Anthony Diefendorf is a financial advisor with Charles Schwab in Jacksonville, FL. He holds a Series 66 designation and has professional experience spanning roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Holland Financial, and multiple positions at Embry-Riddle Aeronautical University from 2015 to 2025. 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 offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Ryan Kennedy is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 credentials. He has one year of industry experience, including prior work at Fidelity Investments and involvement with Town Beer Co and Mandarin Christian Church of Jax FL INC. 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 in its approach.

Patricia Rivera Marrero is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Malinowsky is a financial advisor at LPL Financial in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Ameriprise, Merrill, BBVA Bank, JP Morgan & Chase, and Florida State College of Jacksonville. Outside of his advisory role, he also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Alexander Jean Mary is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace and Strategic Advisers LLC. His background includes roles in both investment firms and educational services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew James is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 credentials and having six years of industry experience. His background includes service in the United States Air Force from 2013 to 2019 and roles at Fidelity Brokerage Services LLC since 2019. Outside of finance, he is involved in music production and performance through his work with ProotZ Music. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that utilize mutual funds, ETFs, and ETPs, and is noted for its formal advisory role to multiple registered investment companies and use of algorithmic methods in research.

John Dabu is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages model portfolios, serves as an advisor to multiple registered investment companies, and incorporates systematic methodologies and AI tools in its investment approach.

Matthew Weyel is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at SpecDive Tactical/Evolution Training Centers and retail positions with Cabela's/Bass Pro Shops. He has a background that includes military or tactical-related experience spanning over a decade. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its regulatory registrations and use of AI in its investment processes.

Alexis Guilloux is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, Alexis worked at Johnson Matthey and held educational roles at Georgia Southern University and Pine View School. Outside of advising, Alexis serves as a beneficiary and agent of record for a family trust. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory models, including third-party and proprietary programs, serving a broad client base from non–high-net-worth individuals to institutional clients.

Christopher Hancock is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and nine years of industry experience. He has been associated with various Fidelity entities since 2017, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies, and is notable for its use of systematic methodologies and formal advisory roles in multiple fund structures.

Reed Forrestel is a financial advisor with Ameriprise who holds a Series 66 designation and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2000. Outside of his advisory role, he manages business activities through Forrestel & Associates, LLC. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations within a large institutional framework.

Benjamin Adkins is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2012. Outside of finance, he is involved in music as a performer, teacher, writer, and producer through Ben Adkins Music and Bold City Music Productions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary portfolio solutions.

Gordon Hiett III is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments since 2022 and earlier work at Alorica from 2010 to 2017. Outside of finance, he has experience as a Lyft driver and periods of retirement. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including advisory work, discretionary portfolio management, and fund consulting. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as CFTC registration and formal advisory roles to multiple registered investment companies.

Grant Clemons is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previous work experience in various fields, including roles at RealCold and Dustless Floor Removal. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

James Haynes is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He worked at Merrill for 12 years before joining Wells Fargo Clearing in 2017. Outside of advisory work, he is a silent investor with a minority interest in TEAM Z at Moonshine Landing, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Seneca Clarke is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2022. Prior to that, he held advisory and brokerage roles at First Command and has experience as a live host on TikTok, where he discusses life topics. 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.

Justin Giaimo is a Financial Consultant at Fidelity Investments, where he has been since 2023. Prior to this role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Consultant at Strategic Financial Solutions from 2021 to 2022 and as an Insurance Agent at TDG Financial from 2020 to 2021. Justin holds insurance licenses in Arkansas and California. He focuses on partnering with families to understand their financial goals and assist in building comprehensive financial plans. Outside of his professional work, Justin enjoys activities such as spending time at the beach, fitness, football, social events with friends, scuba diving, and snowboarding.

Ashlee Brown is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. She holds Series 66 and Series 63 licenses and has been in the industry since 2024, with prior experience at Alex Brown | Raymond James and B2americas Contracted On To Onbeat Socials. Outside of finance, she has been involved with Mad Dance Performing Arts and Rustic French Home. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers a range of products through its broader broker-dealer and banking organization.

Benjamin Sabella is a Series 66 licensed financial advisor with Fidelity Investments, based in Jacksonville, FL. He joined Fidelity in 2025 and has prior experience across various automotive and retail companies, as well as roles in education from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides 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 to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Paul Borah is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He specializes in financial planning and developing customized investment plans tailored to his clients' needs. Paul's approach involves analyzing and recommending strategies aimed at improving clients' financial situations. Paul has been with Fidelity Investments since 2012, having served in various roles including Portfolio Specialist from 2018 to 2023, Client Management Representative from 2015 to 2018, and in High Net Worth Service from 2012 to 2015. He holds insurance licenses in Arkansas and California. Outside of his professional work, Paul has interests in baseball, football, golf, movies, and is a foodie. He also enjoys spending time with pets.