksonville Public Education Fund and the Museum of Science & History. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its unique affiliations.

Taylor Welsh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC and Ovation Credit Services LendingTree. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, 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 manage portfolios, including discretionary and non-discretionary advisory services and fund advisory roles.

Joel Weaver is a financial advisor at Merrill with Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Coachman Lakes Homeowners' Association in Jacksonville, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashley Liz is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their investment objectives and financial needs. She focuses on developing strategies that support her clients' financial goals and provide peace of mind regarding their portfolios and overall financial plans. Ashley has been with Fidelity Investments since 2013, holding several roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, she worked as a Retirement Distribution Representative at Merrill Lynch in 2012. Outside of her professional career, Ashley enjoys cooking and baking, fitness, football, social events with friends, outdoor adventures, and traveling.

Mason Davis is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Baptist Medical Center and Whataburger. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Thomas Huntley Jr. is a Series 63-registered financial advisor with Ameriprise in Jacksonville Beach, FL, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages BLVT LLC, an advisory business. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team.

Jordan Bailey is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2012. 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.

Joshua Feinstein is a financial advisor with Charles Schwab holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2017, following two years at Ameriprise Financial Services, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and access to alternative investments, leveraging its scale and integrated operational structure.